US · Energy · Oil & Gas Integrated
EPS came in at 1.54 against a street estimate of 1.47 — a beat of 4.8%.
Analysts rate National Fuel Gas Company a buy (2 buy, 2 hold, 0 sell out of 4) with an average price target of $93.00.
CONFIDENT NFG reported $1.54 EPS (in line), raised FY26 guidance to $7.40–$7.60, and outlined 7–10% annual EPS growth through FY29 with $1–1.5B free cash flow. Ohio utility acquisition closing Q4 2026. Upstream optimizing well designs; production guidance 420–430 Bcfe. Q3 FY26 Strongest momentum in Appalachia (Tioga) and Shippingport expansion corridor. Ohio acquisition transformational, doubling utility rate base. Analysts pressed on well interaction impacts (Gen 4 fracs, offset wells) and capital allocation (leverage targets, buyback timing). Management characterized issues as learning/optimization, not structural, and committed to deleveraging before aggressive shareholder returns. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.20% |
| Vanguard Portfolio Management, LLC | 8.45% |
| Vanguard Capital Management, LLC | 4.51% |
| State Street Corp | 4.42% |
| Energy Income Partners, LLC | 3.15% |
| LSV Asset Management | 2.48% |
| T. Rowe Price Associates, Inc. | 2.48% |
| Gabelli Funds LLC | 2.45% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q1 FY2027 HEADLINE NUMBERS • National Fuel Gas Company (NYSE: NFG) announced a plan to separate into two independent, publicly traded companies. • The separat | 2026-10-14 |
| Material agreement · Q1 FY2027 HEADLINE NUMBERS • National Fuel Gas Company completed its acquisition of Vectren Energy Delivery of Ohio, LLC (“CenterPoint Ohio”) on October 1, 202 | 2026-10-01 |
| Company announcement · Q4 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K FILING SUMMARY OTHER NOTABLE POINTS • Filing Type & Date: Form 8-K current report filed August 11, 2026 by Nat | 2026-08-11 |
| Quarterly report · Q3 FY2026 NATIONAL FUEL GAS COMPANY (NFG) – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Operating Revenues (9 months): $2,047. | 2026-07-30 |
| Results announced · Q4 FY2026 NATIONAL FUEL GAS COMPANY – Q3 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q3 2026 GAAP Earnings: $138.6 million, or $1.45 per share (down from | 2026-07-30 |
| Reg FD disclosure · Q4 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K SUMMARY HEADLINE NUMBERS • No specific financial metrics, earnings figures, or numerical results disclosed in | 2026-07-29 |
| Company announcement · Q3 FY2026 NATIONAL FUEL GAS COMPANY (NFG) - 8-K SUMMARY HEADLINE NUMBERS • Acquisition purchase price: $2,620,000,000 for Vectren Energy Delivery of Ohio, LLC | 2026-06-26 |
| Quarterly report · Q2 FY2026 NATIONAL FUEL GAS COMPANY – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Operating Revenues (6 months ended March 31, 2026): $1,509,881 thousand ($ | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.56 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.56 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.54 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.54 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.54 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
| Announcement | Date |
|---|---|
| Completion of acquisition of CenterPoint Ohio transaction National Fuel Gas Company completed its acquisition of CenterPoint Ohio (also called Vectren Energy Delivery of Ohio) on October 1, 2026. This transaction was originally announced in October | 2026-10-01 |
| Acquisition of CenterPoint Energy Resources Corp. assets announced National Fuel Gas Company announced that the Ohio Public Utilities Commission (PUCO) approved its $2.62 billion acquisition of Vectren Energy Delivery of Ohio, a natural gas distribution bus | 2026-06-26 |
| Strategic transaction announced; forward-looking statements regarding completion and regulatory clearances This is a cautionary statement from an SEC 8-K filing that discusses forward-looking statements and risk factors related to a company transaction. The filing does not announce completed news | 2026-05-26 |
| Agreed to acquire all issued and outstanding shares from seller National Fuel Gas Company announced it will acquire Vectren Energy Delivery of Ohio, LLC from CenterPoint Energy Resources Corp for $2.62 billion. This is a natural gas distribution business | 2025-10-21 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.