Great Lakes Advisors LLC Purchases 26,737 Shares of National Fuel Gas Company $NFG

Great Lakes Advisors LLC grew its holdings in shares of National Fuel Gas Company (NYSE:NFG) by 26.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 127,075 shares of the oil and gas producer’s stock after buying an additional 26,737 shares during the period. Great Lakes Advisors LLC’s holdings in National Fuel Gas were worth $11,738,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of NFG. Root Financial Partners LLC bought a new position in shares of National Fuel Gas in the 3rd quarter worth about $29,000. Richardson Financial Services Inc. grew its holdings in National Fuel Gas by 88.5% in the third quarter. Richardson Financial Services Inc. now owns 360 shares of the oil and gas producer’s stock worth $33,000 after purchasing an additional 169 shares during the period. Golden State Wealth Management LLC grew its holdings in National Fuel Gas by 355.1% in the second quarter. Golden State Wealth Management LLC now owns 405 shares of the oil and gas producer’s stock worth $34,000 after purchasing an additional 316 shares during the period. True Wealth Design LLC increased its stake in shares of National Fuel Gas by 3,883.3% during the third quarter. True Wealth Design LLC now owns 478 shares of the oil and gas producer’s stock valued at $44,000 after purchasing an additional 466 shares in the last quarter. Finally, Assetmark Inc. lifted its holdings in shares of National Fuel Gas by 60.1% during the second quarter. Assetmark Inc. now owns 613 shares of the oil and gas producer’s stock valued at $52,000 after purchasing an additional 230 shares during the last quarter. 73.96% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently commented on NFG shares. Weiss Ratings reissued a “buy (b-)” rating on shares of National Fuel Gas in a research report on Monday, December 29th. Scotiabank set a $101.00 price objective on National Fuel Gas in a research note on Wednesday, January 21st. Finally, Zacks Research downgraded National Fuel Gas from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 21st. Two analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, National Fuel Gas has an average rating of “Hold” and a consensus price target of $96.33.

Trending Headlines about National Fuel Gas

Here are the key news stories impacting National Fuel Gas this week:

• Positive Sentiment: Q1 beat on profitability — adjusted EPS $2.06 vs. $1.91 expected and GAAP earnings surged year-over-year; adjusted EPS rose 24% YoY on higher production and prices. Zacks: NFG Surpasses Q1 Estimates
• Positive Sentiment: Guidance reaffirmed — management kept FY?2026 adjusted EPS at $7.60–$8.10 (midpoint $7.85), which is above recent street consensus (~$7.33) and provides upside if NYMEX gas prices firm. Press Release: Q1 Results & Guidance
• Positive Sentiment: Operational & strategic catalysts — upstream production +12% (Seneca), realized gas prices ~+14%, key midstream projects (Shippingport Lateral, Tioga Pathway) on track for late?2026, and a $350M private equity raise to fund the CenterPoint Ohio utility acquisition. Those items support near? and medium?term cash flow growth. Investor Presentation / Press Release
• Positive Sentiment: Analyst support — Bank of America maintained a Buy rating and $99 price target, reinforcing buy-side confidence after the print. TipRanks: BofA Maintains Buy
• Neutral Sentiment: Earnings call & materials provide context — management discussed growth opportunities and commodity volatility; the transcript and updated investor presentation outline risks and sensitivities for investors to review. Seeking Alpha: Call Transcript TipRanks: Investor Presentation Update
• Negative Sentiment: Near-term costs and commodity risk — corporate reported $7.7M of transaction/financing costs tied to the Ohio acquisition and management reiterated sensitivity of EPS to NYMEX natural gas prices (guidance scenarios show material EPS swings). These raise short?term volatility and execution risk around the acquisition and commodity exposure. Guidance Sensitivities & Acquisition Costs

National Fuel Gas Stock Up 1.2%

National Fuel Gas stock opened at $84.11 on Friday. National Fuel Gas Company has a 12 month low of $68.65 and a 12 month high of $94.13. The stock has a fifty day simple moving average of $81.35 and a two-hundred day simple moving average of $84.28. The company has a current ratio of 0.44, a quick ratio of 0.35 and a debt-to-equity ratio of 0.77. The firm has a market cap of $7.99 billion, a price-to-earnings ratio of 11.73, a PEG ratio of 1.15 and a beta of 0.61.

National Fuel Gas (NYSE:NFG) last released its quarterly earnings data on Wednesday, January 28th. The oil and gas producer reported $2.06 EPS for the quarter, beating the consensus estimate of $1.91 by $0.15. National Fuel Gas had a return on equity of 22.62% and a net margin of 27.65%.The company had revenue of $651.51 million for the quarter, compared to analysts’ expectations of $650.70 million. During the same period last year, the firm posted $1.66 earnings per share. National Fuel Gas’s revenue was up 18.6% compared to the same quarter last year. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. Equities analysts predict that National Fuel Gas Company will post 6.64 EPS for the current fiscal year.

National Fuel Gas Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.535 per share. This represents a $2.14 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend was Wednesday, December 31st. National Fuel Gas’s dividend payout ratio (DPR) is presently 37.68%.

About National Fuel Gas

National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.