National Fuel Gas (NYSE:NFG) Issues FY 2026 Earnings Guidance

National Fuel Gas (NYSE:NFG) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 7.400-7.600 for the period, compared to the consensus earnings per share estimate of 7.440. The company issued revenue guidance of -.

Analysts Set New Price Targets

Several research firms have commented on NFG. KeyCorp started coverage on shares of National Fuel Gas in a report on Tuesday, April 7th. They set an “overweight” rating and a $110.00 price target for the company. Weiss Ratings lowered shares of National Fuel Gas from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, July 21st. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, National Fuel Gas presently has an average rating of “Moderate Buy” and a consensus price target of $105.50.

National Fuel Gas Stock Down 0.4%

NFG stock traded down $0.30 during midday trading on Wednesday, reaching $81.09. 1,130,694 shares of the company were exchanged, compared to its average volume of 788,029. The company has a market cap of $7.71 billion, a price-to-earnings ratio of 10.97, a price-to-earnings-growth ratio of 1.76 and a beta of 0.37. The company has a debt-to-equity ratio of 0.55, a quick ratio of 0.55 and a current ratio of 0.62. National Fuel Gas has a 1-year low of $75.17 and a 1-year high of $97.06. The stock’s 50-day simple moving average is $78.74 and its 200 day simple moving average is $84.48.

National Fuel Gas (NYSE:NFG) last issued its earnings results on Wednesday, July 29th. The oil and gas producer reported $1.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.10. National Fuel Gas had a net margin of 27.48% and a return on equity of 20.62%. National Fuel Gas has set its FY 2026 guidance at 7.400-7.600 EPS. On average, equities analysts forecast that National Fuel Gas will post 7.66 earnings per share for the current year.

National Fuel Gas Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were given a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a yield of 2.7%. This is a boost from National Fuel Gas’s previous quarterly dividend of $0.54. The ex-dividend date of this dividend was Tuesday, June 30th. National Fuel Gas’s dividend payout ratio is presently 30.04%.

Institutional Trading of National Fuel Gas

A number of hedge funds and other institutional investors have recently made changes to their positions in NFG. Goldman Sachs Group Inc. boosted its position in shares of National Fuel Gas by 30.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 159,953 shares of the oil and gas producer’s stock valued at $12,667,000 after purchasing an additional 36,913 shares during the period. Empowered Funds LLC acquired a new position in National Fuel Gas during the first quarter worth approximately $247,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in National Fuel Gas by 3.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 220,730 shares of the oil and gas producer’s stock worth $17,480,000 after buying an additional 8,304 shares during the period. Focus Partners Wealth lifted its stake in National Fuel Gas by 79.5% in the first quarter. Focus Partners Wealth now owns 12,729 shares of the oil and gas producer’s stock valued at $1,008,000 after buying an additional 5,638 shares during the last quarter. Finally, Acadian Asset Management LLC purchased a new stake in National Fuel Gas in the first quarter valued at approximately $138,000. Institutional investors and hedge funds own 73.96% of the company’s stock.

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.