Knights of Columbus Asset Advisors LLC Decreases Stock Position in National Fuel Gas Company $NFG

Knights of Columbus Asset Advisors LLC decreased its position in shares of National Fuel Gas Company (NYSE:NFG) by 3.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 155,281 shares of the oil and gas producer’s stock after selling 6,036 shares during the period. National Fuel Gas makes up approximately 0.8% of Knights of Columbus Asset Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. Knights of Columbus Asset Advisors LLC owned 0.17% of National Fuel Gas worth $14,343,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in NFG. Goldman Sachs Group Inc. raised its holdings in shares of National Fuel Gas by 30.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 159,953 shares of the oil and gas producer’s stock worth $12,667,000 after acquiring an additional 36,913 shares in the last quarter. Empowered Funds LLC purchased a new stake in National Fuel Gas during the first quarter valued at $247,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted 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 valued at $17,480,000 after purchasing an additional 8,304 shares during the last quarter. Focus Partners Wealth grew its stake in shares of National Fuel Gas by 79.5% in the 1st quarter. Focus Partners Wealth now owns 12,729 shares of the oil and gas producer’s stock worth $1,008,000 after buying an additional 5,638 shares in the last quarter. Finally, Acadian Asset Management LLC purchased a new position in shares of National Fuel Gas in the 1st quarter worth $138,000. 73.96% of the stock is owned by institutional investors.

Key Headlines Impacting 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 Price Performance

NYSE NFG opened at $84.11 on Friday. The firm’s fifty day simple moving average is $81.35 and its two-hundred day simple moving average is $84.28. The firm has a market capitalization of $7.99 billion, a P/E ratio of 11.73, a P/E/G ratio of 1.15 and a beta of 0.61. The company has a current ratio of 0.44, a quick ratio of 0.35 and a debt-to-equity ratio of 0.77. National Fuel Gas Company has a 12-month low of $68.65 and a 12-month high of $94.13.

National Fuel Gas (NYSE:NFG) last released its quarterly earnings results on Wednesday, January 28th. The oil and gas producer reported $2.06 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $650.70 million. During the same period last year, the business posted $1.66 earnings per share. The firm’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. Analysts forecast that National Fuel Gas Company will post 6.64 EPS for the current fiscal year.

National Fuel Gas Announces Dividend

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

Analysts Set New Price Targets

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

National Fuel Gas Company Profile

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.