National Fuel Gas Company (NFG)

Sep 23, 2026

National Fuel Gas has engaged Goldman Sachs to explore strategic options for its natural gas production unit, Seneca Resources and National Fuel Gas Midstream Company, valued at approximately $5 billion. Options include a full or partial sale, merger, or spinoff, driven partly by an unsolicited offer and the company's desire to focus on its more stable regulated utility business. This unit currently accounts for about 69% of National Fuel's adjusted EBITDA, making any divestment a significant financial and strategic decision, especially as the company prepares to finalize a major acquisition of CenterPoint Energy's Ohio natural gas utility business.

Sep 21, 2026

Bank of America Corp DE has acquired 755,644 new shares of National Fuel Gas Company (NYSE:NFG) in the second quarter, representing a 0.80% stake valued at approximately $58.3 million. Despite beating earnings estimates with $1.54 per share, the company's revenue of $537.5 million fell short of expectations. National Fuel Gas also declared a quarterly dividend of $0.555 per share, contributing to a 2.7% yield, and maintains a "Moderate Buy" consensus analyst rating with a target price of $105.50.

Sep 18, 2026

National Fuel Gas Company (NYSE:NFG) has declared a quarterly dividend of $0.555 per share, payable on October 15th to shareholders of record on September 30th. This represents an annualized payout of $2.22 and a 2.8% yield. The company has a 55-year history of increasing its dividend, which is well-covered by earnings with a payout ratio of 26.2%.

Sep 15, 2026

California State Teachers Retirement System slightly reduced its stake in National Fuel Gas Company (NFG) by 1.3% in the second quarter, while other major institutions like BlackRock and Energy Income Partners established significant new positions. Institutional investors now own 73.96% of the company. Despite recent downgrades from some analysts, the stock holds an average "Moderate Buy" rating with a target price of $105.50, and the company recently beat EPS estimates but missed revenue expectations.