National Fuel Gas Company $NFG Shares Sold by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC lowered its holdings in shares of National Fuel Gas Company (NYSE:NFG) by 3.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 155,281 shares of the oil and gas producer’s stock after selling 6,036 shares during the quarter. National Fuel Gas makes up 0.8% of Knights of Columbus Asset Advisors LLC’s holdings, making the stock its 23rd largest position. Knights of Columbus Asset Advisors LLC’s holdings in National Fuel Gas were worth $14,343,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Root Financial Partners LLC purchased a new stake in National Fuel Gas in the 3rd quarter worth $29,000. Richardson Financial Services Inc. grew its position in shares of 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 valued at $33,000 after purchasing an additional 169 shares during the period. Golden State Wealth Management LLC increased its stake in shares of National Fuel Gas by 355.1% during 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 in the last quarter. True Wealth Design LLC raised its position in shares of National Fuel Gas by 3,883.3% during the 3rd quarter. True Wealth Design LLC now owns 478 shares of the oil and gas producer’s stock worth $44,000 after purchasing an additional 466 shares during the last quarter. Finally, Assetmark Inc. lifted its stake in National Fuel Gas by 60.1% in the 2nd quarter. Assetmark Inc. now owns 613 shares of the oil and gas producer’s stock valued at $52,000 after buying an additional 230 shares in the last quarter. 73.96% of the stock is currently owned by hedge funds and other institutional investors.

Key National Fuel Gas News

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. The company has a market capitalization of $7.99 billion, a PE ratio of 11.73, a price-to-earnings-growth ratio of 1.15 and a beta of 0.61. The company has a debt-to-equity ratio of 0.77, a quick ratio of 0.35 and a current ratio of 0.44. National Fuel Gas Company has a fifty-two week low of $68.65 and a fifty-two week high of $94.13. The firm has a 50 day moving average price of $81.35 and a 200 day moving average price of $84.28.

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, topping the consensus estimate of $1.91 by $0.15. The business had revenue of $651.51 million during the quarter, compared to analyst estimates of $650.70 million. National Fuel Gas had a return on equity of 22.62% and a net margin of 27.65%.The company’s quarterly revenue was up 18.6% on a year-over-year basis. During the same period last year, the business posted $1.66 earnings per share. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. Research analysts expect that National Fuel Gas Company will post 6.64 earnings per share for the current year.

National Fuel Gas Announces Dividend

The firm 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 37.68%.

Wall Street Analysts Forecast Growth

NFG has been the subject of several research reports. Zacks Research lowered National Fuel Gas from a “hold” rating to a “strong sell” rating in a research note on Wednesday, January 21st. Weiss Ratings reiterated a “buy (b-)” rating on shares of National Fuel Gas in a research report on Monday, December 29th. Finally, Scotiabank set a $101.00 price objective 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $96.33.

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.