Cheniere Energy (NYSE:LNG) to Repurchase $10.00 billion in Shares

Cheniere Energy (NYSE:LNG) declared that its board has authorized a share buyback program on Thursday, February 26th, RTT News reports. The company plans to repurchase $10.00 billion in shares. This repurchase authorization authorizes the energy company to reacquire up to 21.1% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Analysts Set New Price Targets

A number of research firms have recently issued reports on LNG. Bank of America dropped their price objective on shares of Cheniere Energy from $274.00 to $271.00 and set a “buy” rating on the stock in a research note on Thursday, December 11th. Weiss Ratings lowered shares of Cheniere Energy from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 20th. Barclays decreased their price objective on shares of Cheniere Energy from $262.00 to $259.00 and set an “overweight” rating for the company in a research report on Thursday, January 15th. Morgan Stanley set a $236.00 target price on Cheniere Energy and gave the stock an “equal weight” rating in a research report on Tuesday. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $275.00 price target on shares of Cheniere Energy in a report on Monday, November 3rd. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $262.67.

Cheniere Energy Stock Up 5.3%

Shares of LNG traded up $11.76 during midday trading on Thursday, hitting $232.44. The company had a trading volume of 3,473,121 shares, compared to its average volume of 1,638,947. The stock has a market cap of $50.03 billion, a price-to-earnings ratio of 12.95 and a beta of 0.27. The company’s 50 day moving average price is $206.43 and its 200 day moving average price is $216.40. The company has a quick ratio of 0.81, a current ratio of 0.94 and a debt-to-equity ratio of 1.94. Cheniere Energy has a 52 week low of $186.20 and a 52 week high of $246.42.

Cheniere Energy (NYSE:LNG) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $10.68 EPS for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. The business had revenue of $5.45 billion during the quarter, compared to the consensus estimate of $5.48 billion. Cheniere Energy had a return on equity of 37.52% and a net margin of 21.12%.The company’s revenue for the quarter was up 22.9% compared to the same quarter last year. During the same period last year, the firm earned $4.33 earnings per share. On average, equities research analysts predict that Cheniere Energy will post 11.69 EPS for the current year.

Cheniere Energy Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Friday, February 6th will be issued a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Friday, February 6th. Cheniere Energy’s payout ratio is 12.37%.

Cheniere Energy News Summary

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Cheniere reported a large year‑over‑year profit increase (reported as a ~64% rise for 2025), underscoring strong LNG demand and supporting higher cash flow expectations. Cheniere’s Profit Soars by 64% in 2025 as LNG Demand Jumps
• Positive Sentiment: Management set explicit 2026 targets (about $7.25B adjusted EBITDA and 51–53 Mtpa production) and announced expanded capital returns, including a multi‑billion dollar buyback authorization that materially increases shareholder cash returns. Cheniere targets $7.25B adjusted EBITDA and 51–53M tonnes LNG production
• Positive Sentiment: The U.S. Department of Energy approved a roughly 12% increase in export capacity at the Corpus Christi terminal, which improves throughput and long‑term revenue optionality. Corpus Christi LNG terminal gets boosted export approval
• Neutral Sentiment: Company filed full Q4/fiscal‑year results, released the earnings slide deck and hosted an earnings call; transcripts and slides are available for investors to parse adjusted vs. GAAP metrics. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Cheniere announced a long‑term LNG sale & purchase agreement (CPC) — incremental commercial support but limited near‑term earnings surprise. Cheniere and CPC Sign Long-Term LNG Sale and Purchase Agreement
• Negative Sentiment: Some outlets flagged Q4 earnings “misses” or conflicting EPS figures (different sources cite company-reported $10.68 EPS versus other published per‑share measures like $2.87), reflecting uneven GAAP vs. adjusted treatments and creating short‑term interpretation risk. Investors should read the footnotes to reconcile metrics. Cheniere Misses Q4 Earnings Estimates
• Negative Sentiment: Industry commentary warns of potential LNG market oversupply and pricing pressure into 2026; that macro risk could blunt margin upside if demand or global prices weaken. Earnings in focus as market oversupply concerns mount

About Cheniere Energy

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.