Cozad Asset Management Inc. Raises Holdings in Cheniere Energy, Inc. $LNG

Cozad Asset Management Inc. grew its holdings in Cheniere Energy, Inc. (NYSE:LNG) by 7.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 34,923 shares of the energy company’s stock after buying an additional 2,313 shares during the period. Cozad Asset Management Inc.’s holdings in Cheniere Energy were worth $9,910,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the stock. Alpine Woods Capital Investors LLC increased its position in shares of Cheniere Energy by 6.5% during the first quarter. Alpine Woods Capital Investors LLC now owns 18,947 shares of the energy company’s stock valued at $5,376,000 after acquiring an additional 1,161 shares during the last quarter. Summit Financial Wealth Advisors LLC boosted its position in shares of Cheniere Energy by 5.2% during the 1st quarter. Summit Financial Wealth Advisors LLC now owns 3,122 shares of the energy company’s stock worth $886,000 after purchasing an additional 153 shares during the period. Segall Bryant & Hamill LLC purchased a new position in shares of Cheniere Energy during the 1st quarter worth approximately $1,786,000. Wellington Grp LLC increased its holdings in Cheniere Energy by 85.4% in the 1st quarter. Wellington Grp LLC now owns 2,023 shares of the energy company’s stock valued at $574,000 after purchasing an additional 932 shares during the last quarter. Finally, Montchanin Asset Management LLC acquired a new stake in Cheniere Energy in the 1st quarter valued at approximately $6,600,000. Hedge funds and other institutional investors own 87.26% of the company’s stock.

Analyst Upgrades and Downgrades

LNG has been the topic of a number of research analyst reports. Morgan Stanley cut their target price on Cheniere Energy from $313.00 to $308.00 and set an “overweight” rating on the stock in a research report on Tuesday, April 21st. Jefferies Financial Group raised their price target on Cheniere Energy from $275.00 to $330.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. UBS Group set a $290.00 price objective on Cheniere Energy in a research note on Wednesday, May 13th. TD Cowen boosted their price objective on Cheniere Energy from $270.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, July 16th. Finally, Zacks Research raised Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Buy” and a consensus target price of $298.88.

Key Headlines Impacting Cheniere Energy

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

• Positive Sentiment: Analysts raised forward earnings estimates. US Capital Advisors increased its FY2027 EPS forecast to $17.26 from $15.56, while lifting estimates for the first three quarters of 2027 and FY2026 to $15.34 from $15.29. The upgrades suggest stronger expected operating performance and support the bullish case for LNG. US Capital Advisors earnings estimates
• Positive Sentiment: Cheniere is positioned for a potential earnings beat. Zacks said the company has favorable factors supporting a likely upcoming earnings beat, which could provide a near-term catalyst if results and guidance exceed expectations. Cheniere expected to beat earnings estimates
• Positive Sentiment: Corpus Christi expansion advanced. Cheniere received approval to introduce gas into the final train at its Corpus Christi LNG facility, marking progress toward commissioning and eventual additional production capacity. Corpus Christi LNG train approval
• Positive Sentiment: J.P. Morgan maintained a Buy rating. Continued support from a major investment bank reinforces the positive analyst view of Cheniere’s LNG growth outlook. J.P. Morgan remains a Buy on Cheniere
• Neutral Sentiment: Industry commentary highlights expanding LNG, power and industrial demand, although infrastructure constraints could limit how quickly natural-gas growth translates into volumes and revenue. Expand Energy LNG demand outlook
• Negative Sentiment: A contractor died following an incident at Sabine Pass. The fatality could lead to operational disruption, regulatory scrutiny, higher costs or reputational damage, although the company has not disclosed broader impacts. Contractor death at Sabine Pass
• Negative Sentiment: Analysis that China’s changing energy mix may weaken a major source of global LNG growth raises demand concerns for exporters, particularly if Chinese gas consumption or imports slow. China LNG demand analysis

Cheniere Energy Price Performance

Shares of NYSE LNG opened at $263.91 on Friday. The company has a debt-to-equity ratio of 2.55, a current ratio of 0.57 and a quick ratio of 0.48. The company has a market cap of $55.30 billion, a price-to-earnings ratio of 43.41 and a beta of -0.01. The stock’s 50-day moving average is $245.89 and its two-hundred day moving average is $244.23. Cheniere Energy, Inc. has a 1-year low of $186.20 and a 1-year high of $300.89.

Cheniere Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, August 18th. Investors of record on Monday, August 10th will be issued a $0.555 dividend. The ex-dividend date of this dividend is Monday, August 10th. This represents a $2.22 annualized dividend and a yield of 0.8%. Cheniere Energy’s dividend payout ratio (DPR) is 36.51%.

Cheniere Energy Company Profile

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.