National Fuel Gas Company $NFG Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp lowered its position in National Fuel Gas Company (NYSE:NFG) by 45.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,813 shares of the oil and gas producer’s stock after selling 49,463 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned 0.07% of National Fuel Gas worth $5,525,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Foster & Motley Inc. boosted its stake in shares of National Fuel Gas by 14.9% during the 2nd quarter. Foster & Motley Inc. now owns 69,353 shares of the oil and gas producer’s stock valued at $5,875,000 after buying an additional 8,993 shares during the last quarter. Turtle Creek Wealth Advisors LLC acquired a new stake in National Fuel Gas in the second quarter valued at $638,000. Fox Run Management L.L.C. boosted its stake in National Fuel Gas by 80.0% during the 2nd quarter. Fox Run Management L.L.C. now owns 15,291 shares of the oil and gas producer’s stock valued at $1,295,000 after acquiring an additional 6,796 shares during the last quarter. Nordea Investment Management AB increased its position in shares of National Fuel Gas by 15.2% in the 3rd quarter. Nordea Investment Management AB now owns 103,374 shares of the oil and gas producer’s stock worth $9,541,000 after purchasing an additional 13,620 shares during the last quarter. Finally, Orion Porfolio Solutions LLC increased its position in shares of National Fuel Gas by 152.2% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 34,345 shares of the oil and gas producer’s stock worth $2,909,000 after purchasing an additional 20,726 shares during the last quarter. 73.96% of the stock is owned by hedge funds and other institutional investors.

National Fuel Gas Stock Up 1.2%

NYSE:NFG opened at $84.11 on Friday. The company has a current ratio of 0.44, a quick ratio of 0.35 and a debt-to-equity ratio of 0.77. The stock has a 50 day moving average of $81.35 and a 200-day moving average of $84.28. The firm 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. National Fuel Gas Company has a 52 week low of $68.65 and a 52 week high of $94.13.

National Fuel Gas (NYSE:NFG) last released its quarterly earnings data on Wednesday, January 28th. The oil and gas producer reported $2.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business’s revenue for the quarter was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.66 EPS. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. Analysts predict that National Fuel Gas Company will post 6.64 EPS for the current year.

National Fuel Gas Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on NFG shares. Zacks Research downgraded 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 report on Monday, December 29th. Finally, Scotiabank set a $101.00 price target on National Fuel Gas in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $96.33.

Key Stories 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 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.