US Bancorp DE Acquires 62,695 Shares of Cheniere Energy, Inc. $LNG

US Bancorp DE grew its holdings in Cheniere Energy, Inc. (NYSE:LNG) by 66.5% during the third quarter, HoldingsChannel.com reports. The firm owned 157,005 shares of the energy company’s stock after acquiring an additional 62,695 shares during the quarter. US Bancorp DE’s holdings in Cheniere Energy were worth $36,893,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in LNG. Assetmark Inc. lifted its position in shares of Cheniere Energy by 718.1% during the second quarter. Assetmark Inc. now owns 1,669 shares of the energy company’s stock valued at $406,000 after buying an additional 1,465 shares during the last quarter. Railway Pension Investments Ltd raised its stake in shares of Cheniere Energy by 62.9% during the 3rd quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company’s stock worth $182,626,000 after acquiring an additional 300,100 shares in the last quarter. M&G PLC lifted its position in Cheniere Energy by 49.6% during the third quarter. M&G PLC now owns 556,285 shares of the energy company’s stock valued at $130,727,000 after acquiring an additional 184,520 shares during the last quarter. Allianz Asset Management GmbH boosted its stake in Cheniere Energy by 12.6% in the third quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock valued at $343,250,000 after acquiring an additional 163,861 shares in the last quarter. Finally, Baird Financial Group Inc. grew its holdings in Cheniere Energy by 9.5% in the second quarter. Baird Financial Group Inc. now owns 97,267 shares of the energy company’s stock worth $23,686,000 after purchasing an additional 8,449 shares during the last quarter. 87.26% of the stock is owned by hedge funds and other institutional investors.

Cheniere Energy Stock Performance

Shares of LNG stock opened at $235.64 on Friday. The business has a fifty day moving average of $207.35 and a 200 day moving average of $216.44. Cheniere Energy, Inc. has a 1 year low of $186.20 and a 1 year high of $246.42. The company has a debt-to-equity ratio of 1.94, a current ratio of 0.94 and a quick ratio of 0.81. The firm has a market capitalization of $50.72 billion, a price-to-earnings ratio of 9.70 and a beta of 0.27.

Cheniere Energy (NYSE:LNG) last announced its quarterly earnings data on Thursday, February 26th. The energy company reported $10.68 earnings per share for the quarter, beating analysts’ consensus estimates of $3.90 by $6.78. Cheniere Energy had a return on equity of 33.56% and a net margin of 26.68%.The business had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.48 billion. During the same period in the prior year, the company earned $4.33 earnings per share. The company’s revenue was up 22.9% on a year-over-year basis. As a group, research analysts expect that Cheniere Energy, Inc. will post 11.69 earnings per share for the current year.

Cheniere Energy declared that its Board of Directors has initiated a share buyback plan on Thursday, February 26th that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the energy company to purchase up to 21.1% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company’s management believes its stock is undervalued.

Cheniere Energy Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 6th were issued a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Friday, February 6th. Cheniere Energy’s dividend payout ratio is presently 9.14%.

Key Cheniere Energy News

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

• Positive Sentiment: Board authorizes a massive share buyback program — management approved up to $10.0 billion in repurchases (about 21.1% of shares), a clear capital-return signal that typically supports the share price. Press Release
• Positive Sentiment: Strong 2025 operating and financial results: company reported record LNG exports, a large year-over-year revenue increase and robust quarterly earnings metrics that management highlighted in its 2025 results and guidance. These fundamentals underpin upgraded sentiment. Earnings Release
• Positive Sentiment: Export and contract expansion: U.S. DOE approved a ~12% export increase at Corpus Christi and Cheniere signed long-term sales with CPC (extending contracted revenues), supporting longer-term cash flow visibility. Export Approval CPC Deal
• Positive Sentiment: Analyst bullishness: Barclays raised its price target to $271 (overweight) and TD Cowen raised its target to $255 (buy), reinforcing buy-side momentum. Analyst Coverage
• Neutral Sentiment: Growth pipeline progressing: Cheniere has filed for a Stage 4 Corpus Christi expansion and is advancing Sabine Pass projects — positive long-term capacity moves but subject to execution and multi-year timelines. Growth Plans
• Neutral Sentiment: Mixed headlines on quarterly metrics: some outlets flagged an EPS miss under certain measures while company releases showed strong adjusted results — the GAAP vs. adjusted framing creates short-term noise for traders. Earnings Coverage
• Negative Sentiment: Tax-credit controversy: Reuters reported Cheniere received a $370M “alternative fuel” tax break for LNG used in tankers, which critics say was intended for much smaller vessels — this could prompt regulatory scrutiny or reputational damage. Tax Break Story

Wall Street Analyst Weigh In

Several brokerages have recently commented on LNG. Wells Fargo & Company decreased their price objective on Cheniere Energy from $284.00 to $280.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Erste Group Bank lowered Cheniere Energy from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Scotiabank reiterated an “outperform” rating and issued a $266.00 price target on shares of Cheniere Energy in a research note on Friday, January 16th. Zacks Research downgraded Cheniere Energy from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Royal Bank Of Canada dropped their price target on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, Cheniere Energy has an average rating of “Moderate Buy” and a consensus price target of $262.50.

Cheniere Energy 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.