Analysts Set Expectations for CQP FY2026 Earnings

Cheniere Energy Partners, L.P. (NYSE:CQP) – Research analysts at US Capital Advisors lifted their FY2026 EPS estimates for shares of Cheniere Energy Partners in a research note issued on Friday, May 29th. US Capital Advisors analyst J. Carreker now expects that the company will post earnings of $4.18 per share for the year, up from their prior estimate of $3.85. The consensus estimate for Cheniere Energy Partners’ current full-year earnings is $4.14 per share. US Capital Advisors also issued estimates for Cheniere Energy Partners’ Q4 2026 earnings at $1.10 EPS, Q1 2027 earnings at $1.02 EPS, Q4 2027 earnings at $1.07 EPS, FY2027 earnings at $3.88 EPS and FY2028 earnings at $3.70 EPS.

Cheniere Energy Partners (NYSE:CQP) last released its earnings results on Wednesday, May 6th. The company reported $0.19 earnings per share for the quarter, missing analysts’ consensus estimates of $1.22 by ($1.03). Cheniere Energy Partners had a net margin of 22.27% and a negative return on equity of 4,929.80%. The firm had revenue of $3.60 billion for the quarter. During the same quarter last year, the business posted $1.08 EPS. The business’s quarterly revenue was up 20.4% compared to the same quarter last year.

Other analysts also recently issued reports about the stock. Bank of America lifted their price target on shares of Cheniere Energy Partners from $51.00 to $57.00 and gave the company an “underperform” rating in a report on Friday, March 20th. Wells Fargo & Company reduced their price target on shares of Cheniere Energy Partners from $56.00 to $54.00 and set an “underweight” rating on the stock in a report on Friday, March 13th. Citigroup lifted their price target on shares of Cheniere Energy Partners from $49.00 to $55.00 and gave the company a “sell” rating in a report on Thursday, April 2nd. Weiss Ratings downgraded shares of Cheniere Energy Partners from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, May 21st. Finally, JPMorgan Chase & Co. lifted their price target on shares of Cheniere Energy Partners from $57.00 to $63.00 and gave the company an “underweight” rating in a report on Friday, March 27th. One investment analyst has rated the stock with a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average target price of $60.43.

Cheniere Energy Partners Stock Performance

Shares of NYSE CQP opened at $62.60 on Wednesday. The company has a debt-to-equity ratio of 161.69, a quick ratio of 0.37 and a current ratio of 0.42. The company has a market cap of $30.30 billion, a P/E ratio of 14.63 and a beta of 0.32. The firm’s fifty day moving average is $63.88 and its two-hundred day moving average is $59.18. Cheniere Energy Partners has a 52-week low of $49.53 and a 52-week high of $70.64.

Institutional Trading of Cheniere Energy Partners

A number of large investors have recently made changes to their positions in the business. Alps Advisors Inc. increased its holdings in shares of Cheniere Energy Partners by 3.7% in the 4th quarter. Alps Advisors Inc. now owns 9,338,942 shares of the company’s stock worth $499,447,000 after buying an additional 336,946 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in Cheniere Energy Partners by 2.5% during the 3rd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 2,784,925 shares of the company’s stock valued at $149,885,000 after purchasing an additional 68,599 shares during the last quarter. Tortoise Capital Advisors L.L.C. grew its holdings in Cheniere Energy Partners by 37.6% during the 4th quarter. Tortoise Capital Advisors L.L.C. now owns 1,092,866 shares of the company’s stock valued at $58,446,000 after purchasing an additional 298,566 shares during the last quarter. Energy Income Partners LLC grew its holdings in Cheniere Energy Partners by 3.0% during the 3rd quarter. Energy Income Partners LLC now owns 1,046,437 shares of the company’s stock valued at $56,319,000 after purchasing an additional 30,172 shares during the last quarter. Finally, Clearbridge Investments LLC grew its holdings in Cheniere Energy Partners by 24.1% during the 4th quarter. Clearbridge Investments LLC now owns 611,873 shares of the company’s stock valued at $32,723,000 after purchasing an additional 118,782 shares during the last quarter. 46.55% of the stock is currently owned by institutional investors.

Cheniere Energy Partners Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 8th were issued a $0.775 dividend. The ex-dividend date was Friday, May 8th. This represents a $3.10 dividend on an annualized basis and a dividend yield of 5.0%. Cheniere Energy Partners’s payout ratio is 72.43%.

Key Cheniere Energy Partners News

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

• Positive Sentiment: US Capital Advisors raised multiple earnings estimates for Cheniere Energy Partners, including higher forecasts for Q2 2026, Q3 2026, Q4 2026, FY2026, Q1 2027, Q2 2027, Q3 2027, Q4 2027, FY2027, and FY2028, signaling improved expectations for profitability and cash generation. CQP analyst estimate revisions
• Positive Sentiment: Cheniere announced an EPC contract with Bechtel for the Sabine Pass Expansion, advancing a major LNG project that targets more than 6 MPTA of Phase 1 production capacity and could support future growth. Sabine Pass expansion EPC contract
• Neutral Sentiment: US Capital Advisors’ revised estimates remain close to the current consensus FY2026 EPS of $4.14, suggesting the updates are supportive but not dramatically above market expectations. Consensus EPS comparison

About Cheniere Energy Partners

Cheniere Energy Partners, L.P. (NYSE: CQP) is a publicly traded master limited partnership that owns and operates liquefied natural gas (LNG) infrastructure in the United States. The partnership’s business centers on the development, ownership and operation of LNG facilities and associated pipeline assets that enable the liquefaction, storage and delivery of natural gas for export and domestic use. CQP’s assets are focused on large-scale midstream energy infrastructure intended to serve global natural gas markets.

The company’s core activities include LNG liquefaction and storage, terminal services, and pipeline transportation.