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

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in shares of National Fuel Gas Company (NYSE:NFG) by 45.3% in the third quarter, according to its most recent filing with the SEC. The firm 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’s holdings in National Fuel Gas were worth $5,525,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of NFG. Root Financial Partners LLC bought a new stake in shares of National Fuel Gas during the third quarter valued at about $29,000. Richardson Financial Services Inc. increased its stake in National Fuel Gas by 88.5% during the 3rd quarter. Richardson Financial Services Inc. now owns 360 shares of the oil and gas producer’s stock valued at $33,000 after buying an additional 169 shares during the period. Golden State Wealth Management LLC increased its stake in National Fuel Gas by 355.1% during the 2nd quarter. Golden State Wealth Management LLC now owns 405 shares of the oil and gas producer’s stock valued at $34,000 after buying an additional 316 shares during the period. True Wealth Design LLC raised its position in shares of National Fuel Gas by 3,883.3% during the 3rd quarter. True Wealth Design LLC now owns 478 shares of the oil and gas producer’s stock worth $44,000 after buying an additional 466 shares in the last quarter. Finally, Assetmark Inc. lifted its stake in shares of National Fuel Gas by 60.1% in the 2nd quarter. Assetmark Inc. now owns 613 shares of the oil and gas producer’s stock worth $52,000 after acquiring an additional 230 shares during the period. 73.96% of the stock is owned by institutional investors and hedge funds.

National Fuel Gas Trading Up 1.2%

NYSE:NFG opened at $84.11 on Friday. The company has a market capitalization of $7.99 billion, a P/E ratio of 11.73, a P/E/G ratio of 1.15 and a beta of 0.61. The stock’s 50 day moving average price is $81.35 and its 200 day moving average price is $84.28. The company has a debt-to-equity ratio of 0.77, a quick ratio of 0.35 and a current ratio of 0.44. 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 the consensus estimate of $1.91 by $0.15. National Fuel Gas had a net margin of 27.65% and a return on equity of 22.62%. The business had revenue of $651.51 million during the quarter, compared to analyst estimates of $650.70 million. During the same quarter in the previous year, the business earned $1.66 EPS. National Fuel Gas’s quarterly revenue was up 18.6% compared to the same quarter last year. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. On average, research analysts forecast that National Fuel Gas Company will post 6.64 EPS for the current fiscal year.

National Fuel Gas Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued 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 payout ratio is presently 37.68%.

National Fuel Gas News Roundup

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

Analyst Upgrades and Downgrades

NFG has been the topic of a number of research analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of National Fuel Gas in a research note on Monday, December 29th. Scotiabank set a $101.00 target price on shares of National Fuel Gas in a report on Wednesday, January 21st. Finally, Zacks Research cut National Fuel Gas from a “hold” rating to a “strong sell” rating in a report on Wednesday, January 21st. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $96.33.

About National Fuel Gas

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.