CNX

CNX Resources Corp

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001070412
$33.59 -1.29% $4.8B
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$4.8B
Cap SizeMid Cap
Analyst ConsensusSell (5%)
Inst. Holders7 funds
Inst. Value$837.4M
Inst. Activity3 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$3.9M
SEC Reports3
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001070412·Prev Close $34.03

Recent Activity

Jun 2, 2026 short_volume
Short Volume: CNX — 68.8% short (0.5M / 0.7M)
Short: 462,194 | Exempt: 200 | TRF Vol: 672,183 | Short Ratio: 68.8% | Off-exchange volume (dark poo
May 8, 2026 Insider
MCGUIRE IAN R sold 67,459 shares
Director @ $0.00 ($0.00)
May 7, 2026 Insider
Agbede Robert sold 5,568 shares
Director @ $0.00 ($0.00)
May 7, 2026 Insider
Clarkson J. Palmer sold 5,568 shares
Director @ $0.00 ($0.00)
Mar 26, 2026 SEC
CNX Resources Corp filed a definitive proxy statement for its 2026 annual shareholder meeting, highlighting strong finan
DEFA14A — Impact 7/10
Mar 26, 2026 SEC
CNX Resources Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareholders will vot
DEFA14A — Impact 3/10
Feb 24, 2026 SEC
CNX Resources announced the final results of its cash tender offer for its 6.000% senior notes due 2029, with $420.2 mil
8-K — Impact 5/10
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
1,400,922 shares ($51.5M)

Price Targets

$38.82 +15.6% upside Buy
Current $33.59 Low $34.00 Median $38.00 High $49.00 11 analysts
$34.00 $49.00

Analyst Ratings

Strong Sell5% buy · 19 analysts
1Strong Buy
0Buy
10Hold
7Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 Mizuho MAINTAIN Neutral → Neutral
May 26, 2026 Barclays MAINTAIN Underweight → Underweight
Mar 24, 2026 Truist Securities INITIATE Hold → Sell
Mar 16, 2026 Barclays MAINTAIN Underweight → Underweight
Feb 2, 2026 Piper Sandler REITERATE Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.56 ▲ +3.5% $0.49 — $0.65 -4% YoY 6
Next Q $0.55 ▲ +2.0% $0.29 — $0.70 12% YoY 5
Current FY $3.07 ▲ +4.1% $2.74 — $3.30 22% YoY 6
Next FY $4.23 ▼ -3.8% $3.53 — $4.72 38% YoY 7

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$496.3M
BANK OF AMERICA CORP$162.5M
MORGAN STANLEY$68.4M
TWO SIGMA INVESTMENTS, LP$51.5MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$50.3MNEW

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026MCGUIRE IANG$0.00
May 7, 2026Agbede RobertA$0.00
May 7, 2026Clarkson J.A$0.00
May 7, 2026Clarkson J.G$0.00
May 7, 2026DEIULIIS NICHOLASA$0.00
7 institutional holders with $837.4M total value (22,773,111 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,496,574$496.3M59.3%
2BANK OF AMERICA CORP /DE/4,419,243$162.5M19.4%
3MORGAN STANLEY1,860,631$68.4M8.2%
4TWO SIGMA INVESTMENTS, LP1,400,922$51.5M6.2%ADD +84.0%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,368,225$50.3M6.0%NEW
6WELLS FARGO & COMPANY/MN194,504$7.2M0.9%ADD +36.4%
7FMR LLC33,012$1.2M0.1%ADD +37.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPADD761,3851,400,922+84.0%$51.5M2025-Q4
WELLS FARGO & COMPANY/MNADD142,648194,504+36.4%$7.2M2025-Q4
FMR LLCADD24,04333,012+37.3%$1.2M2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM1,085,548761,385-29.9%$24.5M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM1,771,8741,085,548-38.7%$36.6M2025-Q2
WELLS FARGO & COMPANY/MNADD88,285133,886+51.7%$4.5M2025-Q2
FMR LLCTRIM46,19228,806-37.6%$970.2K2025-Q2
WELLS FARGO & COMPANY/MNTRIM187,63388,285-52.9%$2.8M2025-Q1
FMR LLCNEAR_EXIT642,13846,192-92.8%$1.5M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT20,3160-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM38,11620,316-46.7%$745.0K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,860,817$60.6M2024-Q3
11 unique insiders with 3 transactions. Net insider value: -$3.9M ($0.00 bought, $3.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026MCGUIRE IAN RDirectorG67,459$0.00$0.00
May 7, 2026Agbede RobertDirectorA5,568$0.00$0.00
May 7, 2026Clarkson J. PalmerDirectorA5,568$0.00$0.00
May 7, 2026Clarkson J. PalmerDirectorG1,000$0.00$0.00
May 7, 2026DEIULIIS NICHOLAS JDirectorA8,352$0.00$0.00
May 7, 2026Lally-Green MaureenDirectorA9,048$0.00$0.00
May 7, 2026LANIGAN BERNARD JRDirectorA5,568$0.00$0.00
May 7, 2026MCGUIRE IAN RDirectorA9,466$0.00$0.00
May 7, 2026Thorndike William N JrDirectorA8,770$0.00$0.00
May 4, 2026Thorndike William N JrDirectorM83,097$0.00$0.00
May 4, 2026Thorndike William N JrDirectorSELL28,800$38.25$1.1M
May 4, 2026Thorndike William N JrDirectorM83,097$13.19$1.1M
Mar 23, 2026Lally-Green MaureenDirectorSELL23,521$39.51$929.4K
Mar 23, 2026Lally-Green MaureenDirectorM29,915$0.00$0.00
Mar 23, 2026Lally-Green MaureenDirectorM29,915$13.19$394.5K
Feb 19, 2026LANIGAN BERNARD JRDirectorM46,119$13.19$608.1K
Feb 19, 2026LANIGAN BERNARD JRDirectorSELL46,119$40.60$1.9M
Feb 19, 2026LANIGAN BERNARD JRDirectorM46,119$0.00$0.00
Feb 2, 2026DEIULIIS NICHOLAS JDirectorF23,831$37.36$890.3K
Jan 30, 2026Behl NavneetChief Operating OfficerA3,328$0.00$0.00
Jan 30, 2026Behl NavneetChief Operating OfficerF26,949$38.80$1.0M
Jan 30, 2026DEIULIIS NICHOLAS JDirectorA6,239$0.00$0.00
Jan 30, 2026DEIULIIS NICHOLAS JDirectorF49,350$38.80$1.9M
Jan 30, 2026Bedard Timothy ScottEVP and General CounselA3,230$0.00$0.00
Jan 30, 2026Bedard Timothy ScottEVP and General CounselF1,405$38.80$54.5K
Jan 30, 2026Good Everett WChief Financial OfficerA128$0.00$0.00
Jan 30, 2026Good Everett WChief Financial OfficerF920$38.80$35.7K
Jan 30, 2026Shepard Alan KPresident & CEOA3,536$0.00$0.00
Jan 30, 2026Shepard Alan KPresident & CEOF28,337$38.80$1.1M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (5% buy). Based on 19 analysts: 1 strong buy, 0 buy, 10 hold, 7 sell, 1 strong sell.

Analyst Price Targets

$38.82 mean target +15.6% upside Buy (3.25)
$34.00 Low $49.00 High
MetricValue
Current Price$33.59
Target Low$34.00
Target Mean$38.82
Target Median$38.00
Target High$49.00
# Analysts11
RecommendationBuy (3.25)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.56 $0.49 $0.65 -4.1% +3.5% 0↑ 4↓ $0.5B -50.0% 6
Next Q
2026-09-30
$0.55 $0.29 $0.70 11.8% +2.0% 1↑ 3↓ $0.5B -19.0% 5
Current FY
2026-12-31
$3.07 $2.74 $3.30 22.4% +4.1% 4↑ 2↓ $2.2B -1.1% 6
Next FY
2027-12-31
$4.23 $3.53 $4.72 38.0% -3.8% 4↑ 2↓ $2.2B 0.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.558
7d ago$0.528+0.030
30d ago$0.539+0.019
60d ago$0.650-0.092
90d ago$0.622-0.064
6 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 Mizuho MAINTAIN Neutral Neutral
May 26, 2026 Barclays MAINTAIN Underweight Underweight
Mar 24, 2026 Truist Securities INITIATE Hold Sell
Mar 16, 2026 Barclays MAINTAIN Underweight Underweight
Feb 2, 2026 Piper Sandler REITERATE Underweight Underweight
Jan 30, 2026 Barclays MAINTAIN Underweight Underweight
Jan 28, 2026 Piper Sandler MAINTAIN Underweight Underweight
Jan 23, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 21, 2026 Barclays DOWNGRADE Equal-Weight Underweight
Dec 12, 2025 Mizuho MAINTAIN Neutral Neutral
Dec 8, 2025 JP Morgan UPGRADE Underweight Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261010715%
May 1, 2026109825%
Apr 1, 2026109925%
Mar 1, 20261010825%
Feb 1, 20261011825%
Jan 1, 20261012725%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
short_volume
Short Volume: CNX — 68.8% short (0.5M / 0.7M)
Short: 462,194 | Exempt: 200 | TRF Vol: 672,183 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: CNX — 69.7% short (0.4M / 0.6M)
Short: 434,822 | Exempt: 0 | TRF Vol: 623,515 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CNX — 72.5% short (0.4M / 0.6M)
Short: 402,662 | Exempt: 0 | TRF Vol: 555,331 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: CNX — 79.4% short (0.6M / 0.7M)
Short: 593,357 | Exempt: 200 | TRF Vol: 747,223 | Short Ratio: 79.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: CNX — 74.9% short (0.5M / 0.7M)
Short: 501,126 | Exempt: 93 | TRF Vol: 669,384 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: CNX — 67.4% short (0.4M / 0.6M)
Short: 421,392 | Exempt: 100 | TRF Vol: 624,992 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: CNX — 21,111 shares ($0.8M) failed to deliver
Settlement: 20260507, Price: $36.55, FTD Value: $771,607.05, CNX RES CORP COM (DE)
May 6, 2026
short_volume
Short Volume: CNX — 71.5% short (0.4M / 0.6M)
Short: 444,012 | Exempt: 584 | TRF Vol: 620,975 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: CNX — 77.1% short (0.4M / 0.6M)
Short: 443,377 | Exempt: 0 | TRF Vol: 574,991 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: CNX — 73.5% short (0.4M / 0.6M)
Short: 428,106 | Exempt: 32 | TRF Vol: 582,372 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
CNX Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: CNX — 79.9% short (0.9M / 1.1M)
Short: 882,859 | Exempt: 0 | TRF Vol: 1,105,359 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: CNX — 67.9% short (0.3M / 0.5M)
Short: 345,739 | Exempt: 0 | TRF Vol: 509,200 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: CNX — 64.6% short (0.4M / 0.7M)
Short: 433,750 | Exempt: 3,014 | TRF Vol: 671,565 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: CNX — 65.6% short (0.5M / 0.8M)
Short: 499,105 | Exempt: 0 | TRF Vol: 760,669 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)