NFG
NATIONAL FUEL GAS CO
$76.35
-1.38%
$7.3B
No data for this timeframe.
Vol
Market Cap$7.3B
Cap SizeMid Cap
Analyst ConsensusBuy (63%)
Inst. Holders9 funds
Inst. Value$1.4B
Inst. Activity2 buys / 2 sells
SEC Reports8
Press Releases1
Recent Activity
May 27, 2026
SEC
National Fuel Gas Co. is redeeming the entire $300 million outstanding principal of its 5.50% Notes due October 2026, wi
8-K — Impact 5/10
May 27, 2026
SEC
National Fuel Gas Co. filed a preliminary 424B5 prospectus supplement for a multi-tranche debt offering to partially fun
424B5 — Impact 5/10
May 20, 2026
short_volume
Short Volume: NFG — 57.8% short (0.3M / 0.5M)
Short: 293,028 | Exempt: 3 | TRF Vol: 507,096 | Short Ratio: 57.8% | Off-exchange volume (dark pool
Apr 30, 2026
SEC
BofA upgrades NFG from Underperform to Buy — PT $107 (+21%) in cluster of 3 firm actions
ANALYST-UPGRADE — Impact 5/10
Apr 1, 2026
Insider
BAUMANN BARBARA M sold 469 shares
Director @ $93.29 ($43.8K)
Apr 1, 2026
Insider
JAGGERS JOSEPH N sold 469 shares
Director @ $93.29 ($43.8K)
Apr 1, 2026
Insider
SHAW JEFFREY W sold 469 shares
Director @ $93.29 ($43.8K)
Inst.
NORGES BANK — NEW
1,154,321 shares ($92.4M)
Price Targets
$101.50
+32.1% upside
Strong Buy
Current $76.81
Low $93.00
Median $101.50
High $110.00
2 analysts
$93.00
$110.00
Analyst Ratings
2Strong Buy
3Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 7, 2026 | Keybanc | INITIATE | Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.42 | $1.34 — $1.50 | -13% YoY | 4 |
| Next Q | $1.31 | $1.29 — $1.34 | 7% YoY | 4 |
| Current FY | $7.43 | $7.31 — $7.60 | 7% YoY | 5 |
| Next FY | $7.95 | $7.09 — $9.03 | 7% YoY | 5 |
Latest Reports
BULLISH
8-K
5/10
National Fuel Gas Co. is redeeming the entire $300 million outstanding principal of its 5.50% Notes due October 2026, wi
May 27, 2026
BULLISH
ANALYST-UPGRADE
5/10
BofA upgrades NFG from Underperform to Buy — PT $107 (+21%) in cluster of 3 firm actions
Apr 30, 2026
NEUTRAL
Press
3/10
National Fuel Gas Company declared a quarterly dividend of 53.5 cents per share, payable April 15, 2026, to shareholders
Mar 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $974.4M | — |
| MORGAN STANLEY | $95.6M | — |
| NORGES BANK | $92.4M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $73.0M | NEW |
| FMR LLC | $64.3M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | BAUMANN BARBARA | A | $43.8K |
| Apr 1, 2026 | JAGGERS JOSEPH | A | $43.8K |
| Apr 1, 2026 | SHAW JEFFREY | A | $43.8K |
| Apr 1, 2026 | ANDERSON DAVID | A | $43.8K |
| Apr 1, 2026 | Carroll David | A | $43.8K |
9 institutional holders with $1.4B total value (17,088,013 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,170,906 | $974.4M | 71.2% | — |
| 2 | MORGAN STANLEY | 1,194,300 | $95.6M | 7.0% | — |
| 3 | NORGES BANK | 1,154,321 | $92.4M | 6.8% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 912,404 | $73.0M | 5.3% | NEW |
| 5 | FMR LLC | 803,584 | $64.3M | 4.7% | DOUBLED +462.9% |
| 6 | BANK OF AMERICA CORP /DE/ | 622,317 | $49.8M | 3.6% | ADD +37.0% |
| 7 | WELLS FARGO & COMPANY/MN | 194,839 | $15.6M | 1.1% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 21,300 | $1.7M | 0.1% | NEAR_EXIT -85.9% |
| 9 | TWO SIGMA INVESTMENTS, LP | 14,042 | $1.1M | 0.1% | TRIM -57.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,154,321 | — | $92.4M | 2025-Q4 |
| FMR LLC | DOUBLED | 142,765 | 803,584 | +462.9% | $64.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 151,400 | 21,300 | -85.9% | $1.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 32,842 | 14,042 | -57.2% | $1.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 488,071 | 668,610 | +37.0% | $61.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 179,077 | 32,842 | -81.7% | $3.0M | 2025-Q3 |
| NORGES BANK | EXIT | 1,085,629 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,085,629 | — | $92.0M | 2025-Q2 |
| UBS Group AG | TRIM | 389,160 | 196,472 | -49.5% | $16.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 281,283 | 179,077 | -36.3% | $15.2M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 171,621 | — | $14.5M | 2025-Q2 |
| UBS Group AG | DOUBLED | 193,001 | 389,160 | +101.6% | $30.8M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 209,594 | 281,283 | +34.2% | $22.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 160,895 | 75,402 | -53.1% | $6.0M | 2025-Q1 |
| NORGES BANK | EXIT | 1,110,630 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 147,687 | 193,001 | +30.7% | $11.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 20,700 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 920,918 | — | $55.8M | 2024-Q3 |
10 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | BAUMANN BARBARA M | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | JAGGERS JOSEPH N | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | SHAW JEFFREY W | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | ANDERSON DAVID HUGO | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | Carroll David C. | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | Finch Steven C. | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | TANSKI RONALD J | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | Ranich Rebecca | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | SKAINS THOMAS E | Director | A | 469 | $93.29 | $43.8K |
| Apr 1, 2026 | SMITH DAVID F | Director | A | 469 | $93.29 | $43.8K |
| Jan 15, 2026 | Finch Steven C. | Director | J | 115 | $81.29 | $9.3K |
| Jan 15, 2026 | Ranich Rebecca | Director | J | 116 | $81.83 | $9.5K |
| Jan 15, 2026 | Ranich Rebecca | Director | J | 115 | $81.29 | $9.3K |
| Jan 15, 2026 | SMITH DAVID F | Director | J | 115 | $81.29 | $9.3K |
| Jan 15, 2026 | ANDERSON DAVID HUGO | Director | J | 1 | $81.83 | $81.83 |
| Jan 15, 2026 | ANDERSON DAVID HUGO | Director | J | 115 | $81.29 | $9.3K |
| Jan 15, 2026 | Carroll David C. | Director | J | 198 | $81.83 | $16.2K |
| Jan 15, 2026 | SKAINS THOMAS E | Director | J | 115 | $81.29 | $9.3K |
| Jan 15, 2026 | Carroll David C. | Director | J | 115 | $81.29 | $9.3K |
8 SEC filing reports analyzed. Sentiment: 2 bullish, 2 bearish, 1 mixed, 3 neutral. Avg impact: 5.3/10.
BULLISH
ANALYST-UPGRADE
5/10
BofA upgrades NFG from Underperform to Buy — PT $107 (+21%) in cluster of 3 firm actions
Apr 30, 2026
BULLISH
8-K
5/10
National Fuel Gas Co. is redeeming the entire $300 million outstanding principal of its 5.50% Notes
May 27, 2026
NEUTRAL
424B5
5/10
National Fuel Gas Co. filed a preliminary 424B5 prospectus supplement for a multi-tranche debt offer
May 27, 2026
NEUTRAL
8-K
5/10
National Fuel Gas Company (NFG) filed the audited and unaudited financial statements of Vectren Ener
May 26, 2026
BEARISH
8-K
7/10
National Fuel reported Q2 adjusted EPS of $2.71, missing consensus of $2.84 by 4.6%, and lowered its
Apr 30, 2026
BEARISH
PRESS-RELEASE
7/10
National Fuel Gas reported Q2 fiscal 2026 GAAP EPS of $2.59, missing consensus of $2.84 by 8.8%, whi
Apr 29, 2026
MIXED
8-K
5/10
NFG updated its FY26 guidance, raising adjusted EPS midpoint to $7.60 (10% YoY increase) but slashin
Apr 29, 2026
NEUTRAL
PRESS-RELEASE
3/10
National Fuel Gas Company announced it will release its Q2 FY2026 earnings on April 29, 2026, with a
Apr 9, 2026
Current analyst consensus: Buy (63% buy). Based on 8 analysts: 2 strong buy, 3 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$101.50 mean target
+32.1% upside
Strong Buy (2.00)
$93.00 Low
$110.00 High
| Metric | Value |
|---|---|
| Current Price | $76.81 |
| Target Low | $93.00 |
| Target Mean | $101.50 |
| Target Median | $101.50 |
| Target High | $110.00 |
| # Analysts | 2 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.42 | $1.34 | $1.50 | -13.4% | — | 0↑ 4↓ | $0.6B | 5.7% | 4 |
| Next Q 2026-09-30 |
$1.31 | $1.29 | $1.34 | 7.0% | — | 0↑ 4↓ | $0.5B | 9.6% | 4 |
| Current FY 2026-09-30 |
$7.43 | $7.31 | $7.60 | 7.5% | — | 1↑ 3↓ | $2.6B | 13.8% | 5 |
| Next FY 2027-09-30 |
$7.95 | $7.09 | $9.03 | 7.0% | — | 1↑ 3↓ | $3.0B | 17.5% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.421 | |
| 7d ago | $1.503 | -0.083 |
| 30d ago | $0.000 | +1.421 |
| 60d ago | $1.676 | -0.256 |
| 90d ago | $1.712 | -0.291 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 7, 2026 | Keybanc | INITIATE | — | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 3 | 2 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 3 | 2 | 4 | 0 | 0 | 56% | |
| Jan 1, 2026 | 3 | 2 | 4 | 0 | 0 | 56% |
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.
May 20, 2026
short_volume
Short Volume: NFG — 57.8% short (0.3M / 0.5M)
Short: 293,028 | Exempt: 3 | TRF Vol: 507,096 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NFG — 1.5M shares, 36,019 trades
Week starting 2026-05-18. Total ATS volume: 1,524,184 shares across 36,019 trades.
May 11, 2026
dark_pool
Dark Pool: NFG — 1.2M shares, 29,561 trades
Week starting 2026-05-11. Total ATS volume: 1,183,437 shares across 29,561 trades.
May 4, 2026
dark_pool
Dark Pool: NFG — 1.4M shares, 30,361 trades
Week starting 2026-05-04. Total ATS volume: 1,353,670 shares across 30,361 trades.
May 1, 2026
short_volume
Short Volume: NFG — 60.8% short (0.4M / 0.6M)
Short: 358,000 | Exempt: 617 | TRF Vol: 588,418 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: NFG — 62.2% short (0.4M / 0.6M)
Short: 400,503 | Exempt: 433 | TRF Vol: 643,884 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings
National Fuel Reports Second Quarter Fiscal 2026 Earnings
<p align="justify">WILLIAMSVILLE, N.Y., April 29, 2026 (GLOBE NEWSWIRE) -- National Fuel Gas Company (“National Fuel” or the “Company”) (NYSE:NFG) t
Apr 29, 2026
earnings_calendar
NFG Q2 2026 Earnings Scheduled — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: NFG — 77.0% short (0.4M / 0.6M)
Short: 449,652 | Exempt: 0 | TRF Vol: 584,211 | Short Ratio: 77.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: NFG — 1.8M shares, 42,411 trades
Week starting 2026-04-27. Total ATS volume: 1,821,391 shares across 42,411 trades.
Apr 20, 2026
dark_pool
Dark Pool: NFG — 1.0M shares, 26,418 trades
Week starting 2026-04-20. Total ATS volume: 1,040,644 shares across 26,418 trades.
Apr 16, 2026
short_interest
FTD: NFG — 165,194 shares ($14.8M) failed to deliver
Settlement: 20260416, Price: $89.49, FTD Value: $14,783,211.06, NATIONAL FUEL GAS CO N.J.
Apr 13, 2026
dark_pool
Dark Pool: NFG — 0.9M shares, 28,213 trades
Week starting 2026-04-13. Total ATS volume: 908,535 shares across 28,213 trades.
Apr 9, 2026
earnings
National Fuel Schedules Second Quarter Fiscal 2026 Earnings Conference Call
<p>WILLIAMSVILLE, N.Y., April 09, 2026 (GLOBE NEWSWIRE) -- National Fuel Gas Company (NYSE: NFG) today announced it will release its second quarter
Apr 6, 2026
dark_pool
Dark Pool: NFG — 0.8M shares, 23,695 trades
Week starting 2026-04-06. Total ATS volume: 758,319 shares across 23,695 trades.