Update shared on28 Aug 2025
Fair value Increased 2.08%Analysts have raised their price target for National Fuel Gas to $98.00, citing improved capital efficiencies, positive cash flow visibility from the One Big Beautiful Bill, and near-term data center growth catalysts.
Analyst Commentary
- Improved capital efficiencies are driving higher earnings potential.
- Positive cash flow implications are anticipated from the One Big Beautiful Bill.
- Further developments related to data centers are expected to be a key factor for near-term performance.
- Bullish analysts view National Fuel as a high-quality, lower-risk name within the sector.
- Recent sector earnings were mixed, but company-specific strengths support a more optimistic outlook.
What's in the News
- National Fuel Gas narrowed FY2025 earnings guidance to $6.80–$6.95 per share and reduced its NYMEX forecast for Q4.
- FY2026 earnings guidance set at $8–$8.50 per share, reflecting a 20% increase at midpoint over FY2025.
- FY2025 production guidance at 420–425 Bcf; FY2026 production guidance increased to 440–455 Bcf, up 6% at midpoint.
- Repurchased 53,952 shares in Q2 2025 for $3.98 million; a total of 1,974,979 shares (2.16%) repurchased under current buyback.
- Dividend raised by 3.9% to $2.14 per share annually.
Valuation Changes
Summary of Valuation Changes for National Fuel Gas
- The Consensus Analyst Price Target has risen slightly from $96.00 to $98.00.
- The Future P/E for National Fuel Gas has risen slightly from 9.15x to 9.34x.
- The Consensus Revenue Growth forecasts for National Fuel Gas remained effectively unchanged, moving only marginally from 15.1% per annum to 14.9% per annum.
Disclaimer
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