National Fuel Gas (NFG) Resumen de Acciones
National Fuel Gas Company opera como empresa energética diversificada. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
NFG Community Fair Values
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Analyst Price Targets
Competidores de National Fuel Gas Company
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$80.88 |
| Máximo en las últimas 52 semanas | US$97.06 |
| Mínimo de 52 semanas | US$75.17 |
| Beta | 0.39 |
| Cambio en 1 mes | 6.58% |
| Variación en 3 meses | -6.98% |
| Cambio de 1 año | -8.62% |
| Variación en 3 años | 54.65% |
| Variación en 5 años | 54.29% |
| Variación desde la OPV | 2,419.45% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 25
NFG: Dividend Strength And Margin Profile Will Support Higher Future P/E
Analysts have lifted their price target on National Fuel Gas by $3, reflecting updated views on the stock after recent research that highlights supportive fundamentals and valuation assumptions, including a fair value estimate of $101.50 and a future P/E of 17.14x. Analyst Commentary Recent Street research around National Fuel Gas centers on how current fundamentals stack up against the updated fair value estimate and future P/E assumptions.Seeking Alpha • Jun 19
National Fuel Gas: Downside Possible, But Upgrading Price Target
Summary National Fuel Gas is rated as a 'Hold' with a modestly raised price target of $75.50/share. NFG's vertical integration and recent Ohio utility acquisition drive operational complexity, increased leverage, and exposure to commodity and regulatory risks. The current 2.92% yield and growth outlook do not sufficiently compensate for risk, especially with recent dilution and higher CapEx. Despite quality operations and a well-covered dividend, NFG's valuation and risk/reward profile are not compelling enough to warrant a 'Buy.' Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Jun 25
NFG: Dividend Strength And Margin Profile Will Support Higher Future P/E
Analysts have lifted their price target on National Fuel Gas by $3, reflecting updated views on the stock after recent research that highlights supportive fundamentals and valuation assumptions, including a fair value estimate of $101.50 and a future P/E of 17.14x. Analyst Commentary Recent Street research around National Fuel Gas centers on how current fundamentals stack up against the updated fair value estimate and future P/E assumptions.Seeking Alpha • Jun 19
National Fuel Gas: Downside Possible, But Upgrading Price Target
Summary National Fuel Gas is rated as a 'Hold' with a modestly raised price target of $75.50/share. NFG's vertical integration and recent Ohio utility acquisition drive operational complexity, increased leverage, and exposure to commodity and regulatory risks. The current 2.92% yield and growth outlook do not sufficiently compensate for risk, especially with recent dilution and higher CapEx. Despite quality operations and a well-covered dividend, NFG's valuation and risk/reward profile are not compelling enough to warrant a 'Buy.' Read the full article on Seeking AlphaActualización de narrativa • Jun 07
NFG: Dividend Commitment And Margin Outlook Will Support Future Multiple Expansion
Narrative Update on National Fuel Gas Analysts have raised their price targets on National Fuel Gas by $3, citing updated views on revenue, profit margins, and future P/E assumptions. Analyst Commentary Recent research pieces on National Fuel Gas focus on revised price targets and fresh coverage that highlight how analysts are thinking about valuation, growth prospects, and execution risk.Actualización de narrativa • May 16
NFG: Refined Production Outlook Will Support Future Multiple Expansion Potential
National Fuel Gas' updated analyst price target edges to $101.50 from $102.00, as analysts factor in slightly lower revenue growth and profit margin assumptions, along with a higher discount rate, partially offset by a higher future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts focusing on National Fuel Gas highlight recent price target increases as support for the updated valuation framework that relies on a higher future P/E multiple.Artículo de análisis • May 08
National Fuel Gas' (NYSE:NFG) Earnings Are Weaker Than They Seem
Last week's profit announcement from National Fuel Gas Company ( NYSE:NFG ) was underwhelming for investors, despite...Actualización de narrativa • Apr 22
NFG: Recent Bullish Coverage Will Support Future Production And Execution Confidence
Analysts have lifted their price target on National Fuel Gas by $2, reflecting updated expectations for revenue, profit margins and future P/E in light of recent bullish initiations and target revisions. Analyst Commentary Recent research points to a more constructive stance on National Fuel Gas, with fresh coverage and updated targets reflecting how analysts see the balance between valuation, earnings power and execution risk.Actualización de narrativa • Apr 07
NFG: Future Equity Plans Will Support Balanced Production And Execution Outlook
Analysts have lifted their price target on National Fuel Gas by $2 to $102, citing updated assumptions around fair value, growth, and the price-to-earnings ratio that reflect recent Street research. Analyst Commentary Recent Street research around National Fuel Gas reflects a mix of optimism and caution, with price targets moving in both directions and fresh coverage coming in with a constructive stance.Actualización de narrativa • Jan 10
NFG: Future Equity Raise Will Support Production Expansion Upside
Analysts have slightly adjusted their view on National Fuel Gas, trimming their fair value estimate from US$101.33 to US$100.00 as they factor in expectations for more moderate revenue growth, a softer profit margin profile, and a higher assumed future P/E multiple. What's in the News On December 12, 2025, National Fuel Gas Company entered into a common stock subscription agreement with accredited investors for 4,402,513 common shares at US$79.50 per share, for expected gross proceeds of about US$350.0m.Actualización de narrativa • Dec 18
NFG: Future Production Expansion Will Drive Attractive Share Price Upside
Analysts have raised their price target on National Fuel Gas to approximately 101.33 dollars from 101 dollars, reflecting modestly updated assumptions around long term growth, profitability, and valuation multiples. What's in the News Entered into a common stock subscription agreement with accredited investors to issue 4,402,513 shares at 79.50 dollars per share, raising about 350 million dollars in gross proceeds, with closing expected on December 17, 2025, subject to customary conditions (Key Developments) Shares in the private offering are being issued without registration under the Securities Act, relying on Section 4(a)(2), Rule 506 of Regulation D, and similar state law exemptions (Key Developments) Updated buyback tranche disclosure shows no shares repurchased from July 1, 2025 to September 30, 2025, while the company has cumulatively repurchased 1,974,979 shares, or 2.16 percent, for 118.29 million dollars under the March 11, 2024 authorization (Key Developments) Reiterated 2026 production guidance, expecting total production of 440 to 455 Bcf, indicating confidence in medium term operating plans (Key Developments) Valuation Changes The fair value estimate increased slightly to approximately 101.33 dollars from 101 dollars, reflecting modestly revised long-term assumptions.Actualización de narrativa • Dec 04
NFG: Future Production And Buybacks Will Drive Share Price Upside
Analysts have trimmed their price target for National Fuel Gas by 1 dollar to 101 dollars, reflecting slightly lower fair value assumptions despite largely unchanged expectations for growth, margins, and the discount rate. What's in the News Updated share repurchase activity showed no additional buybacks between July 1 and September 30, 2025, with the company having completed repurchases of 1,974,979 shares for approximately 118.29 million dollars under its March 11, 2024 authorization (Key Developments).Actualización de narrativa • Nov 20
NFG: Improved Margins Will Drive Upside as Production Outlook Remains Solid
Analysts have raised their price target for National Fuel Gas slightly, increasing it from $101.33 to $102.00. They cite a modest improvement in profit margin estimates, despite expectations of slower revenue growth.Actualización de narrativa • Nov 05
NFG: Improving Capital Efficiencies Will Drive Future Outperformance Amid Sector Volatility
Analysts have raised their price target for National Fuel Gas from $99.67 to $101.33 per share. This change is driven by expectations of improved capital efficiencies and positive cash flow as key developments unfold in the industry.Actualización de narrativa • Oct 21
Analyst Commentary Highlights Upgraded Price Target and Improved Outlook for National Fuel Gas
Analysts have raised National Fuel Gas's price target by $1.67 to $99.67. They cite improved capital efficiencies, positive cash flow expectations, and the company's continued positioning as a high-quality, lower-risk sector name.Actualización de narrativa • Aug 28
Pipeline Expansion And Marcellus Shale Will Drive Future Demand
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.Artículo de análisis • Aug 08
There May Be Some Bright Spots In National Fuel Gas' (NYSE:NFG) Earnings
The market for National Fuel Gas Company's ( NYSE:NFG ) shares didn't move much after it posted weak earnings recently...Seeking Alpha • Apr 22
National Fuel Gas Q2 Preview: I'm Not Too Confident In The Short Term
Summary Analysts expect strong Q2 '25 earnings for National Fuel Gas Company, but I remain cautious due to the company's history of missing estimates and macroeconomic uncertainties. I will watch for any updates on the 2025 outlook, especially given recent economic shifts and potential impacts from the tariff war. The company's exposure to natural gas price fluctuations and infrastructure costs due to tariffs could affect future profitability and capex plans. Despite uncertainties, NFG's long history of dividend payouts and potential for long-term growth make it worth monitoring for future investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
National Fuel Gas: Dividend Aristocrat With Strong Growth Catalysts
Summary National Fuel Gas has delivered a market-beating returns since my last visit. NFG's vertically integrated model and strong fiscal Q1 2025 results highlight its robust growth potential and operational efficiency. Key growth catalysts include the Tioga Pathway project and multi-year rate case settlements, supporting a favorable natural gas demand outlook. With a near 3% dividend yield, a well-covered payout ratio, and 53 years of dividend growth, NFG remains an attractive long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Why National Fuel Gas Is Still On My 'Buy' List
Summary National Fuel Gas is a dividend king with 54 years of increases, offering a 3.21% yield and a BBB credit rating. NFG's mixed regulated and unregulated business model provides resilience and potential for significant cash injections during favorable market conditions. Despite higher commodity exposure, NFG's valuation is attractive, with a P/E of 10-12x and potential for 19-25% annualized returns. I maintain a "BUY" rating for NFG with a target price of $70/share, supported by strong fundamentals and realistic growth prospects. Read the full article on Seeking AlphaSeeking Alpha • Aug 31
National Fuel Gas Wasn't Necessarily A 'Buy', But Might Be Now
Summary National Fuel Gas has underperformed, showing a negative RoR of over 10%, while the S&P500 rose by over 40%. Despite recent earnings declines, NFG's fundamentals are solid, with a 3.5% dividend yield and a strong history of dividend increases. The company's mix of regulated and non-regulated operations, along with reduced leverage and potential nat gas recovery, supports a "Buy" rating. My target remains $70/share, expecting double-digit RoR, driven by conservative upside and earnings growth or multiple expansions. Read the full article on Seeking Alpha
Nueva narrativa • Aug 29
Decisive Initiatives And Modernization Propel Growth In Utility And Energy Sectors
Strategic initiatives and operational efficiencies across all segments are set to expand revenue and net margin, enhancing earnings and free cash flow.Seeking Alpha • Jun 15
National Fuel Gas: A Dividend King In A Highly Cyclical Sector
Summary National Fuel Gas has a strong history of increasing dividends for over 50 years despite operating in a cyclical sector. Natural gas prices are expected to be lower for the remainder of the fiscal year, but the company is forecasting just a small decline in earnings-per-share for 2024. Shares are undervalued relative to their historical average and offer a solid, safe yield, with the potential for double-digit returns, making the stock a buy. Read the full article on Seeking AlphaRentabilidad de los accionistas
| NFG | US Gas Utilities | Mercado US | |
|---|---|---|---|
| 7D | 1.3% | -0.6% | -1.4% |
| 1Y | -8.6% | 8.4% | 17.1% |
Rentabilidad vs. Industria: Los resultados de NFG fueron inferiores a los de la industria US Gas Utilities, que obtuvo un rendimiento del 8.4% el año pasado.
Rentabilidad vs. Mercado: NFG obtuvo unos resultados inferiores a los del mercado US, que fueron del 17.1% el año pasado.
Volatilidad de los precios
| NFG volatility | |
|---|---|
| NFG Average Weekly Movement | 3.0% |
| Gas Utilities Industry Average Movement | 3.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: NFG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de NFG (3%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1902 | 2,322 | Dave Bauer | www.nationalfuel.com |
National Fuel Gas Company es una empresa energética diversificada. Opera a través de los segmentos Integrated Upstream and Gathering, Pipeline and Storage y Utility. El segmento Integrated Upstream and Gathering explora, desarrolla y produce gas natural y petróleo.
Resumen de fundamentos de National Fuel Gas Company
| Estadísticas fundamentales de NFG | |
|---|---|
| Capitalización bursátil | US$7.71b |
| Beneficios(TTM) | US$686.47m |
| Ingresos (TTM) | US$2.51b |
11.2x
Ratio precio-beneficio (PE)3.1x
Ratio precio-ventas (PS)¿Está NFG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de NFG | |
|---|---|
| Ingresos | US$2.51b |
| Coste de los ingresos | US$900.27m |
| Beneficio bruto | US$1.61b |
| Otros gastos | US$921.25m |
| Beneficios | US$686.47m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 29, 2026
| Beneficios por acción (BPA) | 7.22 |
| Margen bruto | 64.10% |
| Margen de beneficio neto | 27.37% |
| Ratio deuda/patrimonio | 63.4% |
¿Cómo se ha desempeñado NFG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
2.6%
Rentabilidad actual por dividendo29%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/21 22:18 |
| Precio de las acciones al final del día | 2026/07/21 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
National Fuel Gas Company está cubierta por 20 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Jim Harmon | Barclays |
| Carl Kirst | BMO Capital Markets Equity Research |