National Fuel Gas (NFG) Aperçu de l'action
National Fuel Gas Company est une entreprise énergétique diversifiée. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 3/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
NFG Community Fair Values
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Analyst Price Targets
National Fuel Gas Company Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$75.94 |
| Plus haut sur 52 semaines | US$97.06 |
| Plus bas sur 52 semaines | US$75.27 |
| Bêta | 0.39 |
| Variation sur 1 mois | -8.44% |
| Variation sur 3 mois | -18.75% |
| Variation sur 1 an | -11.10% |
| Variation sur 3 ans | 47.74% |
| Variation sur 5 ans | 45.51% |
| Évolution depuis l'introduction en bourse | 2,265.56% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Seeking Alpha • Mar 16
National Fuel Gas Breaks Out To New Highs (Technical Analysis)
Summary National Fuel Gas has broken out to new highs after a 6-month consolidation, supported by strong money flows and technical momentum. NFG's earnings are increasingly tied to natural gas prices, with 2025 adjusted EPS of $6.91 and 2026 guidance of $7.60–$8.10 based on higher gas price assumptions. The company boasts a 55-year streak of dividend growth, qualifying as a Dividend King, though the current yield is historically low due to a 30% stock price gain. I reiterate a buy rating, emphasizing NFG's technical breakout, robust dividend history, and leverage to expanding LNG export demand. Read the full article on Seeking AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • Jul 05
National Fuel Gas (NYSE:NFG) Is Looking To Continue Growing Its Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...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
Nouveau récit • 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 AlphaSeeking Alpha • Mar 22
National Fuel Gas: Buy This Dividend Champion For Improving Commodity Pricing
Summary National Fuel Gas is a unique energy company focused on the Appalachian natural gas food chain. The IEA and Citi have issued updates on the prospects for commodity natural gas, highlighting potential market tensions and price volatility. National Fuel Gas has demonstrated a connection between its share price and natural gas commodity pricing, and as gas prices improve, so will its share prices. Read the full article on Seeking AlphaRendement pour les actionnaires
| NFG | US Gas Utilities | US Marché | |
|---|---|---|---|
| 7D | -1.5% | -1.6% | 2.0% |
| 1Y | -11.1% | 6.8% | 23.3% |
Rendement vs Industrie: NFG a sous-performé le secteur US Gas Utilities qui a rapporté 6.8 % au cours de l'année écoulée.
Rendement vs marché: NFG a sous-performé le marché US qui a rapporté 23.3 % au cours de l'année écoulée.
Volatilité des prix
| NFG volatility | |
|---|---|
| NFG Average Weekly Movement | 2.9% |
| Gas Utilities Industry Average Movement | 2.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: NFG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de NFG ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1902 | 2,322 | Dave Bauer | www.nationalfuel.com |
National Fuel Gas Company est une entreprise énergétique diversifiée. Elle exerce ses activités par l'intermédiaire des secteurs Integrated Upstream and Gathering, Pipeline and Storage et Utility. Le secteur Integrated Upstream and Gathering explore, développe et produit du gaz naturel et du pétrole.
National Fuel Gas Company Résumé des fondamentaux
| NFG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$7.30b |
| Bénéfices(TTM) | US$686.47m |
| Recettes(TTM) | US$2.51b |
10.5x
Ratio P/E2.9x
Ratio P/SLe site NFG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NFG compte de résultat (TTM) | |
|---|---|
| Recettes | US$2.51b |
| Coût des recettes | US$900.27m |
| Marge brute | US$1.61b |
| Autres dépenses | US$921.25m |
| Les revenus | US$686.47m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 7.22 |
| Marge brute | 64.10% |
| Marge bénéficiaire nette | 27.37% |
| Ratio dettes/capitaux propres | 63.4% |
Quelles ont été les performances à long terme de NFG?
Voir les performances historiques et les comparaisonsDividendes
2.8%
Rendement actuel des dividendes29%
Ratio de distributionLe site NFG verse-t-il des dividendes fiables ?
Voir NFG l'historique des dividendes et les indices de référence| National Fuel Gas dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 30 2026 |
| Date de paiement du dividende | Jul 15 2026 |
| Jours jusqu'au dividende Ex | 11 days |
| Jours jusqu'à la date de paiement du dividende | 26 days |
Le site NFG verse-t-il des dividendes fiables ?
Voir NFG l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/17 13:15 |
| Cours de l'action en fin de journée | 2026/06/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
National Fuel Gas Company est couverte par 21 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Jim Harmon | Barclays |
| Carl Kirst | BMO Capital Markets Equity Research |