National Fuel Gas Company

NYSE:NFG Rapport sur les actions

Capitalisation boursière : US$7.3b

National Fuel Gas Croissance future

Future contrôle des critères 1/6

National Fuel Gas devrait augmenter ses bénéfices et son chiffre d'affaires de 5.6% et de 9.2% par an respectivement. Le BPA devrait croître de de 3.8% par an. Le rendement des capitaux propres devrait être 16.4% dans 3 ans.

Informations clés

5.6%

Taux de croissance des bénéfices

3.77%

Taux de croissance du BPA

Gas Utilities croissance des bénéfices9.8%
Taux de croissance des recettes9.2%
Rendement futur des capitaux propres16.41%
Couverture par les analystes

Low

Dernière mise à jour15 Jun 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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 Alpha
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.
Mise 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:NFG - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
9/30/20283,0187982771,4892
9/30/20273,0467183801,3784
9/30/20262,5926872981,2624
3/31/20262,5086863071,283N/A
12/31/20252,3806552051,155N/A
9/30/20252,2785191871,100N/A
6/30/20252,1832441861,060N/A
3/31/20252,0694070954N/A
12/31/20241,969-11901,015N/A
9/30/20241,945781351,066N/A
6/30/20241,942319841,050N/A
3/31/20241,953466-81,112N/A
12/31/20232,040440331,181N/A
9/30/20232,1744771021,237N/A
6/30/20232,2405611421,214N/A
3/31/20232,3145772051,098N/A
12/31/20222,298603137968N/A
9/30/20222,1865661813N/A
6/30/20222,107495-58774N/A
3/31/20221,999473-28800N/A
12/31/20211,848418-24758N/A
9/30/20211,74336440792N/A
6/30/20211,675131-368789N/A
3/31/20211,60386-399767N/A
12/31/20201,543-133-429778N/A
9/30/20201,546-124-482741N/A
6/30/20201,55269-32748N/A
3/31/20201,58692-53745N/A
12/31/20191,647288N/A758N/A
9/30/20191,693304N/A694N/A
6/30/20191,689295N/A668N/A
3/31/20191,675294N/A667N/A
12/31/20181,663296N/A622N/A
9/30/20181,593392N/A615N/A
6/30/20181,590399N/A651N/A
3/31/20181,596396N/A621N/A
12/31/20171,577393N/A637N/A
9/30/20171,580283N/A685N/A
6/30/20171,585275N/A680N/A
3/31/20171,573224N/A628N/A
12/31/20161,500-13N/A620N/A
9/30/20161,452-291N/A589N/A
6/30/20161,461-516N/A601N/A
3/31/20161,465-818N/A659N/A
12/31/20151,612-653N/A779N/A
9/30/20151,761-379N/A854N/A
6/30/20151,826-134N/A896N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de NFG ( 5.6% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de NFG ( 5.6% par an) devraient croître plus lentement que le marché US ( 18.6% par an).

Croissance élevée des bénéfices: Les bénéfices de NFG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de NFG ( 9.2% par an) devrait croître plus lentement que le marché de US ( 12.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de NFG ( 9.2% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de NFG devrait être faible dans 3 ans ( 16.4 %).

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/26 15:32
Cours de l'action en fin de journée2026/06/26 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 pour apprendre à 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 20 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.

AnalysteInstitution
null nullArgus Research Company
Jim HarmonBarclays
Carl KirstBMO Capital Markets Equity Research