Cheniere Energy, Inc.

NYSE:LNG 주식 리포트

시가총액: US$55.4b

Cheniere Energy 배당 및 자사주 매입

배당 기준 점검 2/6

Cheniere Energy 수익으로 충분히 충당되는 현재 수익률 0.81% 보유한 배당금 지급 회사입니다.

핵심 정보

0.8%

배당 수익률

5.8%

자사주 매입 수익률

총 주주 수익률6.6%
미래 배당 수익률1.0%
배당 성장률22.9%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향16%

최근 배당 및 자사주 매입 업데이트

Recent updates

Seeking Alpha • Aug 08

Cheniere Energy: The Tollbooth Advantage Powers A Bullish Setup

Summary Cheniere Energy stands out as a global LNG leader with 95% of capacity secured under long-term take-or-pay contracts, ensuring stable cash flows. LNG’s technical setup features a cup-and-handle and inverse head-and-shoulders pattern, supporting a price target of $333.82—implying 26.65% upside from July 31, 2026. Recent construction progress at Corpus Christi and Sabine Pass positions LNG for capacity growth to over 60 Mt/y soon and potentially 100 Mt/y by the mid-2030s. Key near-term catalysts include first commercial production from Corpus Christi Stage 3 and Q2 2026 earnings, with risks from maintenance, spot spread narrowing, or feedstock bottlenecks. Read the full article on Seeking Alpha
분석 기사 • Jun 18

Cheniere Energy (LNG) Stock Could Be 29.3% Undervalued Despite Recent Pullback

Recent trading in Cheniere Energy (LNG) has drawn attention after the stock declined about 8% over the past month and roughly 19% over the past 3 months, prompting investors to reassess its current valuation. See our latest analysis for Cheniere Energy. At a latest share price of $227.03, Cheniere Energy’s recent 1 day share price return of 1.89% decline, 7 day return of 5.46% decline and 3 month return of 19.17% decline contrast with a year to date share price gain of 14.78%. The 1 year...
내러티브 업데이트 • Jun 17

LNG: Future Returns Will Track Gulf Disruptions And Contracted Expansion Capacity

The analyst price target for Cheniere Energy has been nudged higher to $304.38 from $302.55, as analysts highlight the company's long-duration contract base, its exposure to U.S. LNG, and ongoing support from recent initiations and target increases across several firms. Analyst Commentary Recent research on Cheniere Energy gives you a mix of supportive views on the stock's contract profile and expansion plans, along with some caution around valuation levels and past target revisions.
내러티브 업데이트 • Jun 03

LNG: Future Returns Will Track Gulf Supply Shifts And Ongoing Share Repurchases

Analysts trimmed the fair value estimate for Cheniere Energy slightly from $303.00 to about $302.55 while still lifting several Street price targets, citing a more cautious view on revenue growth and margins, as well as support for U.S. LNG from recent geopolitical disruptions. Analyst Commentary Bullish and cautious views on Cheniere Energy sit side by side right now, with several firms adjusting price targets around the same broad thesis of U.S. LNG demand, capital discipline, and geopolitical support for export volumes.
분석 기사 • May 14

Cheniere Energy's (NYSE:LNG) Soft Earnings Are Actually Better Than They Appear

Investors were disappointed by Cheniere Energy, Inc.'s ( NYSE:LNG ) latest earnings release. We did some further...
내러티브 업데이트 • Apr 30

LNG: Future Returns Will Reflect Gulf Supply Disruptions And Expanded Buyback Program

Analysts have made only a small upward adjustment to the fair value estimate for Cheniere Energy to $303, reflecting Street research that points to modestly higher revenue growth expectations, a slightly richer future P/E multiple, and continued confidence in the company’s long term commercial momentum despite mixed recent price target changes. Analyst Commentary Recent Street research on Cheniere Energy reflects a generally constructive tone on the company, with most price target moves skewed higher and only a few more cautious voices pulling back or downgrading.
내러티브 업데이트 • Apr 12

LNG: Future Returns Will Reflect Gulf Supply Disruptions And Record Buyback Commitment

Analyst price targets for Cheniere Energy have been adjusted higher, with the modelled fair value moving from $295.05 to $301.36 as analysts factor in updated views on long term revenue growth, profit margins, and the recent series of Street target hikes across major firms. Analyst Commentary Street research on Cheniere Energy has been active, with a cluster of target changes and rating moves that help explain the higher modelled fair value.
내러티브 업데이트 • Mar 28

LNG: Future Returns Will Reflect Gulf Supply Shocks And Buyback Discipline

The analyst price target for Cheniere Energy has shifted from $273.55 to $295.05, reflecting updated views on slightly lower discount rates, modestly different revenue growth assumptions, and a higher expected profit margin and future P/E, as analysts point to recent price target hikes and upgrades across several major firms. Analyst Commentary Recent Street research on Cheniere Energy clusters around two themes, with many bullish analysts lifting price targets while a smaller group highlights risks that could cap upside.
내러티브 업데이트 • Mar 13

LNG: Future Returns Will Reflect Gulf Supply Risks And Contract Discipline

Our updated fair value estimate for Cheniere Energy edges up to $273.55 from $264.09 as analysts lift price targets into a roughly $255 to $301 range, citing expectations for continued capital discipline, repeat LNG contracts that reinforce customer confidence, and solid execution on capital allocation and operations. Analyst Commentary Recent research points to a mixed but generally constructive view on Cheniere Energy, with most price targets clustered between about $255 and $301 and one outlier closer to $236.
새로운 내러티브 • Mar 08

Cheniere Energy (LNG) — The Toll Road That Geopolitics Just Made More Valuable

The Business in Simple Terms Cheniere operates the largest LNG export terminals in the US — Sabine Pass and Corpus Christi. They liquefy natural gas, load it onto tankers, and ship it to buyers in Europe and Asia under long-term contracts.
내러티브 업데이트 • Feb 27

LNG: Future Returns Will Hinge On Gulf Oversupply And Project Timing

Analysts have adjusted their price target for Cheniere Energy to $264.09 from $264.29, reflecting updated views on LNG market supply, slightly lower assumed revenue growth, modestly higher profit margins, and a reduced future P/E multiple. Analyst Commentary Recent Street research on Cheniere Energy reflects a mix of optimism on execution and cash flow resilience, alongside caution around the LNG cycle and project timing.
내러티브 업데이트 • Feb 13

LNG: Future Returns Will Depend On Gulf Coast Project Timing

Analysts have reduced their average price target on Cheniere Energy by about $2. This reflects slightly lower modeled fair value and revenue growth assumptions, partly offset by marginally higher profit margin and future P/E expectations in light of recent mixed target moves across the Street.
내러티브 업데이트 • Jan 30

LNG: Future Cash Returns Will Rely On Gulf Coast Project Execution

Narrative Update on Cheniere Energy The analyst price target for Cheniere Energy has edged lower by about US$2. Analysts point to updated models that reflect slightly higher discount rates, refined revenue growth and margin assumptions, and recent price target reductions across several firms following changes in international spreads and project timing.
내러티브 업데이트 • Jan 15

LNG: Future Cash Returns From Buybacks And Dividend Increases Will Support Shares

Analysts have trimmed their Cheniere Energy fair value estimate by about US$3 to roughly US$268, reflecting slightly lower modeled revenue growth, a modest adjustment to margins, and a lower future P/E. Recent research still points to ongoing support for the stock, even though price targets have been reduced in connection with lower international spreads and timing shifts for expansion projects.
분석 기사 • Jan 04

We Think Cheniere Energy (NYSE:LNG) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 • Sep 04

Expanding LNG Capacity Will Offer Opportunities Despite Market Risks

Cheniere Energy’s price target was maintained at $270.67, as analysts cite strengthened long-term growth and EBITDA forecasts from Corpus Christi expansions, improved capital allocation, and continued midstream resilience, despite modest adjustments to cash flow assumptions. Analyst Commentary Positive final investment decision (FID) for Corpus Christi (CCL3) Train 8 & 9 expansion drives near-term and strategic growth outlook.
Seeking Alpha • Apr 23

Cheniere Energy's LNG Benefits From A U.S. Trade Deficit

Summary Cheniere Energy, Inc., with a $50B market cap, benefits from low U.S. natural gas prices and high production, exporting LNG internationally, and signing long-term contracts. Despite high natural gas prices in 2023, Cheniere achieved nearly $4B in DCF, aiming for $4.5B in 2025, showing strong business performance. The company is advancing its $10B CCL Stage 3 project, enhancing production capacity, and targeting 90 mtpa, indicating robust growth potential. With a 7-8% DCF yield and minimal unsold spot capacity, LNG stock is positioned for substantial shareholder returns, despite the company's significant debt and execution risks. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

Cheniere Energy: LNG Demand To Double, Why This Market Leader Is A Buy

Summary Cheniere Energy's strategic expansions and long-term contracts position it to capitalize on the growing global LNG demand, expected to double by 2050. Q4 2024 results showed solid performance despite softer LNG margins, with revenues at $4.44 billion and distributable cash flow steady at $1.05 billion. Corpus Christi Stage 3 expansion is ahead of schedule, set to boost production by 20%, with further expansions planned, enhancing growth potential. Valuation suggests a target price of $297 by 2027, offering a 33% upside and a CAGR of 11.9%, supported by share buybacks and dividends. Read the full article on Seeking Alpha
Seeking Alpha • Feb 21

Cheniere Energy: Valuation Extended, But U.S. LNG Dominance May Rise In Trade Conflict

Summary Cheniere Energy has shown strong performance, with LNG up 36% year over year and 300% over five years, driven by high global gas demand and geopolitical instability. The company’s 2025 guidance is robust. New projects are expected to boost its adjusted EBITDA to $6.5B-$7B and distributable cash flow to $4.1B-$4.6B. Despite its high valuation and potential trade conflicts, Cheniere remains a solid long-term investment. It benefits from the EU's dependency on US LNG, which may grow as a trade concession. I am neutral on LNG due to its current valuation; future price rises depend on increased LNG export demand or geopolitical disruptions in the Middle East. Tariffs on Canadian natural gas or ongoing stagnation in US production may raise domestic natural gas prices, potentially hampering Cheniere's profit growth outlook. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Cheniere Energy: The Only Pure LNG Player Worth It

Summary Cheniere Energy, a leading LNG player, operates Sabine Pass and Corpus Christi terminals with a market cap of $50 billion and 45 MTPA capacity. The company benefits from low competition, favorable policies, and growing LNG demand, particularly in Europe and Asia, enhancing its market position. Despite high debt and valuation metrics, Cheniere's strong growth, increasing dividends, and share buybacks highlight its robust financial performance and shareholder returns. Risks include fluctuating gas prices, rising competition, and long-term renewable energy shifts, but fixed-price contracts and strategic positioning mitigate these concerns. Read the full article on Seeking Alpha
Seeking Alpha • Jan 06

Cheniere Energy: A Strong Choice For Serious Investors

Summary Cheniere Energy has gained 31% in 2024 (and 255% in the last five years), reaching historical highs, while the reaction of buyers during recent pullbacks confirms strong investment interest. The company demonstrates excellent profit margins and returns - ROTC and ROCE, along with an impressive cashflow. Positive global demand growth for LNG offsets challenges posed by price volatility and geopolitical uncertainties. The LNG stock maintains a long-term upward trend with significant potential for further growth. I believe it will be a suitable option for long-term investors looking for companies with robust performance. Read the full article on Seeking Alpha

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 배당금 지급이 안정적인 반면, LNG 은(는) 배당금을 지급한 지 10년도 채 되지 않았습니다.

배당금 증가: LNG 의 배당금 지급이 증가했지만 회사는 5 년 동안만 배당금을 지급했습니다.

배당 수익률 vs 시장

Cheniere Energy 배당 수익률 vs 시장
LNG의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (LNG)0.8%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Oil and Gas)3.1%
분석가 예측 (LNG) (최대 3년)1.0%

주목할만한 배당금: LNG 의 배당금( 0.81% )은 US 시장에서 배당금 지급자의 하위 25%( 1.37% )와 비교해 주목할 만하지 않습니다.

고배당: LNG 의 배당금( 0.81% )은 US 시장에서 배당금 지급자의 상위 25%( 4.19% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 지급 비율 ( 16.3% )이 낮기 때문에 LNG 의 배당금 지급은 수익으로 충분히 충당됩니다.

주주 현금 배당

현금 흐름 범위: 현금 지급 비율 ( 16.4% )이 낮기 때문에 LNG 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/21 04:09
종가2026/09/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Cheniere Energy, Inc.는 46명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
"Theresa ChenBarclays
Kannan VenkateshwarBarclays
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