Market Cap
$55.6B
LNG
Cheniere Energy, Inc.
$266.39 ▼ -2.21%
Prev close $272.40Market cap$55.6B
ConsensusStrong Buy
12-mo target$310.19 (+16.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional Exits Traditional Energy
Snapshot
The big-picture read on LNG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (93%)
Inst. Holders
50 funds
Inst. Value
$30.3B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $29.4M sell
Insider Net $
-$29.4M
Social Sentiment
57° Neutral
SEC Reports
11
Congressional
3 trades
Price chart 30d -10.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Sep 2, 2026 SEC Short Volume: LNG — 61.8% short (0.4M / 0.7M)
Short: 404,608 | Exempt: 260 | TRF Vol: 654,333 | Short Ratio: 61.8% | Off-exchange volume (dark poo
Cheniere Energy filed an S-4 registration statement to exchange up to $1.75 billion aggregate principal amount of unregi
S-4 — Impact 2/10
Aug 15, 2026 Insider
Mitchelmore Lorraine surrendered for taxes 51 shares
Director @ $271.64 ($13.9K)
Jul 14, 2026 Insider
Vitalone Britt J. was granted 614 shares
Director
Jun 30, 2026 Inst.
FMR LLC — ADD
4,938,766 shares ($1.2B)
Jun 30, 2026 Inst.
NORGES BANK — NEW
3,581,124 shares ($855.9M)
Jun 24, 2026 Congress
Jun 11, 2026 SEC John Fetterman sell
$1,001 - $15,000 — Senate
A mixed 13F institutional cluster for Cheniere Energy (LNG) in Q3 2025 shows 5 buyers accumulating $596M in new value (l
INST-CLUSTER — Impact 5/10
Analyst ratings buy % +8.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
93% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Aug 24, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 11, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 24, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 16, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 15, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 17, 2026 | Bernstein | INITIATE | Market Outperform | 51% |
| Jun 3, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| May 13, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 16 | 2 | 0 | 0 | 93% | |
| Aug 1, 2026 | 11 | 15 | 2 | 0 | 0 | 93% | |
| Jul 1, 2026 | 11 | 15 | 2 | 0 | 0 | 93% | |
| Jun 1, 2026 | 11 | 15 | 2 | 0 | 0 | 93% | |
| May 1, 2026 | 11 | 15 | 2 | 0 | 0 | 93% | |
| Apr 1, 2026 | 11 | 15 | 2 | 0 | 0 | 93% | |
| Mar 1, 2026 | 10 | 14 | 3 | 0 | 0 | 89% | |
| Feb 1, 2026 | 10 | 15 | 2 | 0 | 0 | 93% |
Price targets
Where 21 covering analysts think LNG trades over the next 12 months.
$310.19 +16.4% upside Buy
Current$266.49 Low$255.00 Median$312.00 High$340.00 21 analysts
$255.00$340.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
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Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 2 bullish, 3 bearish, 1 mixed, 5 neutral · avg impact 4.8/10.
NEUTRALS-42/10
Cheniere Energy filed an S-4 registration statement to exchange up to $1.75 billion aggregate princi
Sep 2, 2026
MIXEDINST-CLUSTER5/10
A mixed 13F institutional cluster for Cheniere Energy (LNG) in Q3 2025 shows 5 buyers accumulating $
Jun 11, 2026
NEUTRAL8-K3/10
Cheniere Energy's subsidiary, Cheniere Energy Partners, L.P., closed a private placement of $1.75 bi
Jun 9, 2026
NEUTRAL8-K4/10
Cheniere subsidiary Cheniere Partners priced $1.75B in new senior notes ($1B 5.35% due 2036 + $750M
May 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: LNG — 61.8% short (0.4M / 0.7M)
Short: 404,608 | Exempt: 260 | TRF Vol: 654,333 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: LNG — 66.1% short (0.7M / 1.1M)
Short: 707,200 | Exempt: 73 | TRF Vol: 1,069,851 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: LNG — 3.3M shares, 89,592 trades
Week starting 2026-09-07. Total ATS volume: 3,333,502 shares across 89,592 trades.
Aug 31, 2026
dark_pool
Dark Pool: LNG — 3.5M shares, 103,006 trades
Week starting 2026-08-31. Total ATS volume: 3,523,447 shares across 103,006 trades.
Aug 24, 2026
dark_pool
Dark Pool: LNG — 2.7M shares, 71,231 trades
Week starting 2026-08-24. Total ATS volume: 2,677,828 shares across 71,231 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.79 | $4.32–$5.68 | 80.5% | +2.3% | 3↑ 0↓ | $5.5B | 4 |
| Next Q | $5.43 | $4.75–$5.72 | 109.3% | +4.3% | 2↑ 1↓ | $6.2B | 4 |
| Current FY | $23.07 | $18.39–$29.45 | 115.0% | +1.2% | 2↑ 2↓ | $22.8B | 5 |
| Next FY | $21.06 | $15.53–$29.72 | -8.7% | +1.4% | 2↑ 2↓ | $23.5B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.791 | — |
| 7d ago | $4.681 | +0.110 |
| 30d ago | $4.681 | +0.110 |
| 60d ago | $3.813 | +0.978 |
| 90d ago | $3.764 | +1.027 |
Institutional ownership
Which big funds own LNG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $30.3B total value (126,728,973 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,712,080 | $4.2B | 14.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,603,722 | $2.3B | 7.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,476,116 | $2.3B | 7.5% | — |
| STATE STREET CORP | 5,938,476 | $1.4B | 4.7% | — |
| FMR LLC | 4,938,766 | $1.2B | 3.9% | ADD +26.6% |
| MORGAN STANLEY | 4,573,650 | $1.1B | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,717,072 | $885.8M | 2.9% | — |
| NORGES BANK | 3,581,124 | $855.9M | 2.8% | NEW |
| JPMORGAN CHASE & CO | 3,109,949 | $758.7M | 2.5% | — |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,112,696 | $744.0M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 3,901,585 | 4,938,766 | +26.6% | $1.2B |
| NORGES BANK | NEW | — | 3,581,124 | — | $855.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 3,689,935 | 2,633,763 | -28.6% | $629.5M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 788,209 | 2,444,403 | +210.1% | $584.2M |
| GOLDMAN SACHS GROUP INC | ADD | 1,759,398 | 2,357,818 | +34.0% | $563.5M |
| MILLENNIUM MANAGEMENT LLC | ADD | 1,451,265 | 2,069,180 | +42.6% | $494.6M |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 1,147,154 | 1,649,269 | +43.8% | $394.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 867,496 | 1,629,621 | +87.9% | $389.5M |
| Blackstone Inc. | TRIM | 1,881,252 | 1,219,848 | -35.2% | $291.6M |
| Robeco Institutional Asset Management B.V. | TRIM | 1,747,973 | 1,132,228 | -35.2% | $270.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net -$29.4M — $0.00 bought, $29.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 15, 2026 | Mitchelmore Lorraine | Director | TAX W/H | 51 | $271.64 | $13.9K |
| Jul 14, 2026 | Vitalone Britt J. | Director | AWARD | 614 | — | — |
| May 14, 2026 | Hinz Maas | EVP, Operations | AWARD | 2,911 | — | — |
| May 14, 2026 | Gray Denise | Director | AWARD | 1,307 | — | — |
| May 14, 2026 | SHEAR NEAL A | Director | AWARD | 1,307 | — | — |
| May 14, 2026 | COLLAWN PATRICIA K | Director | AWARD | 1,391 | — | — |
| May 14, 2026 | Robillard Donald F JR | Director | AWARD | 1,432 | — | — |
| May 14, 2026 | MORELAND W BENJAMIN | Director | AWARD | 1,411 | — | — |
| May 14, 2026 | Mitchelmore Lorraine | Director | AWARD | 1,307 | — | — |
| May 14, 2026 | Edwards Brian E | Director | AWARD | 809 | — | — |
Congressional trades
LNG trades disclosed by members of Congress, with disclosure delay.
2 members · 0 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | John Fetterman | D | SENATE | SELL | $1,001 - $15,000 | Cheniere Energy Inc | Jul 9, 2026(16d) |
| Mar 20, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Cheniere Energy Inc | May 1, 2026(43d) |
| Mar 20, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | Cheniere Energy Inc | May 1, 2026(43d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LNG.
Shares short
3,889,700
Settlement Sep 15, 2026
Change vs prior
-6.6%
Semi-monthly cycle
Days to cover
1.6
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All LNG filing & press-release reports (11)
- S-4 reportSep 2, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 9, 2026
- 8-K reportMay 27, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 6, 2026
- CLUSTER reportMar 30, 2026
- COURT-RULING reportMar 27, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 26, 2026