Market Cap
$4.6B
CNX
CNX Resources Corp
$31.50 ▼ -0.06%
Prev close $31.52Market cap$4.6B
ConsensusStrong Sell
12-mo target$37.55 (+19.2%)
▼ Bearish
Analyst conviction 1/10
High Impact Filing (7/10)26 New Institutional Positions24 Institutional Exits Traditional Energy
Snapshot
The big-picture read on CNX right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Sell (5%)
Inst. Holders
50 funds
Inst. Value
$3.8B
Inst. Activity
26 buys / 24 sells
Insider Activity
$0.00 buy / $3.9M sell
Insider Net $
-$3.9M
SEC Reports
5
Price chart 30d -16.6%
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 30, 2026 short_volume
Short Volume: CNX — 72.1% short (0.5M / 0.7M)
Short: 516,442 | Exempt: 170 | TRF Vol: 716,300 | Short Ratio: 72.1% | Off-exchange volume (dark poo
Sep 24, 2026 Insider
Lally-Green Maureen gifted 17,377 shares
Director
Sep 2, 2026 Insider
DEIULIIS NICHOLAS J gifted 528,000 shares
Director
Aug 13, 2026 Insider
Jul 30, 2026 SEC Behl Navneet acquired via exercise 39,771 shares
Chief Operating Officer
CNX Resources reported Q2 2026 GAAP EPS of $0.72, beating consensus of $0.55 by 30.4%, driven primarily by a $176M gain
PRESS-RELEASE — Impact 6/10
CNX Resources reported Q2 2026 GAAP diluted EPS of $1.32, significantly above the consensus estimate of $0.55, driven by
8-K — Impact 6/10
Jun 30, 2026 Inst.
D. E. Shaw & — TRIM
3,530,635 shares ($119.8M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
2,704,738 shares ($91.8M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
5% rate it Buy or better · 19 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 15, 2026 | Truist Securities | UPGRADE | Hold | 55% |
| Jun 29, 2026 | Morgan Stanley | MAINTAIN | Underweight | 55% |
| May 27, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| May 26, 2026 | Barclays | MAINTAIN | Underweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 0 | 11 | 6 | 1 | 5% | |
| Aug 1, 2026 | 1 | 0 | 11 | 6 | 1 | 5% | |
| Jul 1, 2026 | 1 | 0 | 11 | 6 | 1 | 5% | |
| Jun 1, 2026 | 1 | 0 | 10 | 7 | 1 | 5% | |
| May 1, 2026 | 1 | 0 | 9 | 8 | 2 | 5% | |
| Apr 1, 2026 | 1 | 0 | 9 | 9 | 2 | 5% | |
| Mar 1, 2026 | 1 | 0 | 10 | 8 | 2 | 5% | |
| Feb 1, 2026 | 1 | 0 | 11 | 8 | 2 | 5% |
Price targets
Where 11 covering analysts think CNX trades over the next 12 months.
$37.55 +19.2% upside Buy
Current$31.50 Low$32.00 Median$37.00 High$48.00 11 analysts
$32.00$48.00
Analyst rating Hold· 3.1/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 2 neutral · avg impact 5.4/10.
MIXEDPRESS-RELEASE6/10
CNX Resources reported Q2 2026 GAAP EPS of $0.72, beating consensus of $0.55 by 30.4%, driven primar
Jul 30, 2026
MIXED8-K6/10
CNX Resources reported Q2 2026 GAAP diluted EPS of $1.32, significantly above the consensus estimate
Jul 30, 2026
BULLISHDEFA14A7/10
CNX Resources Corp filed a definitive proxy statement for its 2026 annual shareholder meeting, highl
Mar 26, 2026
NEUTRALDEFA14A3/10
CNX Resources Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where s
Mar 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: CNX — 72.1% short (0.5M / 0.7M)
Short: 516,442 | Exempt: 170 | TRF Vol: 716,300 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: CNX — 74.1% short (0.4M / 0.6M)
Short: 409,579 | Exempt: 251 | TRF Vol: 552,585 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: CNX — 77.2% short (0.5M / 0.6M)
Short: 467,300 | Exempt: 263 | TRF Vol: 605,293 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: CNX — 71.3% short (0.5M / 0.7M)
Short: 501,334 | Exempt: 179 | TRF Vol: 702,997 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CNX — 79.6% short (0.5M / 0.6M)
Short: 480,948 | Exempt: 420 | TRF Vol: 604,005 | Short Ratio: 79.6% | Off-exchange volume (dark pool + OTC)
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 | $0.58 | $0.23–$0.76 | 18.3% | -3.1% | 4↑ 1↓ | $0.5B | 6 |
| Next Q | $0.67 | $0.56–$0.81 | 0.9% | -2.1% | 2↑ 3↓ | $0.5B | 4 |
| Current FY | $3.18 | $2.86–$3.41 | 26.8% | -0.7% | 4↑ 2↓ | $2.4B | 6 |
| Next FY | $3.81 | $3.26–$4.06 | 19.9% | -1.7% | 2↑ 4↓ | $2.2B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.579 | — |
| 7d ago | $0.570 | +0.008 |
| 30d ago | $0.597 | -0.018 |
| 60d ago | $0.582 | -0.004 |
| 90d ago | $0.541 | +0.038 |
Institutional ownership
Which big funds own CNX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.8B total value (110,966,730 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, STATE. Net buying activity: 26 institutions added/increased vs 24 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,177,390 | $650.7M | 17.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 8,885,542 | $301.5M | 8.0% | — |
| STATE STREET CORP | 7,657,716 | $259.8M | 6.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7,430,891 | $252.1M | 6.7% | — |
| Neuberger Berman Group LLC | 6,947,081 | $235.6M | 6.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,123,150 | $207.8M | 5.5% | — |
| AMERICAN CENTURY COMPANIES INC | 4,751,821 | $161.2M | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,412,993 | $149.8M | 4.0% | — |
| Capital World Investors | 3,596,888 | $122.0M | 3.2% | — |
| D. E. Shaw & Co., Inc. | 3,530,635 | $119.8M | 3.2% | TRIM -36.3% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | TRIM | 5,545,446 | 3,530,635 | -36.3% | $119.8M |
| CITADEL ADVISORS LLC | DOUBLED | 466,411 | 2,704,738 | +479.9% | $91.8M |
| BANK OF AMERICA CORP /DE/ | TRIM | 4,046,677 | 2,592,083 | -35.9% | $87.9M |
| UBS Group AG | TRIM | 1,679,369 | 1,100,478 | -34.5% | $37.3M |
| Point72 Asset Management, L.P. | ADD | 723,049 | 1,050,520 | +45.3% | $35.6M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 316,276 | 924,662 | +192.4% | $31.4M |
| Orbis Allan Gray Ltd | DOUBLED | 343,305 | 886,386 | +158.2% | $30.1M |
| FIRST TRUST ADVISORS LP | TRIM | 965,371 | 714,465 | -26.0% | $24.2M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 463,116 | 678,416 | +46.5% | $23.0M |
| Polar Capital Holdings Plc | NEW | — | 455,607 | — | $15.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 47 transactions. Net -$3.9M — $0.00 bought, $3.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Lally-Green Maureen | Director | GIFT | 17,377 | — | — |
| Sep 2, 2026 | DEIULIIS NICHOLAS J | Director | GIFT | 528,000 | — | — |
| Aug 13, 2026 | Behl Navneet | Chief Operating Officer | EXERCISE | 39,771 | — | — |
| Aug 13, 2026 | Shepard Alan K | President & CEO | TAX W/H | 17,297 | $35.38 | $612.0K |
| Aug 13, 2026 | Shepard Alan K | President & CEO | EXERCISE | 39,771 | — | — |
| Aug 13, 2026 | Behl Navneet | Chief Operating Officer | TAX W/H | 17,297 | $35.38 | $612.0K |
| Aug 4, 2026 | MCGUIRE IAN R | Director | GIFT | 43,307 | — | — |
| Aug 4, 2026 | MCGUIRE IAN R | Director | GIFT | 86,614 | — | — |
| Jun 18, 2026 | Clarkson J. Palmer | Director | EXERCISE | 12,129 | $13.58 | $164.8K |
| Jun 18, 2026 | Clarkson J. Palmer | Director | EXERCISE | 10,000 | $15.55 | $155.5K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CNX.
Shares short
15,406,626
Settlement Sep 15, 2026
Change vs prior
+4.1%
Semi-monthly cycle
Days to cover
9.6
At avg daily volume
Of shares outstanding
≈10.4%
Estimate — not % of float
All CNX filing & press-release reports (5)
- PRESS-RELEASE reportJul 30, 2026
- 8-K reportJul 30, 2026
- DEFA14A reportMar 26, 2026
- DEFA14A reportMar 26, 2026
- 8-K reportFeb 24, 2026