Market Cap
$7.2B
NFG
NATIONAL FUEL GAS CO
$76.64 ▲ +0.50%
Prev close $76.26Market cap$7.2B
12-mo target$93.00 (+21.3%)
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Traditional Energy
Snapshot
The big-picture read on NFG right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$4.2B
Inst. Activity
32 buys / 18 sells
SEC Reports
13
Press Releases
1
Price chart 30d -7.9%
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.
Oct 1, 2026 m_and_a
National Fuel Gas Company Completes Acquisition of CenterPoint Energy's Ohio Natural Gas Utility
Natural Gas Service Will Continue Without Interruption; No Customer Action Required Natural Gas Serv
Sep 16, 2026 Insider
Bauer David P was granted 5,088 shares
President and CEO
Sep 16, 2026 Insider
Bauer David P surrendered for taxes 181 shares
President and CEO @ $81.52 ($14.8K)
Sep 16, 2026 Insider
Aug 11, 2026 SEC Bauer David P disposed of 4,907 shares
President and CEO
National Fuel Gas filed an 8-K to submit a legal opinion from Scarinci & Hollenbeck, LLC as an exhibit to its existing S
8-K — Impact 2/10
National Fuel Gas Co filed a 424B5 prospectus supplement registering 500,000 shares of common stock for its Direct Stock
424B5 — Impact 3/10
National Fuel Gas (NFG) reported Q3 fiscal 2026 adjusted EPS of $1.54, beating consensus of $1.22 by 26%, and revenue of
8-K — Impact 6/10
Jun 30, 2026 Inst.
Blackstone Inc. — DOUBLED
1,235,399 shares ($95.4M)
Analyst ratings buy % +12.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Apr 7, 2026 | Keybanc | INITIATE | Overweight | 52% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Aug 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Jul 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| Jun 1, 2026 | 2 | 3 | 3 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 3 | 3 | 0 | 0 | 67% | |
| Apr 1, 2026 | 3 | 2 | 3 | 0 | 0 | 63% | |
| Mar 1, 2026 | 3 | 2 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 3 | 2 | 4 | 0 | 0 | 56% |
Price targets
Where 2 covering analysts think NFG trades over the next 12 months.
$93.00 +21.3% upside Strong Buy
Current$76.64 Low$91.00 Median$93.00 High$95.00 2 analysts
$91.00$95.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 2 bullish, 2 bearish, 2 mixed, 7 neutral · avg impact 4.9/10.Plus 1 press releases.
NEUTRAL8-K2/10
National Fuel Gas filed an 8-K to submit a legal opinion from Scarinci & Hollenbeck, LLC as an exhib
Aug 11, 2026
NEUTRAL424B53/10
National Fuel Gas Co filed a 424B5 prospectus supplement registering 500,000 shares of common stock
Aug 11, 2026
MIXED8-K6/10
National Fuel Gas (NFG) reported Q3 fiscal 2026 adjusted EPS of $1.54, beating consensus of $1.22 by
Jul 30, 2026
NEUTRALPRESS-RELEASE5/10
National Fuel Gas reported Q3 fiscal 2026 GAAP EPS of $1.45, below the consensus estimate of $1.44,
Jul 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
m_and_a
National Fuel Gas Company Completes Acquisition of CenterPoint Energy's Ohio Natural Gas Utility
Natural Gas Service Will Continue Without Interruption; No Customer Action Required Natural Gas Service Will Continue Without Interruption; No Custome
Sep 17, 2026
dividend
National Fuel Declares Quarterly Dividend
WILLIAMSVILLE, N.Y., Sept. 17, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of National Fuel Gas Company (NYSE: NFG) today approved a regular quart
Sep 17, 2026
activist
National Fuel Gas Company Announces Timeline to Conclude Evaluation of a Plan to Separate into Two Independent Publicly Traded Companies
Separation Would Create Two High-Quality Public Companies, Each With Distinct Growth Strategies and Long-Term Value Creation Opportunities Separation
Sep 16, 2026
short_volume
Short Volume: NFG — 68.4% short (0.4M / 0.5M)
Short: 369,312 | Exempt: 0 | TRF Vol: 540,179 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
other
National Fuel Releases its 2025 Corporate Responsibility Report
WILLIAMSVILLE, N.Y., Sept. 10, 2026 (GLOBE NEWSWIRE) -- National Fuel Gas Company (“National Fuel” or the “Company”) (NYSE:NFG) today released its 202
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 | $1.07 | $0.97–$1.16 | -12.3% | -1.3% | 0↑ 3↓ | $0.5B | 4 |
| Next Q | $2.13 | $2.03–$2.32 | 3.3% | -1.4% | 2↑ 2↓ | $0.8B | 4 |
| Current FY | $7.27 | $7.05–$7.50 | 5.2% | +0.1% | 0↑ 4↓ | $2.5B | 5 |
| Next FY | $7.47 | $6.51–$8.14 | 2.7% | -2.2% | 2↑ 3↓ | $3.0B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.070 | — |
| 7d ago | $1.071 | -0.001 |
| 30d ago | $1.084 | -0.014 |
| 60d ago | $1.243 | -0.173 |
| 90d ago | $1.278 | -0.208 |
Institutional ownership
Which big funds own NFG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.2B total value (54,848,096 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 9,695,230 | $748.6M | 17.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,030,342 | $620.0M | 14.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,284,248 | $330.8M | 7.8% | — |
| STATE STREET CORP | 4,198,608 | $326.5M | 7.7% | — |
| GABELLI FUNDS LLC | 2,326,363 | $179.6M | 4.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,969,955 | $152.1M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,964,373 | $151.7M | 3.6% | — |
| GAMCO INVESTORS, INC. ET AL | 1,370,347 | $105.8M | 2.5% | — |
| MORGAN STANLEY | 1,367,831 | $105.6M | 2.5% | — |
| Blackstone Inc. | 1,235,399 | $95.4M | 2.2% | DOUBLED +110.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Blackstone Inc. | DOUBLED | 586,584 | 1,235,399 | +110.6% | $95.4M |
| NORGES BANK | NEW | — | 1,091,535 | — | $84.3M |
| SOUND SHORE MANAGEMENT INC /CT/ | NEW | — | 902,778 | — | $69.7M |
| Gotham Asset Management, LLC | ADD | 399,654 | 601,260 | +50.4% | $46.4M |
| Allspring Global Investments Holdings, LLC | ADD | 372,355 | 495,657 | +33.1% | $38.4M |
| Neuberger Berman Group LLC | DOUBLED | 202,801 | 418,447 | +106.3% | $32.3M |
| GOLDMAN SACHS GROUP INC | ADD | 252,478 | 387,453 | +53.5% | $29.9M |
| Quantinno Capital Management LP | ADD | 153,064 | 284,665 | +86.0% | $22.0M |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 367,200 | 258,500 | -29.6% | $20.0M |
| ALLIANCEBERNSTEIN L.P. | ADD | 117,810 | 149,237 | +26.7% | $14.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 16, 2026 | Bauer David P | President and CEO | AWARD | 5,088 | — | — |
| Sep 16, 2026 | Bauer David P | President and CEO | TAX W/H | 181 | $81.52 | $14.8K |
| Sep 16, 2026 | Bauer David P | President and CEO | D | 4,907 | — | — |
| Sep 16, 2026 | Bauer David P | President and CEO | AWARD | 4,907 | — | — |
| Sep 16, 2026 | Colpoys Michael D | President - NFG Dist. Corp. | AWARD | 396 | — | — |
| Sep 16, 2026 | Colpoys Michael D | President - NFG Dist. Corp. | TAX W/H | 195 | $81.52 | $15.9K |
| Sep 16, 2026 | Del Vecchio Joseph N | President, NFG Supply Corp. | AWARD | 444 | — | — |
| Sep 16, 2026 | Del Vecchio Joseph N | President, NFG Supply Corp. | TAX W/H | 16 | $81.52 | $1.3K |
| Sep 16, 2026 | Del Vecchio Joseph N | President, NFG Supply Corp. | D | 428 | — | — |
| Sep 16, 2026 | Del Vecchio Joseph N | President, NFG Supply Corp. | AWARD | 428 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NFG.
Shares short
5,068,195
Settlement Sep 15, 2026
Change vs prior
+3.0%
Semi-monthly cycle
Days to cover
10.7
At avg daily volume
Of shares outstanding
≈5.3%
Estimate — not % of float
All NFG filing & press-release reports (14)
- 8-K reportAug 11, 2026
- 424B5 reportAug 11, 2026
- 8-K reportJul 30, 2026
- PRESS-RELEASE reportJul 29, 2026
- 8-K reportJul 3, 2026
- 8-K reportJun 10, 2026
- 8-K reportMay 27, 2026
- 424B5 reportMay 27, 2026
- 8-K reportMay 26, 2026
- 8-K reportApr 30, 2026
- PRESS-RELEASE reportApr 29, 2026
- 8-K reportApr 29, 2026
- PRESS-RELEASE reportApr 9, 2026
- PRESS-RELEASE reportMar 12, 2026