Cheniere Energy Q1 EPS Estimate Cut by US Capital Advisors

Cheniere Energy, Inc. (NYSE:LNG) – Research analysts at US Capital Advisors dropped their Q1 2026 earnings per share estimates for shares of Cheniere Energy in a research report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now anticipates that the energy company will post earnings per share of $2.50 for the quarter, down from their prior estimate of $2.74. The consensus estimate for Cheniere Energy’s current full-year earnings is $11.69 per share. US Capital Advisors also issued estimates for Cheniere Energy’s Q2 2026 earnings at $2.56 EPS, Q1 2027 earnings at $4.34 EPS, Q3 2027 earnings at $3.80 EPS and Q4 2027 earnings at $4.55 EPS.

Cheniere Energy (NYSE:LNG) last released its earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. The business had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.48 billion. Cheniere Energy had a net margin of 26.68% and a return on equity of 32.04%. The company’s revenue for the quarter was up 22.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.33 earnings per share.

A number of other research firms also recently commented on LNG. UBS Group increased their price objective on shares of Cheniere Energy from $277.00 to $301.00 and gave the company a “buy” rating in a report on Tuesday, March 3rd. The Goldman Sachs Group upped their price target on Cheniere Energy from $276.00 to $312.00 and gave the company a “buy” rating in a research report on Tuesday. Wolfe Research set a $220.00 price target on Cheniere Energy and gave the company an “outperform” rating in a report on Wednesday, January 14th. Royal Bank Of Canada reduced their price objective on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 28th. Finally, Wells Fargo & Company lowered their price objective on Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating on the stock in a research note on Friday, March 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Cheniere Energy has an average rating of “Moderate Buy” and a consensus target price of $277.71.

Cheniere Energy Stock Performance

LNG opened at $294.19 on Tuesday. Cheniere Energy has a twelve month low of $186.20 and a twelve month high of $299.49. The firm has a market capitalization of $61.84 billion, a PE ratio of 12.11 and a beta of 0.25. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.74. The firm’s 50-day moving average price is $229.83 and its 200 day moving average price is $218.88.

Institutional Trading of Cheniere Energy

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Railway Pension Investments Ltd boosted its stake in Cheniere Energy by 62.9% during the third quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company’s stock worth $182,626,000 after buying an additional 300,100 shares during the period. M&G PLC raised its stake in shares of Cheniere Energy by 49.6% in the 3rd quarter. M&G PLC now owns 556,285 shares of the energy company’s stock valued at $130,727,000 after acquiring an additional 184,520 shares during the period. Waverton Investment Management Ltd lifted its holdings in shares of Cheniere Energy by 35.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 196,819 shares of the energy company’s stock worth $46,244,000 after acquiring an additional 51,326 shares during the last quarter. Allianz Asset Management GmbH lifted its holdings in shares of Cheniere Energy by 12.6% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock worth $343,250,000 after acquiring an additional 163,861 shares during the last quarter. Finally, Envestnet Asset Management Inc. boosted its position in shares of Cheniere Energy by 2.6% during the 3rd quarter. Envestnet Asset Management Inc. now owns 360,504 shares of the energy company’s stock worth $84,711,000 after purchasing an additional 9,085 shares during the period. Institutional investors and hedge funds own 87.26% of the company’s stock.

Cheniere Energy announced that its board has authorized a stock buyback plan on Thursday, February 26th that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the energy company to buy up to 21.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board believes its shares are undervalued.

Cheniere Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 6th were paid a $0.555 dividend. The ex-dividend date of this dividend was Friday, February 6th. This represents a $2.22 annualized dividend and a dividend yield of 0.8%. Cheniere Energy’s dividend payout ratio is 9.14%.

Key Cheniere Energy News

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Morgan Stanley upgraded Cheniere from “equal weight” to “overweight” and set a $313 price target, signaling a stronger buy case from a major shop. Morgan Stanley upgrade
• Positive Sentiment: Goldman Sachs raised its price target to $312 and kept a “buy” rating, providing additional analyst support for upside. Goldman Sachs price target raise
• Positive Sentiment: BMO Capital Markets lifted its target to $306 and kept an “outperform” call, adding to consensus positive revisions. BMO price target raise
• Positive Sentiment: Global LNG supply concerns rose after reports that QatarEnergy declared force majeure on some LNG contracts and broader supply disruptions, a factor that supports higher prices and stronger cash flow for exporters like Cheniere. Supply shock / force majeure
• Positive Sentiment: Cheniere leadership highlighted at CERAWeek that Middle East tensions underscore the need for diversified energy supplies — a narrative that supports long-term demand for U.S. LNG exports. CERAWeek remarks
• Positive Sentiment: Media and TV commentators (e.g., Jim Cramer) continue to portray Cheniere as an attractively valued, clean play on LNG, supporting retail interest. Jim Cramer commentary
• Neutral Sentiment: Broader analyst and sector write-ups (Zacks, sector coverage) highlight Cheniere among U.S. LNG exporters benefiting from price strength; useful context but largely reiterates the supply-demand thesis. Zacks coverage
• Negative Sentiment: Short interest rose ~24% in March to ~4.55M shares (≈2.2% of float), which could add volatility and suggests some investors are betting on a pullback. (Short-interest ratio ~1.2 days.)
• Negative Sentiment: US Capital Advisors trimmed near-term EPS estimates (Q1 and Q2 2026 cuts), signaling some analyst caution on near-term earnings, which could temper upside if realized. Analyst estimate revisions

Cheniere Energy Company Profile

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.