Q3 EPS Forecast for Cheniere Energy Lifted by Analyst

Cheniere Energy, Inc. (NYSE:LNG) – Equities researchers at US Capital Advisors boosted their Q3 2026 earnings estimates for shares of Cheniere Energy in a research report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the energy company will earn $3.35 per share for the quarter, up from their prior estimate of $3.02. 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 Q4 2026 earnings at $5.16 EPS, FY2026 earnings at $13.53 EPS, Q2 2027 earnings at $3.71 EPS, FY2027 earnings at $16.39 EPS and FY2028 earnings at $13.24 EPS.

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

Other equities analysts have also recently issued research reports about the company. TD Cowen boosted their price target on Cheniere Energy from $250.00 to $255.00 and gave the stock a “buy” rating in a report on Friday, February 27th. Weiss Ratings upgraded Cheniere Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, March 18th. BMO Capital Markets boosted their target price on Cheniere Energy from $265.00 to $306.00 and gave the stock an “outperform” rating in a research note on Monday. Barclays increased their target price on shares of Cheniere Energy from $259.00 to $271.00 and gave the stock an “overweight” rating in a report on Friday, February 27th. Finally, Wells Fargo & Company reduced their price target on shares of 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 research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $277.71.

Cheniere Energy Trading Down 3.4%

Shares of LNG stock opened at $284.44 on Wednesday. Cheniere Energy has a fifty-two week low of $186.20 and a fifty-two week high of $299.49. The stock’s fifty day moving average price is $231.53 and its two-hundred day moving average price is $219.34. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.81 and a current ratio of 0.94. The company has a market cap of $59.79 billion, a PE ratio of 11.71 and a beta of 0.25.

Cheniere Energy Announces Dividend

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

Cheniere Energy announced that its board has approved a stock repurchase program on Thursday, February 26th that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the energy company to reacquire up to 21.1% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of LNG. Norges Bank acquired a new stake in Cheniere Energy during the 2nd quarter worth about $957,425,000. Marshall Wace LLP lifted its stake in shares of Cheniere Energy by 555.0% in the 4th quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock valued at $157,483,000 after purchasing an additional 686,459 shares during the period. AustralianSuper Pty Ltd acquired a new position in shares of Cheniere Energy in the 3rd quarter valued at about $142,688,000. Arrowstreet Capital Limited Partnership boosted its position in shares of Cheniere Energy by 518.8% during the 4th quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock valued at $112,267,000 after purchasing an additional 484,198 shares in the last quarter. Finally, Holocene Advisors LP bought a new stake in shares of Cheniere Energy during the 2nd quarter valued at about $107,319,000. Institutional investors and hedge funds own 87.26% of the company’s stock.

Cheniere Energy News Summary

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

• Positive Sentiment: Management says Cheniere is already operating at maximum capacity and is seeing increased calls from Asia, underlining tight market fundamentals and near‑term pricing power. Cheniere already operating at maximum capacity, CEO says – Reuters
• Positive Sentiment: Cheniere is pushing to bring the next Corpus Christi LNG train online this week, which would increase export volumes and near‑term revenue visibility. Cheniere pushes to get next Corpus Christi LNG train online this week – BizJournals
• Positive Sentiment: Global supply disruption (Qatar declared force majeure) and geopolitical risk tied to the Iran conflict are tightening LNG markets — a tailwind for Cheniere’s margins and cash flows. Gas-related stocks rise as supplies tighten; QatarEnergy declares force majeure – Seeking Alpha
• Positive Sentiment: Multiple firms and strategists are bullish: Goldman Sachs highlights LNG producers as beneficiaries of prolonged disruption, Goldman raised coverage/targets, Wells Fargo is constructive with a higher price target, and Morgan Stanley upgraded the stock — reinforcing analyst support. These 3 LNG Stocks Still Have Room to Rise, Says Goldman Sachs – Investopedia
• Neutral Sentiment: US Capital Advisors issued mixed estimate changes — they lifted full‑year and later‑year EPS forecasts but trimmed some near‑term quarterly estimates, creating mixed signals for short‑term earnings expectations. Cheniere analyst estimate updates – MarketBeat
• Negative Sentiment: Short interest rose ~24% in March, increasing the potential for downward pressure or volatility from additional short selling and accelerated profit‑taking. (internal short‑interest report)
• Negative Sentiment: Executives and industry coverage note a risk that sustained high LNG prices could push customers to accelerate fuel diversification, which would be a longer‑term negative for demand. The Iran War Has Boosted LNG Profits. Here’s What’s Worrying Executives. – Barron’s

About Cheniere Energy

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.