National Fuel Gas Company (NYSE:NFG) Receives $106.00 Consensus Price Target from Brokerages

National Fuel Gas Company (NYSE:NFG) has received an average recommendation of “Moderate Buy” from the five brokerages that are presently covering the firm, MarketBeat.com reports. Two investment analysts have rated the stock with a hold rating, two have issued a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among analysts that have covered the stock in the last year is $106.00.

NFG has been the subject of several analyst reports. Zacks Research upgraded shares of National Fuel Gas from a “strong sell” rating to a “hold” rating in a report on Monday, March 9th. KeyCorp started coverage on shares of National Fuel Gas in a report on Tuesday. They set an “overweight” rating and a $110.00 price target on the stock. Scotiabank set a $101.00 price objective on shares of National Fuel Gas in a research report on Wednesday, January 21st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of National Fuel Gas in a research report on Monday, December 29th.

National Fuel Gas Stock Performance

NYSE NFG opened at $95.01 on Tuesday. The business’s 50 day moving average price is $90.73 and its 200-day moving average price is $85.52. National Fuel Gas has a fifty-two week low of $72.47 and a fifty-two week high of $97.06. The company has a market cap of $9.03 billion, a P/E ratio of 13.25, a P/E/G ratio of 1.24 and a beta of 0.52. The company has a debt-to-equity ratio of 0.58, a quick ratio of 0.59 and a current ratio of 0.65.

National Fuel Gas (NYSE:NFG) last issued its quarterly earnings results on Thursday, January 29th. The oil and gas producer reported $2.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.91 by $0.15. The company had revenue of $651.51 million during the quarter, compared to the consensus estimate of $650.70 million. National Fuel Gas had a return on equity of 21.45% and a net margin of 27.65%.National Fuel Gas’s revenue was up 18.6% on a year-over-year basis. During the same period last year, the company earned $1.66 earnings per share. Sell-side analysts predict that National Fuel Gas will post 6.64 earnings per share for the current year.

National Fuel Gas Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a dividend of $0.535 per share. This represents a $2.14 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, March 31st. National Fuel Gas’s dividend payout ratio (DPR) is currently 29.85%.

Key National Fuel Gas News

Here are the key news stories impacting National Fuel Gas this week:

• Positive Sentiment: KeyCorp upgraded NFG to “Strong‑Buy” and published higher EPS forecasts for FY2026 and FY2027 (Q2 FY2026 view of $2.90, FY2026 $7.83, FY2027 $7.96), which can support the stock and raise expectations ahead of the quarter. KeyCorp Upgrade
• Positive Sentiment: National Fuel scheduled its Q2 FY2026 earnings release for April 29 (after market close) with a conference call on April 30 — a near-term catalyst that will provide updated guidance and segment results for Integrated Upstream & Gathering, Pipeline & Storage, and Utility. Expect increased trading activity and information flow around the print. Earnings Release & Call
• Neutral Sentiment: Institutional positioning is mixed — Quiver/Globe data show many funds both adding and trimming NFG in recent quarters; this could amplify moves but doesn’t indicate a clear directional bias. The company also reported solid Q1 revenue growth (+~18.6% YoY) last quarter. Quiver Summary
• Negative Sentiment: Despite the upgrade and scheduled catalysts, NFG is trading lower today on lighter-than-average volume and is near its 12‑month high — a setup that can prompt profit-taking or a short-term pullback if the earnings print or macro sentiment disappoints. See recent trading metrics and technical context. Market Data

Hedge Funds Weigh In On National Fuel Gas

Large investors have recently bought and sold shares of the business. Price T Rowe Associates Inc. MD increased its stake in National Fuel Gas by 653.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 1,582,782 shares of the oil and gas producer’s stock worth $126,718,000 after purchasing an additional 1,372,742 shares during the period. Norges Bank purchased a new stake in shares of National Fuel Gas during the fourth quarter valued at $92,415,000. AQR Capital Management LLC grew its holdings in shares of National Fuel Gas by 103.4% in the third quarter. AQR Capital Management LLC now owns 2,138,153 shares of the oil and gas producer’s stock worth $197,501,000 after purchasing an additional 1,087,067 shares during the last quarter. Yaupon Capital Management LP grew its holdings in shares of National Fuel Gas by 521.0% in the fourth quarter. Yaupon Capital Management LP now owns 1,105,979 shares of the oil and gas producer’s stock worth $88,545,000 after purchasing an additional 927,873 shares during the last quarter. Finally, Aventail Capital Group LP increased its stake in National Fuel Gas by 148.3% in the 4th quarter. Aventail Capital Group LP now owns 1,090,380 shares of the oil and gas producer’s stock worth $87,296,000 after buying an additional 651,238 shares during the period. Hedge funds and other institutional investors own 73.96% of the company’s stock.

About National Fuel Gas

National Fuel Gas Company (NYSE: NFG) is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.