Share Repurchase Program Announced by Cheniere Energy (NYSE:LNG) Board

Cheniere Energy (NYSE:LNG) declared that its Board of Directors has approved a stock repurchase program on Thursday, February 26th, RTT News reports. The company plans to repurchase $10.00 billion in shares. This repurchase authorization permits the energy company to purchase up to 21.1% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

Cheniere Energy Stock Up 5.3%

LNG stock opened at $232.44 on Friday. The company has a 50 day moving average of $206.43 and a two-hundred day moving average of $216.40. The company has a market cap of $50.03 billion, a price-to-earnings ratio of 12.95 and a beta of 0.27. Cheniere Energy has a 12-month low of $186.20 and a 12-month high of $246.42. The company has a quick ratio of 0.81, a current ratio of 0.94 and a debt-to-equity ratio of 1.94.

Cheniere Energy (NYSE:LNG) last posted its quarterly earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share for the quarter, topping analysts’ consensus estimates of $3.90 by $6.78. Cheniere Energy had a net margin of 21.12% and a return on equity of 37.52%. The business had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.48 billion. During the same period in the prior year, the business posted $4.33 earnings per share. Cheniere Energy’s revenue for the quarter was up 22.9% compared to the same quarter last year. On average, equities analysts anticipate that Cheniere Energy will post 11.69 earnings per share for the current fiscal year.

Cheniere Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 6th will be given a $0.555 dividend. This represents a $2.22 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Friday, February 6th. Cheniere Energy’s dividend payout ratio is presently 12.37%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. The Goldman Sachs Group reissued a “buy” rating and issued a $275.00 target price on shares of Cheniere Energy in a research report on Monday, November 3rd. Wells Fargo & Company decreased their price objective on shares of Cheniere Energy from $284.00 to $280.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Barclays lowered their price objective on shares of Cheniere Energy from $262.00 to $259.00 and set an “overweight” rating on the stock in a research report on Thursday, January 15th. Erste Group Bank lowered Cheniere Energy from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Finally, Morgan Stanley set a $236.00 target price on Cheniere Energy and gave the stock an “equal weight” rating in a research report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Cheniere Energy currently has an average rating of “Moderate Buy” and a consensus target price of $262.67.

Key Stories Impacting Cheniere Energy

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

• Positive Sentiment: Cheniere reported a large year‑over‑year profit increase (reported as a ~64% rise for 2025), underscoring strong LNG demand and supporting higher cash flow expectations. Cheniere’s Profit Soars by 64% in 2025 as LNG Demand Jumps
• Positive Sentiment: Management set explicit 2026 targets (about $7.25B adjusted EBITDA and 51–53 Mtpa production) and announced expanded capital returns, including a multi‑billion dollar buyback authorization that materially increases shareholder cash returns. Cheniere targets $7.25B adjusted EBITDA and 51–53M tonnes LNG production
• Positive Sentiment: The U.S. Department of Energy approved a roughly 12% increase in export capacity at the Corpus Christi terminal, which improves throughput and long‑term revenue optionality. Corpus Christi LNG terminal gets boosted export approval
• Neutral Sentiment: Company filed full Q4/fiscal‑year results, released the earnings slide deck and hosted an earnings call; transcripts and slides are available for investors to parse adjusted vs. GAAP metrics. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Cheniere announced a long‑term LNG sale & purchase agreement (CPC) — incremental commercial support but limited near‑term earnings surprise. Cheniere and CPC Sign Long-Term LNG Sale and Purchase Agreement
• Negative Sentiment: Some outlets flagged Q4 earnings “misses” or conflicting EPS figures (different sources cite company-reported $10.68 EPS versus other published per‑share measures like $2.87), reflecting uneven GAAP vs. adjusted treatments and creating short‑term interpretation risk. Investors should read the footnotes to reconcile metrics. Cheniere Misses Q4 Earnings Estimates
• Negative Sentiment: Industry commentary warns of potential LNG market oversupply and pricing pressure into 2026; that macro risk could blunt margin upside if demand or global prices weaken. Earnings in focus as market oversupply concerns mount

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.