Cheniere Energy (NYSE:LNG – Free Report) had its target price hoisted by Barclays from $259.00 to $271.00 in a research report sent to investors on Friday,Benzinga reports. The brokerage currently has an overweight rating on the energy company’s stock.
LNG has been the subject of several other research reports. Erste Group Bank downgraded shares of Cheniere Energy from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Wolfe Research set a $220.00 price target on shares of Cheniere Energy and gave the stock an “outperform” rating in a research note on Wednesday, January 14th. Royal Bank Of Canada decreased their price objective on shares of Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating for the company in a research note on Wednesday, January 28th. Citigroup dropped their price objective on Cheniere Energy from $283.00 to $280.00 and set a “buy” rating on the stock in a report on Monday, January 12th. Finally, Weiss Ratings downgraded Cheniere Energy from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 20th. One investment 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 company. According to data from MarketBeat.com, Cheniere Energy has an average rating of “Moderate Buy” and an average target price of $262.50.
Check Out Our Latest Research Report on LNG
Cheniere Energy Stock Up 1.3%
Cheniere Energy (NYSE:LNG – Get Free Report) last issued its earnings results on Thursday, February 26th. The energy company reported $10.68 earnings per share for the quarter, topping the consensus estimate of $3.90 by $6.78. The business had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.48 billion. Cheniere Energy had a return on equity of 32.04% and a net margin of 26.68%.The business’s quarterly revenue was up 22.9% on a year-over-year basis. During the same quarter last year, the company earned $4.33 EPS. On average, analysts forecast that Cheniere Energy will post 11.69 earnings per share for the current fiscal year.
Cheniere Energy announced that its board has authorized a share repurchase program on Thursday, February 26th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the energy company to purchase up to 21.1% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s management believes its shares are undervalued.
Cheniere Energy Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 6th were paid a dividend of $0.555 per share. The ex-dividend date of this dividend was Friday, February 6th. This represents a $2.22 annualized dividend and a yield of 0.9%. Cheniere Energy’s dividend payout ratio is currently 9.14%.
Institutional Investors Weigh In On Cheniere Energy
Several large investors have recently modified their holdings of the stock. Assetmark Inc. grew its stake in shares of Cheniere Energy by 718.1% during the 2nd quarter. Assetmark Inc. now owns 1,669 shares of the energy company’s stock worth $406,000 after purchasing an additional 1,465 shares during the period. Railway Pension Investments Ltd boosted its holdings 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 in the last quarter. M&G PLC grew its position in Cheniere Energy by 49.6% during the third quarter. M&G PLC now owns 556,285 shares of the energy company’s stock worth $130,727,000 after buying an additional 184,520 shares during the period. Allianz Asset Management GmbH increased its holdings in Cheniere Energy by 12.6% in the third quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock valued at $343,250,000 after buying an additional 163,861 shares in the last quarter. Finally, Baird Financial Group Inc. lifted its position in shares of Cheniere Energy by 9.5% during the 2nd quarter. Baird Financial Group Inc. now owns 97,267 shares of the energy company’s stock valued at $23,686,000 after acquiring an additional 8,449 shares during the period. Hedge funds and other institutional investors own 87.26% of the company’s stock.
Key Stories Impacting Cheniere Energy
Here are the key news stories impacting Cheniere Energy this week:
- Positive Sentiment: Board authorizes a massive share buyback program — management approved up to $10.0 billion in repurchases (about 21.1% of shares), a clear capital-return signal that typically supports the share price. Press Release
- Positive Sentiment: Strong 2025 operating and financial results: company reported record LNG exports, a large year-over-year revenue increase and robust quarterly earnings metrics that management highlighted in its 2025 results and guidance. These fundamentals underpin upgraded sentiment. Earnings Release
- Positive Sentiment: Export and contract expansion: U.S. DOE approved a ~12% export increase at Corpus Christi and Cheniere signed long-term sales with CPC (extending contracted revenues), supporting longer-term cash flow visibility. Export Approval CPC Deal
- Positive Sentiment: Analyst bullishness: Barclays raised its price target to $271 (overweight) and TD Cowen raised its target to $255 (buy), reinforcing buy-side momentum. Analyst Coverage
- Neutral Sentiment: Growth pipeline progressing: Cheniere has filed for a Stage 4 Corpus Christi expansion and is advancing Sabine Pass projects — positive long-term capacity moves but subject to execution and multi-year timelines. Growth Plans
- Neutral Sentiment: Mixed headlines on quarterly metrics: some outlets flagged an EPS miss under certain measures while company releases showed strong adjusted results — the GAAP vs. adjusted framing creates short-term noise for traders. Earnings Coverage
- Negative Sentiment: Tax-credit controversy: Reuters reported Cheniere received a $370M “alternative fuel” tax break for LNG used in tankers, which critics say was intended for much smaller vessels — this could prompt regulatory scrutiny or reputational damage. Tax Break Story
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.
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