Natl Fuel Gas Co Stock Price, News & Analysis

National Fuel Gas (NYSE: NFG) will release Q1 fiscal 2026 earnings on Wednesday, January 28, 2026 after market close. A conference call to discuss results is scheduled for Thursday, January 29, 2026 at 9:00 a.m. ET with prepared remarks and a Q&A session.

Participants must pre-register via the Participant Registration link. A webcast will be posted on the NFG Investor Relations Events Calendar at investor.nationalfuelgas.com. A replay will be available through end of day Thursday, February 5, 2026 via dial-in 1-866-813-9403 using Access Code 870164. For investor contacts, the company provided phone numbers and an investor relations email.

National Fuel (NYSE:NFG) announced a private placement of common stock expected to raise $350 million in gross proceeds from the sale of approximately 4.4 million shares at $79.50 per share. The Offering is expected to close on December 17, 2025, subject to closing conditions.

The company intends to use net proceeds for general corporate purposes, including financing a portion of its previously announced acquisition of CenterPoint's Ohio regulated gas utility business, and says the transaction satisfies its common equity needs to support maintaining its current investment grade credit rating. Placement agents are Wells Fargo Securities and TD Securities.

National Fuel Gas Company (NYSE: NFG) declared a regular quarterly dividend of $0.535 per share. The dividend is payable January 15, 2026 to shareholders of record at the close of business on December 31, 2025. The company reported approximately 90.4 million shares outstanding and stated it has no preferred stock outstanding. National Fuel operates three segments: Integrated Upstream and Gathering, Pipeline and Storage, and Utility. Contact information for analyst and media inquiries was provided.

National Fuel Gas Company (NYSE:NFG) reported strong fourth quarter and full-year fiscal 2025 results with GAAP EPS of $1.18 in Q4 and $5.68 for fiscal 2025. Adjusted EPS was $1.22 in Q4 (up 58% year-over-year) and $6.91 for the fiscal year (up 38%).

Key operational highlights: record annual production of 426 Bcf (+9% YoY) and Q4 production of 112 Bcf (+21% YoY). The company announced a $2.62 billion acquisition of CenterPoint Energy's Ohio natural gas utility, expected to double Utility rate base and targeted to close in Q4 calendar 2026. Fiscal 2026 adjusted EPS guidance is $7.60–$8.10 with an assumed NYMEX of $3.75/MMBtu.

IOG Resources II announced on November 5, 2025 that it has acquired producing gas assets in Appalachia from an undisclosed seller. The Assets, operated by Seneca Resources (an affiliate of National Fuel Gas, NYSE:NFG), are non-operated wellbores mainly in Clearfield, Elk and McKean counties, Pennsylvania with current net production of approximately 19 mmcfd.

This transaction is the seventh investment by IOGR II and the nineteenth investment for the IOG Resources platform. Gibson, Dunn & Crutcher acted as legal counsel to IOGR II. IOG Resources and sponsor First Reserve focus on investing in producing non-operated oil & gas assets and structured drilling capital in North America.

National Fuel Gas (NYSE: NFG) will release its fourth quarter and full year fiscal 2025 earnings on Wednesday, November 5, 2025 after market close. The company will host a conference call to discuss results on Thursday, November 6, 2025 at 9:00 a.m. ET, featuring prepared remarks and a Q&A with the executive team.

Participants must pre-register via the Participant Registration link. A live webcast will be posted on the NFG Investor Relations Events Calendar at investor.nationalfuelgas.com. A replay will be available through end of day Thursday, November 13, 2025 via dial-in (1-866-813-9403) using Access Code 634818. Investor contacts include Natalie Fischer and Kathryn Nikisch-Hoffman; media contact is Karen Merkel.

CenterPoint Energy (NYSE: CNP) announced the sale of its Ohio natural gas Local Distribution Company, Vectren Energy Delivery of Ohio, to National Fuel Gas (NYSE: NFG) for $2.62 billion. The assets include ~5,900 miles of pipeline and serve ~335,000 metered customers. The price equals ~1.9x 2024 Ohio LDC rate base.

The transaction is subject to Hart-Scott-Rodino and Public Utilities Commission of Ohio review and is expected to close in Q4 2026. CenterPoint expects $1.42 billion in proceeds in 2026 and $1.20 billion in 2027 under a seller note. The company says proceeds will help recycle >$2 billion into a $65 billion capital plan and reiterates a 9% non-GAAP EPS growth rate in 2025 and its long-term EPS targets through 2035.

National Fuel (NYSE: NFG) agreed to acquire CenterPoint’s Ohio natural gas utility business for $2.62 billion on a cash‑free, debt‑free basis, subject to closing adjustments. The purchase price implies ~1.6x estimated 2026 rate base of $1.6 billion. Closing is expected in Q4 2026 pending regulatory and HSR reviews.

The deal adds ~5,900 miles of pipeline, ~335,000 customers, ~60 Bcf annual gas consumption, doubles utility rate base to ~$3.2 billion, and grows pro forma customers to ~1.1 million. Financing includes a fully committed bridge, a $1.2 billion promissory note (364‑day maturity, 6.5% interest), and planned permanent financing using $300–400 million equity plus debt and cash flow. Company expects immediate regulated EPS accretion (ex‑transaction costs) and consolidated neutrality in fiscal 2028 at current gas prices, then accretion.

National Fuel Gas Company (NYSE:NFG) has announced its quarterly dividend of 53.5 cents per share on common stock. The dividend will be payable on October 15, 2025, to stockholders of record as of September 30, 2025.

The company currently has approximately 90.4 million shares of common stock outstanding and no preferred stock. National Fuel operates as a diversified energy company based in Western New York, managing natural gas operations across four segments: Exploration & Production, Pipeline & Storage, Gathering, and Utility.