National Fuel Gas Company reports news about an integrated natural gas business organized around Integrated Upstream and Gathering, Pipeline and Storage, and Utility operations. Its recurring updates cover operating and financial results, earnings calls, quarterly dividend actions, stockholder votes, and capital-structure matters tied to common stock and credit arrangements.
The company’s business disclosures connect Seneca natural gas exploration and development in the Appalachian region with midstream gathering, pipeline transportation and storage assets serving customers in the northeastern United States and Canada, and utility service in western New York and northwestern Pennsylvania.
National Fuel Gas Company (NYSE: NFG) has completed its acquisition of CenterPoint Energy’s Ohio natural gas utility business, Vectren Energy Delivery of Ohio. The acquired utility will be renamed National Fuel Gas Distribution of Ohio. It serves approximately 335,000 customers across 16 counties in the Dayton and greater Miami Valley region.
The acquisition doubles National Fuel’s utility rate base, the asset base used to determine regulated returns, and brings its utility customer base to approximately 1.1 million. National Fuel expects the transaction to provide a platform for continued regulated investment opportunities. Natural gas service will continue uninterrupted, with no customer action required. Existing billing cycles and payment methods remain unchanged, and current online account access will continue in the immediate future.
CenterPoint Energy (NYSE: CNP) completed the sale of its Ohio natural gas distribution business to National Fuel Gas Company for $2.62 billion. The business, Vectren Energy Delivery of Ohio, includes approximately 5,900 miles of gas transmission and distribution pipeline serving approximately 335,000 metered customers in West Central Ohio.
All required federal and state approvals were received, including completion of the Public Utilities Commission of Ohio review. National Fuel will immediately assume responsibility for the former CenterPoint customers. CenterPoint said proceeds will support investments across its regulated utility footprint and help fund its $66.7 billion, 10-year capital plan.
National Fuel Gas Company (NFG) declared a regular quarterly dividend of $0.555 per share on its common stock, approved by the Board of Directors on September 17, 2026. The dividend will be paid on October 15, 2026 to shareholders of record as of the close of business on September 30, 2026.
The company reports approximately 95.0 million common shares outstanding and no preferred stock. National Fuel is a diversified energy company operating integrated natural gas assets across three segments: Integrated Upstream and Gathering, Pipeline and Storage, and Utility.
National Fuel Gas Company (NFG) plans to conclude by October 15, 2026 its evaluation of separating into two independent publicly traded companies.
If approved and completed, shareholders would receive a tax-free distribution of shares in an Integrated Upstream and Gathering (IUG) company while retaining shares in National Fuel, creating a fully regulated natural gas utility, pipeline, and storage business with nearly $5 billion of rate base and 1.1 million utility customers across Ohio, New York, and Pennsylvania. The regulated business would have about 5 Bcf/day of contracted transportation capacity and 77 Bcf of fully contracted storage services.
IUG would hold about 1.2 million net acres in Appalachia, approximately 1.1 Bcf/day of net natural gas production, roughly 5 Tcf of reserves, and more than 40 years of Marcellus and Utica inventory, having achieved around 25% capital efficiency improvement since 2023.
National Fuel Gas Company (NFG) released its 2025 Corporate Responsibility Report, outlining policies, practices and performance metrics in key sustainability and corporate responsibility areas.
Highlights include best-ever DART safety ratings across its combined businesses and methane intensity reductions from baseline levels ranging from 16.4% to 84.1% toward 2030 targets. Seneca Resources and National Fuel Gas Midstream maintained their responsibly sourced gas designations. The company reports that since 2005 it has supported more than 1,000 organizations with nearly $31 million in donations. The report aligns with SASB and TCFD frameworks.
National Fuel (NYSE:NFG) reported third quarter fiscal 2026 GAAP earnings of $138.6 million, or $1.45 per share, down from $149.8 million, or $1.64 per share, a year ago. Adjusted EPS was $1.54 versus $1.64. For the nine months ended June 30, 2026, operating cash flow was $1.035 billion and free cash flow $280 million.
The Integrated Upstream and Gathering segment benefited from a $0.56 per Mcf hedge and marketing gain, offsetting lower NYMEX prices, but Q3 production fell 7% to 104.3 Bcf and per-unit operating costs rose. Supply Corporation expanded its Line N Upgrade to 294,000 dekatherms/day, including a 20‑year precedent agreement for 200,000 dekatherms/day to support a coal-to-gas power conversion.
National Fuel secured financing and final regulatory approval for its pending Ohio gas utility acquisition, expected to close October 1, 2026. The Board raised the annual dividend 4% to $2.22 per share, marking 124 consecutive years of payments and 56 consecutive annual increases. Fiscal 2026 adjusted EPS guidance was revised to $7.40–$7.60, with a midpoint implying a 9% increase over fiscal 2025. Updated guidance includes Integrated Upstream and Gathering production of 420–430 Bcf, slightly lower than prior expectations, and segment capital expenditures of $580–$605 million plus $20–$40 million of discretionary land spending. Pipeline and Storage capex is now guided to $235–$265 million. The company issued $1.5 billion of new notes and redeemed $300 million of 2026 notes, recording a small after-tax loss as an item impacting comparability.
National Fuel (NYSE:NFG) will release its third quarter fiscal 2026 earnings on Wednesday, July 29, 2026 after market close. Management will host a conference call on Thursday, July 30, 2026 at 9:00 a.m. ET with prepared remarks and a Q&A session.
Investors must pre-register to join the call, with access provided via a webcast link under the Events Calendar on the National Fuel investor relations site. A replay will be available online after the event.
Seneca Resources, the exploration and production segment of National Fuel Gas (NYSE:NFG), and Evolution Well Services announced a 3-year strategic agreement to deploy advanced electric fracturing technology across Seneca’s Appalachian basin footprint.
The collaboration combines Evolution’s patent-protected electric frac fleets and in-house power generation with Seneca’s responsibly sourced natural gas to improve operational efficiency, reduce fuel and logistics costs, and lower the environmental footprint of completions.
National Fuel (NYSE:NFG) increased its quarterly common stock dividend from $0.535 to $0.555 per share, a 4% rise, or $2.22 per share annually.
The company has paid dividends for 124 consecutive years and raised its annual dividend for 56 straight years. The dividend is payable July 15, 2026, to shareholders of record on June 30, 2026. National Fuel has about 95 million common shares outstanding and no preferred stock.
National Fuel (NYSE:NFG) reported Q2 fiscal 2026 GAAP earnings of $247.7M or $2.59 per share and adjusted EPS of $2.71 (up 13% year-over-year). Net cash from operations was $657M with free cash flow of $160M YTD (up $111M). Fiscal 2026 adjusted EPS guidance was revised to $7.45–$7.75 (midpoint $7.60), reflecting a NYMEX assumption of $3.00/MMBtu and updated production of 425–440 Bcf. Major pipeline projects and an Ohio utility acquisition remain on track for late‑2026 milestones.