Welcome to our dedicated page for Natl Fuel Gas Co SEC filings (Ticker: NFG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
National Fuel Gas Company filings document operating results, capital structure, and governance for a New York Stock Exchange-listed common stock issuer with integrated natural gas operations across upstream and gathering, pipeline and storage, and utility segments. Form 8-K reports furnish earnings press releases, non-GAAP financial measures, material agreements, and other event disclosures.
Recent filings also cover an amended and restated unsecured revolving credit facility, resale registration for common stock issued in a private placement, annual proxy matters, director elections, executive-compensation advisory votes, auditor ratification, and stockholder voting results.
National Fuel Gas Company director David Hugo Anderson received 469 deferred stock units as a compensation grant. The units were valued at $93.29 each and are the economic equivalent of common shares, payable in stock after his service as a director ends under his distribution election.
Following these transactions, Anderson holds 18,561 deferred stock units and 5,173 shares of common stock directly, plus 219 common shares indirectly through the Anderson Family Trust. Some prior activity reflects dividend reinvestment and plan-related adjustments classified as other acquisitions or dispositions, rather than open-market trades.
National Fuel Gas Company entered into an amended and restated Credit Agreement providing a $1.3 billion unsecured committed revolving credit facility with an initial maturity of March 27, 2031. The facility can be used to repay commercial paper and other debt, fund working capital and capital expenditures, and support permitted acquisitions and investments.
Borrowing costs are tied to the company’s credit ratings, with spreads set over Term SOFR, Daily Simple SOFR or an alternate base rate, plus a quarterly facility fee. The agreement includes customary covenants and requires the debt-to-capitalization ratio not to exceed 0.65, with a cross‑default threshold of $125 million.
National Fuel Gas Co ownership filing: The Vanguard Group amended its Schedule 13G to report 0 shares beneficially owned of Common Stock, representing 0% of the class. The amendment states Vanguard effected an internal realignment on January 12, 2026 and certain subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538 (January 12, 1998).
The filing explains those subsidiaries pursue the same investment strategies previously used and that The Vanguard Group, Inc. no longer is deemed to beneficially own securities held by those entities. Signature: Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
National Fuel Gas Company held its 2026 Annual Meeting of Stockholders on March 12, 2026. Stockholders elected eleven directors—David H. Anderson, David P. Bauer, Barbara M. Baumann, David C. Carroll, Steven C. Finch, Joseph N. Jaggers, Rebecca Ranich, Jeffrey W. Shaw, Thomas E. Skains, David F. Smith and Ronald J. Tanski—to one-year terms, with each receiving at least 93.6% of votes cast. Stockholders also approved named executive officer compensation in an advisory vote, with 70,534,758 votes in favor, 1,578,171 against and 393,302 abstentions. In addition, they ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal 2026, with 78,546,321 votes for, 2,629,579 against and 141,977 abstentions.
National Fuel Gas Company reported strong results for the quarter ended December 31, 2025, with net income available for common stock of $181.6 million, up from $45.0 million a year earlier. Operating revenues rose to $651.5 million from $549.5 million, driven mainly by its Integrated Upstream and Gathering and Utility segments.
Upstream operating revenues increased to $323.2 million on higher gas production volumes and better realized prices after hedging, and the prior-year included a large non‑cash impairment. Utility revenues grew to $259.0 million, helped by colder weather and new New York rates. Cash flow from operations was $274.9 million, supporting $277.6 million of capital expenditures and dividends. The company also issued 4.4 million common shares for net proceeds of $338.6 million to help fund a pending $2.62 billion acquisition of CenterPoint Ohio, which is expected to close in late calendar 2026, subject to regulatory reviews and customary conditions.
National Fuel Gas Company filed a current report describing that it has furnished a press release with its earnings for the quarter ended December 31, 2025. The release is attached as Exhibit 99 and is provided for informational purposes rather than being incorporated into the report.
The company notes that the press release includes certain non-GAAP financial measures that management and investors use to evaluate ongoing operations, cash flow, liquidity, and performance versus peers, while emphasizing these are not a substitute for GAAP results. The filing also contains extensive forward-looking statement language outlining numerous business, regulatory, economic, operational, and transaction-related risks, including factors that could cause actual results to differ materially from projected future earnings, such as regulatory changes, commodity price volatility, financing conditions, and completion of the pending transaction with CenterPoint Energy Resources Corp.
National Fuel Gas Company filed a current report to note that it has updated its Investor Presentation, which is furnished as Exhibit 99. The presentation includes both GAAP and non-GAAP financial measures that management uses to evaluate ongoing operations, cash flow and liquidity.
The company emphasizes that the presentation and any references to its website are not incorporated into this report. It also includes extensive forward-looking statements, outlining numerous regulatory, economic, operational and market risks, including factors related to natural gas prices, environmental regulation and a pending transaction with CenterPoint Energy Resources Corp.
National Fuel Gas Company has issued its 2026 proxy statement and notice of a virtual-only annual meeting on March 12, 2026, where stockholders will vote on electing eleven directors, approving executive compensation on an advisory basis, and ratifying PricewaterhouseCoopers LLP as independent auditor for fiscal 2026.
The filing highlights a strong fiscal 2025, with record natural gas production of 427 Bcfe, improved capital efficiency in its Eastern Development Area, and higher earnings in pipeline, storage, and utility segments following rate settlements. The company emphasizes long-term growth projects such as the Tioga Pathway and Shippingport Lateral pipeline expansions and announces an agreement to acquire CenterPoint Energy’s Ohio gas utility, which is expected to double its utility rate base. National Fuel also notes its 55th consecutive annual dividend increase to $2.14 per share and ongoing commitments to ESG, including emissions reduction targets and third‑party environmental certifications.
A director of National Fuel Gas Company reported routine equity-based compensation in the form of deferred stock units tied to the company’s common stock. On October 15, 2025, the director acquired 105 deferred stock units at a reference price of $86.21, and on January 2, 2026, acquired an additional 541 deferred stock units at a reference price of $80.945. Each deferred stock unit represents the economic equivalent of one share of common stock and becomes payable in shares only after the director’s service ends, based on the director’s prior distribution elections under the company’s deferred compensation plan. Following these transactions, the director beneficially owns 17,977 deferred stock units held in direct form.