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 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.
National Fuel Gas Company reported an insider equity transaction involving a company director. On 01/02/2026, the director acquired 541 shares of National Fuel Gas common stock at a price of $80.945 per share. The filing states these shares were acquired through a quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan, indicating they are part of regular director compensation. Following this grant, the director beneficially owns 357,064 shares of National Fuel Gas common stock in direct ownership.
National Fuel Gas Company director reports deferred stock unit acquisitions. A Form 4 filing for NATIONAL FUEL GAS CO (NFG) shows derivative transactions in the form of deferred stock units tied to common stock.
On 01/02/2026, the reporting person acquired 541 deferred stock units at a reference price of $80.945 under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan and deferred them under the company’s Deferred Compensation Plan for Directors and Officers. An earlier entry shows 105 deferred stock units on 10/15/2025 at $86.21 through the plan’s dividend reinvestment feature, which is exempt under Rule 16a-11.
Each deferred stock unit is the economic equivalent of one share of common stock and will be paid out in shares after the director’s termination of service, according to the director’s distribution election. Following the reported transactions, the director beneficially owns 17,977 deferred stock units, held directly.
National Fuel Gas Company director reports routine share grant. A director of National Fuel Gas Company (NFG) acquired 541 shares of common stock on 01/02/2026 at a price of $80.945 per share. The filing states these shares were acquired through a quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Following this grant, the director beneficially owns 35,765 shares directly and 100 shares indirectly through a trust.
National Fuel Gas Company director reports routine equity awards and reinvestments. A director of National Fuel Gas Company (NFG) reported acquiring 109 shares of common stock on 10/15/2025 at $86.221 per share through a dividend reinvestment plan, bringing direct holdings of common stock to 17,803 shares.
The filing also shows activity in deferred stock units tied to common stock. On 10/15/2025, the director acquired 105 deferred stock units through the dividend reinvestment feature of the company’s Deferred Compensation Plan for Directors and Officers, and on 01/02/2026 received a quarterly grant of 541 deferred stock units under the 2009 Non-Employee Director Equity Compensation Plan, which was deferred under the same plan. After these transactions, the director holds 17,977 deferred stock units, each economically equivalent to one share of common stock and payable in shares after the director’s service ends.
National Fuel Gas Company director filed a Form 4 reporting a routine equity compensation grant. On 01/02/2026, the director acquired 541 shares of National Fuel Gas common stock at $80.945 per share. The filing notes this was a quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan. Following this transaction, the director beneficially owns 33,481 shares of the company’s common stock, held as a direct ownership position.