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 amended two existing credit facilities to support its previously announced Ohio LDC acquisition. On November 6, 2025, the company executed Amendment No. 1 to its Term Loan Agreement and Amendment No. 2 to its Credit Agreement, each with JPMorgan Chase Bank, N.A. as administrative agent. The amendments revise the definition of “Consolidated Indebtedness” to facilitate the company’s ability to defease obligations under a Seller Note Agreement following the closing of the transaction.
As disclosed on October 20, 2025, National Fuel agreed to acquire all equity interests of Vectren Energy Delivery of Ohio, LLC from CenterPoint Energy Resources Corp. A portion of the purchase price will be financed at closing through a Seller Note Agreement providing a $1.2 billion unsecured term loan credit facility.
National Fuel Gas Company (NFG) furnished a press release announcing its earnings for the quarter and fiscal year ended September 30, 2025. The release is provided as Exhibit 99 and was dated November 5, 2025.
The company notes the use of certain non-GAAP financial measures in the release, intended to help assess ongoing operations, cash flow, and liquidity. It also includes forward-looking statements subject to a wide range of risks and uncertainties, emphasizing that actual results may differ materially.
National Fuel Gas Company furnished an updated Investor Presentation as Exhibit 99. The materials include non-GAAP financial measures that management uses for assessing ongoing operations, cash flow and liquidity, and for planning and forecasting.
The update also includes forward-looking statements subject to numerous risks, such as regulatory changes, commodity price volatility, financing conditions, operational execution, cybersecurity, and environmental factors. The company emphasizes that actual results may differ materially and disclaims any obligation to update these statements.
National Fuel Gas Company furnished an updated Investor Presentation as Exhibit 99. The materials include non-GAAP financial measures that management uses for assessing ongoing operations, cash flow and liquidity, and for planning and forecasting.
The update also includes forward-looking statements subject to numerous risks, such as regulatory changes, commodity price volatility, financing conditions, operational execution, cybersecurity, and environmental factors. The company emphasizes that actual results may differ materially and disclaims any obligation to update these statements.
National Fuel Gas Company agreed to acquire Vectren Energy Delivery of Ohio, LLC from CenterPoint Energy Resources for $2,620,000,000, subject to customary adjustments. The deal adds an Ohio natural gas local distribution company to NFG’s utility portfolio and is governed by a purchase agreement with customary representations, warranties, and termination rights, including an outside date of eighteen months that may be extended in two three‑month periods.
Closing is expected in the fourth quarter of calendar 2026 and will not occur before October 1, 2026, pending HSR clearance and a notice filing and review with the Public Utilities Commission of Ohio. Financing includes a $1.2 billion unsecured Seller Note Facility maturing 364 days after closing at 6.5% interest, with covenants such as a debt‑to‑capitalization cap of 0.65 and covenant defeasance mechanics. NFG also secured a senior unsecured bridge commitment with two 364‑day tranches: $1,420,000,000 for acquisition funding and $1,200,000,000 to refinance the seller note at its maturity, each bearing Term SOFR or base‑rate interest with step‑up margins. Bridge commitments may be reduced by equity or additional debt financings, subject to market conditions.
Ronald J. Tanski, a director of National Fuel Gas Company (NFG), acquired 471 shares of the issuer's common stock on 10/01/2025 at a reported price of $92.955 per share. The shares were granted through the company's 2009 Non-Employee Director Equity Compensation Plan as a quarterly grant. After the acquisition, the reporting person beneficially owned 357,918 shares. The Form 4 was filed as a single reporting person filing and is signed by an attorney-in-fact on 10/02/2025.
Thomas E. Skains, a director of National Fuel Gas Company (NFG), reported two transactions in deferred stock units and related ownership changes. A 07/15/2025 entry records 98 deferred stock units acquired via the plan's dividend reinvestment at an attributable price of $88.82, leaving 16,860 shares beneficially owned. A 10/01/2025 entry shows 471 deferred stock units granted under the non-employee director equity plan (deferred by election) at $92.955, increasing beneficial ownership to 17,331 shares. The DSUs convert to common stock upon termination of service per the company deferred compensation plan.
The filings note the acquisitions occurred through the director compensation plan and a quarterly grant; one acquisition is exempt under Rule 16a-11. The Form 4 is signed by an attorney-in-fact on 10/02/2025.
Rebecca Ranich, a director of National Fuel Gas Company (NFG), reported multiple insider transactions on this Form 4. On 07/15/2025 she acquired 105 shares of common stock at $89.33 through dividend reinvestment and received 98 deferred stock units (economic equivalents of common shares) valued at $88.82. On 10/01/2025 she was granted 471 deferred stock units under the company's director equity plan at $92.955. Following the 07/15 transactions she beneficially owned 16,860 shares; after 10/01 she beneficially owned 17,331 shares. The deferred stock units become payable in shares after termination of service per the company's deferred compensation plan.
Joseph N. Jaggers, a director of National Fuel Gas Company (NFG), reported acquiring 471 shares of the issuer's common stock on 10/01/2025 through the companys quarterly grant under the 2009 Non-Employee Director Equity Compensation Plan. The shares were acquired at a reported per-share price of $92.955. After the transaction Mr. Jaggers beneficially owned 32,940 shares, held directly. The Form 4 was signed by an attorney-in-fact on 10/02/2025. The filing indicates a routine, compensatory equity award to a director and does not disclose any derivatives or disposals.
Steven C. Finch, a director of National Fuel Gas Company (NFG), reported changes in beneficial ownership. He held 16,860 shares before a 10/01/2025 transaction and acquired 471 deferred stock units (DSUs) on 10/01/2025 from a quarterly director grant, increasing his total to 17,331 DSU-equivalent shares. Earlier, on 07/15/2025, 98 DSUs were recorded as a dividend reinvestment. Each DSU equals one share and will be paid in common stock after Mr. Finch leaves service under the company’s Deferred Compensation Plan for Directors and Officers. The 10/01/2025 grant price was listed as $92.955 per share and the 07/15/2025 dividend reinvestment price was $88.82. The filing was signed by an attorney-in-fact on 10/02/2025.
Barbara M. Baumann, a director of National Fuel Gas Co. (NFG), acquired 471 shares of the company's common stock on 10/01/2025 at a reported price of $92.955 per share as part of the company’s quarterly grant under the 2009 Non-Employee Director Equity Compensation Plan. After the transaction her beneficial ownership is reported as 20,749 shares, held directly.
The filing is a routine Section 16 Form 4 disclosing an equity grant to a non-employee director rather than a market open-market purchase or sale. The document includes a signature by an attorney-in-fact and notes the grant was issued under the company’s established director compensation plan.