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 Co (NFG) reported routine insider transactions by its Secretary and General Counsel. On October 15, 2025, the officer acquired 96 shares of common stock at $86.221 through a dividend reinvestment plan, bringing direct holdings at that time to 15,558 shares.
On December 1, 2025, 313 restricted stock units vested and converted into an equal number of common shares, and 160 shares were withheld and cancelled to cover taxes at a value of $82.38 per share. After these transactions, the officer directly held 15,711 common shares and also had an indirect interest equivalent to 2,509 shares through the NFG stock fund in the company 401(k) plan. The filing notes that the tax-related share cancellations were not sales into the market.
National Fuel Gas Company officer, the President of NFG Supply Corp., reported several equity-related transactions on December 1, 2025. Restricted stock units vested into 597 shares of common stock, and the company withheld 22 shares to cover taxes, which were cancelled rather than sold into the market. The executive also deferred receipt of 575 shares of common stock in favor of an equal number of deferred stock units under National Fuel Gas Company’s deferred compensation plan, meaning these shares will be delivered as stock in the future after termination of service. The filing also shows indirect ownership in the NFG stock fund through the 401(k) plan and additional deferred stock units acquired through dividend reinvestment, all reflecting routine equity compensation and deferral activity rather than open-market buying or selling.
National Fuel Gas Company reported insider equity activity by an officer who serves as President of NFG Distribution Corp. On October 15, 2025, the insider acquired 1 share of common stock at $86.221 through a dividend reinvestment plan, and held 11,303 directly owned shares afterward. On December 1, 2025, 533 restricted stock units converted into an equal number of common shares, increasing the direct holding to 11,836 shares.
Also on December 1, 2025, 262 shares were withheld and cancelled to cover taxes related to the vesting of the restricted stock units at a price of $82.38, leaving 11,574 directly owned shares. In addition, the insider reported 14,430 indirectly owned shares through the NFG 401(k) stock fund and 49 shares held as custodian for a son under UTMA. After the RSU vesting, no restricted stock units remained outstanding.
National Fuel Gas Company President and CEO, who also serves as a director, reported equity award activity on common stock of the company. On December 1, 2025, 6,846 restricted stock units vested and were converted into an equal number of common shares, increasing his directly held stock.
On the same date, 243 shares were withheld and cancelled to cover taxes related to the vesting, and 6,603 vested shares were exchanged for 6,603 deferred stock units under the company’s deferred compensation plan. After these transactions, he directly owned 78,650 common shares, with additional indirect holdings through a 401(k) trust and shares held by his daughter, along with a substantial balance of deferred stock units that are economically equivalent to common stock.
National Fuel Gas Company (NFG) filed its Form 10‑K describing a diversified natural gas business built around the Appalachian Basin. The company operates an integrated model spanning natural gas production, gathering, interstate pipeline transportation, storage, and utility distribution, with assets concentrated in western New York and Pennsylvania.
The report details three segments: Integrated Upstream and Gathering, Pipeline and Storage, and Utility. In the Integrated Upstream and Gathering segment, Seneca Resources focuses on exploration and development of Appalachian reserves, while National Fuel Gas Midstream provides gathering and processing services, primarily to Seneca. As of September 30, 2025, Seneca had proved developed and undeveloped reserves of 4,980,410 MMcf of natural gas and 180 Mbbl of oil. The filing also notes common stock outstanding of 90,386,463 shares as of October 31, 2025, and a non‑affiliate equity market value of $7,009,145,000 as of March 31, 2025.
National Fuel Gas Co. (NFG) reported insider activity by a director. On 11/10/2025, the director made a Code G transaction, indicating a bona fide gift of 1,395 common shares at $0.00. After this transaction, the director directly owned 356,523 shares.
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 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.