Scotiabank Weighs in on Venture Global FY2026 Earnings

Key Points

• Scotiabank expects Venture Global to earn $1.75 per share in FY2026 and $1.27 in FY2027, above the current FY2026 consensus of $1.68. The bank maintains a “Sector Perform” rating and a $16 price target.
• Venture Global’s latest quarterly results slightly exceeded expectations, with EPS of $0.51 versus the $0.50 consensus and revenue of $4.58 billion. Analysts collectively rate the stock “Moderate Buy,” with a consensus target price of $16.13.
• The company doubled its quarterly dividend to $0.04 per share, implying a 1% yield, while long-term LNG agreements—including a new 20-year China Gas contract—strengthen future revenue visibility.

Venture Global, Inc. (NYSE:VG - Free Report) - Investment analysts at Scotiabank issued their FY2026 earnings estimates for shares of Venture Global in a research note issued on Thursday, September 10th. Scotiabank analyst B. Bingham anticipates that the company will post earnings of $1.75 per share for the year. Scotiabank currently has a "Sector Perform" rating and a $16.00 target price on the stock. The consensus estimate for Venture Global's current full-year earnings is $1.68 per share. Scotiabank also issued estimates for Venture Global's FY2027 earnings at $1.27 EPS.

Venture Global (NYSE:VG - Get Free Report) last released its quarterly earnings results on Monday, August 10th. The company reported $0.51 earnings per share for the quarter, beating analysts' consensus estimates of $0.50 by $0.01. Venture Global had a return on equity of 34.08% and a net margin of 21.24%.The business had revenue of $4.58 billion for the quarter.

Other analysts have also issued research reports about the company. JPMorgan Chase & Co. raised Venture Global from a "neutral" rating to an "overweight" rating and upped their target price for the stock from $16.00 to $17.00 in a research note on Thursday, June 4th. Weiss Ratings lowered shares of Venture Global from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, July 20th. US Capital Advisors set a $13.00 price objective on Venture Global in a research note on Friday, May 29th. Sanford C. Bernstein initiated coverage on shares of Venture Global in a report on Tuesday, June 16th. They issued a "market perform" rating and a $14.00 target price on the stock. Finally, Wells Fargo & Company lifted their target price on shares of Venture Global from $14.00 to $15.00 and gave the stock an "equal weight" rating in a research note on Wednesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $16.13.

Venture Global Price Performance

Shares of Venture Global stock opened at $15.26 on Tuesday. The firm has a market capitalization of $38.15 billion, a PE ratio of 12.02, a price-to-earnings-growth ratio of 0.63 and a beta of 0.26. The company has a current ratio of 1.19, a quick ratio of 1.11 and a debt-to-equity ratio of 3.44. Venture Global has a 12 month low of $5.72 and a 12 month high of $17.62. The business's 50-day moving average price is $13.84 and its 200-day moving average price is $13.16.

Venture Global Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be given a dividend of $0.04 per share. This is a boost from Venture Global's previous quarterly dividend of $0.02. This represents a $0.16 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, September 15th. Venture Global's dividend payout ratio is presently 12.60%.

Insiders Place Their Bets

In other Venture Global news, CFO Jonathan Thayer sold 111,111 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $13.86, for a total value of $1,539,998.46. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Brian Cothran sold 152,660 shares of the business's stock in a transaction on Monday, September 14th. The shares were sold at an average price of $16.15, for a total transaction of $2,465,459.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,493,553 shares of company stock valued at $34,870,026 in the last 90 days. Corporate insiders own 84.24% of the company's stock.

Institutional Investors Weigh In On Venture Global

Several hedge funds have recently bought and sold shares of the business. Bank of America Corp DE grew its stake in shares of Venture Global by 135.6% in the first quarter. Bank of America Corp DE now owns 4,174,444 shares of the company's stock worth $65,789,000 after acquiring an additional 2,402,771 shares during the last quarter. Catalyst Capital Advisors LLC grew its position in Venture Global by 1.7% in the 1st quarter. Catalyst Capital Advisors LLC now owns 2,918,823 shares of the company's stock worth $46,001,000 after purchasing an additional 47,425 shares during the period. Cohen & Steers Inc. raised its stake in Venture Global by 4.6% during the 4th quarter. Cohen & Steers Inc. now owns 4,963,166 shares of the company's stock valued at $33,849,000 after buying an additional 219,505 shares during the last quarter. Renaissance Technologies LLC lifted its holdings in shares of Venture Global by 104.6% during the 1st quarter. Renaissance Technologies LLC now owns 2,046,840 shares of the company's stock valued at $32,258,000 after buying an additional 1,046,300 shares during the period. Finally, Rubric Capital Management LP purchased a new position in shares of Venture Global in the 1st quarter worth $23,640,000.

Key Headlines Impacting Venture Global

Here are the key news stories impacting Venture Global this week:

• Positive Sentiment: Long-term China Gas agreement: China Gas Holdings agreed to purchase 0.5 million metric tons per annum of U.S. LNG from Venture Global for 20 years beginning in 2030. The deal improves future revenue visibility and supports the company’s contracted backlog. China Gas signs 20-year LNG import deal with US-based Venture Global
• Positive Sentiment: Broad contracted production base: Venture Global’s CEO said roughly 50 million tons per annum of LNG production is committed under 20-year contracts, highlighting strong long-term customer coverage as the company expands its export capacity. Venture Global commits about 50 mtpa of LNG production to 20-year contracts
• Positive Sentiment: Potential U.S. LNG demand tailwind: QatarEnergy is reportedly seeking multi-year U.S. LNG supplies after damage to its Ras Laffan facility. Venture Global was not named as a supplier, but the development could benefit U.S. LNG exporters generally. QatarEnergy Eyes Cheniere Energy, Others for U.S. LNG Supplies
• Neutral Sentiment: Dividend increase: Venture Global declared a quarterly dividend of $0.04 per share, up from $0.02, implying an annualized payout of $0.16 and a reported yield of about 1%. The higher payout may support income-oriented interest but is modest relative to the company’s valuation.
• Negative Sentiment: COO sells $2.47 million of stock: Chief Operating Officer Brian Cothran sold 152,660 shares at an average price of $16.15. Although one insider transaction does not establish a change in fundamentals, the sale can weigh on investor sentiment, particularly after the stock’s strong run. SEC insider transaction filing

About Venture Global

Venture Global, Inc is a liquefied natural gas (LNG) company that develops, constructs and operates LNG export facilities in the United States. The company sources natural gas from domestic markets, liquefies it at its coastal facilities and supplies LNG to customers in international markets.

Venture Global's operating and development portfolio is concentrated along the U.S. Gulf Coast. Its Calcasieu Pass LNG facility in Louisiana has entered commercial operations, while its Plaquemines LNG project in Louisiana is being developed and brought into service.

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