Cantor Fitzgerald Investment Advisors L.P. Sells 21,709 Shares of National Fuel Gas Company $NFG

Key Points

• Cantor Fitzgerald Investment Advisors reduced its stake in National Fuel Gas by 29.8%, selling 21,709 shares and retaining 51,027 shares worth about $4.09 million (≈0.05% ownership).
• Analysts give NFG a consensus rating of “Moderate Buy” with a $106 average price target, including KeyCorp’s recent overweight/$110 target amid mixed buy/hold coverage.
• National Fuel beat Q1 expectations (EPS $2.06 vs. $1.91) with revenue up ~18.6% YoY, declared a $0.535 quarterly dividend (2.3% yield), and has Q2 earnings scheduled for April 29.

Cantor Fitzgerald Investment Advisors L.P. reduced its stake in shares of National Fuel Gas Company (NYSE:NFG - Free Report) by 29.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 51,027 shares of the oil and gas producer's stock after selling 21,709 shares during the period. Cantor Fitzgerald Investment Advisors L.P. owned 0.05% of National Fuel Gas worth $4,085,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of NFG. Goldman Sachs Group Inc. raised its position in National Fuel Gas by 30.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 159,953 shares of the oil and gas producer's stock worth $12,667,000 after purchasing an additional 36,913 shares during the last quarter. Empowered Funds LLC acquired a new stake in National Fuel Gas during the 1st quarter worth about $247,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in National Fuel Gas by 3.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 220,730 shares of the oil and gas producer's stock worth $17,480,000 after acquiring an additional 8,304 shares during the period. Focus Partners Wealth grew its holdings in National Fuel Gas by 79.5% during the 1st quarter. Focus Partners Wealth now owns 12,729 shares of the oil and gas producer's stock worth $1,008,000 after acquiring an additional 5,638 shares during the period. Finally, Acadian Asset Management LLC acquired a new stake in National Fuel Gas during the 1st quarter worth about $138,000. 73.96% of the stock is owned by institutional investors.

Analyst Ratings Changes

NFG has been the subject of a number of recent analyst reports. KeyCorp initiated coverage on National Fuel Gas in a report on Tuesday. They set an "overweight" rating and a $110.00 price target for the company. Zacks Research upgraded National Fuel Gas from a "strong sell" rating to a "hold" rating in a report on Monday, March 9th. Scotiabank set a $101.00 price target on National Fuel Gas in a report on Wednesday, January 21st. Finally, Weiss Ratings reiterated a "buy (b-)" rating on shares of National Fuel Gas in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, National Fuel Gas has a consensus rating of "Moderate Buy" and a consensus price target of $106.00.

National Fuel Gas Stock Performance

Shares of NFG opened at $94.06 on Friday. The company has a debt-to-equity ratio of 0.58, a current ratio of 0.65 and a quick ratio of 0.59. The stock has a 50-day moving average of $90.94 and a 200-day moving average of $85.56. The company has a market cap of $8.94 billion, a PE ratio of 13.12, a P/E/G ratio of 1.24 and a beta of 0.52. National Fuel Gas Company has a one year low of $74.32 and a one year high of $97.06.

National Fuel Gas (NYSE:NFG - Get Free Report) last issued its earnings results on Thursday, January 29th. The oil and gas producer reported $2.06 EPS for the quarter, beating the consensus estimate of $1.91 by $0.15. The company had revenue of $651.51 million during the quarter, compared to the consensus estimate of $650.70 million. National Fuel Gas had a return on equity of 21.45% and a net margin of 27.65%.The firm's revenue for the quarter was up 18.6% compared to the same quarter last year. During the same period last year, the business posted $1.66 EPS. On average, equities research analysts predict that National Fuel Gas Company will post 6.64 EPS for the current fiscal year.

National Fuel Gas Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.535 per share. The ex-dividend date is Tuesday, March 31st. This represents a $2.14 dividend on an annualized basis and a yield of 2.3%. National Fuel Gas's payout ratio is 29.85%.

Key Stories Impacting National Fuel Gas

Here are the key news stories impacting National Fuel Gas this week:

• Positive Sentiment: KeyCorp published new multi-quarter and FY2026/FY2027 EPS forecasts and maintains a "Strong‑Buy" rating — this raises institutional confidence and implies upside to consensus earnings expectations. KeyCorp estimates and rating (MarketBeat)
• Positive Sentiment: Quiver/GlobeNewswire notes that several large institutional investors materially increased NFG positions (e.g., T. Rowe, FMR, others), signaling strong institutional demand and support for the stock. The Quiver summary also highlights solid Q1 revenue growth (up ~18.6% YoY). Quiver summary and institutional activity
• Positive Sentiment: InsiderMonkey included NFG on a short list of profitable natural‑gas stocks and notes KeyBanc initiated coverage — additional sell‑side coverage and inclusion on thematic lists can attract investor attention and flows. InsiderMonkey: profitable natural gas stocks
• Neutral Sentiment: National Fuel officially scheduled its Q2 FY2026 earnings release for April 29 (after close) with a conference call on April 30; the event provides transparency but is information‑driven rather than an immediate catalyst. GlobeNewswire: earnings release & conference call
• Negative Sentiment: Despite the positives above, shares are down today—likely reflecting short-term profit‑taking, lower intraday volume versus average, or broader market/energy sector weakness ahead of the company’s earnings event (risk: headline or guidance misses at the April 29 release).

National Fuel Gas Profile

National Fuel Gas Company NYSE: NFG is a diversified energy company engaged primarily in the production, gathering, transmission, distribution and marketing of natural gas. The company operates through four principal segments: Exploration & Production, Pipeline & Storage, Utilities, and Energy Marketing. Its integrated asset base spans upstream development in the Appalachian Basin, regional pipeline networks, underground storage facilities, and regulated utility distribution systems.

In its Exploration & Production segment, National Fuel Gas focuses on developing natural gas reserves in the Marcellus and Utica shales, leveraging modern drilling and completion techniques.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.