Cheniere Energy, Inc. $LNG Holdings Decreased by Hennessy Advisors Inc.

Key Points

• Hennessy Advisors reduced its Cheniere Energy stake by 19.5% in the third quarter, selling 26,250 shares and retaining 108,504 shares valued at approximately $29.2 million. Institutional investors collectively own 87.26% of the company.
• Analysts remain broadly positive: Cheniere has a “Moderate Buy” consensus rating from 20 analysts, with a consensus price target of $319.82; Wells Fargo and Barclays recently raised their targets.
• Cheniere shares opened at $330.52, near their 52-week high, while the company raised its quarterly dividend to $0.625 per share. Recent quarterly revenue rose 23.5% year over year, although EPS came in slightly below estimates.

Hennessy Advisors Inc. cut its position in Cheniere Energy, Inc. (NYSE:LNG - Free Report) by 19.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,504 shares of the energy company's stock after selling 26,250 shares during the quarter. Cheniere Energy comprises approximately 1.1% of Hennessy Advisors Inc.'s holdings, making the stock its 22nd biggest position. Hennessy Advisors Inc. owned approximately 0.05% of Cheniere Energy worth $29,191,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Bank of New York Mellon Corp lifted its holdings in Cheniere Energy by 174.3% during the 1st quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company's stock valued at $636,834,000 after purchasing an additional 1,426,058 shares during the last quarter. Wellington Management Group LLP lifted its stake in shares of Cheniere Energy by 210.1% during the 2nd quarter. Wellington Management Group LLP now owns 2,444,403 shares of the energy company's stock worth $584,237,000 after buying an additional 1,656,194 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of Cheniere Energy by 12.6% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,135,088 shares of the energy company's stock worth $510,307,000 after buying an additional 239,680 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in shares of Cheniere Energy by 50.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 867,496 shares of the energy company's stock worth $246,161,000 after buying an additional 289,963 shares during the period. Finally, Chickasaw Capital Management LLC grew its stake in Cheniere Energy by 4.4% in the 3rd quarter. Chickasaw Capital Management LLC now owns 893,452 shares of the energy company's stock valued at $240,365,000 after buying an additional 37,325 shares during the last quarter. Institutional investors own 87.26% of the company's stock.

Wall Street Analyst Weigh In

LNG has been the topic of several research analyst reports. Wells Fargo & Company increased their price target on shares of Cheniere Energy from $335.00 to $374.00 and gave the company an "overweight" rating in a report on Friday. Argus set a $330.00 target price on Cheniere Energy in a research report on Tuesday, August 18th. Weiss Ratings upgraded Cheniere Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Thursday, October 8th. Barclays lifted their price target on Cheniere Energy from $287.00 to $328.00 and gave the stock an "overweight" rating in a report on Friday. Finally, Jefferies Financial Group restated a "buy" rating and issued a $336.00 price target on shares of Cheniere Energy in a research note on Saturday, October 10th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $319.82.

Cheniere Energy Price Performance

Shares of Cheniere Energy stock opened at $330.52 on Monday. The company has a quick ratio of 0.76, a current ratio of 0.90 and a debt-to-equity ratio of 1.89. The stock has a market capitalization of $67.49 billion, a price-to-earnings ratio of 23.06, a price-to-earnings-growth ratio of 1.11 and a beta of 0.01. Cheniere Energy, Inc. has a twelve month low of $186.20 and a twelve month high of $330.73. The company has a 50-day simple moving average of $282.07 and a two-hundred day simple moving average of $255.68.

Cheniere Energy (NYSE:LNG - Get Free Report) last announced its earnings results on Thursday, August 6th. The energy company reported $3.02 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $3.11 by ($0.09). Cheniere Energy had a return on equity of 26.73% and a net margin of 13.08%. The business had revenue of $5.73 billion for the quarter, compared to analyst estimates of $4.92 billion. During the same quarter in the previous year, the company earned $7.30 EPS. The business's revenue for the quarter was up 23.5% on a year-over-year basis. Analysts forecast that Cheniere Energy, Inc. will post 19.88 EPS for the current year.

Cheniere Energy Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 17th. Investors of record on Monday, November 9th will be paid a $0.6250 dividend. This represents a $2.50 annualized dividend and a dividend yield of 0.8%. This is an increase from Cheniere Energy's previous quarterly dividend of $0.5550. The ex-dividend date is Monday, November 9th. Cheniere Energy's dividend payout ratio is presently 15.49%.

Trending Headlines about Cheniere Energy

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Raised outlook and strong demand: Cheniere increased its 2026 earnings guidance, citing stronger LNG margins and demand. Management also expects higher 2027 production, with Corpus Christi Stage 3 Train 7 and debottlenecking projects supporting projected production growth. Cheniere Q3 Earnings Call Highlights Higher Guidance and LNG Demand
• Positive Sentiment: Revenue and profitability increased: Third-quarter revenue reached approximately $6.17 billion, up 39% year over year and above analyst expectations. Net income also rose, helped by robust LNG demand. Cheniere reports rise in third-quarter net income
• Positive Sentiment: Long-term growth visibility: New and existing contracts, including agreements involving QatarEnergy, provide support for future volumes and earnings. Cheniere also indicated that Europe may face increased competition for a smaller global LNG supply pool, potentially benefiting U.S. exporters. Cheniere Energy Q3 Earnings Demonstrate Growth And Resiliency
• Positive Sentiment: Dividend increase: Cheniere raised its quarterly dividend 12.6% to $0.625 per share, signaling confidence in cash-flow generation and shareholder returns. Cheniere Reports Third Quarter 2026 Results
• Neutral Sentiment: Analyst support is improving but valuation is demanding: Morgan Stanley, Wells Fargo and Barclays raised their price targets and maintained overweight ratings. However, several targets are near or below the recent share price, suggesting limited near-term upside for some analysts.
• Negative Sentiment: Quarterly EPS missed estimates: Reported third-quarter EPS of roughly $3.62-$3.63 was below consensus estimates of approximately $4.20-$4.33 and declined from $4.75 a year earlier. The revenue beat and improved guidance appear to have outweighed the earnings shortfall. Cheniere Energy Misses Q3 Earnings Estimates

Cheniere Energy Company Profile

Cheniere Energy, Inc is an energy infrastructure company engaged primarily in the production and export of liquefied natural gas (LNG). The company purchases natural gas, processes it through liquefaction facilities, and delivers LNG to customers in international energy markets. Its operations also include natural gas procurement, transportation, storage, and LNG marketing.

Cheniere operates the Sabine Pass LNG facility in Cameron Parish, Louisiana, and the Corpus Christi LNG facility near Corpus Christi, Texas.

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