Cheniere Energy, Inc. $LNG Stock: Andrew Hill Investment Advisors Inc. Boosts Stake

Key Points

• Andrew Hill Investment Advisors increased its Cheniere Energy stake by 310.8% in the third quarter, reaching 22,350 shares valued at approximately $6.0 million. Institutional investors collectively own 87.26% of the company.
• Cheniere’s agreement to supply QatarEnergy with 4 million metric tons of LNG annually through 2054 strengthens long-term revenue visibility and could support planned capacity expansion at its Sabine Pass and Corpus Christi facilities.
• Analysts maintain a generally positive outlook, with a “Moderate Buy” consensus and average price target of $310.65, although ratings and targets vary. The company recently reported revenue growth but missed quarterly EPS expectations, posting $3.02 versus the $3.11 consensus.

Andrew Hill Investment Advisors Inc. lifted its stake in shares of Cheniere Energy, Inc. (NYSE:LNG - Free Report) by 310.8% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,350 shares of the energy company's stock after purchasing an additional 16,910 shares during the period. Cheniere Energy accounts for 4.8% of Andrew Hill Investment Advisors Inc.'s holdings, making the stock its 5th biggest position. Andrew Hill Investment Advisors Inc.'s holdings in Cheniere Energy were worth $6,013,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. First Horizon Corp raised its holdings in Cheniere Energy by 7.7% in the 1st quarter. First Horizon Corp now owns 517 shares of the energy company's stock valued at $147,000 after buying an additional 37 shares during the last quarter. Signal Advisors Wealth LLC lifted its stake in Cheniere Energy by 2.9% during the first quarter. Signal Advisors Wealth LLC now owns 1,497 shares of the energy company's stock worth $425,000 after purchasing an additional 42 shares during the last quarter. Eagle Strategies LLC grew its position in Cheniere Energy by 4.0% during the 3rd quarter. Eagle Strategies LLC now owns 1,083 shares of the energy company's stock worth $291,000 after acquiring an additional 42 shares during the last quarter. Titleist Asset Management LLC raised its holdings in shares of Cheniere Energy by 1.6% during the third quarter. Titleist Asset Management LLC now owns 2,867 shares of the energy company's stock valued at $771,000 after acquiring an additional 45 shares in the last quarter. Finally, Independence Bank of Kentucky raised its holdings in Cheniere Energy by 6.8% in the first quarter. Independence Bank of Kentucky now owns 725 shares of the energy company's stock worth $206,000 after purchasing an additional 46 shares in the last quarter. Institutional investors own 87.26% of the company's stock.

More Cheniere Energy News

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

• Positive Sentiment: Large QatarEnergy contract strengthens long-term visibility: Cheniere agreed to supply QatarEnergy with 4 million metric tons of LNG annually through 2054—2 million tons each from its Sabine Pass and Corpus Christi facilities. The decades-long, take-or-pay-style demand commitment could support stable cash flows and reduce marketing risk. Cheniere Energy Boosts LNG Contract Backlog With QatarEnergy Deal
• Positive Sentiment: Potential support for Sabine Pass expansion: The agreement helps underpin Cheniere’s planned capacity expansion, potentially improving utilization and creating additional long-term earnings and cash-flow opportunities. QatarEnergy is seeking U.S. LNG as geopolitical disruptions affect Middle Eastern supply routes. Cheniere signs LNG supply deals with QatarEnergy through 2054
• Positive Sentiment: One analyst raised its valuation: JPMorgan increased its price target from $334 to $344 and maintained an “overweight” rating, indicating confidence in Cheniere’s contracted growth outlook.
• Positive Sentiment: Related partnership continues returning cash: Cheniere Energy Partners, L.P. declared a quarterly cash distribution of $0.890 per common unit, highlighting ongoing cash generation from the associated LNG infrastructure. This distribution is made by the partnership rather than directly by Cheniere Energy.
• Neutral Sentiment: Earnings expectations are favorable but unconfirmed: Analysts expect Cheniere to potentially exceed estimates in its upcoming report, though this is based on consensus indicators rather than reported results.
• Negative Sentiment: Valuation and analyst views are mixed: Bernstein reaffirmed an “outperform” rating but set a $283 price target, below the current trading level. Investors may also weigh execution, financing, and construction risks associated with expansion projects.

Wall Street Analyst Weigh In

LNG has been the topic of a number of recent analyst reports. Raymond James Financial reiterated a "strong-buy" rating and set a $340.00 price target on shares of Cheniere Energy in a report on Monday. Argus set a $330.00 price objective on Cheniere Energy in a research report on Tuesday, August 18th. Scotiabank set a $311.00 target price on Cheniere Energy in a research report on Thursday, October 15th. Zacks Research lowered shares of Cheniere Energy from a "strong-buy" rating to a "hold" rating in a report on Tuesday, August 11th. Finally, TD Cowen reiterated a "buy" rating on shares of Cheniere Energy in a report on Friday, October 16th. One investment 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. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $310.65.

Cheniere Energy Trading Up 4.1%

Shares of LNG stock opened at $298.80 on Friday. The stock has a 50 day simple moving average of $278.86 and a 200-day simple moving average of $261.05. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.87 and a quick ratio of 0.72. The company has a market cap of $61.71 billion, a price-to-earnings ratio of 18.62, a PEG ratio of 1.14 and a beta of 0.06. Cheniere Energy, Inc. has a 1-year low of $186.20 and a 1-year high of $300.89.

Cheniere Energy (NYSE:LNG - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The energy company reported $3.02 EPS for the quarter, missing analysts' consensus estimates of $3.11 by ($0.09). Cheniere Energy had a net margin of 13.57% and a return on equity of 29.80%. The business had revenue of $5.73 billion during the quarter, compared to analyst estimates of $4.92 billion. During the same quarter in the prior year, the company posted $7.30 earnings per share. The company's revenue was up 23.5% on a year-over-year basis. On average, equities research analysts expect that Cheniere Energy, Inc. will post 16.75 EPS for the current fiscal year.

Cheniere Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, August 18th. Stockholders of record on Monday, August 10th were given a $0.5550 dividend. This represents a $2.22 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Monday, August 10th. Cheniere Energy's dividend payout ratio is currently 16.53%.

Cheniere Energy 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.

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.