Fort Washington Investment Advisors Inc. OH Cuts Stake in Cheniere Energy, Inc. $LNG

Key Points

• Fort Washington Investment Advisors reduced its Cheniere stake by 22.0% in Q4, selling 7,690 shares and now holding 27,319 shares worth about $5.31 million.
• Several large institutions have been adding or initiating sizeable positions—led by Norges Bank (~$957M), AustralianSuper (~$143M) and Holocene (~$107M)—leaving institutional ownership at 87.26%.
• Cheniere posted strong results (EPS $10.68 vs. $3.90 estimate; revenue +22.9%), announced a $10.00 billion share buyback and a $0.555 quarterly dividend, while analysts hold a consensus "Moderate Buy" with an average target of $282.

Fort Washington Investment Advisors Inc. OH decreased its stake in Cheniere Energy, Inc. (NYSE:LNG - Free Report) by 22.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,319 shares of the energy company's stock after selling 7,690 shares during the period. Fort Washington Investment Advisors Inc. OH's holdings in Cheniere Energy were worth $5,311,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Norges Bank acquired a new position in Cheniere Energy during the 2nd quarter worth approximately $957,425,000. AustralianSuper Pty Ltd acquired a new stake in Cheniere Energy in the third quarter valued at approximately $142,688,000. Holocene Advisors LP acquired a new stake in Cheniere Energy in the second quarter valued at approximately $107,319,000. State Street Corp raised its stake in shares of Cheniere Energy by 6.7% during the third quarter. State Street Corp now owns 6,007,073 shares of the energy company's stock valued at $1,411,542,000 after purchasing an additional 377,369 shares during the period. Finally, Victory Capital Management Inc. raised its stake in shares of Cheniere Energy by 21.5% during the third quarter. Victory Capital Management Inc. now owns 2,025,609 shares of the energy company's stock valued at $475,633,000 after purchasing an additional 359,123 shares during the period. Institutional investors and hedge funds own 87.26% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on LNG. Scotiabank upped their target price on shares of Cheniere Energy from $266.00 to $285.00 and gave the company a "sector outperform" rating in a research note on Thursday, March 5th. Weiss Ratings upgraded shares of Cheniere Energy from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, March 18th. Royal Bank Of Canada lowered their target price on Cheniere Energy from $282.00 to $271.00 and set an "outperform" rating for the company in a research note on Wednesday, January 28th. TD Cowen lifted their target price on Cheniere Energy from $250.00 to $255.00 and gave the stock a "buy" rating in a research report on Friday, February 27th. Finally, Bank of America boosted their price target on Cheniere Energy from $296.00 to $322.00 and gave the stock a "buy" rating in a research note on Friday, March 20th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $282.00.

Cheniere Energy News Summary

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

• Positive Sentiment: Train 5 at Cheniere’s Corpus Christi Stage 3 is now operating at full capacity, boosting near-term export volumes and cash flow visibility. Cheniere Train 5 at Full Capacity
• Positive Sentiment: CEO comments and company statements indicate Cheniere is operating at or near maximum capacity and pushing to bring additional Corpus Christi trains online, supporting higher utilization and revenue. CEO: Operating at Maximum Capacity
• Positive Sentiment: JPMorgan upgraded LNG to Overweight and raised its price target to $338, signaling bullish analyst sentiment and providing upward pressure on the stock. JPMorgan Raises Price Target
• Positive Sentiment: Goldman Sachs and other sell‑side firms have recently highlighted Cheniere as a top LNG beneficiary of geopolitical disruptions and raised targets (Goldman increased its PT to $312), reinforcing the buy-side narrative. Goldman Sachs Price Target Investopedia: Goldman List
• Positive Sentiment: Some analysts raised Q3 EPS estimates for Cheniere, reflecting expected higher realized prices/volumes in the current geopolitical environment. Q3 EPS Estimates Raised
• Neutral Sentiment: Cheniere closed a $1.75B senior notes offering to fund growth and operations; debt proceeds support expansion but increase leverage — market reaction depends on how the capital is deployed. Senior Notes Offering & Valuation
• Neutral Sentiment: Broader market moves from Iran/Strait of Hormuz tensions are bullish for LNG spot prices and export margins in the near term, providing macro tailwinds for LNG producers including Cheniere. Oil & LNG Market Reaction
• Negative Sentiment: An analyst trimmed Q1 EPS estimates for Cheniere, a near-term earnings headwind that could temper expectations for the coming quarter. Q1 EPS Estimates Reduced
• Negative Sentiment: Several outlets caution that sustained high LNG prices could incentivize customers to accelerate fuel switching or long-term contracts that reduce exporters’ pricing power — a structural risk to future margins. WSJ: High LNG Prices Risk Barron's: Long-term Demand Concerns

Cheniere Energy Price Performance

Shares of LNG opened at $297.00 on Friday. Cheniere Energy, Inc. has a 52 week low of $186.20 and a 52 week high of $299.49. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.74. The firm has a market cap of $62.43 billion, a price-to-earnings ratio of 12.22 and a beta of 0.25. The stock has a 50 day moving average of $235.12 and a 200-day moving average of $220.28.

Cheniere Energy (NYSE:LNG - Get Free Report) last posted its quarterly earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.90 by $6.78. The business had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.48 billion. Cheniere Energy had a return on equity of 32.04% and a net margin of 26.68%.The business's revenue was up 22.9% compared to the same quarter last year. During the same period in the prior year, the company posted $4.33 EPS. As a group, analysts forecast that Cheniere Energy, Inc. will post 11.69 EPS for the current year.

Cheniere Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 6th were issued a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Friday, February 6th. Cheniere Energy's dividend payout ratio is 9.14%.

Cheniere Energy declared that its Board of Directors has approved a share buyback plan on Thursday, February 26th that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the energy company to purchase up to 21.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company's leadership believes its stock is undervalued.

About Cheniere Energy

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company's core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere's principal operating assets are large-scale LNG export terminals located on the U.S.

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