Horizon Investments LLC Has $4.27 Million Stake in National Fuel Gas Company $NFG

Key Points

• Horizon Investments boosted its stake by 47.8%, buying 17,228 shares to hold 53,286 NFG shares worth about $4.27 million, and institutional investors now own roughly 73.96% of the company.
• National Fuel missed Q2 EPS with $2.71 vs. the $2.85 consensus despite revenue rising 17.6% year-over-year, but management reiterated FY2026 guidance of $7.45–$7.75 EPS (sell-side consensus ~7.72).
• The company pays a quarterly dividend of $0.535 (annualized $2.14) for a 2.6% yield11.24 with a market cap near $7.9 billion.

Horizon Investments LLC boosted its holdings in National Fuel Gas Company (NYSE:NFG - Free Report) by 47.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 53,286 shares of the oil and gas producer's stock after purchasing an additional 17,228 shares during the quarter. Horizon Investments LLC owned 0.06% of National Fuel Gas worth $4,266,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Ashton Thomas Private Wealth LLC acquired a new stake in National Fuel Gas in the 3rd quarter worth about $5,228,000. Citigroup Inc. boosted its stake in shares of National Fuel Gas by 51.7% in the 3rd quarter. Citigroup Inc. now owns 64,112 shares of the oil and gas producer's stock valued at $5,922,000 after purchasing an additional 21,861 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of National Fuel Gas by 15.2% in the 3rd quarter. Nordea Investment Management AB now owns 103,374 shares of the oil and gas producer's stock valued at $9,541,000 after purchasing an additional 13,620 shares during the last quarter. Gotham Asset Management LLC boosted its stake in shares of National Fuel Gas by 74.9% in the 3rd quarter. Gotham Asset Management LLC now owns 521,928 shares of the oil and gas producer's stock valued at $48,210,000 after purchasing an additional 223,459 shares during the last quarter. Finally, Kayne Anderson Capital Advisors LP boosted its stake in shares of National Fuel Gas by 158.7% in the 3rd quarter. Kayne Anderson Capital Advisors LP now owns 95,206 shares of the oil and gas producer's stock valued at $8,794,000 after purchasing an additional 58,399 shares during the last quarter. Institutional investors and hedge funds own 73.96% of the company's stock.

National Fuel Gas Stock Up 0.1%

Shares of NYSE NFG opened at $83.05 on Monday. The company has a quick ratio of 0.55, a current ratio of 0.62 and a debt-to-equity ratio of 0.55. The company's fifty day simple moving average is $91.69 and its 200 day simple moving average is $85.38. National Fuel Gas Company has a 12-month low of $77.22 and a 12-month high of $97.06. The firm has a market cap of $7.89 billion, a PE ratio of 11.24, a P/E/G ratio of 1.17 and a beta of 0.41.

National Fuel Gas (NYSE:NFG - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The oil and gas producer reported $2.71 earnings per share for the quarter, missing the consensus estimate of $2.85 by ($0.14). National Fuel Gas had a return on equity of 20.62% and a net margin of 27.48%.The business had revenue of $858.37 million for the quarter, compared to analyst estimates of $856.57 million. During the same quarter in the previous year, the company posted $2.39 EPS. The business's quarterly revenue was up 17.6% on a year-over-year basis. National Fuel Gas has set its FY 2026 guidance at 7.450-7.750 EPS. As a group, sell-side analysts forecast that National Fuel Gas Company will post 7.72 earnings per share for the current fiscal year.

National Fuel Gas Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were issued a dividend of $0.535 per share. The ex-dividend date was Tuesday, March 31st. This represents a $2.14 annualized dividend and a yield of 2.6%. National Fuel Gas's dividend payout ratio is presently 28.96%.

More National Fuel Gas News

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

• Positive Sentiment: Management reiterated FY2026 guidance of $7.45–$7.75 EPS and struck a confident tone on the earnings call, which supports forward expectations and reduces uncertainty around full-year targets. National Fuel Gas Earnings Call Signals Resilient Growth
• Positive Sentiment: Q2 showed higher revenue and net income year-over-year and a solid return on equity, indicating the business model still generates healthy margins despite headwinds. National Fuel Gas Q2 Earnings Lag Estimates, Revenues Increase Y/Y
• Neutral Sentiment: Company is advancing a $93M Line N pipeline upgrade targeted for late 2028 — a long-term infrastructure lift that should support volumes and reliability but increases near-term capital commitments. National Fuel outlines $7.45-$7.75 EPS guidance while advancing $93M Line N upgrade for late 2028
• Neutral Sentiment: Management is exploring acquiring a larger Erie office (adding ~80 jobs), signaling investment in workforce and operations growth in the region; impact on earnings is modest but positive for long-term capacity. Erie office building was once home to Hammermill. NFG eyes buying it
• Negative Sentiment: Adjusted EPS missed consensus, largely attributed to declining production volumes this quarter — the primary near-term catalyst dragging the stock down. National Fuel Gas Q2 Earnings Lag Estimates, Revenues Increase Y/Y
• Negative Sentiment: Planned capex (Line N) and any reallocation of cash to upgrades could pressure near-term free cash flow and create execution risk on timing/costs — a concern for income-focused investors given the company’s dividend profile. National Fuel outlines $7.45-$7.75 EPS guidance while advancing $93M Line N upgrade for late 2028

Wall Street Analyst Weigh In

Several research analysts recently issued reports on NFG shares. Scotiabank set a $101.00 target price on shares of National Fuel Gas in a research note on Wednesday, January 21st. Zacks Research raised shares of National Fuel Gas from a "strong sell" rating to a "hold" rating in a research note on Monday, March 9th. Finally, KeyCorp started coverage on shares of National Fuel Gas in a research note on Tuesday, April 7th. They set an "overweight" rating and a $110.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $106.00.

About National Fuel Gas

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.

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