National Fuel Gas Company $NFG Shares Acquired by Orion Porfolio Solutions LLC

Key Points

• Orion Portfolio Solutions LLC increased its stake in National Fuel Gas by 31.4% in Q3, buying an additional 10,773 shares to hold 45,118 shares valued at about $4.17 million.
• Other institutions also boosted positions (Goldman Sachs +30% to 159,953 shares) and institutional investors now own about 73.96% of the company.
• National Fuel Gas recently beat quarterly estimates with $2.06 EPS (vs. $1.91 expected) and revenue up 18.6% y/y; analysts have a mixed view (average rating: "Hold") with an average price target of $96.33 and FY2026 guidance of 7.60–8.10 EPS.

Orion Porfolio Solutions LLC boosted its stake in National Fuel Gas Company (NYSE:NFG - Free Report) by 31.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,118 shares of the oil and gas producer's stock after purchasing an additional 10,773 shares during the quarter. Orion Porfolio Solutions LLC's holdings in National Fuel Gas were worth $4,168,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of NFG. Goldman Sachs Group Inc. grew its stake in shares of 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 valued at $12,667,000 after buying an additional 36,913 shares during the period. Empowered Funds LLC acquired a new stake in shares of National Fuel Gas during the 1st quarter worth $247,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of National Fuel Gas by 3.9% in 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 buying an additional 8,304 shares during the period. Focus Partners Wealth raised its position in shares of National Fuel Gas by 79.5% in the 1st quarter. Focus Partners Wealth now owns 12,729 shares of the oil and gas producer's stock worth $1,008,000 after buying an additional 5,638 shares during the period. Finally, Acadian Asset Management LLC acquired a new position in National Fuel Gas in the first quarter valued at $138,000. Institutional investors and hedge funds own 73.96% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Weiss Ratings reissued a "buy (b-)" rating on shares of National Fuel Gas in a research report on Monday, December 29th. Scotiabank set a $101.00 price objective on National Fuel Gas in a research note on Wednesday, January 21st. Finally, Zacks Research lowered National Fuel Gas from a "hold" rating to a "strong sell" rating in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat, National Fuel Gas has an average rating of "Hold" and an average price target of $96.33.

National Fuel Gas Stock Performance

National Fuel Gas stock opened at $92.96 on Monday. National Fuel Gas Company has a 12-month low of $69.93 and a 12-month high of $94.13. The company has a market capitalization of $8.83 billion, a price-to-earnings ratio of 12.97, a price-to-earnings-growth ratio of 1.20 and a beta of 0.57. 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 firm's fifty day moving average price is $84.45 and its 200 day moving average price is $84.30.

National Fuel Gas (NYSE:NFG - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The oil and gas producer reported $2.06 EPS for the quarter, topping analysts' consensus estimates of $1.91 by $0.15. The firm had revenue of $651.51 million for the quarter, compared to analyst estimates of $650.70 million. National Fuel Gas had a net margin of 27.65% and a return on equity of 21.45%. The firm's revenue was up 18.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.66 EPS. National Fuel Gas has set its FY 2026 guidance at 7.600-8.100 EPS. On average, research analysts forecast that National Fuel Gas Company will post 6.64 EPS for the current fiscal year.

National Fuel Gas Company 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.

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