Q3 EPS Forecast for Cheniere Energy Raised by Analyst

Key Points

• US Capital Advisors raised its Q3 2026 EPS estimate for Cheniere to $3.35 (from $3.02), and also lifted FY2026 and FY2027 forecasts (FY2026 EPS to $13.53; FY2027 to $16.39) versus a current consensus full‑year EPS of $11.69.
• Several major firms (UBS, BMO, Bank of America, Morgan Stanley, Goldman) have recently raised ratings or price targets and MarketBeat shows a consensus "Moderate Buy" with an average target of $277.71; the board also authorized a $10.00 billion share buyback and the company pays a $0.555 quarterly dividend.

Cheniere Energy, Inc. (NYSE:LNG - Free Report) - Equities research analysts at US Capital Advisors raised their Q3 2026 earnings per share (EPS) estimates for Cheniere Energy in a report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the energy company will post earnings per share of $3.35 for the quarter, up from their previous forecast of $3.02. The consensus estimate for Cheniere Energy's current full-year earnings is $11.69 per share. US Capital Advisors also issued estimates for Cheniere Energy's Q4 2026 earnings at $5.16 EPS, FY2026 earnings at $13.53 EPS, Q2 2027 earnings at $3.71 EPS, FY2027 earnings at $16.39 EPS and FY2028 earnings at $13.24 EPS.

LNG has been the subject of several other research reports. Weiss Ratings raised shares of Cheniere Energy from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, March 18th. UBS Group upped their price objective on Cheniere Energy from $277.00 to $301.00 and gave the company a "buy" rating in a research report on Tuesday, March 3rd. BMO Capital Markets increased their target price on Cheniere Energy from $265.00 to $306.00 and gave the company an "outperform" rating in a research note on Monday. Citigroup reduced their target price on Cheniere Energy from $283.00 to $280.00 and set a "buy" rating for the company in a report on Monday, January 12th. 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 given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $277.71.

Cheniere Energy Stock Up 2.4%

Shares of Cheniere Energy stock opened at $294.19 on Wednesday. The company has a 50-day simple moving average of $229.83 and a two-hundred day simple moving average of $218.88. The stock has a market capitalization of $61.84 billion, a PE ratio of 12.11 and a beta of 0.25. Cheniere Energy has a 52-week low of $186.20 and a 52-week high of $299.49. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.81 and a current ratio of 0.94.

Cheniere Energy (NYSE:LNG - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.90 by $6.78. The company had revenue of $5.45 billion for the quarter, compared to analysts' expectations of $5.48 billion. Cheniere Energy had a net margin of 26.68% and a return on equity of 32.04%. Cheniere Energy's revenue was up 22.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.33 EPS.

Institutional Trading of Cheniere Energy

A number of hedge funds have recently bought and sold shares of the company. Railway Pension Investments Ltd grew its position in shares of Cheniere Energy by 62.9% during the 3rd quarter. Railway Pension Investments Ltd now owns 777,200 shares of the energy company's stock valued at $182,626,000 after acquiring an additional 300,100 shares during the period. M&G PLC increased its stake in shares of Cheniere Energy by 49.6% in the 3rd quarter. M&G PLC now owns 556,285 shares of the energy company's stock worth $130,727,000 after purchasing an additional 184,520 shares in the last quarter. Waverton Investment Management Ltd raised its holdings in Cheniere Energy by 35.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 196,819 shares of the energy company's stock worth $46,244,000 after purchasing an additional 51,326 shares during the period. Allianz Asset Management GmbH raised its holdings in Cheniere Energy by 12.6% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company's stock worth $343,250,000 after purchasing an additional 163,861 shares during the period. Finally, Envestnet Asset Management Inc. lifted its position in Cheniere Energy by 2.6% during the third quarter. Envestnet Asset Management Inc. now owns 360,504 shares of the energy company's stock valued at $84,711,000 after purchasing an additional 9,085 shares in the last quarter. Hedge funds and other institutional investors own 87.26% of the company's stock.

Cheniere Energy Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 6th were paid a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Friday, February 6th. Cheniere Energy's dividend payout ratio (DPR) is 9.14%.

Cheniere Energy announced that its board has initiated a stock buyback plan on Thursday, February 26th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the energy company to buy up to 21.1% of its shares through open market purchases. Shares buyback plans are typically a sign that the company's board believes its stock is undervalued.

Key Headlines Impacting Cheniere Energy

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

• Positive Sentiment: Morgan Stanley upgraded Cheniere from "equal weight" to "overweight" and set a $313 price target, signaling a stronger buy case from a major shop. Morgan Stanley upgrade
• Positive Sentiment: Goldman Sachs raised its price target to $312 and kept a "buy" rating, providing additional analyst support for upside. Goldman Sachs price target raise
• Positive Sentiment: BMO Capital Markets lifted its target to $306 and kept an "outperform" call, adding to consensus positive revisions. BMO price target raise
• Positive Sentiment: Global LNG supply concerns rose after reports that QatarEnergy declared force majeure on some LNG contracts and broader supply disruptions, a factor that supports higher prices and stronger cash flow for exporters like Cheniere. Supply shock / force majeure
• Positive Sentiment: Cheniere leadership highlighted at CERAWeek that Middle East tensions underscore the need for diversified energy supplies — a narrative that supports long-term demand for U.S. LNG exports. CERAWeek remarks
• Positive Sentiment: Media and TV commentators (e.g., Jim Cramer) continue to portray Cheniere as an attractively valued, clean play on LNG, supporting retail interest. Jim Cramer commentary
• Neutral Sentiment: Broader analyst and sector write-ups (Zacks, sector coverage) highlight Cheniere among U.S. LNG exporters benefiting from price strength; useful context but largely reiterates the supply-demand thesis. Zacks coverage
• Negative Sentiment: Short interest rose ~24% in March to ~4.55M shares (≈2.2% of float), which could add volatility and suggests some investors are betting on a pullback. (Short-interest ratio ~1.2 days.)
• Negative Sentiment: US Capital Advisors trimmed near-term EPS estimates (Q1 and Q2 2026 cuts), signaling some analyst caution on near-term earnings, which could temper upside if realized. Analyst estimate revisions

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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