US Capital Advisors Has Negative Outlook of CQP Q1 Earnings

Key Points

• US Capital Advisors cut CQP's Q1 2026 EPS estimate to $1.03 (from $1.06) and trimmed FY2026 to $3.83 (consensus ~ $4.14), signaling weaker near‑term earnings expectations that could weigh on sentiment.
• Despite the cuts, Cheniere posted a sizable recent earnings beat (Q4 EPS $2.38 vs. $1.11 est.) with revenue up ~18%, but analyst views remain mixed — the average rating is "Reduce" and the average price target is $58.86 while the stock trades near its 1‑year high and yields about 4.5%.

Cheniere Energy Partners, L.P. (NYSE:CQP - Free Report) - US Capital Advisors cut their Q1 2026 EPS estimates for shares of Cheniere Energy Partners in a research report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the company will post earnings of $1.03 per share for the quarter, down from their previous estimate of $1.06. The consensus estimate for Cheniere Energy Partners' current full-year earnings is $4.14 per share. US Capital Advisors also issued estimates for Cheniere Energy Partners' Q2 2026 earnings at $0.85 EPS, Q3 2026 earnings at $0.89 EPS, Q4 2026 earnings at $1.06 EPS, FY2026 earnings at $3.83 EPS, Q1 2027 earnings at $1.02 EPS and Q4 2027 earnings at $1.07 EPS.

Cheniere Energy Partners (NYSE:CQP - Get Free Report) last posted its earnings results on Wednesday, February 25th. The company reported $2.38 EPS for the quarter, beating analysts' consensus estimates of $1.11 by $1.27. Cheniere Energy Partners had a net margin of 27.76% and a negative return on equity of 1,446.48%. The firm had revenue of $2.91 billion for the quarter. During the same period last year, the business earned $1.05 earnings per share. The company's quarterly revenue was up 18.3% on a year-over-year basis.

A number of other research firms also recently issued reports on CQP. Morgan Stanley raised their price target on Cheniere Energy Partners from $55.00 to $72.00 and gave the stock an "equal weight" rating in a research note on Monday. Bank of America upped their price target on shares of Cheniere Energy Partners from $51.00 to $57.00 and gave the company an "underperform" rating in a research report on Friday. Zacks Research upgraded shares of Cheniere Energy Partners from a "strong sell" rating to a "hold" rating in a research note on Friday, March 6th. Royal Bank Of Canada upped their price objective on Cheniere Energy Partners from $58.00 to $62.00 and gave the company a "sector perform" rating in a research note on Friday, March 6th. Finally, Weiss Ratings upgraded Cheniere Energy Partners from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Wednesday, February 25th. One analyst has rated the stock with a Buy rating, three have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Reduce" and an average price target of $58.86.

Cheniere Energy Partners Stock Performance

Shares of CQP stock opened at $68.27 on Tuesday. The stock's 50-day moving average is $59.69 and its two-hundred day moving average is $55.48. The company has a debt-to-equity ratio of 34.21, a quick ratio of 0.68 and a current ratio of 0.78. Cheniere Energy Partners has a 1 year low of $49.53 and a 1 year high of $69.49. The firm has a market cap of $33.05 billion, a price-to-earnings ratio of 13.21 and a beta of 0.40.

Cheniere Energy Partners Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Monday, February 9th were issued a dividend of $0.775 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $3.10 annualized dividend and a yield of 4.5%. Cheniere Energy Partners's payout ratio is currently 59.96%.

Institutional Investors Weigh In On Cheniere Energy Partners

Several institutional investors and hedge funds have recently made changes to their positions in CQP. Hussman Strategic Advisors Inc. acquired a new stake in shares of Cheniere Energy Partners in the third quarter valued at approximately $1,130,000. CIBC Bancorp USA Inc. acquired a new stake in Cheniere Energy Partners during the 3rd quarter valued at $7,357,000. Alps Advisors Inc. raised its holdings in shares of Cheniere Energy Partners by 2.3% in the third quarter. Alps Advisors Inc. now owns 9,001,996 shares of the company's stock worth $484,487,000 after acquiring an additional 206,306 shares during the last quarter. Mediolanum International Funds Ltd boosted its stake in shares of Cheniere Energy Partners by 67.7% during the second quarter. Mediolanum International Funds Ltd now owns 31,037 shares of the company's stock valued at $1,740,000 after acquiring an additional 12,526 shares during the last quarter. Finally, Founders Capital Management increased its position in Cheniere Energy Partners by 87.2% during the 3rd quarter. Founders Capital Management now owns 41,737 shares of the company's stock worth $2,246,000 after purchasing an additional 19,446 shares in the last quarter. 46.55% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Cheniere Energy Partners

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

• Positive Sentiment: Morgan Stanley raised its price target to $72 (from $55) and kept an "equal weight" rating, which supports the stock after recent strength. Morgan Stanley price target raise (Benzinga)
• Positive Sentiment: Cheniere’s recent quarterly results (Feb. 25) showed a sizable EPS beat and revenue growth, providing fundamental support for the stock’s higher valuation (strong margins and year‑over‑year revenue up ~18%).
• Neutral Sentiment: Market commentary is reassessing valuation after recent share gains — analysts and investors are weighing whether the rally already reflects forward earnings. Assessing Cheniere Energy Partners Valuation (Yahoo)
• Neutral Sentiment: Another published target moved to $57 (reported by AmericanBankingNews). That raise is modest and remains below current price, so its market impact is limited. Price Target Raised to $57 (AmericanBankingNews)
• Negative Sentiment: US Capital Advisors (analyst J. Carreker) cut several near‑term EPS estimates in a 3/23 research note: Q1‑Q4 2026 and Q2–Q4 2026 quarter forecasts were trimmed (e.g., Q1‑2026 to $1.03 from $1.06; Q2‑2026 to $0.85 from $0.87; Q4‑2026 to $1.06 from $1.09) and FY‑2026 EPS was lowered to $3.83 from $3.94. These downward revisions may pressure short‑term sentiment if other shops follow. (Consensus FY still ~ $4.14.)

Cheniere Energy Partners Company Profile

Cheniere Energy Partners, L.P. NYSE: CQP is a publicly traded master limited partnership that owns and operates liquefied natural gas (LNG) infrastructure in the United States. The partnership's business centers on the development, ownership and operation of LNG facilities and associated pipeline assets that enable the liquefaction, storage and delivery of natural gas for export and domestic use. CQP's assets are focused on large-scale midstream energy infrastructure intended to serve global natural gas markets.

The company's core activities include LNG liquefaction and storage, terminal services, and pipeline transportation.

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