US Capital Advisors Weighs in on Cheniere Energy Q2 Earnings

Key Points

• US Capital Advisors has reduced its Q2 2025 earnings estimate for Cheniere Energy to $1.91 per share, down from $2.53, with a current full-year consensus estimate of $11.69 per share.
• Cheniere Energy recently reported a Q1 earnings miss with $1.57 EPS, falling short of the $2.81 consensus estimate, despite a significant year-over-year revenue increase of 28% to $5.44 billion.
• The company has announced a quarterly dividend of $0.50, set to be paid on August 18th, reflecting a dividend yield of 0.85% and an annualized payout of $2.00.

Cheniere Energy, Inc. (NYSE:LNG - Free Report) - Equities researchers at US Capital Advisors dropped their Q2 2025 EPS estimates for shares of Cheniere Energy in a note issued to investors on Monday, July 28th. US Capital Advisors analyst J. Carreker now expects that the energy company will post earnings of $1.91 per share for the quarter, down from their previous forecast of $2.53. 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 Q3 2025 earnings at $2.86 EPS, Q4 2025 earnings at $3.57 EPS and Q4 2026 earnings at $4.40 EPS.

Several other equities research analysts also recently weighed in on LNG. Raymond James Financial reissued a "strong-buy" rating on shares of Cheniere Energy in a research report on Wednesday, April 23rd. Stifel Nicolaus dropped their target price on shares of Cheniere Energy from $255.00 to $247.00 and set a "buy" rating for the company in a research report on Tuesday, April 22nd. Jefferies Financial Group set a $288.00 target price on shares of Cheniere Energy and gave the stock a "buy" rating in a research report on Thursday, June 26th. Wells Fargo & Company set a $267.00 target price on shares of Cheniere Energy and gave the stock an "overweight" rating in a research report on Wednesday, June 25th. Finally, Scotiabank reissued an "outperform" rating on shares of Cheniere Energy in a research report on Tuesday, July 15th. Two analysts have rated the stock with a hold rating, fifteen have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, Cheniere Energy currently has a consensus rating of "Moderate Buy" and an average price target of $260.36.

Cheniere Energy Stock Up 1.1%

Cheniere Energy stock traded up $2.51 during midday trading on Wednesday, hitting $238.39. 2,022,265 shares of the stock were exchanged, compared to its average volume of 1,986,933. Cheniere Energy has a 1 year low of $167.66 and a 1 year high of $257.65. The firm has a market cap of $52.87 billion, a P/E ratio of 17.44 and a beta of 0.43. The company has a debt-to-equity ratio of 2.24, a current ratio of 1.19 and a quick ratio of 1.06. The company has a 50 day moving average price of $235.23 and a two-hundred day moving average price of $229.37.

Cheniere Energy (NYSE:LNG - Get Free Report) last released its quarterly earnings results on Thursday, May 8th. The energy company reported $1.57 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.81 by ($1.24). Cheniere Energy had a return on equity of 32.62% and a net margin of 18.37%. The firm had revenue of $5.44 billion for the quarter, compared to analysts' expectations of $4.73 billion. During the same period last year, the firm earned $2.13 EPS. The business's quarterly revenue was up 28.0% on a year-over-year basis.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Jennison Associates LLC boosted its stake in Cheniere Energy by 22.5% during the 2nd quarter. Jennison Associates LLC now owns 1,663,035 shares of the energy company's stock valued at $404,982,000 after purchasing an additional 305,764 shares during the period. James Investment Research Inc. lifted its stake in shares of Cheniere Energy by 15.2% in the 2nd quarter. James Investment Research Inc. now owns 9,299 shares of the energy company's stock worth $2,264,000 after acquiring an additional 1,229 shares during the period. Mizuho Markets Cayman LP acquired a new stake in shares of Cheniere Energy in the 2nd quarter worth approximately $4,260,000. Howard Capital Management Inc. lifted its stake in shares of Cheniere Energy by 12.3% in the 2nd quarter. Howard Capital Management Inc. now owns 1,440 shares of the energy company's stock worth $351,000 after acquiring an additional 158 shares during the period. Finally, United Capital Management of KS Inc. lifted its stake in shares of Cheniere Energy by 0.8% in the 2nd quarter. United Capital Management of KS Inc. now owns 24,636 shares of the energy company's stock worth $5,999,000 after acquiring an additional 198 shares during the period. 87.26% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Cheniere Energy

In other Cheniere Energy news, Director Neal A. Shear sold 4,300 shares of the business's stock in a transaction dated Thursday, June 5th. The shares were sold at an average price of $245.93, for a total transaction of $1,057,499.00. Following the completion of the transaction, the director directly owned 29,733 shares of the company's stock, valued at $7,312,236.69. The trade was a 12.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.26% of the stock is owned by insiders.

Cheniere Energy Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 18th. Shareholders of record on Friday, August 8th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Friday, August 8th. Cheniere Energy's payout ratio is presently 14.63%.

About Cheniere Energy

Cheniere Energy, Inc, an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States. It owns and operates the Sabine Pass LNG terminal in Cameron Parish, Louisiana; and the Corpus Christi LNG terminal near Corpus Christi, Texas. The company also owns Creole Trail pipeline, a 94-mile natural gas supply pipeline that interconnects the Sabine Pass LNG Terminal with several interstate and intrastate pipelines; and operates Corpus Christi pipeline, a 21.5-mile natural gas supply pipeline that interconnects the Corpus Christi LNG terminal with various interstate and intrastate natural gas pipelines.