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NFG · National Fuel Gas Co

Track NFG — free
$82.48 -1.46 (-1.74%) At close · Aug 21
Market Cap
$7.84B
Shares
95.05M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$82.48 Open$84.27 Day$82.23–84.27 52W close$75.89–96.30 Avg vol 30d649K Short int5.3M · 5.6% float · 7.0d Short vol72% Last earningsJul 30, 2026 DataJan 2020–Aug 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 29, 2026 Est · unconfirmed · in 10 wks
FQ4-26 quarter ends
~Sep 30, 2026 Est
filed Jul 30, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Weak Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
      Market backdrop VIX 15.1 · calm Equity put/call 0.58
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg −1%
      below
      Price vs 50-day avg +3%
      above
      RSI (14) 54
      neutral
      MACD trend Positive
      52-week position 32%
      mid-range
      Momentum
      relative strength
      Weak
      1-month return 0%
      trailing
      6-month return −11%
      trailing
      YTD return +3%
      this year
      Relative strength −23%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $80 › 200d $84 — 200d above 50d
      Institutional flow Distributing
      -1% holders QoQ · +92 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.59% of float · ▲ +6.4% MoM · 7.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      650 holders — near 3-yr high, broad support
      Squeeze score 69
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +17%
      Y/Y
      EPS growth +576%
      Y/Y
      Free cash flow $187.2M
      Buyback $200.0M
      authorized
      Balance sheet $2.6B
      net debt
      Quant / Vol
      risk profile
      Very Low
      Volatility 20%
      annualized · 1-yr
      Max drawdown −21%
      past year
      ATR 1.9%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 1 of last 2
      Latest guidance · from the 8-K filed Jul 30, 2026
      fiscal 2026
      Adjusted earnings per share Non-GAAP Lowered $7.40 – $7.60
      Nov 6, 2025 $7.60 – $8.10 changed to Jul 30, 2026 $7.40 – $7.60
      Integrated Upstream and Gathering segment capital expenditure Initiated $580M – $605M
      Consolidated Effective Tax Rate Maintained 25.5%
      Nov 6, 2025 25.5% changed to Jul 30, 2026 25.5%
      Gathering Operation and Maintenance Expense (/Mcf) Initiated $0
      Upstream General and Administrative Expense (/Mcf) Initiated $0
      Lease Operating Expense (/Mcf) Initiated $0 – $0
      Depreciation, Depletion and Amortization (/Mcf) Initiated $1 – $1
      Discretionary Land Acquisition Spending (current fiscal year) Initiated $20M – $40M
      next two years
      Discretionary land capital $100M – $200M
      Discretionary Land Acquisition Spending (next two years) $100M – $200M
      fiscal 2026 remaining three months
      NYMEX natural gas price (per MMBtu) $3
      Appalachian basin spot price (per MMBtu) $2
      Prior guidance period ended · from the 8-K filed Jul 31, 2025
      Adjusted earnings per share · fiscal 2025 $6.80 – $6.95
      Guided vs delivered · last 2 settled
      Earnings guidance fiscal 2024
      guided $5.40 – $5.90
      $0.84 Miss −85.1%
      Earnings guidance fiscal 2023
      guided $5.15 – $5.25
      $5.17 In line

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −1% Neutral
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      54 Neutral
      MACD trend
      Positive Bullish
      52-week position
      32% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $80 › 200d $84 — 200d above 50d
      Institutional flow Distributing
      -1% holders QoQ · +92 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      5.59% of float · ▲ +6.4% MoM · 7.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      650 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $76 Now $82 · 32% Range high $96
      vs 200-day avg -1% vs 50-day avg +3%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Adjusted diluted shares non-GAAP 91,333,969 third quarter 2026
      Adjusted Earnings Per Share non-GAAP $6.31 Nine Months Ended June 30, 2026
      Adjusted EBITDA non-GAAP 1.2B Nine Months Ended June 30, 2026
      Adjusted Gathering Operation and Maintenance Expense per Mcf non-GAAP $0.12 Nine Months Ended June 30, 2026
      Corporate and All Other Adjusted EBITDA non-GAAP -16.72M Nine Months Ended June 30, 2026
      Depreciation, Depletion and Amortization per Mcf $0.79 Nine Months Ended June 30, 2026
      Free Cash Flow non-GAAP $280.32M Nine Months Ended June 30, 2026
      Integrated Upstream and Gathering Adjusted EBITDA non-GAAP 819.41M Nine Months Ended June 30, 2026
      Lease Operating Expense per Mcf $0.16 Nine Months Ended June 30, 2026
      Nine months ended June 30, 2026 adjusted earnings non-GAAP $575.9M NINE MONTHS ENDED JUNE 30, 2026
      Pipeline and Storage Adjusted EBITDA non-GAAP 209.89M Nine Months Ended June 30, 2026
      Pipeline and Storage Throughput - Firm Transportation - Affiliated (MMcf) 97,184 Nine Months Ended June 30, 2026
      Pipeline and Storage Throughput - Firm Transportation - Non-Affiliated (MMcf) 543,183 Nine Months Ended June 30, 2026
      Pipeline and Storage Throughput - Interruptible Transportation (MMcf) 1,543 Nine Months Ended June 30, 2026
      Production (MMcf) - Appalachia 315,470 Nine Months Ended June 30, 2026
      Upstream General and Administrative Expense per Mcf $0.18 Nine Months Ended June 30, 2026
      Utility Adjusted EBITDA non-GAAP 191.56M Nine Months Ended June 30, 2026
      Utility Throughput - Commercial Sales (MMcf) 10,389 Nine Months Ended June 30, 2026
      Utility Throughput - Industrial Sales (MMcf) 590 Nine Months Ended June 30, 2026
      Utility Throughput - Residential Sales (MMcf) 64,029 Nine Months Ended June 30, 2026
      Utility Throughput - Transportation (MMcf) 57,927 Nine Months Ended June 30, 2026
      Weighted Average after Hedging (Per Mcf) $3.05 Nine Months Ended June 30, 2026
      Weighted Average Price (Per Mcf) $2.97 Nine Months Ended June 30, 2026
      Adjusted EPS non-GAAP $2.71 second quarter of fiscal 2026
      Integrated Upstream and Gathering segment adjusted EPS non-GAAP $1.67 second quarter of fiscal 2026

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Oil & Gas Integrated — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NFG
      National Fuel Gas Co
      this stock
      $7.84B +3.0% +17.1% 11.5 5.6%
      XOM
      ExxonMobil Holdings Corp
      $683.19B +37.2% -5.0% 21.4 1.0%
      CVX
      Chevron Corp
      $406.55B +34.7% -6.8% 19.8 1.0%
      PCCYF
      Petrochina Co Ltd
      $307.96B +16.4% 0.0%
      SHEL
      Shell plc
      $259.26B +27.0% 1.0%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      650
      % held
      83.6%
      Net QoQ
      +3.7M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      518
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      5.3M
      Days to cover
      7.0d
      Change
      +319.1K sh
      View
      Short Volume
      Short vol %
      72%
      As of
      Aug 21, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      2.8K
      Value
      $220.2K
      As of
      Jul 7, 2026
      View
      Off-Exchange
      Off-exchange %
      38.2%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Daniel Goldman
      Amount
      $1.0K–$15.0K
      Traded
      Jun 29, 2023
      View
      Financials
      Financials
      Revenue (FY)
      $2.3B
      Net income (FY)
      $518.5M
      EPS diluted
      $5.68
      View
      Buybacks
      Authorized
      $200.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 11, 2026
      This year
      17
      View
      Proposed Sales
      Value
      $1.4M
      Shares
      19.7K
      Filed
      Feb 7, 2025
      View
      Exempt Offerings
      Offering
      $350.0M
      Filed
      Dec 23, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Jul 30, 2026
      View
      Investor Relations
      Latest news
      National Fuel Reports Third Quart…
      Published
      Jul 29, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      NFG +0.7% 0.0% -11.0% +0.2% +3.0%
      SPY -1.4% +3.6% +11.6% +2.5% +12.3%
      vs SPY +2.1% -3.6% -22.6% -2.3% -9.3%

      Capital returns

      Latest dividend
      $0.555 / share · ex Jun 30, 2026
      Raised 3.7%
      Paid (TTM)
      $2.16 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.62%
      Buyback program · as of Mar 8, 2024
      Authorized
      $200.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 70145 CUSIP 636180101 13F (30d) 539 filings 534 filers Visit website Investor relations