NFG National Fuel Gas Company

National Fuel Gas Company has filed to register the resale of up to 4,402,513 shares of its common stock that were previously acquired by certain stockholders through a private placement. This registration, filed with the SEC, will allow these stockholders to resell their shares. The company recently reported strong Q4 fiscal year 2025 EPS exceeding analyst expectations and approved a quarterly dividend of 53.5 cents per share.

National Fuel Gas Company (NYSE:NFG) has announced a quarterly dividend of $0.535 per share, representing an annualized yield of about 2.6%. The company, which is an oil and gas producer, has a 55-year history of raising its dividend annually and maintains a low payout ratio. Analysts project strong earnings per share for the next year, indicating the dividend is well-covered.

National Fuel Gas Company (NYSE:NFG) is set to pay a US$0.535 dividend, with the ex-dividend date falling on December 31st. While the company's earnings per share have grown steadily and it pays out a modest 37% of its earnings, its dividend was not fully covered by free cash flow last year, which could pose a risk to its ability to maintain the dividend if it happens repeatedly. Investors should consider the dividend's cash flow coverage and other potential risks before investing.

National Fuel Gas (NFG) has outperformed many utility peers, with shares near 52-week highs. Despite a recent cooling, its strong year-to-date and five-year shareholder returns suggest momentum is intact, prompting investors to assess its long-term growth and risk profile. Valuation screens indicate a near 40% intrinsic discount and Wall Street targets above current prices, suggesting potential further upside although risks like electrification or tougher regulations could impact volumes.

Voya Investment Management LLC significantly reduced its holdings in National Fuel Gas Company (NYSE:NFG) by 27.9% in Q3, selling 62,586 shares and leaving it with 161,788 shares valued at approximately $14.9 million. Despite this, other institutional investors have increased their stakes, bringing total institutional ownership to 73.96%. The company reported strong EPS but missed revenue expectations for the last quarter and announced a quarterly dividend of $0.535 per share.

New York's new law eliminates the "100-foot rule," shifting the cost of new natural gas connections from all ratepayers to individual homeowners or developers. While proponents argue it ends an unfair subsidy and could save ratepayers money, critics warn it will increase the upfront cost of new construction and affordable housing in Western New York, where natural gas is widely used. The law takes effect in 12 months and means new home builders or those adding gas service will bear the full connection cost.