National Fuel Gas Company

National Fuel Gas Company

NFGยทNYSE

$77.45

+0.28%
EnergyOil & Gas Integrated

National Fuel Gas Company operates as a diversified energy company. It operates through four segments: Exploration and Production, Pipeline and Storage, Gathering, and Utility. The Exploration and Production segment explores for, develops, and produces natural gas and oil in California and in the Appalachian region of the United States. As of September 30, 2021, it had proved developed and undeveloped reserves of 21,537 thousand barrels of oil and 3,723,433 million cubic feet of natural gas. The Pipeline and Storage segment provides interstate natural gas transportation and storage services through an integrated gas pipeline system in Pennsylvania and New York; and owns and operates underground natural gas storage fields. This segment also transports natural gas for National Fuel Gas Distribution Corporation, as well as for other utilities, industrial companies, and power producers in New York State; and owns and operates the Empire Pipeline. The Gathering segment builds, owns, and operates natural gas processing and pipeline gathering facilities in the Appalachian region, as well as provides gathering services to Seneca Resources Company, LLC. The Utility segment sells natural gas or provides natural gas transportation services to approximately 753,000 customers in Buffalo, Niagara Falls, and Jamestown, New York; and Erie and Sharon, Pennsylvania. The company markets gas to industrial, wholesale, commercial, public authority, and residential customers primarily in western and central New York, and northwestern Pennsylvania. As of September 30, 2021, the company also owned approximately 95,000 acres of timber property; and managed approximately 2,500 additional acres of timber cutting rights. National Fuel Gas Company was incorporated in 1902 and is headquartered in Williamsville, New York.

At a Glance

Live Snapshot
Market Cap$7.36B
EPS5.7300
P/E Ratio13.52
Earnings Date07/29/2026
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National Fuel Gas Company Street Expectations Map

NFG ยท NYSE

Wall Street analysts project that NFG stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 101.00, with estimates ranging from a low of 101.00 to a high of 101.00.

Lowest Target
101.00
30.41%
Consensus Target
101.00
30.41%
Highest Target
101.00
30.41%

The consensus 1-year price target stands at 101.00, with estimates ranging from a low of 101.00 to a high of 101.00.

Analyst Consensus Analysis

Upside Potential

+30.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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National Fuel Gas Company Forward Estimates of Revenue

NFG ยท NYSE
Latest Revenue
2.28B
FY 2025
Avg Estimate
2.60B
FY 2026
Estimate Range
2.50B - 2.73B
Analyst Spread

Forward Growth Analysis

Projected Growth+14.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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National Fuel Gas Company Forward Estimates of Net Income

NFG ยท NYSE
Latest Net Income
518.50M
FY 2025
Avg Estimate
686.72M
FY 2026
Estimate Range
672.49M - 692.84M
Analyst Spread

Forward Growth Analysis

Projected Growth+32.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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National Fuel Gas Company Forward Estimates of EPS

NFG ยท NYSE
Latest EPS
5.73
FY 2025
Avg Estimate
$7.49
FY 2026
Estimate Range
$7.37 - $7.59
Analyst Spread

Forward Growth Analysis

Projected Growth+30.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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National Fuel Gas Company Forward Estimates of EBIT

NFG ยท NYSE
Latest EBIT
849.89M
FY 2025
Avg Estimate
819.85M
FY 2026
Estimate Range
788.68M - 860.38M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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National Fuel Gas Company Forward Estimates of EBITDA

NFG ยท NYSE
Latest EBITDA
1.31B
FY 2025
Avg Estimate
1.33B
FY 2026
Estimate Range
1.28B - 1.40B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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National Fuel Gas Company Forward Estimates of SG&A Expense

NFG ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
0.00
FY 2026
Estimate Range
0.00 - 0.00
Analyst Spread

Forward Growth Analysis

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

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National Fuel Gas Company Insider Positioning

NFG ยท NYSE

During the last 12 months, there has been no insider trading activity reported for NFG.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.