Energy and Utilities (Natural Gas Production, Transportation, Distribution)
Strategic Profile
National Fuel is an integrated energy company with a complementary mix of natural gas assets located in the heart of the prolific Appalachian basin. In fiscal year 2025, National Fuel Gas Company's revenue was $2.28 billion, an increase of 17.11% compared to the previous year's $1.94 billion. Earnings were $518.50 million, an increase of 568.93%.
Cyborg Score Rationale
According to 5 analysts, the average rating for NFG stock is "Hold." The 12-month stock price target is $91.2, which is an increase of 6.33% from the latest price. The company demonstrates strong financial recovery and integrated operations, though regulatory risks and market uncertainties present challenges.
Top Insights
FY2025 revenue grew 17.11% to $2.28B with earnings surging 569% to $518.5M, signaling strong operational recovery
Utility segment serves more than 754,000 customers through local distribution systems providing stable, regulated cash flows
Upstream exploration, gathering operations in Appalachia, and 2,800-mile integrated pipeline system create synergies
Pending transaction with CenterPoint Energy Resources Corp. is a material strategic initiative subject to regulatory approval
Named Competitors
Equitable Gas — Appalachian natural gas producer and midstream operator
Columbia Gas — Natural gas utility and midstream infrastructure company
Peoples Natural Gas — Regional natural gas utility and distribution provider
Tennessee Gas Pipeline — Large natural gas pipeline and storage infrastructure operator
Recent Developments
(January 2026) Q1 FY2026 earnings announcement scheduled for January 28, 2026
(December 2025) Board approved 53.5 cents per share quarterly dividend
(October 2025) Entered subscription agreement for strategic investment
(November 2025) Q4 FY2025 earnings call with strong results discussion
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