Cheniere Energy FY2026 EPS Increased by US Capital Advisors

Cheniere Energy, Inc. (NYSE:LNG) – Investment analysts at US Capital Advisors upped their FY2026 EPS estimates for Cheniere Energy in a research note issued to investors on Friday, May 29th. US Capital Advisors analyst J. Carreker now expects that the energy company will post earnings per share of $15.29 for the year, up from their previous estimate of $13.51. The consensus estimate for Cheniere Energy’s current full-year earnings is $15.20 per share. US Capital Advisors also issued estimates for Cheniere Energy’s Q4 2026 earnings at $4.71 EPS, Q1 2027 earnings at $4.10 EPS, Q2 2027 earnings at $3.52 EPS, Q3 2027 earnings at $3.61 EPS, Q4 2027 earnings at $4.33 EPS and FY2027 earnings at $15.56 EPS.

Cheniere Energy (NYSE:LNG) last issued its earnings results on Wednesday, May 6th. The energy company reported ($16.65) earnings per share for the quarter, missing the consensus estimate of $4.25 by ($20.90). The firm had revenue of $5.87 billion during the quarter, compared to analyst estimates of $5.69 billion. Cheniere Energy had a net margin of 7.23% and a return on equity of 38.95%. The firm’s revenue was up 7.8% compared to the same quarter last year. During the same period last year, the business earned $1.57 EPS.

Several other analysts have also recently weighed in on the stock. TD Cowen raised their target price on shares of Cheniere Energy from $265.00 to $270.00 and gave the company a “buy” rating in a report on Monday, May 11th. Weiss Ratings cut shares of Cheniere Energy from a “buy (b)” rating to a “hold (c)” rating in a report on Monday, May 11th. UBS Group set a $290.00 target price on shares of Cheniere Energy in a report on Wednesday, May 13th. Bank of America raised their target price on shares of Cheniere Energy from $296.00 to $322.00 and gave the company a “buy” rating in a report on Friday, March 20th. Finally, Wells Fargo & Company reduced their target price on shares of Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Cheniere Energy currently has a consensus rating of “Buy” and an average target price of $298.50.

Cheniere Energy Stock Up 3.8%

Shares of NYSE:LNG opened at $236.46 on Wednesday. The firm’s 50 day moving average price is $260.04 and its 200 day moving average price is $229.64. The stock has a market cap of $49.55 billion and a price-to-earnings ratio of 38.89. Cheniere Energy has a fifty-two week low of $186.20 and a fifty-two week high of $300.89. The company has a quick ratio of 0.48, a current ratio of 0.57 and a debt-to-equity ratio of 2.55.

Hedge Funds Weigh In On Cheniere Energy

Hedge funds have recently modified their holdings of the business. Viking Fund Management LLC grew its position in shares of Cheniere Energy by 66.7% during the fourth quarter. Viking Fund Management LLC now owns 45,000 shares of the energy company’s stock worth $8,748,000 after acquiring an additional 18,000 shares during the last quarter. M&G PLC grew its position in Cheniere Energy by 49.6% in the 3rd quarter. M&G PLC now owns 556,285 shares of the energy company’s stock valued at $130,727,000 after buying an additional 184,520 shares during the last quarter. Trivium Point Advisory LLC grew its position in Cheniere Energy by 38.8% in the 4th quarter. Trivium Point Advisory LLC now owns 56,930 shares of the energy company’s stock valued at $11,067,000 after buying an additional 15,927 shares during the last quarter. Waverton Investment Management Ltd grew its position in Cheniere Energy by 35.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 196,819 shares of the energy company’s stock valued at $46,244,000 after buying an additional 51,326 shares during the last quarter. Finally, Allianz Asset Management GmbH grew its position in Cheniere Energy by 12.6% in the 3rd quarter. Allianz Asset Management GmbH now owns 1,460,762 shares of the energy company’s stock valued at $343,250,000 after buying an additional 163,861 shares during the last quarter. 87.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Cheniere Energy news, CFO Zach Davis sold 29,000 shares of the firm’s stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $300.00, for a total transaction of $8,700,000.00. Following the sale, the chief financial officer owned 87,146 shares of the company’s stock, valued at approximately $26,143,800. This trade represents a 24.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Sean N. Markowitz sold 22,246 shares of the firm’s stock in a transaction that occurred on Thursday, March 26th. The stock was sold at an average price of $290.98, for a total transaction of $6,473,141.08. Following the transaction, the executive vice president owned 64,000 shares in the company, valued at approximately $18,622,720. This trade represents a 25.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.55% of the stock is currently owned by company insiders.

Cheniere Energy declared that its board has authorized a share repurchase plan on Thursday, February 26th that permits the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization permits the energy company to repurchase up to 21.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Cheniere Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, May 11th were issued a dividend of $0.555 per share. The ex-dividend date of this dividend was Monday, May 11th. This represents a $2.22 dividend on an annualized basis and a yield of 0.9%. Cheniere Energy’s dividend payout ratio (DPR) is presently 36.51%.

Cheniere Energy News Roundup

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: US Capital Advisors raised earnings estimates for Cheniere Energy across several upcoming quarters and fiscal years, including FY2026, FY2027, and FY2028, suggesting stronger expected profitability ahead.
• Positive Sentiment: The analyst firm also lifted near-term quarterly forecasts for Q2 2026, Q3 2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, reinforcing a bullish view on the company’s earnings trajectory.
• Positive Sentiment: Broader LNG market commentary remains supportive, with reports highlighting rising natural gas demand, increased European interest in U.S. LNG supplies, and a favorable backdrop for exporters like Cheniere Energy. US LNG exports fall in May on maintenance, Asia’s take rises
• Positive Sentiment: Cheniere also advanced its Sabine Pass expansion efforts by awarding an EPC contract to Bechtel, which supports long-term capacity growth. Cheniere Awards EPC Contract to Bechtel for Sabine Pass Expansion
• Neutral Sentiment: One market note also pointed to Cheniere as still undervalued after its recent move, which may be helping sentiment but does not change the core earnings story. Cheniere Energy Inc (LNG) Stock Up 3.6% and Still Undervalued — GF Score: 78/100

About Cheniere Energy

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.