NewEdge Advisors LLC decreased its position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 14.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,868 shares of the energy company’s stock after selling 5,058 shares during the quarter. NewEdge Advisors LLC’s holdings in Cheniere Energy were worth $8,759,000 as of its most recent filing with the SEC.
Several other institutional investors have also modified their holdings of LNG. Brighton Jones LLC bought a new stake in Cheniere Energy in the 4th quarter valued at about $335,000. Bank of Nova Scotia increased its stake in shares of Cheniere Energy by 13.3% in the second quarter. Bank of Nova Scotia now owns 8,825 shares of the energy company’s stock valued at $2,149,000 after purchasing an additional 1,035 shares during the period. Sei Investments Co. raised its holdings in shares of Cheniere Energy by 23.1% during the second quarter. Sei Investments Co. now owns 183,153 shares of the energy company’s stock valued at $44,600,000 after buying an additional 34,422 shares during the last quarter. Treasurer of the State of North Carolina boosted its position in shares of Cheniere Energy by 0.8% during the second quarter. Treasurer of the State of North Carolina now owns 103,040 shares of the energy company’s stock worth $25,092,000 after buying an additional 805 shares during the period. Finally, Ieq Capital LLC grew its holdings in Cheniere Energy by 87.0% in the 2nd quarter. Ieq Capital LLC now owns 36,502 shares of the energy company’s stock worth $8,889,000 after buying an additional 16,977 shares in the last quarter. Institutional investors own 87.26% of the company’s stock.
Cheniere Energy News Roundup
Here are the key news stories impacting Cheniere Energy this week:
- Positive Sentiment: Quarterly results exceeded expectations. Cheniere reported approximately $5.73 billion in revenue, up 23.5% year over year, while earnings beat consensus estimates. Higher LNG volumes and sustained demand supported the improvement. Cheniere Energy report rise in second-quarter profit
- Positive Sentiment: Management raised its 2026 outlook. Cheniere increased its full-year adjusted EBITDA target to $7.9 billion–$8.4 billion and raised LNG production guidance, citing record output, operational execution, and stronger demand. Cheniere Energy Q2 earnings call highlights
- Positive Sentiment: Expansion plans could support longer-term growth. Progress at the Corpus Christi and Sabine Pass projects, including a $4.7 billion engineering, procurement and construction contract for Sabine Pass Phase 1, is expected to increase future export capacity. Cheniere targets 2026 EBITDA and Sabine Pass contract
- Positive Sentiment: Shareholder returns remain supportive. The company continued share repurchases and maintained its quarterly dividend at $0.555 per share. Long-term contracts also provide cash-flow visibility and reduce exposure to short-term LNG price volatility. Long-term contracts underpin Cheniere’s business
- Neutral Sentiment: Investors may be focused on earnings quality and valuation. Although revenue and adjusted earnings beat estimates, reported earnings were below the prior-year quarter on some measures, while LNG trades at a relatively elevated earnings multiple. That may be limiting the stock’s reaction to the guidance increase. Cheniere Q2 earnings key metrics
- Negative Sentiment: Litigation remains an overhang. A family lawsuit against Cheniere and contractor Zachry related to a fatal fall at the Sabine Pass facility introduces potential legal, financial, and reputational risk, although the ultimate impact is not yet clear. Family lawsuit over fatal fall at Sabine Pass
Cheniere Energy Trading Up 0.0%
Cheniere Energy Dividend Announcement
The company also recently declared a quarterly dividend, which will be paid on Tuesday, August 18th. Stockholders of record on Monday, August 10th will be issued a dividend of $0.555 per share. The ex-dividend date is Monday, August 10th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.9%. Cheniere Energy’s payout ratio is currently 16.53%.
Analysts Set New Price Targets
Several research analysts have recently issued reports on the company. Scotiabank reissued an “outperform” rating on shares of Cheniere Energy in a research note on Wednesday, May 13th. Sanford C. Bernstein assumed coverage on shares of Cheniere Energy in a research note on Tuesday, June 16th. They set a “market perform” rating and a $283.00 price objective on the stock. Morgan Stanley reaffirmed an “overweight” rating and issued a $310.00 price objective on shares of Cheniere Energy in a report on Friday. Zacks Research raised shares of Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 13th. Finally, Weiss Ratings cut shares of Cheniere Energy from a “buy (b)” rating to a “hold (c)” rating in a research note on Monday, May 11th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $299.29.
Check Out Our Latest Stock Report on Cheniere Energy
Cheniere Energy Company Profile
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.
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