Sumitomo Mitsui Trust Group Inc. trimmed its stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 4.9% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 427,242 shares of the energy company’s stock after selling 21,802 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Cheniere Energy were worth $114,941,000 as of its most recent filing with the SEC.
Other large investors have also recently made changes to their positions in the company. Eastern Bank boosted its position in shares of Cheniere Energy by 130.0% during the 3rd quarter. Eastern Bank now owns 115 shares of the energy company’s stock worth $31,000 after purchasing an additional 65 shares during the period. Washington Trust Advisors Inc. increased its holdings in Cheniere Energy by 510.5% in the 3rd quarter. Washington Trust Advisors Inc. now owns 116 shares of the energy company’s stock valued at $31,000 after purchasing an additional 97 shares during the last quarter. Curry Webb Wealth Management LLC acquired a new stake in Cheniere Energy in the 3rd quarter valued at approximately $32,000. Community Financial Services Group LLC purchased a new stake in Cheniere Energy in the second quarter valued at approximately $29,000. Finally, Transamerica Financial Advisors LLC raised its position in Cheniere Energy by 91.3% in the second quarter. Transamerica Financial Advisors LLC now owns 132 shares of the energy company’s stock valued at $32,000 after purchasing an additional 63 shares during the period. 87.26% of the stock is currently owned by institutional investors and hedge funds.
Cheniere Energy News Summary
Here are the key news stories impacting Cheniere Energy this week:
- Positive Sentiment: Cheniere reported strong LNG sales and record cargo exports in the third quarter, while raising its 2026 outlook. The improved guidance and operating momentum support the company’s growth prospects. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
- Positive Sentiment: BMO raised its price target to $350 from $306 and maintained an Outperform rating, citing the company’s stronger outlook. Other reports also noted price-target increases to $328 and $374. BMO Raises Price Target on Cheniere Energy
- Positive Sentiment: Morgan Stanley issued a Buy rating, while an updated fair-value estimate moved to approximately $318.71 from $309.95. Analysts pointed to higher EBITDA guidance, the early 2027 production outlook and liquefaction performance. Cheniere Energy Stock Fair Value Edges Higher
- Neutral Sentiment: Cheniere announced an offering of senior notes due 2037. The financing may support capital needs, but its ultimate effect will depend on the offering size, terms and use of proceeds. Cheniere Announces Offering of Senior Notes due 2037
- Neutral Sentiment: Recent coverage highlighted the upcoming November dividend record date, which may attract income-focused investors but is unlikely to materially change the company’s operating outlook. Cheniere Energy November Record Date Sets Dividend Focus
- Negative Sentiment: Third-quarter earnings per share missed expectations as rising costs pressured profitability, despite revenue exceeding estimates. The earnings shortfall appears to be the main reason for the negative market reaction. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
- Negative Sentiment: Wolfe Research downgraded Cheniere from Outperform to Peer Perform, limiting the benefit of the otherwise bullish analyst target revisions. The planned notes offering also raises investor attention on leverage and future interest costs.
Wall Street Analysts Forecast Growth
View Our Latest Analysis on LNG
Cheniere Energy Trading Down 5.8%
Shares of NYSE:LNG opened at $311.24 on Tuesday. The company has a market cap of $64.28 billion, a PE ratio of 21.72, a P/E/G ratio of 1.00 and a beta of 0.06. The company’s 50 day moving average is $282.75 and its two-hundred day moving average is $256.27. The company has a current ratio of 0.87, a quick ratio of 0.72 and a debt-to-equity ratio of 1.97. Cheniere Energy, Inc. has a 52 week low of $186.20 and a 52 week high of $330.73.
Cheniere Energy (NYSE:LNG – Get Free Report) last announced its quarterly earnings results on Thursday, August 6th. The energy company reported $3.02 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.11 by ($0.09). The business had revenue of $5.73 billion for the quarter, compared to analysts’ expectations of $4.92 billion. Cheniere Energy had a return on equity of 29.80% and a net margin of 13.57%. The firm’s quarterly revenue was up 23.5% on a year-over-year basis. During the same period last year, the firm earned $7.30 earnings per share. Equities analysts predict that Cheniere Energy, Inc. will post 19.88 earnings per share for the current fiscal year.
Cheniere Energy Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 17th. Investors of record on Monday, November 9th will be given a $0.6250 dividend. This is a positive change from Cheniere Energy’s previous quarterly dividend of $0.5550. The ex-dividend date of this dividend is Monday, November 9th. This represents a $2.50 dividend on an annualized basis and a dividend yield of 0.8%. Cheniere Energy’s payout ratio is 17.45%.
Cheniere Energy Company Profile
Cheniere Energy, Inc is an energy infrastructure company engaged primarily in the production and export of liquefied natural gas (LNG). The company purchases natural gas, processes it through liquefaction facilities, and delivers LNG to customers in international energy markets. Its operations also include natural gas procurement, transportation, storage, and LNG marketing.
Cheniere operates the Sabine Pass LNG facility in Cameron Parish, Louisiana, and the Corpus Christi LNG facility near Corpus Christi, Texas.
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