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$NFG — what investors on X are saying · SpikePanel
$NFGNational Fuel Gas Company · Oil & Gas Integrated · $7.2B
$76.26
pre—
Event thread
Key events, in time order
10 items
Capital
NFG Completes $2.62B Acquisition of CenterPoint's Ohio Gas Utility
Deal closed, expanding NFG's gas distribution footprint with seamless service transition
D1 +0.5%
8-K filing
8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01
D1 +0.5%
8 earlier events›
Capital
NFG to Conclude Evaluation of Split into Two Public Companies by Oct 15
Board approves quarterly dividend; timeline set for review of separation plan involving ~$5B business
D1 -0.6% · +5d -1.1%
›2 waves of this story
2026-09-17 Reuters and multiple sources report NFG considering sale, merger, or spinoff of its gas production unit, potentially a major capital move.
2026-09-17 Board approves quarterly dividend; timeline set for review of separation plan involving ~$5B business
8-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +2.3%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +1.9% · +5d -2.2%
EarningsBull
NFG Q3 Beats Estimates, Cuts FY2026 Outlook
Revenue up YoY, but lower production, higher costs and reduced outlook weigh
D1 -0.6% · +5d -2.5%
›3 waves of this story
2026-07-29 Quarterly EPS of $1.54 beat Zacks consensus of $1.47, but down from $1.64 a year ago
2026-07-29 EPS of $1.54 beat the Zacks Consensus Estimate of $1.47, but down from $1.64 a year ago.
2026-07-30 Revenue up YoY, but lower production, higher costs and reduced outlook weigh
Earnings
Earnings report
D1 -0.6% · +5d -2.5%
CapitalBull
Dimensional Fund Advisors Raises NFG Stake by 3.7%
Per SEC filing, Dimensional Fund Advisors increased its NFG stake by 3.7% in the latest quarter, with holdings valued at about $110.69 million.
D1 -0.6% · +5d -2.5%
›2 waves of this story
2026-07-29 Per SEC filing, firm now holds ~1.177M shares worth $110.69M after 3.7% increase
2026-07-29 Per SEC filing, Dimensional Fund Advisors increased its NFG stake by 3.7% in the latest quarter, with holdings valued at about $110.69 million.
8-K filing
8-K: Item 8.01
D1 +2.5% · +5d -0.3%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +0.4% · +5d -1.5%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
10 items
Capital
NFG Completes $2.62B Acquisition of CenterPoint's Ohio Gas Utility
Deal closed, expanding NFG's gas distribution footprint with seamless service transition
D1 +0.5%
8-K filing
8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01
D1 +0.5%
Capital
NFG to Conclude Evaluation of Split into Two Public Companies by Oct 15
Board approves quarterly dividend; timeline set for review of separation plan involving ~$5B business
D1 -0.6% · +5d -1.1%
›2 waves of this story
2026-09-17 Reuters and multiple sources report NFG considering sale, merger, or spinoff of its gas production unit, potentially a major capital move.
2026-09-17 Board approves quarterly dividend; timeline set for review of separation plan involving ~$5B business
8-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +2.3%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +1.9% · +5d -2.2%
5 earlier events›
EarningsBull
NFG Q3 Beats Estimates, Cuts FY2026 Outlook
Revenue up YoY, but lower production, higher costs and reduced outlook weigh
D1 -0.6% · +5d -2.5%
›3 waves of this story
2026-07-29 Quarterly EPS of $1.54 beat Zacks consensus of $1.47, but down from $1.64 a year ago
2026-07-29 EPS of $1.54 beat the Zacks Consensus Estimate of $1.47, but down from $1.64 a year ago.
2026-07-30 Revenue up YoY, but lower production, higher costs and reduced outlook weigh
Earnings
Earnings report
D1 -0.6% · +5d -2.5%
CapitalBull
Dimensional Fund Advisors Raises NFG Stake by 3.7%
Per SEC filing, Dimensional Fund Advisors increased its NFG stake by 3.7% in the latest quarter, with holdings valued at about $110.69 million.
D1 -0.6% · +5d -2.5%
›2 waves of this story
2026-07-29 Per SEC filing, firm now holds ~1.177M shares worth $110.69M after 3.7% increase
2026-07-29 Per SEC filing, Dimensional Fund Advisors increased its NFG stake by 3.7% in the latest quarter, with holdings valued at about $110.69 million.
