$NFG (National Fuel Gas Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.5%)

Graded daily on value C+, growth D, profitability B+, momentum C-. Sector-relative, identical for every user.

Most active credible voices on $NFG

@ewhispers (Earnings Whispers) — 2 mentions · 572.9K followers
@stockmktnewz (Evan) — 2 mentions · 1.2M followers
@chitrader (CHItrader) — 1 mentions · 7.9K followers

Recent headlines featuring $NFG

2026-09-17: National Fuel Gas weighs options for $5 billion gas unit, Seneca in play

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$NFGNational Fuel Gas Company · Oil & Gas Integrated · $7.2B

$75.59

+1.2%

Event thread

Key events, in time order

13 items

2026-11-058-K filing
8-K: Item 2.02, Item 9.01
D1 -3.4% · since +0.9%
2026-11-05Earnings
NFG Q4 EPS $1.22 Beats Estimates, Revenue Up YoY
Q4 beats, but FY27 profit falls on higher costs and lower gas output
D1 -3.4% · since +0.9%

11 earlier events

2026-11-04Earnings
Earnings report
D1 -2.7% · since -2.5%
2026-10-14Capital
NFG Announces Separation of Upstream & Gathering Business, 2027 Spinoff
Company announcement and multiple media reports confirm spinoff creating two independent public companies
D1 -2.3% · +5d +0.1%
2026-10-148-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -2.3% · +5d +0.1%
2026-10-018-K filing
8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01
D1 +0.5% · +5d +2.6%
2026-10-01Capital
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% · +5d +2.6%
2026-09-17Capital
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
2026-08-128-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +2.3%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +1.9% · +5d -2.2%
2026-07-29 → 07-30EarningsBull
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
2026-07-29CapitalBull
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.
2026-07-29Earnings
Earnings report
第三季度调整后每股收益为$1.54，同比下降$0.10。
D1 -0.6% · +5d -2.5%

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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

13 items

2026-11-058-K filing
8-K: Item 2.02, Item 9.01
D1 -3.4% · since +0.9%
2026-11-05Earnings
NFG Q4 EPS $1.22 Beats Estimates, Revenue Up YoY
Q4 beats, but FY27 profit falls on higher costs and lower gas output
D1 -3.4% · since +0.9%
2026-11-04Earnings
Earnings report
D1 -2.7% · since -2.5%
2026-10-14Capital
NFG Announces Separation of Upstream & Gathering Business, 2027 Spinoff
Company announcement and multiple media reports confirm spinoff creating two independent public companies
D1 -2.3% · +5d +0.1%
2026-10-148-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -2.3% · +5d +0.1%

8 earlier events

2026-10-018-K filing
8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01
D1 +0.5% · +5d +2.6%
2026-10-01Capital
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% · +5d +2.6%
2026-09-17Capital
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
2026-08-128-K filing
8-K: Item 8.01, Item 9.01
D1 -0.6% · +5d +2.3%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +1.9% · +5d -2.2%
2026-07-29 → 07-30EarningsBull
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
2026-07-29CapitalBull
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.
2026-07-29Earnings
Earnings report
第三季度调整后每股收益为$1.54，同比下降$0.10。
D1 -0.6% · +5d -2.5%

$NFG — what investors on X are saying · SpikePanel

$NFG (National Fuel Gas Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.5%)

Most active credible voices on $NFG

Recent headlines featuring $NFG

$NFG (National Fuel Gas Company) — investor discussion on X

Five-factor rating: Sell (sector percentile 15.5%)

Most active credible voices on $NFG

Recent headlines featuring $NFG

8-K: Item 2.02, Item 9.01

NFG Q4 EPS $1.22 Beats Estimates, Revenue Up YoY

Earnings report

NFG Announces Separation of Upstream & Gathering Business, 2027 Spinoff

8-K: Item 7.01, Item 8.01, Item 9.01

8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01

NFG Completes $2.62B Acquisition of CenterPoint's Ohio Gas Utility

NFG to Conclude Evaluation of Split into Two Public Companies by Oct 15

8-K: Item 8.01, Item 9.01

8-K: Item 2.02, Item 9.01

NFG Q3 Beats Estimates, Cuts FY2026 Outlook

Dimensional Fund Advisors Raises NFG Stake by 3.7%

Earnings report

Bull vs bear

Discussion

8-K: Item 2.02, Item 9.01

NFG Q4 EPS $1.22 Beats Estimates, Revenue Up YoY

Earnings report

NFG Announces Separation of Upstream & Gathering Business, 2027 Spinoff

8-K: Item 7.01, Item 8.01, Item 9.01

8-K: Item 1.01, Item 2.01, Item 2.03, Item 7.01

NFG Completes $2.62B Acquisition of CenterPoint's Ohio Gas Utility

NFG to Conclude Evaluation of Split into Two Public Companies by Oct 15

8-K: Item 8.01, Item 9.01

8-K: Item 2.02, Item 9.01

NFG Q3 Beats Estimates, Cuts FY2026 Outlook

Dimensional Fund Advisors Raises NFG Stake by 3.7%

Earnings report