Cheniere Energy (NYSE:LNG – Free Report) had its price target raised by Bank of America from $296.00 to $322.00 in a report published on Friday morning,Benzinga reports. Bank of America currently has a buy rating on the energy company’s stock.
A number of other research analysts have also commented on the stock. Jefferies Financial Group reiterated a “buy” rating on shares of Cheniere Energy in a research note on Thursday, February 26th. Royal Bank Of Canada cut their target price on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating for the company in a research report on Wednesday, January 28th. Wells Fargo & Company decreased their price target on Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Weiss Ratings upgraded Cheniere Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday. Finally, BMO Capital Markets reissued an “outperform” rating and issued a $254.00 price objective on shares of Cheniere Energy in a research note on Wednesday, December 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $267.94.
Get Our Latest Stock Report on LNG
Cheniere Energy Stock Performance
Cheniere Energy (NYSE:LNG – Get Free Report) last released its earnings results on Wednesday, February 25th. The energy company reported $10.68 EPS for the quarter, beating the consensus estimate of $3.90 by $6.78. Cheniere Energy had a net margin of 26.68% and a return on equity of 32.04%. The firm had revenue of $5.45 billion for the quarter, compared to analysts’ expectations of $5.48 billion. During the same quarter last year, the company earned $4.33 EPS. Cheniere Energy’s quarterly revenue was up 22.9% on a year-over-year basis. Sell-side analysts predict that Cheniere Energy will post 11.69 earnings per share for the current fiscal year.
Cheniere Energy Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 6th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Friday, February 6th. Cheniere Energy’s dividend payout ratio is 9.14%.
Cheniere Energy announced that its Board of Directors has approved a stock repurchase plan on Thursday, February 26th that authorizes the company to buyback $10.00 billion in shares. This buyback authorization authorizes the energy company to repurchase up to 21.1% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.
Institutional Trading of Cheniere Energy
Several institutional investors and hedge funds have recently bought and sold shares of the stock. Rockefeller Capital Management L.P. increased its position in shares of Cheniere Energy by 38.9% in the fourth quarter. Rockefeller Capital Management L.P. now owns 322,794 shares of the energy company’s stock worth $62,748,000 after acquiring an additional 90,392 shares in the last quarter. Bank of New Hampshire lifted its position in shares of Cheniere Energy by 400.0% in the 4th quarter. Bank of New Hampshire now owns 500 shares of the energy company’s stock valued at $97,000 after acquiring an additional 400 shares in the last quarter. World Investment Advisors lifted its position in shares of Cheniere Energy by 12.1% in the 4th quarter. World Investment Advisors now owns 2,240 shares of the energy company’s stock valued at $436,000 after acquiring an additional 242 shares in the last quarter. Corient Private Wealth LLC boosted its stake in Cheniere Energy by 40.2% in the 4th quarter. Corient Private Wealth LLC now owns 37,964 shares of the energy company’s stock worth $7,374,000 after purchasing an additional 10,893 shares during the period. Finally, Hsbc Holdings PLC boosted its stake in Cheniere Energy by 36.2% in the 4th quarter. Hsbc Holdings PLC now owns 1,059,970 shares of the energy company’s stock worth $205,997,000 after purchasing an additional 281,504 shares during the period. Institutional investors and hedge funds own 87.26% of the company’s stock.
Key Stories Impacting Cheniere Energy
Here are the key news stories impacting Cheniere Energy this week:
- Positive Sentiment: Geopolitical supply shock: Missile strikes on Qatar’s Ras Laffan have taken roughly 12.8 million tonnes of LNG offline and could take years to repair, tightening global LNG supply and lifting prices — a direct demand tailwind for U.S. exporters like Cheniere. Article Title
- Positive Sentiment: Analyst upgrade and higher target: Bank of America raised its price target to $322 and reiterated a Buy, giving additional analyst support to the rally and signaling ~15% upside vs. recent levels. Article Title
- Positive Sentiment: Long‑term contract wins and demand headlines: Announcements of increased orders (e.g., from Thailand) and coverage highlighting U.S. exporters benefiting from the Ras Laffan damage helped push LNG toward record highs and underpin longer‑term revenue visibility. Article Title
- Positive Sentiment: Momentum and options activity: Heavy call buying and intraday moves to all‑time highs signaled strong speculative and institutional demand, amplifying short‑term upside pressure. Article Title
- Neutral Sentiment: Debt financing completed: Cheniere closed a private senior notes offering (~$1.75B total disclosed across filings), which raises liquidity for operations/expansion but also increases leverage and interest obligations. Investors weigh use of proceeds vs. higher debt service. Article Title
- Neutral Sentiment: Market‑wide energy rally context: Broader crude and energy market volatility (Brent/WTI surges tied to Middle East tensions) is supporting the sector, not just LNG names — means Cheniere’s move is partly macro-driven. Article Title
- Negative Sentiment: Short‑term profit‑taking / overbought warnings: After a sharp run to record highs, technical indicators and commentary flagged LNG as overbought; some investors are trimming positions, helping push the stock down today. Article Title
- Negative Sentiment: Fund reallocation / selling pressure: Coverage noting a significant slide and fund commentary (TimesSquare letter referenced) suggests some institutional rebalancing or headline-driven selling contributed to earlier volatility. Article Title
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.
Featured Stories
Receive News & Ratings for Cheniere Energy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cheniere Energy and related companies with MarketBeat.com's FREE daily email newsletter.
