Q1 EPS Estimates for Cheniere Energy Reduced by Analyst

Cheniere Energy, Inc. (NYSE:LNG) – Analysts at US Capital Advisors decreased their Q1 2026 EPS estimates for Cheniere Energy in a research note issued to investors on Monday, March 23rd. US Capital Advisors analyst J. Carreker now expects that the energy company will post earnings of $2.50 per share for the quarter, down from their previous forecast of $2.74. The consensus estimate for Cheniere Energy’s current full-year earnings is $11.69 per share. US Capital Advisors also issued estimates for Cheniere Energy’s Q2 2026 earnings at $2.56 EPS, Q1 2027 earnings at $4.34 EPS, Q3 2027 earnings at $3.80 EPS and Q4 2027 earnings at $4.55 EPS.

Several other analysts also recently issued reports on the company. BMO Capital Markets upped their price target on Cheniere Energy from $265.00 to $306.00 and gave the stock an “outperform” rating in a research note on Monday. Morgan Stanley raised Cheniere Energy from an “equal weight” rating to an “overweight” rating and raised their price objective for the company from $236.00 to $313.00 in a research note on Monday. Jefferies Financial Group restated a “buy” rating on shares of Cheniere Energy in a report on Thursday, February 26th. TD Cowen upped their target price on Cheniere Energy from $250.00 to $255.00 and gave the stock a “buy” rating in a research report on Friday, February 27th. Finally, Bank of America increased their price target on Cheniere Energy from $296.00 to $322.00 and gave the company a “buy” rating in a report on Friday, March 20th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $277.71.

Cheniere Energy Trading Down 3.4%

Cheniere Energy stock opened at $284.44 on Tuesday. Cheniere Energy has a one year low of $186.20 and a one year high of $299.49. The company’s fifty day moving average price is $231.53 and its two-hundred day moving average price is $219.34. The company has a debt-to-equity ratio of 1.74, a current ratio of 0.94 and a quick ratio of 0.81. The company has a market capitalization of $59.79 billion, a price-to-earnings ratio of 11.71 and a beta of 0.25.

Cheniere Energy (NYSE:LNG) last released its quarterly earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share for the quarter, beating analysts’ consensus estimates of $3.90 by $6.78. The business had revenue of $5.45 billion for the quarter, compared to the consensus estimate of $5.48 billion. Cheniere Energy had a net margin of 26.68% and a return on equity of 32.04%. Cheniere Energy’s revenue for the quarter was up 22.9% on a year-over-year basis. During the same quarter last year, the firm earned $4.33 EPS.

Institutional Trading of Cheniere Energy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Dynamic Advisor Solutions LLC grew its stake in shares of Cheniere Energy by 1.5% in the third quarter. Dynamic Advisor Solutions LLC now owns 3,268 shares of the energy company’s stock worth $768,000 after acquiring an additional 47 shares during the last quarter. Childress Capital Advisors LLC raised its stake in Cheniere Energy by 0.9% during the 3rd quarter. Childress Capital Advisors LLC now owns 5,385 shares of the energy company’s stock valued at $1,265,000 after purchasing an additional 47 shares during the last quarter. Ameriflex Group Inc. raised its stake in Cheniere Energy by 7.3% during the 3rd quarter. Ameriflex Group Inc. now owns 688 shares of the energy company’s stock valued at $162,000 after purchasing an additional 47 shares during the last quarter. Howard Capital Management Inc. boosted its holdings in Cheniere Energy by 3.3% in the 3rd quarter. Howard Capital Management Inc. now owns 1,488 shares of the energy company’s stock valued at $350,000 after purchasing an additional 48 shares during the period. Finally, GM Advisory Group LLC boosted its holdings in Cheniere Energy by 5.0% in the 2nd quarter. GM Advisory Group LLC now owns 1,050 shares of the energy company’s stock valued at $256,000 after purchasing an additional 50 shares during the period. Institutional investors and hedge funds own 87.26% of the company’s stock.

Cheniere Energy declared that its board has initiated a stock repurchase program on Thursday, February 26th that authorizes the company to buyback $10.00 billion in outstanding shares. This buyback authorization authorizes the energy company to reacquire up to 21.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board believes its stock is undervalued.

Cheniere Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Investors of record on Friday, February 6th were given a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Friday, February 6th. Cheniere Energy’s payout ratio is currently 9.14%.

More Cheniere Energy News

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Management says Cheniere is already operating at maximum capacity and is seeing increased calls from Asia, underlining tight market fundamentals and near‑term pricing power. Cheniere already operating at maximum capacity, CEO says – Reuters
• Positive Sentiment: Cheniere is pushing to bring the next Corpus Christi LNG train online this week, which would increase export volumes and near‑term revenue visibility. Cheniere pushes to get next Corpus Christi LNG train online this week – BizJournals
• Positive Sentiment: Global supply disruption (Qatar declared force majeure) and geopolitical risk tied to the Iran conflict are tightening LNG markets — a tailwind for Cheniere’s margins and cash flows. Gas-related stocks rise as supplies tighten; QatarEnergy declares force majeure – Seeking Alpha
• Positive Sentiment: Multiple firms and strategists are bullish: Goldman Sachs highlights LNG producers as beneficiaries of prolonged disruption, Goldman raised coverage/targets, Wells Fargo is constructive with a higher price target, and Morgan Stanley upgraded the stock — reinforcing analyst support. These 3 LNG Stocks Still Have Room to Rise, Says Goldman Sachs – Investopedia
• Neutral Sentiment: US Capital Advisors issued mixed estimate changes — they lifted full‑year and later‑year EPS forecasts but trimmed some near‑term quarterly estimates, creating mixed signals for short‑term earnings expectations. Cheniere analyst estimate updates – MarketBeat
• Negative Sentiment: Short interest rose ~24% in March, increasing the potential for downward pressure or volatility from additional short selling and accelerated profit‑taking. (internal short‑interest report)
• Negative Sentiment: Executives and industry coverage note a risk that sustained high LNG prices could push customers to accelerate fuel diversification, which would be a longer‑term negative for demand. The Iran War Has Boosted LNG Profits. Here’s What’s Worrying Executives. – Barron’s

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.