Q1 EPS Estimates for Venture Global Lowered by Analyst

Venture Global, Inc. (NYSE:VG) – Equities researchers at US Capital Advisors reduced their Q1 2026 EPS estimates for Venture Global in a research report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now expects that the company will post earnings of $0.14 per share for the quarter, down from their prior forecast of $0.27. US Capital Advisors currently has a “Moderate Sell” rating on the stock. The consensus estimate for Venture Global’s current full-year earnings is $0.52 per share. US Capital Advisors also issued estimates for Venture Global’s Q2 2026 earnings at $0.68 EPS, Q3 2026 earnings at $0.47 EPS, Q4 2026 earnings at $0.34 EPS, FY2026 earnings at $1.64 EPS, Q1 2027 earnings at $0.32 EPS, Q2 2027 earnings at $0.25 EPS and FY2027 earnings at $0.73 EPS.

Several other equities analysts have also issued reports on the stock. Weiss Ratings raised shares of Venture Global from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, March 18th. Morgan Stanley upgraded Venture Global from an “underweight” rating to an “overweight” rating and lifted their target price for the stock from $8.00 to $22.00 in a report on Monday. Royal Bank Of Canada boosted their target price on Venture Global from $11.00 to $14.00 and gave the company an “outperform” rating in a research note on Friday, March 13th. The Goldman Sachs Group increased their price target on Venture Global from $15.00 to $18.50 and gave the stock a “buy” rating in a report on Tuesday. Finally, New Street Research set a $15.00 price target on Venture Global in a research report on Tuesday, March 3rd. Eight research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $15.17.

Venture Global Trading Up 0.7%

VG opened at $16.83 on Wednesday. The firm’s fifty day moving average is $10.97 and its two-hundred day moving average is $9.82. The firm has a market cap of $41.35 billion, a PE ratio of 19.57, a price-to-earnings-growth ratio of 1.47 and a beta of 5.70. Venture Global has a twelve month low of $5.72 and a twelve month high of $19.50. The company has a debt-to-equity ratio of 3.24, a quick ratio of 0.87 and a current ratio of 0.93.

Venture Global (NYSE:VG) last issued its earnings results on Monday, March 2nd. The company reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.35 by $0.06. Venture Global had a return on equity of 27.96% and a net margin of 18.38%.The firm had revenue of $4.45 billion for the quarter. The business’s quarterly revenue was up 191.7% compared to the same quarter last year.

Venture Global Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 16th will be issued a dividend of $0.018 per share. The ex-dividend date is Monday, March 16th. This is a positive change from Venture Global’s previous quarterly dividend of $0.02. This represents a $0.07 dividend on an annualized basis and a dividend yield of 0.4%. Venture Global’s dividend payout ratio (DPR) is 8.14%.

Insider Activity at Venture Global

In related news, CFO Jonathan W. Thayer sold 2,611,111 shares of the company’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $16.08, for a total value of $41,986,664.88. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Fory Musser sold 1,000,000 shares of the stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $10.90, for a total value of $10,900,000.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 5,872,223 shares of company stock valued at $82,002,870. 86.73% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. raised its position in Venture Global by 147.4% in the 3rd quarter. Vanguard Group Inc. now owns 22,862,372 shares of the company’s stock valued at $324,417,000 after buying an additional 13,620,863 shares during the last quarter. UBS Group AG boosted its position in Venture Global by 520.8% during the 4th quarter. UBS Group AG now owns 6,279,598 shares of the company’s stock worth $42,827,000 after acquiring an additional 5,268,053 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Venture Global during the 2nd quarter worth approximately $76,489,000. State Street Corp grew its stake in shares of Venture Global by 82.7% during the 4th quarter. State Street Corp now owns 10,812,233 shares of the company’s stock worth $73,739,000 after acquiring an additional 4,893,707 shares in the last quarter. Finally, Millennium Management LLC grew its stake in shares of Venture Global by 258.1% during the 4th quarter. Millennium Management LLC now owns 3,248,477 shares of the company’s stock worth $22,155,000 after acquiring an additional 2,341,253 shares in the last quarter.

Venture Global News Summary

Here are the key news stories impacting Venture Global this week:

• Positive Sentiment: Venture Global and Italy’s Edison reached a settlement that ends a protracted arbitration over alleged missed shipments from Calcasieu Pass — removing litigation overhang and clarifying contractual volumes. Venture Global and Edison settle arbitration dispute
• Positive Sentiment: Venture Global signed a flexible 5‑year LNG supply deal with Vitol that expands sales into Europe — a near‑term commercial lift supporting revenue visibility amid tight global LNG markets. Venture Global Is Up After Signing 5-Year Deal With Vitol
• Positive Sentiment: UBS raised its price target to $21 and kept a buy rating, signaling meaningful upside vs. current levels and reinforcing buy‑side interest. UBS raises VG price target to $21
• Positive Sentiment: Morgan Stanley upgraded VG to Overweight, adding institutional momentum that likely helped intraday gains. Morgan Stanley upgrades Venture Global to Overweight
• Neutral Sentiment: Coverage from Goldman Sachs/Barron’s/market commentary highlights the company as a beneficiary of elevated LNG prices amid Middle East tensions — bullish thematic support but dependent on geopolitics and spot pricing. Goldman Sachs says own these 3 LNG stocks
• Neutral Sentiment: Media roundups and a Bloomberg podcast flagged VG among top stock movers today — helpful for attention/liquidity but not a direct fundamental change. Bloomberg Stock Movers Podcast
• Negative Sentiment: US Capital Advisors keeps a “Moderate Sell” stance and issued mixed/volatile EPS revisions (cutting Q1 but raising later quarters and FY estimates), underscoring model sensitivity to contract deliveries and pricing. US Capital Advisors updates VG estimates
• Negative Sentiment: Wells Fargo moved its target up but kept an “Equal Weight” view with a PT below some Street bulls — a reminder there are differing views on sustainable upside. Wells Fargo price target update

About Venture Global

Venture Global (NYSE: VG) is a Houston-based energy company that develops, constructs and operates large-scale liquefied natural gas (LNG) export facilities in the United States. The company focuses on converting domestically produced natural gas into LNG for shipment to international markets, positioning itself as a supplier of pipeline-quality gas in vessel-ready form for global customers.

Venture Global’s core activities include site development, engineering and construction of liquefaction and export terminals, commissioning and ongoing operations of those facilities, and commercial marketing of LNG under both long-term and short-term contracts.