Q3 EPS Estimates for Cheniere Energy Raised by Analyst

Cheniere Energy, Inc. (NYSE:LNG) – Stock analysts at US Capital Advisors lifted their Q3 2026 EPS estimates for shares of Cheniere Energy in a research note issued to investors on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the energy company will post earnings of $3.35 per share for the quarter, up from their previous forecast of $3.02. 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 Q4 2026 earnings at $5.16 EPS, FY2026 earnings at $13.53 EPS, Q2 2027 earnings at $3.71 EPS, FY2027 earnings at $16.39 EPS and FY2028 earnings at $13.24 EPS.

LNG has been the topic of a number of other reports. UBS Group raised their target price on shares of Cheniere Energy from $277.00 to $301.00 and gave the stock a “buy” rating in a research note on Tuesday, March 3rd. Barclays upped their price target on Cheniere Energy from $259.00 to $271.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. Morgan Stanley raised Cheniere Energy from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $236.00 to $313.00 in a report on Monday. Citigroup reduced their price objective on Cheniere Energy from $283.00 to $280.00 and set a “buy” rating on the stock in a research report on Monday, January 12th. Finally, Scotiabank boosted their price objective on Cheniere Energy from $266.00 to $285.00 and gave the stock a “sector outperform” rating in a research note on Thursday, March 5th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $277.71.

Cheniere Energy Stock Up 2.5%

Shares of NYSE LNG opened at $291.46 on Wednesday. Cheniere Energy has a 12-month low of $186.20 and a 12-month high of $299.49. The stock has a market cap of $61.27 billion, a PE ratio of 11.99 and a beta of 0.25. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.74. The company has a 50-day moving average of $233.31 and a 200 day moving average of $219.84.

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

Cheniere Energy Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 6th were issued a dividend of $0.555 per share. The ex-dividend date was Friday, February 6th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.8%. Cheniere Energy’s dividend payout ratio (DPR) is currently 9.14%.

Cheniere Energy declared that its board has approved a share buyback plan on Thursday, February 26th that authorizes the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization authorizes the energy company to reacquire up to 21.1% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC purchased a new stake in Cheniere Energy in the fourth quarter valued at $335,000. MAI Capital Management increased its position in shares of Cheniere Energy by 5.7% during the 2nd quarter. MAI Capital Management now owns 4,786 shares of the energy company’s stock worth $1,165,000 after purchasing an additional 256 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in shares of Cheniere Energy by 2.5% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,082,872 shares of the energy company’s stock worth $263,701,000 after purchasing an additional 26,806 shares during the last quarter. Coldstream Capital Management Inc. raised its holdings in Cheniere Energy by 12.5% in the 2nd quarter. Coldstream Capital Management Inc. now owns 2,885 shares of the energy company’s stock valued at $703,000 after buying an additional 321 shares during the period. Finally, Global Retirement Partners LLC purchased a new stake in Cheniere Energy in the 2nd quarter valued at about $3,059,000. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Cheniere Energy News Roundup

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

• Positive Sentiment: Near‑term supply shock from the Iran conflict is elevating global LNG prices and demand, lifting sentiment for large U.S. exporters like Cheniere. Institutional calls to buy LNG names on this backdrop have supported multiple sector rallies. These 3 LNG Stocks Still Have Room to Rise, Says Goldman Sachs
• Positive Sentiment: Management says Cheniere is operating at or near maximum terminal capacity and is accelerating the ramp of the next Corpus Christi train (CCL Stage 3 / Train 5), which should increase near‑term volumes and cash flow. That operational leverage is a near‑term positive for earnings. Cheniere already operating at maximum capacity, CEO says, as Asia calls for more LNG
• Positive Sentiment: Analysts and brokers have turned more bullish: price‑target raises and upgrades (including a higher PT published this week) are reinforcing the buy case and attracting flows. Upgrades/raises typically amplify momentum in a stock already benefiting from higher spot/contract pricing expectations. The Goldman Sachs Group Increases Cheniere Energy (NYSE:LNG) Price Target to $312.00
• Neutral Sentiment: Cheniere closed a US$1.75bn senior notes offering and is highlighting first production from CCL Stage 3 — transactions that fund growth but also add leverage; investors will watch how incremental cash flow covers debt costs. A Look At Cheniere Energy (LNG) Valuation As LNG Exports Grow On Geopolitical Tensions And New CCL Stage 3 Output
• Neutral Sentiment: Some industry commentary argues that US export flows remain insulated from domestic supply disruption concerns, which lessens regulatory/demand risk domestically but doesn’t change global price dynamics. Investors should treat this as stability rather than a catalyst. Middle East crisis proof US LNG exports don’t disrupt domestic market, oil execs say
• Negative Sentiment: Analysts and executives warn that sustained high LNG prices could incentivize customers to accelerate fuel switching or new supply projects, which would weigh on long‑term demand and margins for U.S. exporters. This is a structural risk to monitor beyond the current price spike. Why High LNG Prices Could Spell Bad News for U.S. Exporters
• Negative Sentiment: At least one analyst trimmed Q1 EPS estimates recently; any near‑term misses or guidance that softens as the company absorbs financing costs and ramp timing could pressure sentiment after the initial rally. Q1 EPS Estimates for Cheniere Energy Reduced by Analyst

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.