Cheniere Energy (NYSE:LNG) Price Target Raised to $338.00

Cheniere Energy (NYSE:LNG) had its price target lifted by JPMorgan Chase & Co. from $279.00 to $338.00 in a research note published on Friday,Benzinga reports. The brokerage currently has an overweight rating on the energy company’s stock.

Several other analysts also recently commented on the company. Royal Bank Of Canada cut their target price on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 28th. Jefferies Financial Group restated a “buy” rating on shares of Cheniere Energy in a research note on Thursday, February 26th. Scotiabank upped their price target on Cheniere Energy from $266.00 to $285.00 and gave the company a “sector outperform” rating in a report on Thursday, March 5th. Morgan Stanley raised Cheniere Energy from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $236.00 to $313.00 in a research report on Monday, March 23rd. Finally, The Goldman Sachs Group lifted their price objective on Cheniere Energy from $276.00 to $312.00 and gave the stock a “buy” rating in a report on Tuesday, March 24th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Cheniere Energy presently has a consensus rating of “Moderate Buy” and an average target price of $282.00.

Cheniere Energy Stock Up 0.0%

Shares of Cheniere Energy stock opened at $297.00 on Friday. The company has a 50-day simple moving average of $235.12 and a two-hundred day simple moving average of $220.07. The stock has a market capitalization of $62.43 billion, a PE ratio of 12.22 and a beta of 0.25. Cheniere Energy has a 52-week low of $186.20 and a 52-week high of $299.49. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.81 and a current ratio of 0.94.

Cheniere Energy (NYSE:LNG) last posted its quarterly 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. 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 in the prior year, the company posted $4.33 earnings per share. The business’s revenue for the quarter was up 22.9% on a year-over-year basis. On average, analysts anticipate that Cheniere Energy will post 11.69 EPS for the current fiscal year.

Cheniere Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 6th were paid 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 yield of 0.7%. Cheniere Energy’s payout ratio is currently 9.14%.

Cheniere Energy announced that its Board of Directors has authorized a share 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 purchase up to 21.1% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s management believes its shares are undervalued.

Hedge Funds Weigh In On Cheniere Energy

Institutional investors and hedge funds have recently modified their holdings of the company. J. Derek Lewis & Associates Inc. bought a new position in Cheniere Energy in the fourth quarter valued at about $673,000. Rockefeller Capital Management L.P. grew its stake in shares of Cheniere Energy by 38.9% during the 4th quarter. Rockefeller Capital Management L.P. now owns 322,794 shares of the energy company’s stock valued at $62,748,000 after purchasing an additional 90,392 shares during the period. Bank of New Hampshire grew its stake in shares of Cheniere Energy by 400.0% during the 4th quarter. Bank of New Hampshire now owns 500 shares of the energy company’s stock valued at $97,000 after purchasing an additional 400 shares during the period. World Investment Advisors increased its position in shares of Cheniere Energy by 12.1% during the 4th quarter. World Investment Advisors now owns 2,240 shares of the energy company’s stock valued at $436,000 after purchasing an additional 242 shares during the last quarter. Finally, Corient Private Wealth LLC increased its position in shares of Cheniere Energy by 40.2% during the 4th quarter. Corient Private Wealth LLC now owns 37,964 shares of the energy company’s stock valued at $7,374,000 after purchasing an additional 10,893 shares during the last quarter. 87.26% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Cheniere Energy

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

• Positive Sentiment: Train 5 at Cheniere’s Corpus Christi Stage 3 is now operating at full capacity, boosting near-term export volumes and cash flow visibility. Cheniere Train 5 at Full Capacity
• Positive Sentiment: CEO comments and company statements indicate Cheniere is operating at or near maximum capacity and pushing to bring additional Corpus Christi trains online, supporting higher utilization and revenue. CEO: Operating at Maximum Capacity
• Positive Sentiment: JPMorgan upgraded LNG to Overweight and raised its price target to $338, signaling bullish analyst sentiment and providing upward pressure on the stock. JPMorgan Raises Price Target
• Positive Sentiment: Goldman Sachs and other sell‑side firms have recently highlighted Cheniere as a top LNG beneficiary of geopolitical disruptions and raised targets (Goldman increased its PT to $312), reinforcing the buy-side narrative. Goldman Sachs Price Target Investopedia: Goldman List
• Positive Sentiment: Some analysts raised Q3 EPS estimates for Cheniere, reflecting expected higher realized prices/volumes in the current geopolitical environment. Q3 EPS Estimates Raised
• Neutral Sentiment: Cheniere closed a $1.75B senior notes offering to fund growth and operations; debt proceeds support expansion but increase leverage — market reaction depends on how the capital is deployed. Senior Notes Offering & Valuation
• Neutral Sentiment: Broader market moves from Iran/Strait of Hormuz tensions are bullish for LNG spot prices and export margins in the near term, providing macro tailwinds for LNG producers including Cheniere. Oil & LNG Market Reaction
• Negative Sentiment: An analyst trimmed Q1 EPS estimates for Cheniere, a near-term earnings headwind that could temper expectations for the coming quarter. Q1 EPS Estimates Reduced
• Negative Sentiment: Several outlets caution that sustained high LNG prices could incentivize customers to accelerate fuel switching or long-term contracts that reduce exporters’ pricing power — a structural risk to future margins. WSJ: High LNG Prices Risk Barron’s: Long-term Demand Concerns

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.