Cheniere Energy (NYSE:LNG – Get Free Report) had its price target boosted by equities researchers at Jefferies Financial Group from $275.00 to $330.00 in a research report issued on Tuesday,Benzinga reports. The brokerage currently has a “buy” rating on the energy company’s stock. Jefferies Financial Group’s price objective suggests a potential upside of 19.99% from the company’s previous close.
Several other analysts have also commented on the company. Royal Bank Of Canada cut their price objective on Cheniere Energy from $282.00 to $271.00 and set an “outperform” rating for the company in a report on Wednesday, January 28th. BMO Capital Markets lifted their price objective on Cheniere Energy from $265.00 to $306.00 and gave the stock an “outperform” rating in a report on Monday, March 23rd. Morgan Stanley raised shares of Cheniere Energy from an “equal weight” rating to an “overweight” rating and raised their price objective for the stock from $236.00 to $313.00 in a report on Monday, March 23rd. Wolfe Research set a $220.00 price objective on shares of Cheniere Energy and gave the stock an “outperform” rating in a report on Wednesday, January 14th. Finally, The Goldman Sachs Group raised their price objective on shares of Cheniere Energy from $276.00 to $312.00 and gave the stock a “buy” rating in a report on Tuesday, March 24th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $291.88.
Check Out Our Latest Stock Report on Cheniere Energy
Cheniere Energy Stock Down 3.2%
Cheniere Energy (NYSE:LNG – Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The energy company reported $10.68 earnings per share 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 during the quarter, compared to analysts’ expectations of $5.48 billion. During the same period in the previous year, the company earned $4.33 earnings per share. The firm’s quarterly revenue was up 22.9% on a year-over-year basis. Equities research analysts forecast that Cheniere Energy will post 11.69 earnings per share for the current year.
Cheniere Energy announced that its board has initiated a stock buyback program on Thursday, February 26th that permits the company to repurchase $10.00 billion in shares. This repurchase authorization permits the energy company to purchase up to 21.1% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s management believes its stock is undervalued.
Insider Activity at Cheniere Energy
In related news, CFO Zach Davis sold 29,000 shares of the stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $300.00, for a total value of $8,700,000.00. Following the completion of the sale, the chief financial officer directly owned 87,146 shares of the company’s stock, valued at approximately $26,143,800. This represents a 24.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Sean N. Markowitz sold 22,246 shares of the stock in a transaction that occurred on Thursday, March 26th. The stock was sold at an average price of $290.98, for a total transaction of $6,473,141.08. Following the completion of the sale, the executive vice president directly owned 64,000 shares of the company’s stock, valued at $18,622,720. This represents a 25.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.26% of the company’s stock.
Institutional Inflows and Outflows
Several hedge funds have recently bought and sold shares of LNG. Norges Bank purchased a new position in Cheniere Energy in the 4th quarter worth approximately $731,774,000. Marshall Wace LLP lifted its holdings in Cheniere Energy by 555.0% in the 4th quarter. Marshall Wace LLP now owns 810,138 shares of the energy company’s stock worth $157,483,000 after purchasing an additional 686,459 shares in the last quarter. AustralianSuper Pty Ltd purchased a new position in Cheniere Energy in the 3rd quarter worth approximately $142,688,000. Arrowstreet Capital Limited Partnership lifted its holdings in Cheniere Energy by 518.8% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 577,533 shares of the energy company’s stock worth $112,267,000 after purchasing an additional 484,198 shares in the last quarter. Finally, Holocene Advisors LP purchased a new position in Cheniere Energy in the 2nd quarter worth approximately $107,319,000. Institutional investors own 87.26% of the company’s stock.
Cheniere Energy News Roundup
Here are the key news stories impacting Cheniere Energy this week:
- Positive Sentiment: Jefferies raised its price target to $330 and reiterated a Buy rating, implying meaningful upside and likely supporting investor interest in LNG shares. Read More.
- Positive Sentiment: MarketBeat / sector coverage highlights Cheniere as a primary beneficiary of surging global LNG demand amid supply disruptions (Asia and Europe shifting to U.S. LNG); note investor attention ahead of Cheniere’s April 30 earnings. Read More.
- Positive Sentiment: Zacks analysis emphasizes how tight global LNG supply boosts prices and margins for Cheniere, pointing to outsized 2025 revenue and net income growth and support from Corpus Christi Stage 3 capacity. Read More.
- Neutral Sentiment: Leadership change: CEO Jack Fusco will add the board chair role while Botta retires — a governance consolidation that can be read as continuity of strategy but may raise standard governance questions for some investors. Read More.
- Neutral Sentiment: Market commentary asks whether LNG is “priced for perfection” after a multi-year run — useful framing for investors reassessing valuation versus growth outlook. Read More.
- Negative Sentiment: U.S. senators are investigating a reported $370 million IRS payout to Cheniere, creating regulatory and reputational risk that can weigh on the stock until details/risks are clarified. Read More.
- Negative Sentiment: Market reaction to a U.S.-Iran truce and conditional reopening of the Strait of Hormuz reduced immediate geopolitical risk — this eased a bid under energy names and pressured oil & gas shares broadly, removing a near-term tailwind for LNG price spikes. Read More.
- Negative Sentiment: Competitive risk: profiles of rivals like Venture Global highlight an aggressive expansion strategy that could pressure Cheniere’s market-share and future pricing power if new capacity comes online faster than expected. Read More.
About Cheniere Energy
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.
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