Applied Finance Capital Management LLC Grows Position in Cheniere Energy, Inc. $LNG

Applied Finance Capital Management LLC lifted its stake in shares of Cheniere Energy, Inc. (NYSE:LNG) by 22.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,118 shares of the energy company’s stock after acquiring an additional 2,425 shares during the quarter. Applied Finance Capital Management LLC’s holdings in Cheniere Energy were worth $3,722,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in LNG. Financial Life Planners bought a new position in Cheniere Energy in the 1st quarter worth $26,000. Caitong International Asset Management Co. Ltd bought a new stake in Cheniere Energy in the 3rd quarter valued at $27,000. Strive Financial Group LLC purchased a new stake in Cheniere Energy in the 4th quarter worth $25,000. Kohmann Bosshard Financial Services LLC purchased a new stake in Cheniere Energy in the 4th quarter worth $26,000. Finally, Valued Wealth Advisors LLC boosted its holdings in shares of Cheniere Energy by 100.0% during the 1st quarter. Valued Wealth Advisors LLC now owns 140 shares of the energy company’s stock valued at $40,000 after purchasing an additional 70 shares during the last quarter. 87.26% of the stock is owned by hedge funds and other institutional investors.

Cheniere Energy Price Performance

NYSE LNG opened at $258.57 on Monday. The firm’s fifty day simple moving average is $241.65 and its two-hundred day simple moving average is $237.37. The firm has a market capitalization of $54.18 billion, a P/E ratio of 42.53 and a beta of -0.01. The company has a current ratio of 0.57, a quick ratio of 0.48 and a debt-to-equity ratio of 2.55. Cheniere Energy, Inc. has a 12-month low of $186.20 and a 12-month high of $300.89.

Cheniere Energy Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, May 11th were given a dividend of $0.555 per share. This represents a $2.22 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Monday, May 11th. Cheniere Energy’s payout ratio is currently 36.51%.

More Cheniere Energy News

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

• Positive Sentiment: Cheniere and Bechtel awarded equipment and services contracts for the Sabine Pass LNG expansion, a sign that project activity is moving forward and could support future LNG export volumes. Cheniere, Bechtel let equipment and services contracts for Sabine Pass LNG expansion
• Positive Sentiment: Baker Hughes said it won three awards related to the Sabine Pass expansion, adding another vote of confidence in Cheniere’s ongoing buildout and the broader LNG infrastructure theme. Baker Hughes Wins Cheniere Sabine Pass Awards to Drive LNG Growth
• Neutral Sentiment: Cheniere announced the timing of its second-quarter 2026 earnings release and conference call, which keeps investors focused on upcoming results but does not by itself change the outlook. Cheniere Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
• Neutral Sentiment: Analyst commentary on Cheniere and other energy names could add to trading interest, but the headline did not include a clear upgrade, downgrade, or target change. Analysts Offer Insights on Energy Companies: Cheniere Energy (LNG) and HF Sinclair Corporation (DINO)
• Negative Sentiment: Broader LNG-sector headlines were mixed, including reports that LNG stocks fell after the first U.S. LNG shipment from Mexico to Asia, which may have created some pressure on the group despite Cheniere-specific operational progress. First U.S. LNG Ships To Asia From Mexico In A Win For Permian Producers

Analyst Ratings Changes

Several equities research analysts recently weighed in on LNG shares. The Goldman Sachs Group boosted their price target on shares of Cheniere Energy from $276.00 to $312.00 and gave the stock a “buy” rating in a research report on Tuesday, March 24th. TD Cowen upped their price objective on Cheniere Energy from $265.00 to $270.00 and gave the company a “buy” rating in a research report on Monday, May 11th. BMO Capital Markets lifted their target price on Cheniere Energy from $265.00 to $306.00 and gave the stock an “outperform” rating in a research report on Monday, March 23rd. Benchmark restated an “outperform” rating on shares of Cheniere Energy in a research note on Tuesday, May 26th. Finally, Sanford C. Bernstein initiated coverage on Cheniere Energy in a research note on Tuesday, June 16th. They set a “market perform” rating and a $283.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $297.71.

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.