{"filings":[{"id":98368,"accession_number":"0000070145-26-000014","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q2 FY2026: adj. EPS $2.71 (+13% YoY); guidance revised to $7.45-$7.75","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $2.59 vs $2.37 prior year; adjusted EPS $2.71, up 13% YoY.","Fiscal 2026 adjusted EPS guidance revised to $7.45-$7.75 (midpoint $7.60); assumes NYMEX $3.00/MMBtu for remainder.","Integrated Upstream & Gathering segment adjusted EPS up 21% to $1.67 on 17% higher realized natural gas prices.","Supply Corp signed precedent agreement for Line N System Upgrade (94,000 Dth/d); Tioga Pathway & Shippingport Lateral construction on track for late 2026.","Pending Ohio gas utility acquisition (CenterPoint) expected to close in Q4 2026, not reflected in FY2026 guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":4.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":1509881000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98367,"accession_number":"0001193125-26-192083","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-04-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation, reaffirms >10% adjusted EPS growth target through FY27E","event_type":"other_material","confidence":"low","bullets":["Reaffirms >10% adjusted EPS growth from FY24 to FY27E.","Reduced methane emissions 25% since 2020.","Market cap ~$8.4B; 123 years of consecutive dividends, 55 years of increases.","Presentation includes fiscal 2026 Q2 update with operational and financial overview."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113788,"accession_number":"0001193125-26-129271","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-03-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"National Fuel Gas enters $1.3B amended credit facility maturing 2031, replacing 2022 agreement.","event_type":"debt","confidence":"high","bullets":["$1.3B unsecured committed revolving credit facility with initial maturity March 27, 2031.","Facility replaces existing $1.3B credit agreement dated Feb 28, 2022; admin agent changed from JPMorgan to PNC.","Proceeds may be used for commercial paper repayment, general corporate purposes, and permitted acquisitions.","Interest: SOFR plus 1.00%-1.525% margin; facility fee 0.175% based on current credit ratings.","Financial covenant: debt to capitalization ratio not to exceed 0.65."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113787,"accession_number":"0001193125-26-106081","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"NFG shareholders elect all 11 directors, approve say-on-pay and auditor","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with at least 93.6% of votes cast; Rebecca Ranich received lowest support at 93.6%.","Non-binding say-on-pay approved with 70,534,758 votes for (97.8% of votes cast).","Ratification of PricewaterhouseCoopers as fiscal 2026 auditor passed with 78,546,321 votes for (96.8% of votes cast).","Total broker non-votes of 8,811,646 on director elections and say-on-pay due to discretionary voting rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113786,"accession_number":"0000070145-26-000006","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q1 fiscal 2026 GAAP EPS $1.98, adjusted EPS $2.06 (up 24% YoY)","event_type":"earnings","confidence":"high","bullets":["GAAP earnings $181.6M ($1.98/share) vs $45.0M ($0.49) prior year; adjusted earnings $187.7M ($2.06/share) vs $151.9M ($1.66).","Integrated Upstream & Gathering segment adjusted EPS $1.36, up 45% YoY, driven by 14% higher realizations and 12% production growth.","Utility segment net income up 5% YoY on $9.8M higher customer margin; year-two of NY rate agreement contributed.","Reaffirmed fiscal 2026 adjusted EPS guidance $7.60-$8.10, midpoint $7.85; expects CenterPoint Ohio acquisition close Q4 2026.","Issued $350M common equity via private placement to fund Ohio acquisition; FERC approved Shippingport Lateral project."],"consensus_eps_estimate":null,"consensus_eps_actual":1.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":651507000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113785,"accession_number":"0001193125-26-027371","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel Gas posts updated investor presentation; no specific new financial data disclosed in exhibited portion","event_type":"other_material","confidence":"low","bullets":["Presentation targets >10% adjusted EPS growth from FY24 to FY27E.","Highlights 123 years of consecutive dividend payments and 55 years of consecutive increases.","Achieved 25% reduction in methane emissions since 2020.","Market capitalization approximately $7.9B with investment grade credit rating.","Filing references pending CenterPoint Energy Resources Corp. transaction in forward-looking statements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130193,"accession_number":"0001193125-25-335374","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"National Fuel Gas registers 4.4M shares for resale by selling stockholders from Dec 2025 private placement","event_type":"other_material","confidence":"high","bullets":["Filed prospectus supplement on Dec 29, 2025 to register 4,402,513 common shares for resale.","Shares were acquired by selling stockholders in a private placement disclosed in a Dec 15, 2025 8-K.","Registration enables the selling stockholders to sell the registered shares in the open market.","No new shares are being issued; the filing does not affect the company's outstanding share count."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130192,"accession_number":"0001193125-25-318423","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-12-15T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"National Fuel raises $350M in private placement to fund Ohio gas utility acquisition","event_type":"m_and_a","confidence":"high","bullets":["Gross proceeds of $350M from sale of 4.4M shares at $79.50/share; closing expected Dec 17, 2025.","Net proceeds to partially finance the previously announced acquisition of CenterPoint's Ohio regulated gas utility business.","Company states offering satisfies common equity needs for acquisition and supports current investment-grade credit rating.","Shares sold to accredited investors under Rule 506; resale registration to be filed within 15 days after closing.","Wells Fargo Securities and TD Securities acting as placement agents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130191,"accession_number":"0001193125-25-314162","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"National Fuel Gas grants performance shares and RSUs to named executives; amends incentive plan","event_type":"other_material","confidence":"high","bullets":["CEO Bauer receives 35,977 TSR performance shares and 23,307 RSUs; CFO Silverstein 11,447 and 7,416; J. Loweth 18,083 and 11,715.","Additional cash payments in lieu of two-year averaging: Bauer $291,544, Silverstein $85,243, Loweth $130,366.","Board amends Annual Incentive Plan, renaming it to National Fuel Gas Company Annual Incentive Plan, raising max award.","FY2026 short-term incentive targets: CEO target 125% salary, CFO 80%, Loweth 100%; max up to 250%/160%/200% of salary.","Performance goals include EBITDA, lease operating expense, safety, and qualitative strategic objectives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130190,"accession_number":"0001193125-25-269656","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"NFG amends credit facilities for $1.2B seller note to fund Vectren Ohio acquisition","event_type":"m_and_a","confidence":"high","bullets":["On Oct 20, NFG agreed to acquire all equity of Vectren Energy Delivery of Ohio from CenterPoint Energy Resources.","Closing financing includes a $1.2 billion unsecured term loan seller note from CenterPoint.","Nov 6 amendments modify 'Consolidated Indebtedness' definitions to allow defeasance of the seller note under existing Term Loan and Credit Agreements.","JPMorgan Chase serves as administrative agent for both amended credit facilities.","The transaction is an acquisition of CenterPoint's Ohio natural gas local distribution company business."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130189,"accession_number":"0000070145-25-000034","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q4 adj EPS $1.22 (+58% YoY); announces $2.62B Ohio utility acquisition; FY26 guidance $7.60-$8.10","event_type":"earnings","confidence":"high","bullets":["Q4 adj EPS $1.22 (+58% YoY); GAAP EPS $1.18 vs prior-year loss $1.84.","Full-year adj EPS $6.91 (+38%); record production 426 Bcf (+9%); capex down $40M (6%).","Acquires CenterPoint Energy's Ohio gas utility for $2.62B, expected to close Q4 2026, doubling Utility rate base.","FY2026 adj EPS guidance $7.60-$8.10 at $3.75/MMBtu NYMEX; sensitivities provided for $3.00 and $4.00 scenarios."],"consensus_eps_estimate":null,"consensus_eps_actual":5.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":2277541000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130188,"accession_number":"0001193125-25-267141","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NFG updates investor presentation; reiterates 55-year dividend growth streak and >10% EPS growth target","event_type":"other_material","confidence":"low","bullets":["Investor presentation dated November 2025 covers fiscal 2025 Q4 & full year update.","Company highlights 123 consecutive years of dividend payments and 55 years of increases.","Targets >10% adjusted EPS growth between FY24 and FY27E.","Investment grade credit rating maintained; methane emissions reduced 25% since 2020.","No specific quarterly earnings or guidance changes were disclosed in this update."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130187,"accession_number":"0001193125-25-245201","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"National Fuel to acquire CenterPoint's Ohio gas utility Vectren Energy for $2.62B","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $2.62B cash-free, debt-free; ~1.6x estimated 2026 rate base of $1.6B.","Adds ~335,000 customers, 5,900 miles of pipeline; expected close in Q4 2026.","Financing: $1.2B promissory note at 6.5%, bridge facility, plus $300-400M common equity.","Immediately accretive to regulated EPS; neutral to consolidated EPS in FY2028, then accretive.","Subject to PUCO and HSR approvals; NFG says Ohio regulatory framework supportive."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146756,"accession_number":"0000070145-25-000027","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q3 adjusted EPS $1.64, up 66%; FY2026 prelim guidance up ~20%","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.64 vs $(0.59) loss; adjusted EPS $1.64 vs $0.99, up 66%.","E&P record production 112 Bcf (+16% YoY); realized price $2.71/Mcf (+$0.43) on strong Utica well performance.","FY2025 adj. EPS guidance raised to $6.80-$6.95. FY2026 at $4 NYMEX: $8.00-$8.50, ~20% growth.","Dividend increased 4% to $2.14/share annual; share repurchases paused to preserve balance sheet flexibility.","FY2026 E&P capex down $20M; production expected 440-455 Bcf (+6%). Regulated capex up $110M."],"consensus_eps_estimate":null,"consensus_eps_actual":4.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":1811262000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146755,"accession_number":"0001193125-25-169337","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NFG updates investor presentation targeting >10% EPS growth FY24-FY27E","event_type":"other_material","confidence":"medium","bullets":["Dividend history: 123 consecutive years of payments, 55 consecutive years of increases.","Company targets >10% adjusted EPS growth from FY24 to FY27E; maintains Investment Grade rating.","Reported 17% reduction in methane emissions since 2020 as part of sustainability goals.","Market capitalization approximately $7.8B as of July 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165169,"accession_number":"0001193125-25-142824","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Donna L. DeCarolis retires as NFG Distribution president; consulting deal at $15k/month through 2028","event_type":"leadership","confidence":"high","bullets":["Retires as President of National Fuel Gas Distribution Corp effective July 1, 2025.","Three-year consulting agreement pays $15,000/month ($540,000 total) for NY energy policy advisory.","Michael D. Colpoys succeeds DeCarolis as Distribution Corp President effective July 1, 2025.","Consulting includes non-compete and non-solicitation; services limited to <20% of prior employee level."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}