{"filings":[{"id":1304478,"accession_number":"0001193125-26-285514","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-06-26T20:17:59+00:00","items":["8.01"],"status":"ready","headline":"National Fuel Gas receives PUCO approval for $2.62B Vectren Ohio acquisition","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["PUCO issued order accepting/approving the $2.62B acquisition of Vectren Energy Delivery of Ohio on June 24, 2026, subject to conditions.","Transaction expected to close in Q4 2026; cannot close before October 1, 2026 without seller's written consent.","Acquisition from CenterPoint Energy Resources Corp. was previously announced on October 20, 2025."],"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":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":"2026-06-26","daily_digest_url":"/daily/2026-06-26","daily_digest_rank":4},{"id":959357,"accession_number":"0001193125-26-265249","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-06-10T14:32:40+00:00","items":["8.01","9.01"],"status":"ready","headline":"National Fuel Gas issues $1.5B of notes: 4.75% due 2029, 5.05% due 2031, 5.50% due 2036","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.5B total: $500M 4.75% notes due 2029, $500M 5.05% notes due 2031, $500M 5.50% notes due 2036.","Underwriting group led by TD Securities, Wells Fargo, BofA, J.P. Morgan.","Notes issued under existing shelf registration statement (S-3) on June 10, 2026.","Use of proceeds not specified in the filing."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":697836,"accession_number":"0001193125-26-242139","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-05-27T21:09:17+00:00","items":["8.01"],"status":"ready","headline":"National Fuel Gas to redeem entire $300M 5.50% Notes due Oct 2026 on June 11","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exercised optional redemption rights for all $300M of 5.50% Notes due October 2026.","Redemption date fixed for June 11, 2026, subject to conditions.","Trustee Bank of New York Mellon issued conditional redemption notice.","Since inception (June 2023), company has sold ~$7,043M of shares in continuous offering.","Infrastructure K-Series Platform sold additional $393M interests on May 1, 2026."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":650236,"accession_number":"0001193125-26-238061","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2026-05-26T12:56:44+00:00","items":["8.01","9.01"],"status":"ready","headline":"NFG files financials for $2.62B CenterPoint Ohio acquisition; close expected Q4 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $2.62B: $1.42B cash at close + $1.2B 364-day seller promissory note.","Transaction expected to close Q4 2026; cannot close before Oct 1, 2026 without seller consent.","Conditions include HSR antitrust review expiration and PUCO approval.","CenterPoint Ohio serves ~337,000 customers via 6,000 miles of pipeline in Ohio.","Target reported FY2025 net income of $68M and revenue of $268M; audited and pro forma statements filed."],"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":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"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","summary_kind":"llm","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,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.4,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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.","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.15,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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)","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.3,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.45,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.35,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.7,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.85,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.25,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.95,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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%","summary_kind":"llm","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,"calibrated_materiality_score":0.8,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.3,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","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","summary_kind":"llm","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,"calibrated_materiality_score":0.5,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165168,"accession_number":"0000070145-25-000012","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel reports Q2 GAAP EPS $2.37, adj. EPS $2.39; raises FY25 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $216M ($2.37/sh) vs $166M ($1.80/sh) prior year; adjusted operating results $218M ($2.39/sh), up 34% per share.","Seneca produced record 105.5 Bcf natural gas in Q2, up 3% YoY; realized price $2.94/Mcf, up $0.38.","Utility segment net income $63.5M, up 44% YoY driven by New York rate settlement effective Oct 2024.","Fiscal 2025 adjusted EPS guidance raised to $6.75-$7.05 (midpoint +$0.15); assumes NYMEX $3.50 for rest of year.","Issued $1B of new 5- and 10-year notes, refinanced $950M early redemption; after-tax loss of $1.7M."],"consensus_eps_estimate":1.513,"consensus_eps_actual":2.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":1279432000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165167,"accession_number":"0001193125-25-107510","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-04-30T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation with dividend history and EPS growth target","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Updated investor presentation for fiscal 2025 second quarter, highlighting strong dividend track record.","Reports 122 years of consecutive dividends and 54 years of consecutive increases.","Targets >10% adjusted EPS growth from FY24 to FY27E.","Has reduced methane emissions 17% since 2020.","Market cap ~$7.1B, investment grade credit rating, ~2,300 employees."],"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,"calibrated_materiality_score":0.4,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165166,"accession_number":"0001193125-25-072367","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-04-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"National Fuel Utility President Donna DeCarolis to retire July 1, 2025; Michael Colpoys to succeed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["DeCarolis retires after 40+ years; stays as Senior Energy Advisor focusing on NY energy policy.","Michael Colpoys, currently SVP of Distribution Operations, becomes President of National Fuel Gas Distribution Corp on July 1.","DeCarolis served on NY Climate Action Council, voted against scoping plan over affordability/reliability concerns.","Colpoys started with NFG in 1987, previously VP at Midstream and Distribution, holds engineering and MBA degrees."],"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":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182861,"accession_number":"0001193125-25-055608","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"National Fuel Gas announces annual meeting results; all director nominees elected, say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected with 93.7% to 99.1% of votes cast, including David H. Anderson and others.","Non-binding advisory vote on executive compensation approved with 87.6% of votes cast (62,365,584 for).","Ratification of PricewaterhouseCoopers as independent auditor for fiscal 2025 received 97.5% approval (78,301,162 for).","Broker non-votes of 8,906,424 shares were present on director elections and say-on-pay items."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182860,"accession_number":"0001193125-25-029361","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-02-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"National Fuel Gas issues $1.0B in notes: $500M 5.50% due 2030 and $500M 5.95% due 2035","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M of 5.50% notes due 2030 and $500M of 5.95% notes due 2035.","Underwriting agreement dated Feb 4, 2025 with BofA Securities, J.P. Morgan, PNC Capital Markets.","Notes are offered under existing Form S-3 shelf registration.","Terms established via Officer's Certificate dated Feb 19, 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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182859,"accession_number":"0001193125-25-020103","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"National Fuel Gas to redeem $950M in notes due 2025 and 2026 on March 6","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exercises redemption of $450M 5.20% Notes due July 2025 and $500M 5.50% Notes due January 2026.","Redemption date set for March 6, 2025; prices per indenture terms.","Total principal redeemed is $950M, reducing outstanding debt.","The Bank of New York Mellon, as trustee, issued redemption notices to holders."],"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":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182858,"accession_number":"0000070145-25-000004","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NFG Q1 GAAP EPS $0.49 on $141.8M impairment; adjusted EPS $1.66 (+14%); raises FY25 EPS guidance to $6.50-$7.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $45.0M ($0.49 EPS) vs $133.0M ($1.44) prior year; includes $141.8M pre-tax ceiling-test impairment.","Adjusted operating results $151.9M ($1.66 EPS), up $16.7M (+14%) YoY, driven by regulated segments and hedging gains.","Pipeline & Storage net income +$8.4M (35%) on Supply Corp rate settlement; Utility net income +$5.9M (22%) on NY rate settlement.","FY25 adjusted EPS guidance raised to $6.50-$7.00; NYMEX assumption now $3.50/MMBtu (up $0.70); production guidance raised to 410-425 Bcfe.","Repurchased $34M of stock in Q1; total $99M under $200M buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":549482000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182857,"accession_number":"0001193125-25-015808","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation; reaffirms >10% adjusted EPS growth target FY24-FY27E","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation updated with Q1 fiscal 2025 information; market cap ~$6.2B.","122 years of consecutive dividends and 54 years of increases highlighted.","Reaffirms >10% adjusted EPS compound annual growth rate from FY24 to FY27E.","Reports 17% reduction in methane emissions since 2020; investment grade credit rating maintained.","Presentation contains forward-looking statements and non-GAAP measures; no specific Q1 results disclosed in excerpt."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199451,"accession_number":"0001193125-24-275528","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-12-11T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"NFG grants FY2025 LTI and bonus awards; performance shares tied to emissions, ROC, TSR","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO Bauer: 2,990 emissions performance shares, 23,422 ROC & TSR each, 24,076 RSUs; CFO Silverstein: 511, 4,004, 4,115 respectively.","Other NEOs: Kraemer (1,808 emissions, 21,698 ROC/TSR), Loweth (1,523, 11,929), DeCarolis (706, 8,471).","FY2025 bonus targets: Bauer 125% salary (cap $2M); Silverstein 80%, Kraemer 100%, Loweth 95%, DeCarolis 80%.","Performance metrics: EBITDA by segment, operations costs, safety, emissions reduction, diversity & inclusion.","Emissions shares tied to 2027 methane intensity & GHG targets; ROC/TSR vs peer group with 200% max payout."],"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":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199450,"accession_number":"0000070145-24-000032","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q4 GAAP loss $167.6M on impairment; guides FY25 EPS $5.50-$6.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $167.6M ($1.84/share) in Q4; adjusted operating results $70.5M ($0.77/share) vs $72.2M prior year.","Full-year GAAP earnings $77.5M ($0.84/share); adjusted $462.7M ($5.01/share) vs $476.8M prior year.","Q4 includes $237.8M non-cash impairment from ceiling test and Northern Access project termination.","FY2025 adjusted EPS guidance $5.50-$6.00, assuming NYMEX $2.80/MMBtu; production 400-420 Bcfe.","54th consecutive dividend increase to $2.06 annual rate; repurchased $65M stock in fiscal 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":1944810000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199449,"accession_number":"0001193125-24-252165","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation; reiterates >10% adjusted EPS growth FY24-FY27E","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Updated investor presentation reaffirms 122-year dividend history and 54-year dividend increase streak.","Targets >10% adjusted EPS compound annual growth from FY24 through FY27.","Reports 17% reduction in methane emissions since 2020; investment-grade credit rating maintained.","Presentation includes business highlights, segment financials, and guidance details (not individually shown in excerpt)."],"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,"calibrated_materiality_score":0.3,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199448,"accession_number":"0001193125-24-242263","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"National Fuel COO Ronald Kraemer to retire Feb 1, 2025; Joseph Del Vecchio named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ronald C. Kraemer, COO of National Fuel Gas Company and President of pipeline/storage subs, retires effective Feb. 1, 2025 after 46 years.","Joseph N. Del Vecchio, currently Executive VP, will become President of National Fuel Gas Supply Corp. and Empire Pipeline, Inc.","Kraemer joined in 1978 and held various roles; Del Vecchio joined in 1995, holding legal, regulatory, and operational positions.","The retirement is a planned succession; no immediate changes to financial or operational guidance disclosed."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215480,"accession_number":"0001193125-24-216008","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel files Joint Proposal for NY rate case settlement, seeking $57.3M revenue increase in year one","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Joint Proposal filed Sept 9, 2024 for 3-year NY rate settlement; pending NY PSC approval.","RY1 revenue requirement increase of $57.3M; RY2 +$15.8M; RY3 +$12.7M.","JP terms: 9.7% ROE, 48% equity ratio, $1.04B rate base; requested were 9.8%, 52%, $1.03B.","Rate plan effective Oct 1, 2024 with make-whole recovery for revenues between effective date and start of new rates.","New mechanisms: uncollectible expense tracker, gas safety performance metrics, customer bill impact levelization."],"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,"calibrated_materiality_score":0.7,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215479,"accession_number":"0000070145-24-000023","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel reports Q3 GAAP loss of $54M on E&P impairment; raises FY2024 guidance, initiates FY2025 above consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss of $54.2M ($0.59/sh) vs net income of $92.6M ($1.00/sh) a year ago; includes $145M after-tax impairment.","Adjusted operating results of $91.7M ($0.99/sh) were roughly flat vs $93.4M ($1.01/sh) in prior-year quarter.","Seneca produced 96.5 Bcf (+2% YoY) despite 5.6 Bcf of price-related curtailments; realized price $2.28/Mcf after hedging.","FY2024 EPS guidance narrowed to $5.00-$5.10 (ex-items); FY2025 preliminary guidance $5.75-$6.25, up 19% at midpoint.","Board approved 4% dividend increase to $2.06 annual rate; $29M in share repurchases YTD at avg $54.28/share."],"consensus_eps_estimate":null,"consensus_eps_actual":2.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1572742000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215478,"accession_number":"0001193125-24-190008","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NFG furnishes updated investor presentation with no new material financial data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation highlights ~1.1 Bcf/day net production, 754K utility customers, and $2.7B investments since 2010.","No quarterly earnings, guidance changes, or operational updates disclosed in the furnished excerpt.","Presentation includes standard forward-looking statements and non-GAAP financial measures.","Update is a routine FD disclosure; no material new information for investors."],"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":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234812,"accession_number":"0000070145-24-000010","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q2 GAAP EPS $1.80 (+18% YoY); FY2024 guidance $4.75-$5.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $166.3M ($1.80 EPS) vs $140.9M ($1.53 EPS) prior year.","Adjusted operating results $165.3M ($1.79 EPS), up 16% per share YoY.","Pipeline & Storage revenue +$12.9M (+14%) driven by Supply Corp rate case settlement.","E&P production 103 Bcf (+10% YoY); Gathering throughput +15%, revenue +12%.","FY2024 EPS guidance revised to $4.75-$5.05; capex lowered to $885-$980M; new $200M buyback."],"consensus_eps_estimate":null,"consensus_eps_actual":3.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":1155301000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234811,"accession_number":"0001193125-24-127589","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NFG updates investor presentation with segment metrics; no earnings or guidance changes evident","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Exploration & Production: ~1.2M net acres, ~1.1 Bcf/day production, 51% of adjusted EBITDA.","Midstream: 4.5 MMDth pipeline capacity, $2.7B investments since 2010, 37% of adjusted EBITDA.","Utility: ~$900M investments since 2010, 754K customers, 12% of adjusted EBITDA.","Presentation updates are furnished, not filed; no specific quarterly financial results or guidance revisions disclosed."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252667,"accession_number":"0001193125-24-064998","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"National Fuel authorizes $200M share buyback; dividend held at $0.495","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorizes $200M share repurchase program, targeting completion by end of fiscal 2025.","Regular quarterly dividend of $0.495 per share declared, payable April 15 to holders of record March 28.","Stockholders approved amended equity plan, increasing authorized shares by 3.7M and extending to 2035.","All 11 director nominees elected with >94% support; auditor and say-on-pay approved by wide margins."],"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":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252666,"accession_number":"0001193125-24-036368","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"National Fuel Gas enters $300M delayed draw term loan facility due Feb 2026","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Facility is a $300M unsecured committed delayed draw term loan maturing Feb 2026.","Borrowing available through Apr 12, 2024; proceeds for CP repayment, corp purposes, acquisitions.","Interest based on SOFR plus 1.375% (Term Benchmark) or ABR plus 0.375%.","Covenant includes debt-to-capitalization ratio not exceeding 0.65.","Lenders include JPMorgan, Bank of America, PNC, TD, US Bank, Wells Fargo."],"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,"calibrated_materiality_score":0.5,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252665,"accession_number":"0000070145-24-000004","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q1 GAAP EPS $1.44 vs $1.84 YoY; FY guidance cut to $4.90-$5.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $133.0M ($1.44/sh) vs $169.7M ($1.84/sh) prior year; adjusted $135.2M ($1.46/sh).","E&P segment produced 100.8 Bcf (+11% YoY); Gathering segment earnings +17% on higher throughput.","Utility earnings +11% from Pennsylvania rate case settlement; customer margin up $4.7M.","FY2024 EPS guidance revised to $4.90-$5.20 (down $0.60 from prior midpoint), assuming NYMEX gas at $2.40/MMBtu.","Capex guidance increased to $885M-$1,000M due to NY REQAA prevailing wage costs, expected recoverable."],"consensus_eps_estimate":null,"consensus_eps_actual":1.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":525361000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252664,"accession_number":"0001193125-24-026764","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"NFG updates investor presentation with Q1 fiscal 2024 business overview; no new financial results disclosed","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Presentation restates NFG’s integrated model: E&P (51% of EBITDA), Midstream (37%), Utility (12%).","E&P segment holds ~1.2M net acres in Appalachia with ~1.1 Bcf/day production.","Midstream has 4.5 MMDth daily capacity under contract; $2.7B investments since 2010.","Utility has 754,000 customers and $897M in safety investments since 2010.","No specific Q1 fiscal 2024 earnings or guidance changes provided in the excerpt."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270151,"accession_number":"0001193125-23-293375","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-12-12T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"NFG awards performance shares with ESG, ROC, TSR goals to named executive officers","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["ESG performance shares: CEO Bauer (3,638), CFO Silverstein (529), others; vest based on methane intensity & GHG reductions by 2026.","ROC and TSR performance shares: Bauer receives 28,491 each; payout tied to relative performance vs 19-company peer group.","Retention awards to Loweth and Silverstein: 10-year vest, half performance shares, half RSUs; detailed share counts per tranche.","Fiscal 2024 AARCIP bonus targets: CEO Bauer at 125% of salary (max $2M); CFO Silverstein at 80% of salary.","RSU grants: Bauer 29,061; Loweth 14,864; Silverstein 4,227; vest in three annual installments starting Dec 2024."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270150,"accession_number":"0000070145-23-000034","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q4 EPS $0.80 vs $1.71 prior year; FY 2024 guidance $5.40-$5.90","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $73.7M ($0.80 diluted) from $158.1M ($1.71) prior year; adjusted EPS $0.78 vs $1.19.","Full-year FY 2023 GAAP EPS $5.17, adjusted $5.17 vs $5.88 prior year; operating cash flow $1.24B, free cash flow $275M.","FY 2024 guidance raised to $5.40-$5.90 diluted; assumes NYMEX $3.25/MMBtu; 69% of Appalachian production hedged.","Dividend increased 4.2% to $1.98/share annual rate, marking 53rd consecutive annual increase.","Seneca added 670 Bcfe reserves; total proved reserves up 9% to 4,536 Bcfe; 198% reserve replacement."],"consensus_eps_estimate":null,"consensus_eps_actual":5.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":2173771000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270149,"accession_number":"0001193125-23-268290","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates Q4 fiscal 2023 investor presentation","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Updated presentation highlights 53% of EBITDA from E&P, 36% from Pipeline & Storage, 11% from Utility.","E&P segment: ~1.2M net acres, ~1.02 Bcf/day net production.","Pipeline & Storage: 4.4 MMDth daily capacity, $2.7B investments since 2010.","Utility: $897M investments since 2010, 754,000 customers."],"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,"calibrated_materiality_score":0.25,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287126,"accession_number":"0001193125-23-210829","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-08-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"National Fuel Gas files legal opinion as exhibit to existing S-3 registration","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed opinion of Scarinci Hollenbeck, LLC as Exhibit 5.1 to Form S-3 (Registration No. 333-273926).","Consent of Scarinci Hollenbeck, LLC included in the same exhibit.","No changes to business, financial condition, or guidance disclosed.","Procedural filing with no impact on operations or capital structure."],"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":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287125,"accession_number":"0000070145-23-000028","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q3 adjusted EPS $1.01 vs $1.54 YoY; FY24 guide midpoint $5.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $92.6M ($1.00/diluted share) vs $108.2M ($1.17) in prior-year quarter.","Adjusted operating results $93.4M ($1.01/sh) vs $141.9M ($1.54/sh).","E&P production 94.7 Bcfe (+7% YoY); acquired ~36,000 net acres for $138.9M.","PA PUC approved $23M annual base rate increase for Utility segment effective Aug 1, 2023.","FY2024 guidance initiated $5.50-$6.00/sh (midpoint $5.75, +11% vs FY23 midpoint)."],"consensus_eps_estimate":null,"consensus_eps_actual":4.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1804824000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287124,"accession_number":"0001193125-23-201775","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation with Q3 fiscal 2023 operational overview","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Presentation reiterates NFG is an integrated natural gas company with ~1.2 million net acres in Appalachia and net production ~1.04 Bcf/day.","Midstream segment (Pipeline & Storage) has 4.4 MMDth daily interstate capacity under contract; $2.4B investments since 2010; contributes 35% of EBITDA.","Utility segment serves 754,000 customers in WNY/NW PA; $788M in safety investments since 2010; contributes 11% of EBITDA.","No new financial results, earnings, or guidance changes were disclosed in the presentation.","This is a routine periodic update with no material new information beyond the operational summary."],"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":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307211,"accession_number":"0001193125-23-147745","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"National Fuel Gas closes $300M 5.50% notes due 2026 offering","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$300M aggregate principal of 5.50% notes due 2026 issued.","Underwriters: J.P. Morgan, BofA Securities, Wells Fargo.","Notes offered under existing shelf registration (S-3).","Closing occurred May 18, 2023; proceeds use not specified."],"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":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307210,"accession_number":"0000070145-23-000014","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Fuel Q2 EPS $1.53 vs $1.82 YoY; cuts FY guide to $5.10-$5.40; buys PA assets for $127M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.53, adjusted $1.54 per share; net income $140.9M vs $167.3M prior year.","Fiscal 2023 guidance revised to $5.10-$5.40 EPS (midpoint -$0.30) on lower NYMEX gas price assumption of $2.50/MMBtu.","Acquiring ~30,000 net acres in Tioga/Potter counties, PA from Southwestern Energy for $127M; expected close June 1, 2023.","E&P production 93.3 Bcfe, +7% YoY; Appalachian production up 12% to 93.2 Bcfe.","Year-to-date cash from operations $711M, up 67% from $426M; capex guidance reaffirmed at $525-$575M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":1376119000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307209,"accession_number":"0001193125-23-134514","cik":70145,"company_name":"NATIONAL FUEL GAS CO","ticker":"NFG","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"National Fuel updates investor presentation with Q2 FY2023 operational metrics","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Upstream production ~1.04 Bcf/day; 1.2M net acres in Marcellus & Utica shales.","Midstream: 4.4 MMDth daily pipeline capacity; $2.4B invested since 2010.","Downstream utility: 754,000 customers; $788M invested since 2010.","No quarterly earnings, guidance changes, or material new events disclosed."],"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,"calibrated_materiality_score":0.15,"market_cap_usd":7441268522.848195,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-05-03T23:59:59+00:00|307209"}