---
schema_version: "secwatch.filing_event.v1"
accession: "0000070145-26-000030"
form_type: "8-K"
ticker: "NFG"
cik: "0000070145"
company_name: "NATIONAL FUEL GAS CO"
filed_at: "2026-07-30T12:18:14+00:00"
generated_at: "2026-07-30T12:20:28.504372+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# National Fuel Q3 GAAP EPS $1.45 vs $1.64; adjusted EPS $1.54; raises dividend 4%

## Summary
- GAAP earnings $138.6M ($1.45 EPS) vs $149.8M ($1.64 EPS) prior year; adjusted EPS $1.54.
- Revises FY2026 adjusted EPS guidance to $7.40-$7.60, projecting ~9% YoY growth.
- Board approves 4% dividend increase to $2.22 annual rate; 56th consecutive annual increase.
- Pending CenterPoint Ohio utility acquisition on track to close Oct 1, 2026; $1.5B notes issued to fund.
- Long-term EPS growth outlook 7%-10% average through FY2029; expects $1.0-$1.5B free cash flow over 3 years.

## SEC filing metadata
- accession: 0000070145-26-000030
- form_type: 8-K
- ticker: NFG
- cik: 0000070145
- company_name: NATIONAL FUEL GAS CO
- filed_at: 2026-07-30T12:18:14+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/70145/000007014526000030/0000070145-26-000030-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/70145/000007014526000030/nfg-20260729.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000070145-26-000030
- JSON: https://secwatch.observer/filing/0000070145-26-000030.json
- Plain text: https://secwatch.observer/filing/0000070145-26-000030.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.