secwatch.observer — SEC 8-K summary
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Issuer:     NATIONAL FUEL GAS CO (NFG)
CIK:        0000070145
Form:       8-K
Filed at:   2026-07-30T12:18:14+00:00
Accession:  0000070145-26-000030
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/70145/000007014526000030/0000070145-26-000030-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/70145/000007014526000030/nfg-20260729.htm
  HTML page:      https://secwatch.observer/filing/0000070145-26-000030

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