Highest-materiality recent filing
National Fuel Q2 FY2026: adj. EPS $2.71 (+13% YoY); guidance revised to $7.45-$7.75
GAAP EPS $2.59 vs $2.37 prior year; adjusted EPS $2.71, up 13% YoY.
National Fuel updates investor presentation, reaffirms >10% adjusted EPS growth target through FY27E
Reaffirms >10% adjusted EPS growth from FY24 to FY27E.
National Fuel Gas enters $1.3B amended credit facility maturing 2031, replacing 2022 agreement.
$1.3B unsecured committed revolving credit facility with initial maturity March 27, 2031.
NFG shareholders elect all 11 directors, approve say-on-pay and auditor
All 11 director nominees elected with at least 93.6% of votes cast; Rebecca Ranich received lowest support at 93.6%.
National Fuel Q1 fiscal 2026 GAAP EPS $1.98, adjusted EPS $2.06 (up 24% YoY)
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).
Presentation targets >10% adjusted EPS growth from FY24 to FY27E.
Filed prospectus supplement on Dec 29, 2025 to register 4,402,513 common shares for resale.
National Fuel raises $350M in private placement to fund Ohio gas utility acquisition
Gross proceeds of $350M from sale of 4.4M shares at $79.50/share; closing expected Dec 17, 2025.
National Fuel Gas grants performance shares and RSUs to named executives; amends incentive plan
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.
Q4 adj EPS $1.22 (+58% YoY); GAAP EPS $1.18 vs prior-year loss $1.84.
NFG amends credit facilities for $1.2B seller note to fund Vectren Ohio acquisition
On Oct 20, NFG agreed to acquire all equity of Vectren Energy Delivery of Ohio from CenterPoint Energy Resources.
Investor presentation dated November 2025 covers fiscal 2025 Q4 & full year update.
National Fuel to acquire CenterPoint's Ohio gas utility Vectren Energy for $2.62B
Purchase price $2.62B cash-free, debt-free; ~1.6x estimated 2026 rate base of $1.6B.
National Fuel Q3 adjusted EPS $1.64, up 66%; FY2026 prelim guidance up ~20%
GAAP EPS $1.64 vs $(0.59) loss; adjusted EPS $1.64 vs $0.99, up 66%.
NFG updates investor presentation targeting >10% EPS growth FY24-FY27E
Dividend history: 123 consecutive years of payments, 55 consecutive years of increases.
Donna L. DeCarolis retires as NFG Distribution president; consulting deal at $15k/month through 2028
Retires as President of National Fuel Gas Distribution Corp effective July 1, 2025.
As previously disclosed by the Company, Ms. DeCarolis will be succeeded as President of Distribution Corporation by Michael D. Colpoys, effective July 1, 2025.
As previously disclosed by the Company, Ms. DeCarolis has determined to retire from employment with the Company on July 1, 2025 (the “Retirement Date”).
Max materiality 0.95 · Median 0.50 · Most common event other_material