Welcome to our dedicated page for Natl Fuel Gas Co SEC filings (Ticker: NFG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The National Fuel Gas Company (NYSE: NFG) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered tools to help interpret complex documents. As a diversified natural gas-focused energy company with integrated upstream, gathering, pipeline, storage, and utility operations, National Fuel uses its SEC filings to detail segment performance, financing arrangements, and material corporate events.
Through this page, readers can review current reports on Form 8-K in which National Fuel reports material events such as the Securities Purchase Agreement to acquire CenterPoint’s Ohio natural gas utility business, amendments to term loan and credit agreements, and the structure of seller note and bridge loan facilities. Other 8-K filings describe private placements of common stock, registration rights agreements, and prospectus supplements related to the resale of newly issued shares.
Investors can also use this resource to locate annual and quarterly reports (Forms 10-K and 10-Q), where National Fuel explains its Integrated Upstream and Gathering, Pipeline and Storage, and Utility segments in detail, including natural gas exploration and production activities in Pennsylvania, gathering operations in the Appalachian region, and regulated utility service in western New York and northwestern Pennsylvania.
In addition, the filings page helps users track executive compensation and incentive plans, such as equity compensation plans, performance share awards tied to total shareholder return, and annual incentive plans with goals based on EBITDA, capital efficiency, safety, and customer service. Related exhibits and plan documents are accessible through the SEC filings list.
Stock Titan’s AI features summarize lengthy filings, highlight key terms in financing and acquisition agreements, and surface important covenants and conditions. Real-time updates from EDGAR, combined with concise AI explanations, make it easier to follow National Fuel’s regulatory history, capital structure decisions, and segment-level disclosures without reading every page manually.
National Fuel Gas Company reported significantly stronger results for the quarter and six months ended March 31, 2026, driven by higher utility and upstream revenues and the absence of prior-year impairments. Total revenues reached $858.4 million for the quarter and $1.51 billion for the six-month period, both higher than a year earlier.
Net income available for common stock rose to $247.7 million for the quarter and $429.3 million year-to-date, with diluted EPS of $2.59 and $4.58, respectively. Operating cash flow of $657.3 million comfortably covered capital expenditures of $498.3 million, while long-term debt (including current portion) declined to $2.38 billion.
The company is positioning for growth through a pending acquisition of CenterPoint Ohio for $2.62 billion, funded by $1.42 billion in cash and a $1.2 billion 6.5% promissory note, plus a recent $338.4 million equity raise. It is also advancing several FERC-regulated pipeline projects and benefiting from multi-year rate plans in New York and active rate and infrastructure mechanisms in Pennsylvania.
National Fuel Gas Co ownership disclosure: Vanguard Capital Management reports beneficial ownership of 4,954,347 shares of Common Stock, representing 5.21% of the class as reported. The filing states Vanguard has sole voting power over 707,384 shares and sole dispositive power over 4,954,347 shares, and that these holdings include shares held for Vanguard funds and managed accounts.
National Fuel Gas Company reported higher earnings for its fiscal 2026 second quarter, while modestly trimming full-year guidance. GAAP net income was $247.7 million, or $2.59 per diluted share, up from $216.4 million, or $2.37 per share, a year earlier. Adjusted EPS rose to $2.71, a 13% increase. Operating cash flow reached $657 million with year-to-date free cash flow of $160 million, up $111 million. Integrated Upstream and Gathering adjusted EPS was $1.67, up 21%, helped by a 17% rise in realized natural gas prices to $3.45 per Mcf, despite 3% lower production. The Utility segment generated net income of $65 million, up 3%, as rate increases and system modernization boosted revenue. The company revised its fiscal 2026 adjusted EPS outlook to $7.45–$7.75 per share, with a midpoint of $7.60, reflecting updated natural gas price assumptions and minor production delays, while keeping capital spending plans unchanged and highlighting pipeline expansions and a planned Ohio utility acquisition.
National Fuel Gas Company furnished an updated investor presentation outlining strategic, financial, and regulatory progress across its integrated natural gas businesses. The company highlights a pending acquisition of CenterPoint’s Ohio gas utility business for $2.62 billion, about 1.6x an expected 2026 rate base of $1.6 billion, to expand regulated scale and rebalance its business mix.
The presentation reiterates more than 10% adjusted EPS growth targeted from fiscal 2024 to 2027 and fiscal 2026 adjusted EPS guidance of $7.45–$7.75 at a $3.00 NYMEX gas price, a 10% increase from fiscal 2025. Fiscal 2026 consolidated capital spending is guided to $955–$1,065 million, supporting upstream, pipeline, storage, and utility modernization projects.
Management emphasizes improved capital efficiency in the Integrated Upstream & Gathering segment, with production up 16% and capital down 15% between fiscal 2023 and expected fiscal 2026, while expanding firm transportation commitments toward about 1,500 MDth/d by 2030. The company also underscores its long record of shareholder returns, including 123 consecutive years of dividend payments and 55 consecutive years of dividend increases, and details ongoing rate case activity and non‑GAAP measures used to evaluate operating performance and liquidity.
National Fuel Gas Co ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 7,834,862 shares of Common Stock, representing 8.24% as of 03/31/2026. The filing states Vanguard Portfolio Management exercises sole dispositive power over these shares and holds sole voting power for 11,433 shares.
The filing is a Schedule 13G passive ownership disclosure signed on 04/29/2026 and explains holdings include securities held for Vanguard funds and managed accounts.
TANSKI RONALD J reported acquisition or exercise transactions in this Form 4 filing.
National Fuel Gas Company director Ronald J. Tanski received a grant of 469 shares of Common Stock on April 1, 2026. The award was made as a quarterly grant under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan at a reference price of $93.29 per share. Following this compensation-related share award, Tanski directly holds 357,533 shares of National Fuel Gas Company common stock.
National Fuel Gas Company director David F. Smith reported compensation-related changes in his deferred stock units. On April 1, 2026, he received a grant of 469 deferred stock units, each economically equivalent to one share of common stock, at a reference price of $93.29, bringing his holdings to 18,561 deferred stock units.
The filing also shows a prior January 15, 2026 transaction involving 115 deferred stock units at $81.29, characterized as another type of acquisition or disposition under plan rules. Some units were acquired through dividend reinvestment and quarterly grants under the company’s deferred compensation and non-employee director equity plans. These deferred stock units become payable in common shares after Smith’s service as a director ends, based on his distribution election.
National Fuel Gas Company director Thomas E. Skains reported routine equity compensation activity involving deferred stock units. On April 1, 2026, he received a grant of 469 deferred stock units at an indicated value of $93.29 per unit, bringing his holdings to 18,561 deferred stock units. A prior January 15, 2026 transaction covered 115 deferred stock units at $81.29 per unit, classified as an other acquisition or disposition. Footnotes explain these units arise from a quarterly director equity grant and a dividend reinvestment feature under National Fuel Gas compensation and deferred compensation plans. Each deferred stock unit is the economic equivalent of one share of common stock and will be paid out in shares after Skains’ service as a director ends, according to his distribution election.
SHAW JEFFREY W reported acquisition or exercise transactions in this Form 4 filing.
National Fuel Gas Company director Jeffrey W. Shaw received 469 shares of Common Stock as a grant on April 1, 2026, at a price of $93.29 per share. The award was made under the National Fuel Gas Company 2009 Non-Employee Director Equity Compensation Plan.
Following this grant, Shaw directly owns 36,234 Common Stock shares. He also has an additional 100 shares held indirectly by trust, reflecting a separate indirect ownership position reported in the filing.
National Fuel Gas Co director Rebecca Ranich reported routine share-related transactions. On April 1, 2026, she received a grant of 469 Deferred Stock Units at $93.29 per unit under the company’s non-employee director equity plan, increasing her deferred stock unit balance to 18,561.
On January 15, 2026, she acquired 115 Deferred Stock Units at $81.29 and 116 shares of common stock at $81.825 through dividend reinvestment features of company plans, transactions that are exempt under Rule 16a-11. Each deferred stock unit represents the economic equivalent of one share of common stock and becomes payable in shares after her service as a director ends.