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National Fuel Gas Hikes Dividend by 3.9%, Boosts Shareholder Value

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Key Takeaways

  • NFG approved a 3.9% dividend hike, raising the quarterly payout to 53.5 cents per share.
  • NFG has invested $2.9B in midstream assets since 2010, with $500M more planned through 2030.
  • NFG's shale focus and cost-efficient Exploration and Production operations support profitability and growth.

National Fuel Gas Company (NFG - Free Report) announced that its board of directors has approved a 3.9% increase in its quarterly dividend rate. The new dividend rate will be 53.5 cents per share (compared with the previous quarter’s 51.5 cents), payable on July 15, 2025, to stockholders of record at the close of business on June 30, 2025.

This increase resulted in an annualized dividend of $2.14 per share compared with the previous level of $2.06. National Fuel Gas’ current dividend yield is 2.45%, higher than the Zacks S&P 500 composite's average of 1.24%. 

The company has paid dividends for 123 consecutive years and this hike marks its 55th consecutive annual dividend increase. More details relating to NFG’s dividend are available here.

Can National Fuel Gas Sustain Dividend Hikes?

National Fuel Gas’ focus on the Marcellus and Utica shale formations provides a strong foundation for future growth in production volumes as well as revenues. The company’s efforts to increase production and improve operational efficiencies, particularly in the E&P segment, lead to higher volumes and lower unit costs, boosting profitability.

NFG is well-positioned to capitalize on opportunities in artificial intelligence and data centers. It can address the growing demand for gas-fired power production, thanks to its vertically integrated natural gas infrastructure in the low-cost Appalachian Basin.

Since 2010, National Fuel Gas Company has invested $2.9 billion in midstream operations to expand and modernize its pipeline infrastructure to gain access to Appalachian production. The company has more than $500 million in investment planned over the next five years for the modernization of pipeline transportation and distribution systems.

The company continues to replace and modernize the existing pipelines in the fiscal 2020-2025 period. It replaced 793 miles of utility main pipelines in the aforementioned period and expects to replace them further in the long term.

The potential for NFG to expand and improve even better indicates that management will have the funds to continue with its shareholder-friendly initiatives in the future.

Legacy of Dividend Payment

Other oil and gas companies that have stable operations and earnings also enhance shareholder value through dividend hikes. 

In the past few months, Devon Energy (DVN - Free Report) , ONEOK (OKE - Free Report) and Chevron Corporation (CVX - Free Report) have raised their quarterly dividend rate by 9.1%, 4% and 4.9%, respectively.

The Zacks Consensus Estimate for Devon Energy’s 2025 earnings is pegged at $3.92 per share, implying a year-over-year decrease of 18.7%. DVN’s current dividend yield is 2.73%.

The Zacks Consensus Estimate for ONEOK’s 2025 earnings is pegged at $5.23 per share, implying a year-over-year increase of 1.2%. OKE’s current dividend yield is 4.92%.

The Zacks Consensus Estimate for Chevron’s 2025 earnings is pegged at $6.87 per share, implying a year-over-year decrease of 31.6%. CVX’s current dividend yield is 4.69%.

NFG Stock’s Price Performance

In the past three months, National Fuel Gas’ shares have risen 9.2% against the industry’s decline of 2.5%.

 

Zacks Investment Research
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NFG’s Zacks Rank

National Fuel Gas currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

 

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