Excelerate Energy (EE)
Operates floating LNG import terminals and integrates gas supply, power and steam sales.
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Leases and operates floating LNG import terminals while earning additional revenue from LNG and natural gas delivery, terminal services, power and steam. A global regasification fleet anchors the business, with Jamaica adding onshore terminals and generation, while long-term take-or-pay contracts underpin much of the platform.
Leases and operates floating LNG import terminals, supplies LNG and natural gas, and develops infrastructure that moves gas from ships into local pipelines and power systems. Terminal-services contracts combine use of floating storage and regasification units with vessel operations and technical support; LNG, gas and power sales span sourcing, transport, regasification, electricity and steam.
In-house fleet management and ship-to-ship transfer experience support deployments across the Americas, Europe, the Middle East and Asia. The Jamaica platform adds the Montego Bay and Old Harbour terminals, small-scale regasification sites and the Clarendon combined heat and power plant, extending the model into onshore delivery and generation.
Revenue depends heavily on long-term take-or-pay agreements, asset availability and customers in infrastructure-constrained import markets. George B. Kaiser retains majority ownership of the operating partnership.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Raymond James | Reiterate | Rating: —Target: $36 | Target: $50 |
| Aug 12, 2026 | Northland Securities | Target | Target: $48 | Target: $45 |
| Aug 12, 2026 | Wells Fargo | Reiterate | Rating: —Target: $37 | Target: $38 |
| Aug 11, 2026 | Barclays | Reiterate | Rating: —Target: — | Target: $43 |
| Aug 7, 2026 | Morgan Stanley | Target | Target: $40 | Target: $41 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $345.7M · Total debt $1.39B · Total assets $4.16B · Shareholders' equity $686.8M
- Revenue
- $329.3M
- Operating income
- $80.9M
- Net income
- $12.1M
HistoryDividendAnnual yield
| Institutions | 29.16% | 33.20M shares | |
|---|---|---|---|
| 229 holders · as of Jun 30, 2026 | |||
| Insiders | 0.79% | 894.7K shares | |
| 10 holders · as of Apr 2, 2026 | |||
| Strategic holders | 1.23% | 1.40M shares | |
| 1 holder · as of Jan 31, 2024 | |||
| Other | 68.82% | 78.36M shares | |
| remainder | |||
113.86M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (113.86M in the company's Sep 22, 2026 report, 31.92M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
George Kaiser Family FoundationInstitution | 6.90% | 7.85M A | as of Jun 30, 2026 |
Wellington Management Group LLPInstitution | 2.93% | 3.34M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 1.77% | 2.01M A | as of Jun 30, 2026 |
Copeland Capital Management, LLCInstitution | 1.73% | 1.97M A | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 1.23% | 1.40M | filed Jan 31, 2024 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 20, 2026 | Oliver Simpson | officer: See Remarks | −6,000 | $34.15 |
- New Fortress Energy
Integrated LNG-to-power and terminal-platform rival
- Shell (ADR)
Global LNG major overlapping in supply, regasification, and logistics
- TotalEnergies
Integrated LNG major overlapping in supply, regas, and gas-to-power
- Cheniere Energy
Major U.S. LNG supplier for long-term SPAs and delivered volumes
- Golar LNG
Floating LNG project peer with FLNG liquefaction overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Excelerate Energy | $35.35 | +4.20% | $3.92B | 23.4 | 19.5 | 2.7 | +60.9% |
| New Fortress Energy | $8.27 | −23.61% | $61.8M | — | 0.4 | 0.0 | −27.7% |
| Shell (ADR) | $94.02 | +0.80% | $260.05B | 10.3 | 9.0 | 0.9 | +44.7% |
| TotalEnergies | $89.81 | −0.28% | $200.56B | 11.3 | 8.1 | 1.0 | +26.2% |
| Cheniere Energy | $278.56 | +1.30% | $57.62B | 20.5 | 15.8 | 2.6 | +23.5% |
| Golar LNG | $50.56 | −1.57% | $5.23B | 33.1 | — | 10.0 | +72.4% |
| Median | 15.9 | 8.6 | 1.0 | +26.2% |