Cheniere Energy (LNG)
Turns North American natural gas into LNG for overseas utilities, energy companies, and traders.
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Liquefies North American natural gas at Sabine Pass and Corpus Christi, selling LNG through long-term contracts and shorter-term marketing. Revenue depends on terminal availability, feed-gas supply, shipping access, customer performance, and gas-linked contract pricing.
Buys North American natural gas, liquefies it at the Sabine Pass and Corpus Christi terminals, and loads customer vessels or delivers cargoes to overseas regasification sites. LNG sales combine long-term agreements with shorter-term marketing of uncommitted production.
Operating strength rests on safety, reliability, construction execution, and coordination across gas procurement, pipelines, liquefaction, vessel chartering, and delivery. Sabine Pass also retains legacy regasification and terminal-use services, while Corpus Christi continues a staged midscale expansion.
Cash flows depend heavily on long-term customer contracts and gas-linked pricing. Operations require reliable feed gas, pipeline capacity, marine berths, vessels, and overseas receiving infrastructure, while expansions and terminal operations remain subject to federal, state, environmental, and safety approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 10, 2026 | Scotiabank | Reiterate | Rating: —Target: $288 | Target: $312 |
| Aug 24, 2026 | RBC Capital | Reiterate | Rating: —Target: — | Target: $319 |
| Aug 18, 2026 | Argus Research | Target | Target: $255 | Target: $330 |
| Aug 7, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $236 | Target: $310 |
| Aug 7, 2026 | Barclays | Reiterate | Rating: —Target: $274 | Target: $279 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.52B · Total debt $26.56B · Total assets $47.97B · Shareholders' equity $6.19B
- Revenue
- $5.73B
- Operating income
- $4.29B
- Net income
- $3.07B
HistoryDividendAnnual yield
| Institutions | 90.13% | 186.14M shares | |
|---|---|---|---|
| 1,414 holders · as of Jun 30, 2026 | |||
| Insiders | 6.57% | 13.57M shares | |
| 16 holders · as of Aug 18, 2026 | |||
| Other | 3.30% | 6.82M shares | |
| remainder | |||
206.53M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.58% | 17.71M | as of Jun 30, 2026 |
Dhabi Investment AuthorityInsider | 6.17% | 12.73M | filed Sep 16, 2020 |
Vanguard Portfolio Management LLCInstitution | 4.65% | 9.60M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.59% | 9.48M | as of Jun 30, 2026 |
State Street CorpInstitution | 2.88% | 5.94M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 30, 2026 | Zach Davis | officer: EVP & CFO | −29,000 | $300.00 |
| Mar 27, 2026 | G. Andrea Botta | director | −5,000 | $296.47 |
| Mar 26, 2026 | Sean N. Markowitz | officer: EVP, CLO and Corp Sec | −22,246 | $290.98 |
| Mar 26, 2026 | Anatol Feygin | officer: EVP & Chief Commercial Officer | −40,432 | $290.98 |
| Mar 2, 2026 | Neal A. Shear | director | −4,100 | $248.71 |
- Venture Global
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- TotalEnergies
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- ExxonMobil
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- NextDecade
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Cheniere Energy | $274.50 | −0.17% | $57.62B | 20.5 | 15.6 | 2.6 | +23.5% |
| Venture Global | $13.41 | −1.83% | $33.36B | 10.7 | 8.6 | 2.0 | +47.6% |
| Sempra | $81.44 | +0.30% | $53.09B | 23.5 | 15.7 | 3.9 | −0.1% |
| Shell (ADR) | $93.62 | +0.38% | $260.05B | 10.3 | 9.0 | 0.9 | +44.7% |
| TotalEnergies | $89.71 | −0.39% | $200.56B | 11.3 | 8.1 | 1.0 | +26.2% |
| ExxonMobil | $158.72 | +0.27% | $656.48B | 20.4 | 12.9 | 1.8 | +46.0% |
| NextDecade | $6.97 | −0.76% | $1.87B | — | — | — | — |
| Median | 11.3 | 9.0 | 1.8 | +44.7% |