New Fortress Energy (NFE)
Integrates fuel supply, marine assets, terminals, and power delivery for LNG-to-power infrastructure.
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Provides integrated LNG-to-power infrastructure spanning natural-gas supply and liquefaction, floating LNG, shipping, terminals, and power assets. The international platform is being separated into Brazil and non-Brazil businesses through sanctioned UK restructuring plans that remain subject to conditions and approvals.
Combines natural-gas supply and liquefaction with Fast LNG and floating LNG units, shipping through FSRUs and LNG carriers, terminals, and power assets. The integrated platform runs from fuel supply through power delivery. It links physical infrastructure and logistics.
Brazilian gas-to-power and marine infrastructure, added through the Hygo and Golar acquisitions, sits alongside the non-Brazil business in an international platform. Jamaica is no longer in the portfolio after its sale.
UK restructuring plans sanctioned by the English court separate Brazilian operations from the non-Brazil business. Implementation remains subject to customary conditions and regulatory approvals.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 8, 2025 | CapitalOne | Downgrade | ||
| Aug 13, 2025 | Johnson Rice | Downgrade | ||
| Jun 26, 2025 | BTIG | Downgrade | ||
| Oct 3, 2024 | Morgan Stanley | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $161.2M · Total debt $9.11B · Total assets $10.73B · Shareholders' equity −$553.7M
- Revenue
- $312.5M
- Operating income
- −$75.8M
- Net income
- −$371.4M
HistoryDividendAnnual yield
| Institutions | 38.15% | 2.18M shares | |
|---|---|---|---|
| 161 holders · as of Jun 30, 2026 | |||
| Insiders | 16.94% | 967.5K shares | |
| 6 holders · as of Sep 15, 2026 | |||
| Strategic holders | 2.30% | 131.3K shares | |
| 1 holder · as of Sep 16, 2026 | |||
| Other | 42.61% | 2.43M shares | |
| remainder | |||
5.71M 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 |
|---|---|---|---|
Wesley R. EdensInsiderdirector, 10 percent owner, officer: Chief Executive Officer | 16.76% | 957,337 | filed Sep 15, 2026 |
Great Mountain Partners LLCInstitution | 8.95% | 25.56M | as of Jun 30, 2026 |
Fortress Investment Group LLCInstitution | 4.69% | 13.40M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.54% | 7.26M | as of Jun 30, 2026 |
Strategic Value Partners, LLCStrategic10 percent owner | 2.30% | 131,290 | filed Sep 16, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Strategic Value Partners, LLC | 10 percent owner | +10,000 | |
| Sep 14, 2026 | Strategic Value Partners, LLC | 10 percent owner | +60,000 | |
| Sep 11, 2026 | Wesley R. Edens | director, 10 percent owner, officer: Chief Executive Officer | +34,984 |
- Golar LNG
Direct rival in floating LNG liquefaction infrastructure
- Excelerate Energy
Direct rival in FSRUs, LNG terminals, and gas-to-power
- Cheniere Energy
Scale rival in LNG supply, liquefaction, chartering, and delivery
- NextDecade
Project-development rival in U.S. LNG liquefaction capacity
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| New Fortress Energy | $8.23 | +0.98% | $61.8M | — | 0.4 | 0.0 | −27.7% |
| Golar LNG | $50.42 | −0.02% | $5.23B | 33.1 | — | 10.0 | +72.4% |
| Excelerate Energy | $34.46 | +0.17% | $3.92B | 23.4 | 19.0 | 2.7 | +60.9% |
| Cheniere Energy | $273.07 | +0.02% | $57.62B | 20.5 | 15.5 | 2.6 | +23.5% |
| NextDecade | $6.85 | +1.18% | $1.87B | — | — | — | — |
| Median | 23.4 | 17.3 | 2.7 | +60.9% |