NFG Smart Money
National Fuel Gas Company
1W: +2.1%
1M: +5.7%
3M: +0.8%
YTD: -0.6%
1Y: -0.1%
3Y: +63.3%
5Y: +60.8%
$81.57
-0.11 (-0.13%)
Weekly Expected Move ±3.3%
$75
$78
$81
$83
$86
Credit Risk of going bust: lower than 83% of companies Debt: 31.5% of company value Bonds: $153.6M held by 237 funds, 84 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.61 (down 98%), National Fuel Gas Company would be worth roughly what it owes.
Total debt $3.57B against a stock market value of $7.75B.
Distance to default 10.55 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.78B (short-term plus half of long-term), stock volatility 19.6%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $1.61 (down 98%), National Fuel Gas Company would be worth roughly what it owes.
Total debt $3.57B against a stock market value of $7.75B.
Distance to default 10.55 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.78B (short-term plus half of long-term), stock volatility 19.6%; Altman Z'' 2.75. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026745
Institutions Holding
+29 vs prior
74.7%
Ownership
-13.13%
91
New
264
Increased
269
Reduced
89
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-01 | TANSKI RONALD J | director | A-Grant/Award | 577 | $75.89 | $44K | Filing |
| 2026-10-01 | BAUMANN BARBARA M | director | A-Grant/Award | 577 | $75.89 | $44K | Filing |
| 2026-10-01 | JAGGERS JOSEPH N | director | A-Grant/Award | 577 | $75.89 | $44K | Filing |
| 2026-10-01 | SHAW JEFFREY W | director | A-Grant/Award | 577 | $75.89 | $44K | Filing |
| 2026-09-16 | Del Vecchio Joseph N | officer: president, nfg supply corp. | D-Sale to Issuer | 428 | $— | $0 | Filing |
| 2026-09-16 | Loweth Justin I | officer: pres - seneca resources | A-Grant/Award | 2,784 | $— | $0 | Filing |
| 2026-09-16 | Loweth Justin I | officer: pres - seneca resources | F-Tax Withholding | 1,096 | $81.52 | $89K | Filing |
| 2026-09-16 | Hartz Lee E | officer: secretary and general counsel | A-Grant/Award | 232 | $— | $0 | Filing |
| 2026-09-16 | Hartz Lee E | officer: secretary and general counsel | F-Tax Withholding | 119 | $81.52 | $10K | Filing |
| 2026-09-16 | Del Vecchio Joseph N | officer: president, nfg supply corp. | A-Grant/Award | 444 | $— | $0 | Filing |
| 2026-09-16 | Del Vecchio Joseph N | officer: president, nfg supply corp. | F-Tax Withholding | 16 | $81.52 | $1K | Filing |
| 2026-09-16 | Mendel Elena G | officer: controller & chf acct officer | F-Tax Withholding | 121 | $81.52 | $10K | Filing |
| 2026-09-16 | Colpoys Michael D | officer: president - nfg dist. corp. | A-Grant/Award | 396 | $— | $0 | Filing |
| 2026-09-16 | Colpoys Michael D | officer: president - nfg dist. corp. | F-Tax Withholding | 195 | $81.52 | $16K | Filing |
| 2026-09-16 | Bauer David P | officer: president and ceo | A-Grant/Award | 5,088 | $— | $0 | Filing |
| 2026-09-16 | Bauer David P | officer: president and ceo | F-Tax Withholding | 181 | $81.52 | $15K | Filing |
| 2026-09-16 | Bauer David P | officer: president and ceo | D-Sale to Issuer | 4,907 | $— | $0 | Filing |
| 2026-09-16 | Silverstein Timothy J | officer: treasurer & cfo | A-Grant/Award | 216 | $— | $0 | Filing |
| 2026-09-16 | Silverstein Timothy J | officer: treasurer & cfo | F-Tax Withholding | 111 | $81.52 | $9K | Filing |
| 2026-09-16 | Krebs Martin A | officer: chief information officer | D-Sale to Issuer | 478 | $— | $0 | Filing |
| 2026-09-16 | Mendel Elena G | officer: controller & chf acct officer | A-Grant/Award | 236 | $— | $0 | Filing |
| 2026-07-15 | Hartz Lee E | officer: secretary and general counsel | J-J | 120 | $79.74 | $10K | Filing |
| 2026-07-15 | Krebs Martin A | officer: chief information officer | J-J | 29 | $79.74 | $2K | Filing |
| 2026-07-15 | Carroll David C. | director | J-J | 214 | $79.68 | $17K | Filing |
| 2026-07-15 | Mendel Elena G | officer: controller & chf acct officer | J-J | 93 | $79.74 | $7K | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-03-06 | Michael McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2025-03-06 | Michael T. McCaul | House | Sell | $50,001 - $100,000 | Filing |
| 2024-02-23 | Michael McCaul | House | Buy | $50,001 - $100,000 | Filing |
| 2024-02-23 | Michael McCaul | House | Buy | $100,001 - $250,000 | Filing |
| 2023-06-29 | Daniel Goldman | House | Sell | $1,001 - $15,000 | Filing |
| 2023-05-26 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-26 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-05-25 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-25 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-05-24 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-24 | Michael McCaul | House | Buy | $15,001 - $50,000 | Filing |
| 2023-05-23 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-23 | Michael McCaul | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-12 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2023-05-12 | Michael McCaul | House | Sell | $100,001 - $250,000 | Filing |
| 2023-04-10 | Daniel Goldman | House | Buy | $1,001 - $15,000 | Filing |
| 2023-03-01 | Daniel Goldman | House | Sell | $15,001 - $50,000 | Filing |
| 2022-09-30 | Virginia Foxx | House | Sell | $15,001 - $50,000 | Filing |
| 2022-09-07 | Virginia Foxx | House | Buy | $1,001 - $15,000 | Filing |
| 2022-08-10 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-08-10 | Michael McCaul | House | Sell | $1,001 - $15,000 | Filing |
| 2022-08-08 | Virginia Foxx | House | Buy | $1,001 - $15,000 | Filing |
| 2022-08-02 | Virginia Foxx | House | Buy | $15,001 - $50,000 | Filing |
| 2022-03-17 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
| 2022-03-17 | Michael McCaul | House | Sell | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,695,230 | $749M | +538,725 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,030,342 | $620M | +206,913 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,284,248 | $331M | +37,285 | 2026-06-30 | Filing |
| STATE STREET CORP | 4,198,608 | $326M | +328,036 | 2026-06-30 | Filing |
| Energy Income Partners, LLC | 2,995,843 | $231M | +406,019 | 2026-06-30 | Filing |
| GABELLI FUNDS LLC | 2,326,363 | $180M | -5,500 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 1,969,955 | $152M | +767,874 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,964,373 | $152M | +20,836 | 2026-06-30 | Filing |
| Yaupon Capital Management LP | 1,559,618 | $120M | +516,346 | 2026-06-30 | Filing |
| GAMCO INVESTORS, INC. ET AL | 1,370,347 | $106M | +1,021 | 2026-06-30 | Filing |
| MORGAN STANLEY | 1,367,831 | $106M | +129,789 | 2026-06-30 | Filing |
| Blackstone Inc. | 1,235,399 | $95M | +648,815 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,215,038 | $94M | +37,080 | 2026-06-30 | Filing |
| NORGES BANK | 1,091,535 | $84M | +1,091,535 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 1,067,005 | $82M | -5,482 | 2026-06-30 | Filing |
| EQUITY INVESTMENT CORP | 1,012,957 | $78M | -10,571 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 986,838 | $76M | +986,838 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 986,838 | $76M | +9,497 | 2026-06-30 | Filing |
| Invesco Ltd. | 969,887 | $75M | +83,870 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 959,280 | $74M | -264,281 | 2026-06-30 | Filing |