S.E.E.D. Planning Group LLC Boosts Stock Holdings in Cheniere Energy, Inc. $LNG

S.E.E.D. Planning Group LLC grew its stake in shares of Cheniere Energy, Inc. (NYSE:LNG) by 112.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,754 shares of the energy company’s stock after buying an additional 6,224 shares during the quarter. S.E.E.D. Planning Group LLC’s holdings in Cheniere Energy were worth $2,285,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the stock. Salomon & Ludwin LLC bought a new stake in shares of Cheniere Energy in the 3rd quarter valued at about $25,000. Caitong International Asset Management Co. Ltd bought a new position in Cheniere Energy during the 3rd quarter worth approximately $27,000. Hazlett Burt & Watson Inc. grew its position in Cheniere Energy by 250.0% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 140 shares of the energy company’s stock worth $32,000 after acquiring an additional 100 shares during the last quarter. Armstrong Advisory Group Inc. increased its stake in Cheniere Energy by 47.6% in the 3rd quarter. Armstrong Advisory Group Inc. now owns 155 shares of the energy company’s stock worth $36,000 after purchasing an additional 50 shares during the period. Finally, Rakuten Investment Management Inc. purchased a new position in Cheniere Energy in the 3rd quarter worth approximately $38,000. Hedge funds and other institutional investors own 87.26% of the company’s stock.

Cheniere Energy News Summary

Here are the key news stories impacting Cheniere Energy this week:

• Positive Sentiment: Morgan Stanley upgraded U.S. LNG exporters (including Cheniere) to Buy/Overweight and raised its target, citing an upbeat LNG outlook amid supply disruptions — a direct catalyst for higher multiple and demand expectations. Venture Global, Cheniere upgraded to Buy at Morgan Stanley on upbeat LNG outlook
• Positive Sentiment: BMO Capital Markets raised its price target on Cheniere to $306 and kept an Outperform rating, supporting further upside from current levels by tightening the gap to Street expectations. BMO raises price target
• Positive Sentiment: Additional price‑target lift coverage (AmericanBankingNews reported a $322 target) and a consensus “Moderate Buy” posture from brokerages add to positive analyst momentum around LNG cash flows and dividend/earnings visibility. Cheniere Energy Price Target Raised to $322.00
• Positive Sentiment: Geopolitical tension in the Middle East (Iran war risks) is being cited by media and commentators as a potential supply shock that would benefit major U.S. LNG exporters like Cheniere by tightening global markets. Cheniere Energy stock is trading at new all-time highs
• Positive Sentiment: Cheniere’s CEO highlighted at CERAWeek that the Mideast situation underscores the need for diversified energy supplies — comments that reinforce Cheniere’s strategic role as the largest U.S. LNG exporter. CERAWEEK Mideast situation shows need for energy diversification, says Cheniere CEO
• Positive Sentiment: Industry commentators and analysts (Zacks, Investing.com, Seeking Alpha segments and a bullish YouTube interview) are promoting LNG names as core beneficiaries of a tightening market, which draws retail/institutional flows into LNG stocks. From LNG & KMI to OKLO & CEG: Joe Rinaldi Offers Energy Bull Cases
• Neutral Sentiment: Energy sector breadth is modestly positive (sector index higher), which supports Cheniere but doesn’t single it out; sector moves can amplify but also reverse with macro flows. Sector Update: Energy Stocks Higher Late Afternoon
• Negative Sentiment: One manager (Brown Advisory) noted Cheniere shares traded lower in Q4 in an investor letter — a reminder that stock can see periodic weakness and that active portfolio positioning can create headwinds. Cheniere Energy (LNG) Shares Traded Lower in Q4

Wall Street Analyst Weigh In

LNG has been the subject of a number of analyst reports. Morgan Stanley raised Cheniere Energy from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $236.00 to $313.00 in a research note on Monday. Weiss Ratings raised shares of Cheniere Energy from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, March 18th. Jefferies Financial Group reiterated a “buy” rating on shares of Cheniere Energy in a report on Thursday, February 26th. UBS Group increased their price target on shares of Cheniere Energy from $277.00 to $301.00 and gave the company a “buy” rating in a research report on Tuesday, March 3rd. Finally, Wells Fargo & Company cut their price target on shares of Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating on the stock in a report on Friday, March 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $275.53.

Cheniere Energy Trading Up 2.3%

NYSE LNG opened at $287.39 on Tuesday. The stock has a market cap of $60.41 billion, a P/E ratio of 11.83 and a beta of 0.25. Cheniere Energy, Inc. has a fifty-two week low of $186.20 and a fifty-two week high of $299.49. The stock has a 50 day simple moving average of $227.82 and a two-hundred day simple moving average of $218.47. The company has a debt-to-equity ratio of 1.74, a quick ratio of 0.81 and a current ratio of 0.94.

Cheniere Energy (NYSE:LNG) last posted its earnings results on Wednesday, February 25th. The energy company reported $10.68 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.90 by $6.78. The firm had revenue of $5.45 billion for the quarter, compared to analysts’ expectations of $5.48 billion. Cheniere Energy had a return on equity of 32.04% and a net margin of 26.68%.The business’s revenue was up 22.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.33 earnings per share. On average, analysts forecast that Cheniere Energy, Inc. will post 11.69 earnings per share for the current year.

Cheniere Energy Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 6th were given a dividend of $0.555 per share. This represents a $2.22 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Friday, February 6th. Cheniere Energy’s payout ratio is presently 9.14%.

Cheniere Energy announced that its board has approved a stock buyback program on Thursday, February 26th that authorizes the company to repurchase $10.00 billion in shares. This repurchase authorization authorizes the energy company to purchase up to 21.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

About Cheniere Energy

Cheniere Energy, Inc is a U.S.-based energy company that develops, owns and operates liquefied natural gas (LNG) infrastructure and markets LNG to global customers. The company’s core activities include natural gas liquefaction, long‑term and short‑term LNG sales and marketing, and the associated midstream services required to move gas from production basins to international markets. Cheniere focuses on converting domestic natural gas into LNG for export, providing a bridge between North American supply and overseas demand.

Cheniere’s principal operating assets are large-scale LNG export terminals located on the U.S.