Cheniere Energy (NYSE:LNG) Price Target Raised to $338.00 at JPMorgan Chase & Co.

Cheniere Energy (NYSE:LNG) had its target price hoisted by JPMorgan Chase & Co. from $279.00 to $338.00 in a research note issued to investors on Friday morning,Benzinga reports. They currently have an overweight rating on the energy company’s stock.

A number of other research analysts have also weighed in on the stock. Morgan Stanley raised shares of Cheniere Energy from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $236.00 to $313.00 in a research note on Monday, March 23rd. Scotiabank raised their price objective on shares of Cheniere Energy from $266.00 to $285.00 and gave the stock a “sector outperform” rating in a report on Thursday, March 5th. Barclays boosted their price objective on shares of Cheniere Energy from $259.00 to $271.00 and gave the company an “overweight” rating in a research report on Friday, February 27th. 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. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Cheniere Energy in a report on Thursday, February 26th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $282.00.

Cheniere Energy Stock Up 1.9%

Shares of Cheniere Energy stock opened at $297.00 on Friday. The company has a market capitalization of $62.43 billion, a P/E ratio of 12.22 and a beta of 0.25. The company has a debt-to-equity ratio of 1.74, a current ratio of 0.94 and a quick ratio of 0.81. The business has a 50-day moving average of $235.12 and a two-hundred day moving average of $220.28. Cheniere Energy has a 1 year low of $186.20 and a 1 year high of $299.49.

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

Cheniere Energy announced that its Board of Directors has approved a share buyback program on Thursday, February 26th that allows the company to repurchase $10.00 billion in outstanding shares. This repurchase authorization allows the energy company to reacquire up to 21.1% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Cheniere Energy Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 27th. Stockholders of record on Friday, February 6th were given a $0.555 dividend. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Friday, February 6th. Cheniere Energy’s payout ratio is currently 9.14%.

Institutional Investors Weigh In On Cheniere Energy

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in shares of Cheniere Energy by 2.0% in the 4th quarter. Vanguard Group Inc. now owns 21,219,557 shares of the energy company’s stock valued at $4,124,870,000 after acquiring an additional 414,022 shares in the last quarter. State Street Corp boosted its position in Cheniere Energy by 2.8% during the fourth quarter. State Street Corp now owns 6,174,695 shares of the energy company’s stock valued at $1,200,299,000 after purchasing an additional 167,622 shares during the last quarter. Norges Bank bought a new position in Cheniere Energy in the second quarter valued at approximately $957,425,000. Victory Capital Management Inc. grew its stake in Cheniere Energy by 12.5% in the fourth quarter. Victory Capital Management Inc. now owns 2,279,078 shares of the energy company’s stock valued at $443,031,000 after purchasing an additional 253,469 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its position in shares of Cheniere Energy by 6.3% during the 4th quarter. Dimensional Fund Advisors LP now owns 2,263,826 shares of the energy company’s stock worth $440,047,000 after purchasing an additional 134,695 shares during the last quarter. 87.26% of the stock is owned by institutional investors.

Cheniere Energy News Summary

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

• Positive Sentiment: Train 5 at Cheniere’s Corpus Christi Stage 3 is now operating at full capacity, boosting near-term export volumes and cash flow visibility. Cheniere Train 5 at Full Capacity
• Positive Sentiment: CEO comments and company statements indicate Cheniere is operating at or near maximum capacity and pushing to bring additional Corpus Christi trains online, supporting higher utilization and revenue. CEO: Operating at Maximum Capacity
• Positive Sentiment: JPMorgan upgraded LNG to Overweight and raised its price target to $338, signaling bullish analyst sentiment and providing upward pressure on the stock. JPMorgan Raises Price Target
• Positive Sentiment: Goldman Sachs and other sell‑side firms have recently highlighted Cheniere as a top LNG beneficiary of geopolitical disruptions and raised targets (Goldman increased its PT to $312), reinforcing the buy-side narrative. Goldman Sachs Price Target Investopedia: Goldman List
• Positive Sentiment: Some analysts raised Q3 EPS estimates for Cheniere, reflecting expected higher realized prices/volumes in the current geopolitical environment. Q3 EPS Estimates Raised
• Neutral Sentiment: Cheniere closed a $1.75B senior notes offering to fund growth and operations; debt proceeds support expansion but increase leverage — market reaction depends on how the capital is deployed. Senior Notes Offering & Valuation
• Neutral Sentiment: Broader market moves from Iran/Strait of Hormuz tensions are bullish for LNG spot prices and export margins in the near term, providing macro tailwinds for LNG producers including Cheniere. Oil & LNG Market Reaction
• Negative Sentiment: An analyst trimmed Q1 EPS estimates for Cheniere, a near-term earnings headwind that could temper expectations for the coming quarter. Q1 EPS Estimates Reduced
• Negative Sentiment: Several outlets caution that sustained high LNG prices could incentivize customers to accelerate fuel switching or long-term contracts that reduce exporters’ pricing power — a structural risk to future margins. WSJ: High LNG Prices Risk Barron’s: Long-term Demand Concerns

Cheniere Energy Company Profile

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.