National Fuel Gas Company (NFG) is one of those stocks that usually flies under the radar until the market gets shaky. Then, suddenly, everyone wants to know about the nfg stock price today. As of January 14, 2026, the stock is trading around $79.85, up roughly 1.4% from yesterday’s close of $78.73. It’s a decent bounce. Especially when you consider the stock has been drifting in a range between $78 and $82 for the better part of the last month.
People often look at NFG and see a boring utility. They aren't entirely wrong. But it's actually an integrated energy player, meaning they dig the gas out of the ground in the Appalachians and also own the pipes that move it. Right now, the market is chewing on a few things: a projected earnings beat for the upcoming February report and a dividend that just hit bank accounts this week.
The Real Story Behind the nfg stock price today
If you’re checking the ticker, you’ve probably noticed the 52-week high sits way up at $94.13. We are currently about 15% off those peaks. Why? Basically, natural gas prices at the Henry Hub have been a bit soft lately, averaging just under $3.50/MMBtu. Since NFG’s Seneca Resources arm is a pure-play gas producer, their margins get squeezed when the commodity dips.
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However, the "utility" side of the house is acting like a shock absorber. The company just paid out its latest quarterly dividend of $0.535 per share on January 15, 2026 (for shareholders of record back in December). That’s a 56-year streak of increases. Honestly, that kind of consistency is rare. It puts them in the Dividend King territory, a club most tech stocks couldn't dream of joining.
What the Analysts Are Whispering
Wall Street isn't exactly pounding the table, but they aren't running for the exits either. The consensus is a "Hold," though some big names like B of A Securities recently upgraded it to a "Buy" with a price target as high as $107.00.
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- Median Price Target: $98.00
- High Estimate: $107.00
- Low Estimate: $81.00
Even the lowest estimate is slightly above where the nfg stock price today currently sits. This suggests there is a "floor" under the stock, mostly supported by that 2.7% dividend yield. When the yield starts creeping toward 3%, income investors usually step in and start buying the dip.
Data Centers and the 2026 Outlook
Here is the part most people get wrong about NFG: they think it’s just about heating homes in Buffalo. It’s not. The big story for 2026 is actually data centers. AI needs a massive amount of power, and natural gas is the bridge fuel keeping those servers humming. NFG is currently working on the Tioga Pathway project, which is a $57 million expansion specifically aimed at moving more gas to high-demand areas.
The project is slated to come online in late 2026. Management expects it to generate about $15 million in new annual revenue. That might sound like small change for a company with a $7.5 billion market cap, but in the world of regulated utilities, those kinds of "bolt-on" projects are what drive the steady 5% to 7% earnings growth that keeps the dividend alive.
Upcoming Earnings: February 4, 2026
Mark your calendar. NFG is expected to report its Q1 2026 earnings (for the fiscal period ending December) on February 4. The consensus EPS forecast is $1.90 to $1.98. If they beat that, expect the stock to test that $82 resistance level.
They’ve beaten estimates for four quarters in a row now. However, revenue has been a bit "meh," falling short of expectations in the last report by about 12%. This tells us that while the company is incredibly efficient at managing costs, they are still tethered to the price of the gas they sell.
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Is NFG a Buy Right Now?
Investors like NFG for the stability. You aren't going to wake up and see the stock up 50% in a week. But you also aren't likely to see it crater unless there's a total collapse in energy demand.
Actionable Insights for Investors:
- Watch the $78 level. This has acted as strong support. If it breaks, the next stop could be the 52-week low near $63.
- Monitor Henry Hub prices. NFG moves in sympathy with natural gas. If gas futures spike due to a late-winter cold snap, NFG usually follows.
- Dividend Reinvestment. If you’re a long-term holder, the "DRIP" (Dividend Reinvestment Plan) is the way to go here. Compounding that 2.7% yield over decades is how the real money is made with this stock.
- Regulatory Risks. Keep an eye on the New York Utility rate case. Settlement discussions are ongoing. A favorable outcome could be a quiet but significant catalyst for the stock price.
At the end of the day, the nfg stock price today reflects a company in transition—moving from a traditional gas utility to a critical infrastructure provider for the digital age. It’s a slow-motion transformation, but for those who value sleep over adrenaline, it’s a story worth following.