InsidersTradesSigma
Track the National Fuel GAS Co share price and the full management transaction log of the company, a listed issuer based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Energy sector, National Fuel GAS Co has published 304 public disclosures. Market capitalisation: €7.8bn. The latest transaction was reported on 2 July 2026 (J). Among the most active insiders: TANSKI RONALD J. The full history is openly available.
304
Insider Decl.
n/a
Thresholds
€131,241
1 ops.
Buy Volume
€10m
12 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate National Fuel GAS Co Buy (bullish), based on 2 analysts. Average price target: US$98.50.
31Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 4,974 of 29,064 companies
68.6
score / 100
Value66
Quality71
FCF yld2.4%
Earn yld6.6%
EV/EBITDA8.2x
ROE20%
Gross mgn46%
Net mgn23%
Debt/EBITDA2.2x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 2 July 2026
Declarations304 total
2 shares@ US$89.7080.0000% mcap7.8% of flowCommon StockSEC:0001241405-26-000006:0
564 sharesCommon StockSEC:0001198299-26-000007:0
1 shares@ US$81.8253.5% of flowCommon StockSEC:0001241405-26-000004:0
469 shares@ US$93.294.7% of flowCommon StockSEC:0001198299-26-000004:0
198 shares@ US$81.8255.8% of flowCommon StockSEC:0001455987-26-000004:0
469 shares@ US$93.294.7% of flowCommon StockSEC:0001270691-26-000004:0
469 shares@ US$93.295.5% of flowCommon StockSEC:0001030287-26-000004:0
469 shares@ US$93.290.4% of flowCommon StockSEC:0001209940-26-000004:0
116 shares@ US$81.8256.6% of flowCommon StockSEC:0001587811-26-000004:0
2 shares@ US$86.2218.2% of flowCommon StockSEC:0001241405-26-000002:0
109 shares@ US$86.2215.5% of flowCommon StockSEC:0001587811-26-000002:0
187 shares@ US$86.2215.5% of flowCommon StockSEC:0001455987-26-000002:0
541 shares@ US$80.9454.7% of flowCommon StockSEC:0001270691-26-000002:0
541 shares@ US$80.9450.4% of flowCommon StockSEC:0001209940-26-000002:0
541 shares@ US$80.9454.7% of flowCommon StockSEC:0001198299-26-000002:0
541 shares@ US$80.9454.7% of flowCommon StockSEC:0001030287-26-000002:0
600 sharesCommon StockSEC:0002074423-25-000006:0
338 sharesCommon StockSEC:0002060195-25-000007:0
1,119 sharesCommon StockSEC:0002055888-25-000007:0
1,371 sharesCommon StockSEC:0001972630-25-000008:0
4,087 sharesCommon StockSEC:0001858812-25-000008:0
359 sharesCommon StockSEC:0001781310-25-000008:0
712 sharesCommon StockSEC:0001781298-25-000008:0
8,025 sharesCommon StockSEC:0001495829-25-000009:0
1,207 shares0Common StockSEC:0002074423-25-000004:0
25 of 304 declarations
关于 National Fuel GAS Co
National Fuel Gas Company (NYSE: NFG) 是一家在美国纽约州威廉斯维尔设有总部的美国上市多元化能源公司。该公司成立于1902年，在阿巴拉契亚盆地拥有悠久的运营历史，如今已发展成为一个集上游生产、中游运输和储存、集输以及下游公用事业分销于一体的综合天然气平台。对于投资者而言，NFG最好被理解为一个垂直整合的能源特许经营商，而非纯粹的勘探和生产公司。（[nationalfuel.com](https://www.nationalfuel.com/corporate/an-integrated-energy-company/?utm_source=openai)） National Fuel 的商业模式围绕互补的业务部门构建。在上游方面，Seneca Resources 在阿巴拉契亚地区开发天然气和石油资产，使公司直接面临大宗商品价格和资源选择权。在中游方面，National Fuel 的管道和储存子公司运营受监管的州际运输和储存资产，而集输业务则支持从井口到输送系统的初步生产运输。在下游方面，National Fuel Gas Distribution Corporation 为纽约和宾夕法尼亚州近750,000户住宅、商业和工业客户提供服务，提供更稳定、受监管的盈利基础。（[nationalfuel.com](https://www.nationalfuel.com/corporate/an-integrated-energy-company/)） 从战略角度看，公司的竞争优势在于其整合的业务版图。很少有同行能将生产、集输、州际管道、储存和地方公用事业运营整合到一个平台中。这种结构为NFG在天然气价值链上提供了多个变现点，并能缓解（但不能消除）其对天然气价格周期的依赖。管理层还强调持续投资于管道扩建和现代化，旨在将成本较低的阿巴拉契亚天然气输送到更广阔的北美市场，并支持其公用事业网络的可靠性、安全性和服务质量。（[nationalfuel.com](https://www.nationalfuel.com/corporate/an-integrated-energy-company/)） 从地理上看，National Fuel 集中在美国东北部，资产位于阿巴拉契亚盆地，公用事业业务主要集中在纽约和宾夕法尼亚州。这种区域重点很重要：它提供了运营熟悉度、监管深度和网络密度，但也意味着该公司不是一个广泛的全国性公用事业公司或全球多元化能源巨头。在其2025财年报告中，National Fuel 继续讨论了四个可报告的业务部门，随后指出了一项内部决定，即为了管理清晰度，将勘探和生产与集输作为一个运营部门处理。该公司还在其2025年Form 10-K中披露了一项2025年6月的咨询服务协议，表明正在进行高管层过渡和治理调整。（[sec.gov](https://www.sec.gov/Archives/edgar/data/70145/000119312526020738/d845082dars.pdf)） 从市场角度看，NFG 在美国纽约证券交易所上市，对于寻求受监管公用事业现金流和商品相关上行潜力组合的投资者来说，仍然是一个重要的名称。公司在2025年的最新沟通，包括其2025财年第一季度收益发布，显示了持续活跃的报告和资本配置纪律。总的来说，National Fuel Gas 是一家成熟的、以现金流为导向的能源公司，拥有耐用的基础设施资产，但它仍然面临与天然气价格波动、监管监督和资本密集型运营相关的常见风险。（[nationalfuel.com](https://www.nationalfuel.com/wp-content/uploads/documents/NFG-12.31.2024-Earnings-Release-01292025-PDF.pdf)）
