Capital Innovations LLC Buys New Stake in Cheniere Energy, Inc. $LNG

Posted by Francis Steltz on Jun 3rd, 2026

Capital Innovations LLC bought a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 55,533 shares of the energy company’s stock, valued at approximately $10,795,000. Cheniere Energy accounts for 3.1% of Capital Innovations LLC’s portfolio, making the stock its 11th biggest position.

Several other large investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake 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 purchasing an additional 414,022 shares during the period. State Street Corp lifted its stake in shares of Cheniere Energy by 6.7% in the 3rd quarter. State Street Corp now owns 6,007,073 shares of the energy company’s stock valued at $1,411,542,000 after purchasing an additional 377,369 shares during the period. Norges Bank acquired a new position in shares of Cheniere Energy in the 4th quarter valued at $731,774,000. Victory Capital Management Inc. lifted its stake in shares of Cheniere Energy by 21.5% in the 3rd quarter. Victory Capital Management Inc. now owns 2,025,609 shares of the energy company’s stock valued at $475,633,000 after purchasing an additional 359,123 shares during the period. Finally, Northern Trust Corp lifted its stake in shares of Cheniere Energy by 5.6% in the 3rd quarter. Northern Trust Corp now owns 1,786,636 shares of the energy company’s stock valued at $419,824,000 after purchasing an additional 95,545 shares during the period. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Sean N. Markowitz sold 22,246 shares of the company’s stock in a transaction on Thursday, March 26th. The shares were sold at an average price of $290.98, for a total transaction of $6,473,141.08. Following the completion of the sale, the executive vice president owned 64,000 shares of the company’s stock, valued at $18,622,720. This represents a 25.79% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Zach Davis sold 29,000 shares of the company’s stock in a transaction on Monday, March 30th. The stock was sold at an average price of $300.00, for a total transaction of $8,700,000.00. Following the sale, the chief financial officer directly owned 87,146 shares of the company’s stock, valued at $26,143,800. The trade was a 24.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.55% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on LNG. Wells Fargo & Company decreased their target price on shares of Cheniere Energy from $280.00 to $271.00 and set an “overweight” rating for the company in a research note on Friday, March 13th. Citigroup boosted their target price on shares of Cheniere Energy from $280.00 to $330.00 and gave the company a “buy” rating in a research note on Thursday, April 2nd. Zacks Research upgraded shares of Cheniere Energy from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Wolfe Research reiterated an “outperform” rating and issued a $300.00 target price on shares of Cheniere Energy in a research note on Tuesday. Finally, Royal Bank Of Canada upped their price objective on shares of Cheniere Energy from $286.00 to $300.00 and gave the stock an “outperform” rating in a research report on Tuesday, April 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $298.50.

Check Out Our Latest Analysis on Cheniere Energy

Cheniere Energy Stock Performance

NYSE:LNG opened at $236.46 on Wednesday. The company has a debt-to-equity ratio of 2.55, a quick ratio of 0.48 and a current ratio of 0.57. The company has a fifty day moving average of $260.04 and a two-hundred day moving average of $229.64. The stock has a market capitalization of $49.55 billion and a PE ratio of 38.89. Cheniere Energy, Inc. has a fifty-two week low of $186.20 and a fifty-two week high of $300.89.

Cheniere Energy (NYSE:LNG – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The energy company reported ($16.65) earnings per share for the quarter, missing analysts’ consensus estimates of $4.25 by ($20.90). The company had revenue of $5.87 billion for the quarter, compared to analyst estimates of $5.69 billion. Cheniere Energy had a return on equity of 38.95% and a net margin of 7.23%.The business’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.57 earnings per share. As a group, research analysts forecast that Cheniere Energy, Inc. will post 15.2 earnings per share for the current fiscal year.

Cheniere Energy announced that its board has initiated a share buyback program on Thursday, February 26th that allows the company to buyback $10.00 billion in shares. This buyback authorization allows the energy company to reacquire up to 21.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Cheniere Energy Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, May 11th were issued a dividend of $0.555 per share. The ex-dividend date of this dividend was Monday, May 11th. This represents a $2.22 dividend on an annualized basis and a dividend yield of 0.9%. Cheniere Energy’s dividend payout ratio is presently 36.51%.

About Cheniere Energy

(Free Report)

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.