Cheniere Energy, Inc. $LNG Shares Sold by Sumitomo Mitsui Trust Group Inc.

03 Nov 2026, 07:46 by Renee Jackson · The Cerbat Gem

Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 4.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 427,242 shares of the energy company’s stock after selling 21,802 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.21% of Cheniere Energy worth $114,941,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Wellington Management Group LLP grew its position in shares of Cheniere Energy by 210.1% in the second quarter. Wellington Management Group LLP now owns 2,444,403 shares of the energy company’s stock valued at $584,237,000 after purchasing an additional 1,656,194 shares in the last quarter. Bank of New York Mellon Corp lifted its position in Cheniere Energy by 174.3% during the first quarter. Bank of New York Mellon Corp now owns 2,244,268 shares of the energy company’s stock worth $636,834,000 after buying an additional 1,426,058 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Cheniere Energy by 12.6% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,135,088 shares of the energy company’s stock worth $510,307,000 after buying an additional 239,680 shares in the last quarter. Chickasaw Capital Management LLC lifted its position in Cheniere Energy by 4.4% during the third quarter. Chickasaw Capital Management LLC now owns 893,452 shares of the energy company’s stock worth $240,365,000 after buying an additional 37,325 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in Cheniere Energy by 50.2% during the first quarter. Arrowstreet Capital Limited Partnership now owns 867,496 shares of the energy company’s stock worth $246,161,000 after buying an additional 289,963 shares during the last quarter. 87.26% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on LNG shares. JPMorgan Chase & Co. upped their target price on Cheniere Energy from $334.00 to $344.00 and gave the company an “overweight” rating in a report on Friday, October 23rd. Morgan Stanley boosted their price target on shares of Cheniere Energy from $310.00 to $322.00 and gave the company an “overweight” rating in a research report on Friday. Wells Fargo & Company upped their price objective on shares of Cheniere Energy from $335.00 to $374.00 and gave the company an “overweight” rating in a report on Friday. Barclays raised their price objective on shares of Cheniere Energy from $287.00 to $328.00 and gave the stock an “overweight” rating in a research report on Friday. Finally, Royal Bank Of Canada lifted their target price on shares of Cheniere Energy from $300.00 to $319.00 and gave the stock an “outperform” rating in a research note on Monday, August 24th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $319.82.

Get Our Latest Stock Analysis on Cheniere Energy

Trending Headlines about Cheniere Energy

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

Positive Sentiment: Cheniere reported strong LNG sales and record cargo exports in the third quarter, while raising its 2026 outlook. The improved guidance and operating momentum support the company’s growth prospects. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
Positive Sentiment: BMO raised its price target to $350 from $306 and maintained an Outperform rating, citing the company’s stronger outlook. Other reports also noted price-target increases to $328 and $374. BMO Raises Price Target on Cheniere Energy
Positive Sentiment: Morgan Stanley issued a Buy rating, while an updated fair-value estimate moved to approximately $318.71 from $309.95. Analysts pointed to higher EBITDA guidance, the early 2027 production outlook and liquefaction performance. Cheniere Energy Stock Fair Value Edges Higher
Neutral Sentiment: Cheniere announced an offering of senior notes due 2037. The financing may support capital needs, but its ultimate effect will depend on the offering size, terms and use of proceeds. Cheniere Announces Offering of Senior Notes due 2037
Neutral Sentiment: Recent coverage highlighted the upcoming November dividend record date, which may attract income-focused investors but is unlikely to materially change the company’s operating outlook. Cheniere Energy November Record Date Sets Dividend Focus
Negative Sentiment: Third-quarter earnings per share missed expectations as rising costs pressured profitability, despite revenue exceeding estimates. The earnings shortfall appears to be the main reason for the negative market reaction. Cheniere Energy Q3 Earnings Miss on Rising Costs, Revenues Beat
Negative Sentiment: Wolfe Research downgraded Cheniere from Outperform to Peer Perform, limiting the benefit of the otherwise bullish analyst target revisions. The planned notes offering also raises investor attention on leverage and future interest costs.

Cheniere Energy Trading Down 5.8%

Shares of Cheniere Energy stock opened at $311.24 on Tuesday. The stock has a 50 day moving average of $282.75 and a 200 day moving average of $256.27. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.72 and a current ratio of 0.87. The firm has a market capitalization of $64.28 billion, a price-to-earnings ratio of 21.72, a PEG ratio of 1.00 and a beta of 0.06. Cheniere Energy, Inc. has a fifty-two week low of $186.20 and a fifty-two week high of $330.73.

Cheniere Energy (NYSE:LNG – Get Free Report) last posted its earnings results on Thursday, August 6th. The energy company reported $3.02 EPS for the quarter, missing analysts’ consensus estimates of $3.11 by ($0.09). Cheniere Energy had a net margin of 13.57% and a return on equity of 29.80%. The business had revenue of $5.73 billion during the quarter, compared to analysts’ expectations of $4.92 billion. During the same quarter in the prior year, the firm earned $7.30 EPS. Cheniere Energy’s revenue for the quarter was up 23.5% compared to the same quarter last year. As a group, research analysts predict that Cheniere Energy, Inc. will post 19.88 earnings per share for the current year.

Cheniere Energy Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 17th. Stockholders of record on Monday, November 9th will be issued a dividend of $0.6250 per share. The ex-dividend date is Monday, November 9th. This represents a $2.50 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Cheniere Energy’s previous quarterly dividend of $0.5550. Cheniere Energy’s dividend payout ratio (DPR) is currently 17.45%.

Cheniere Energy Company Profile

(Free Report)

Cheniere Energy, Inc is an energy infrastructure company engaged primarily in the production and export of liquefied natural gas (LNG). The company purchases natural gas, processes it through liquefaction facilities, and delivers LNG to customers in international energy markets. Its operations also include natural gas procurement, transportation, storage, and LNG marketing.