Cheniere Energy (LNG) reported third-quarter 2026 revenue of $6.17 billion, up 39% from $4.44 billion a year earlier. Net income attributable to Cheniere was $1.17 billion, up 12%, while diluted earnings per share were $5.65.
The company raised its 2026 Consolidated Adjusted EBITDA guidance to $8.75 billion to $9.25 billion and increased its quarterly dividend by more than 12% to $0.625 per common share.
- Third-quarter total net income was $1.49 billion, compared with $1.30 billion in the prior-year period.
- Cheniere exported 188 LNG cargoes, up 15% year over year, totaling 684 TBtu.
- CCL Stage 3 was completed in August with substantial completion of Midscale Train 7.
- Cheniere signed long-term LNG sale and purchase agreements with QatarEnergy for up to 4 million tonnes per annum beginning in the early 2030s through 2054.
- The dividend is payable November 17, 2026, to shareholders of record on November 9, 2026.
$LNG Hedge Fund Activity
We have seen 670 institutional investors add shares of $LNG stock to their portfolio, and 639 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 3,109,949 shares (+inf%) to their portfolio in Q2 2026, for an estimated $743,308,910
- WELLINGTON MANAGEMENT GROUP LLP added 1,656,194 shares (+210.1%) to their portfolio in Q2 2026, for an estimated $395,846,927
- HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. added 1,308,337 shares (+inf%) to their portfolio in Q2 2026, for an estimated $312,705,626
- TWO SIGMA INVESTMENTS, LP removed 1,200,514 shares (-86.6%) from their portfolio in Q2 2026, for an estimated $286,934,851
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,100,717 shares (-62.6%) from their portfolio in Q2 2026, for an estimated $263,082,370
- FMR LLC added 1,037,181 shares (+26.6%) to their portfolio in Q2 2026, for an estimated $247,896,630
- CANADA PENSION PLAN INVESTMENT BOARD removed 961,833 shares (-23.6%) from their portfolio in Q2 2026, for an estimated $229,887,705
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
