Venture Global Gains as Investors Focus on Possible QatarEnergy Supply Deal

Venture Global (VG) is up 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied primarily to fresh reports that QatarEnergy is in advanced talks to buy at least 3 million metric tons of LNG per year from Venture Global under a long-term agreement. Investors may also be viewing that potential contract alongside the company’s recent push to expand power infrastructure that could support both LNG operations and adjacent data-center development.

Details:

Reports published on October 23 said QatarEnergy is discussing a long-term LNG purchase agreement with Venture Global, a deal that would add to Venture Global’s contracted sales base if completed.

A supply agreement of that size would be strategically important because it could help support the commercial case for Venture Global’s CP2 LNG project in Louisiana, which is under construction.

On October 15, Venture Global announced new agreements with GE Vernova and Baker Hughes to expand its grid-independent power network, with a pathway to make up to 10 gigawatts of compute capacity available over time at company-controlled sites.

This could be because the market is combining the value of a potential new LNG offtake deal with growing interest in Venture Global’s power and infrastructure optionality.

Sources:

Venture Global Investor Relations, Baker Hughes, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$VG Insider Trading Activity

$VG insiders have traded $VG stock on the open market 42 times in the past 6 months. Of those trades, 1 have been purchases and 41 have been sales.

Here’s a breakdown of recent trading of $VG stock by insiders over the last 6 months:

KEITH D LARSON (General Counsel and Secretary) has made 0 purchases and 13 sales selling 7,813,503 shares for an estimated $107,123,761.
FORY MUSSER (Senior VP, Development) has made 0 purchases and 7 sales selling 3,241,560 shares for an estimated $43,060,996.
JONATHAN W THAYER (Chief Financial Officer) has made 0 purchases and 13 sales selling 1,333,332 shares for an estimated $17,904,352.
SARAH BLAKE (SVP, Chief Accounting Officer) sold 1,000,000 shares for an estimated $14,023,200
THOMAS EARL (Chief Commercial Officer) sold 1,000,000 shares for an estimated $12,444,000
BRIAN COTHRAN (Chief Operating Officer) has made 0 purchases and 4 sales selling 778,726 shares for an estimated $11,688,949.
SARI BETH GRANAT sold 200,000 shares for an estimated $2,697,240
JIMMY D STATON sold 66,000 shares for an estimated $881,034
MICHAEL SABEL (See Remarks) purchased 1,226 shares for an estimated $15,980

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$VG Hedge Fund Activity

We have seen 245 institutional investors add shares of $VG stock to their portfolio, and 145 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

D. E. SHAW & CO., INC. added 15,644,297 shares (+inf%) to their portfolio in Q2 2026, for an estimated $174,121,025
TCW GROUP INC added 10,734,953 shares (+306.4%) to their portfolio in Q2 2026, for an estimated $119,480,026
TORTOISE CAPITAL ADVISORS, L.L.C. added 9,559,853 shares (+inf%) to their portfolio in Q2 2026, for an estimated $106,401,163
ARTEMIS INVESTMENT MANAGEMENT LLP added 6,307,200 shares (+754.3%) to their portfolio in Q3 2026, for an estimated $79,723,008
KAYNE ANDERSON CAPITAL ADVISORS LP added 5,743,473 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,924,854
GOLDMAN SACHS GROUP INC added 5,513,265 shares (+98.2%) to their portfolio in Q2 2026, for an estimated $61,362,639
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,757,405 shares (+inf%) to their portfolio in Q2 2026, for an estimated $52,949,917

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.

$VG Price Targets

Multiple analysts have issued price targets for $VG recently. We have seen 6 analysts offer price targets for $VG in the last 6 months, with a median target of $16.0.

Here are some recent targets:

Sunaina Ocalan from Bernstein set a target price of $14.0 on 06/17/2026
Jeremy Tonet from JP Morgan set a target price of $17.0 on 06/04/2026
Spiro Dounis from Citigroup set a target price of $17.0 on 05/13/2026
Devin McDermott from Morgan Stanley set a target price of $22.0 on 05/13/2026
Brandon Bingham from Scotiabank set a target price of $15.0 on 05/13/2026
Gabriel Moreen from Mizuho set a target price of $13.0 on 05/07/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.