NATIONAL FUEL GAS CO

National Fuel Gas Company announced its Board of Directors has approved a plan to separate the company into two independent, publicly traded entities through a tax-free spin-off of its Integrated Upstream and Gathering (IUG) business. The separation is anticipated to be completed in the second half of calendar year 2027. Following the separation, National Fuel will operate as a 100% rate-regulated natural gas company, while the IUG business will become a standalone entity focused on its Appalachian upstream and gathering assets. Shareholders will own stakes in both resulting companies.

National Fuel Gas Company filed a Form 8-K to submit the opinion of Scarinci & Hollenbeck, LLC as an exhibit to its Registration Statement on Form S-3 (Registration No. 333-298225). This filing also included the consent of Scarinci & Hollenbeck, LLC, which was part of the legal opinion exhibit.

National Fuel Gas Company reported third-quarter fiscal 2026 GAAP earnings of $1.45 per share and adjusted EPS of $1.54, both lower than the prior year. The company revised its fiscal 2026 adjusted EPS guidance range to $7.40-$7.60. Despite a decrease in production guidance for its Integrated Upstream and Gathering segment, the company increased its annual dividend by 4% and confirmed the Ohio gas utility acquisition is on track to close on October 1. National Fuel also provided a strong long-term outlook, expecting 7-10% average annual EPS growth through fiscal 2029.

National Fuel Gas Company updated its Investor Presentation, providing an update on its fiscal year 2026 performance and outlook. The company raised its FY26 Adjusted EPS guidance to a range of $7.40-$7.60, reflecting a 9% increase from FY25. The strategic acquisition of CenterPoint's Ohio gas utility for $2.62 billion is on track to close on October 1, 2026, and is expected to support a long-term annual adjusted EPS growth target of 7-10% through FY29. The company also highlighted significant capital projects, including the upsized Line N System Upgrade and the Tioga Pathway and Shippingport Lateral projects, which are expected to drive future revenue growth and capacity expansion.

National Fuel Gas Company announced consolidated results for the third quarter of fiscal 2026, reporting GAAP EPS of $1.45 and adjusted EPS of $1.54, both lower than the prior year. The company revised its fiscal 2026 adjusted EPS guidance to a range of $7.40 to $7.60 and increased its annual dividend by 4% to $2.22 per share. The pending Ohio gas utility acquisition received final regulatory approval and is expected to close on October 1, 2026. National Fuel also updated its long-term EPS outlook, projecting 7-10% average annual growth through fiscal 2029.

National Fuel Gas Company announced it will release its third quarter fiscal 2026 earnings results on Wednesday, July 29, 2026, after market close. A conference call to discuss these results is scheduled for Thursday, July 30, 2026, at 9:00 a.m. ET. Participants are required to pre-register for the call, and a webcast link will be available on the company's investor relations website.

National Fuel Gas Company announced that the Public Utilities Commission of Ohio (PUCO) has issued an order accepting and approving its previously disclosed acquisition of Vectren Energy Delivery of Ohio, LLC. The approval, granted on June 24, 2026, is subject to certain conditions. The acquisition, valued at $2,620,000,000, is now expected to close in the fourth quarter of calendar year 2026, though not before October 1, 2026, without the seller's prior written consent.

National Fuel Gas Company's Board of Directors approved a 4% increase in the quarterly dividend on its common stock, raising it from $0.535 to $0.555 per share. This marks the 56th consecutive year the company has increased its annual dividend, maintaining a 124-year history of dividend payments. The dividend is payable on July 15, 2026, to shareholders of record as of June 30, 2026.

National Fuel Gas Company announced the offering and sale of $1.5 billion aggregate principal amount of notes. This includes $500 million of 4.75% notes due 2029, $500 million of 5.05% notes due 2031, and $500 million of 5.50% notes due 2036. The company filed exhibits related to the underwriting agreement and the officer's certificate establishing the terms of the notes.

National Fuel Gas Company announced its decision to exercise optional redemption rights for its entire outstanding $300 million aggregate principal amount of 5.50% Notes due October 2026. The company has set June 11, 2026, as the redemption date for these notes. This action will reduce the company's outstanding debt.