TD Asset Management Inc Cuts Stock Holdings in Cheniere Energy, Inc. $LNG

TD Asset Management Inc cut its stake in shares of Cheniere Energy, Inc. (NYSE:LNG) by 2.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,932,924 shares of the energy company’s stock after selling 57,824 shares during the period. TD Asset Management Inc owned 0.90% of Cheniere Energy worth $454,198,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in LNG. Cozad Asset Management Inc. grew its position in Cheniere Energy by 5.8% during the third quarter. Cozad Asset Management Inc. now owns 34,183 shares of the energy company’s stock valued at $8,032,000 after acquiring an additional 1,887 shares during the period. Kayne Anderson Capital Advisors LP lifted its position in Cheniere Energy by 1.9% during the 3rd quarter. Kayne Anderson Capital Advisors LP now owns 1,586,927 shares of the energy company’s stock worth $372,896,000 after acquiring an additional 29,567 shares in the last quarter. Lake Street Private Wealth LLC boosted its holdings in Cheniere Energy by 1.1% in the 3rd quarter. Lake Street Private Wealth LLC now owns 22,140 shares of the energy company’s stock worth $5,202,000 after acquiring an additional 235 shares during the period. Compound Planning Inc. grew its position in Cheniere Energy by 5.3% in the third quarter. Compound Planning Inc. now owns 3,863 shares of the energy company’s stock valued at $908,000 after acquiring an additional 195 shares in the last quarter. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Cheniere Energy by 11.4% during the third quarter. EverSource Wealth Advisors LLC now owns 1,665 shares of the energy company’s stock valued at $391,000 after purchasing an additional 170 shares during the period. 87.26% of the stock is owned by hedge funds and other institutional investors.

Cheniere Energy Price Performance

Shares of LNG opened at $220.76 on Wednesday. Cheniere Energy, Inc. has a 52 week low of $186.20 and a 52 week high of $246.42. The company has a current ratio of 0.94, a quick ratio of 0.81 and a debt-to-equity ratio of 1.94. The firm has a market cap of $47.51 billion, a price-to-earnings ratio of 12.30 and a beta of 0.27. The stock has a 50 day moving average of $204.98 and a 200-day moving average of $216.26.

Cheniere Energy Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 6th will be issued a $0.555 dividend. The ex-dividend date of this dividend is Friday, February 6th. This represents a $2.22 dividend on an annualized basis and a yield of 1.0%. Cheniere Energy’s dividend payout ratio (DPR) is currently 12.37%.

Trending Headlines about Cheniere Energy

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

• Positive Sentiment: Wolfe Research upgraded Cheniere to Outperform and highlighted that much negative sentiment is priced in; the firm also declared a quarterly cash dividend of $0.555 per share (payable Feb. 27), supporting income-oriented investor interest. Analyst Upgrade And New Dividend Might Change The Case For Investing In Cheniere Energy (LNG)
• Positive Sentiment: Operational milestone: Cheniere marked 10 years of U.S. LNG exports and nearly 5,000 export cargoes — a reminder of durable asset utilization and export track record that underpins long‑term cash flow expectations. Cheniere Celebrates 10 Years of LNG Exports
• Neutral Sentiment: Upcoming Q4 results: previews and analyst projections focus attention on sales growth and LNG demand dynamics; earnings will be the next concrete data point to confirm revenue mix and fee vs. commodity exposure. Cheniere Energy to Report Q4 Earnings: What’s in the Offing?
• Neutral Sentiment: Wall Street metric deep-dive: analysts and services (Zacks) are parsing key Q4 metrics beyond headline EPS to assess realized LNG prices, regas margins and contract economics—useful detail but not yet market-moving until results. Insights Into Cheniere Energy (LNG) Q4: Wall Street Projections for Key Metrics
• Negative Sentiment: Morgan Stanley turned cautious and flagged a looming supply wave that could pressure global LNG prices and Cheniere’s realized margins — this analyst stance directly pressures sentiment for a growth/commodity-linked name. Morgan Stanley cautious on US LNG as supply wave threatens prices
• Negative Sentiment: Morgan Stanley formally downgraded/cut Cheniere, citing the market move toward oversupply; that downgrade is cited widely in headlines and appears to be the principal catalyst for today’s share weakness. Morgan Stanley downgrades Cheniere Energy (LNG)
• Negative Sentiment: Market reaction stories note the stock “dived” on the anniversary news largely because of the downgrade and supply concerns, underscoring how sentiment-driven flows can overshadow operational positives in the near term. Cheniere Dives on Anniversary

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on LNG shares. BMO Capital Markets reaffirmed an “outperform” rating and set a $254.00 price target on shares of Cheniere Energy in a report on Wednesday, December 17th. Barclays dropped their target price on Cheniere Energy from $262.00 to $259.00 and set an “overweight” rating on the stock in a research report on Thursday, January 15th. Bank of America reduced their price target on Cheniere Energy from $274.00 to $271.00 and set a “buy” rating for the company in a report on Thursday, December 11th. Morgan Stanley set a $236.00 price objective on Cheniere Energy and gave the company an “equal weight” rating in a research note on Tuesday. Finally, Weiss Ratings lowered Cheniere Energy from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, January 20th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $262.67.

About Cheniere Energy

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.