CHENIERE ENERGY, INC.
In the published model solve dated 2026-Q2, anchored at $258.44, CHENIERE ENERGY, INC. (LNG) is priced for -3.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Cheniere is the largest U.S. exporter of liquefied natural gas, running the Sabine Pass and Corpus Christi terminals on long-term contracts that the 10-K describes as a ⟦"fixed fee per MMBtu of LNG... plus a variable fee per MMBtu of LNG generally equal to 115% of Henry Hub"⟧, a tolling model that insulates much of its cash flow from commodity swings. • The defining feature is leverage: net debt sits near $25 billion, roughly six times operating income, the legacy of building multi-billion-dol
Is LNG overvalued? See what's priced in →
1,332 institutional managers reported holding LNG in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 34%. 255 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 4.1M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LNG has cut its share count 17% over the past five years, spending $8.42B on repurchases. It pays a dividend, and has for 5 years running, raised 4 years straight; the current rate is $1.80 a share annually. Cash returned over the past three years: $1.18B in dividends and $6.22B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LNG over the trailing three years: 2025: 2 buys totaling $1.04M. 14 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LNG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | +2.6% | +0.1% |
| 2023-11-03 | +2.9% | -3.5% |
| 2024-02-23 | -4.1% | +0.9% |
| 2024-05-04 | -1.9% | +10.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LNG's latest 8-K filings: 2026-07-28 (items 7.01, 9.01); 2026-07-14 (items 5.02, 7.01, 9.01); 2026-07-02 (items 1.01, 2.03, 9.01); 2026-06-09 (items 1.01, 9.01); 2026-05-27 (items 1.01, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.