NFG

Business Context and Reporting Period

Company: National Fuel Gas Company (NFG)
Filing Type: Form 8-K (Current Report)
Date of Report: May 27, 2026
Event: Exercise of optional redemption rights for outstanding debt securities.

Key Financial Metrics

This filing does not report revenue, profit, cash flow, or operating margins. The primary financial metric disclosed relates to debt management:

• Debt Instrument: 5.50% Notes due October 2026
• Aggregate Principal Amount: $300,000,000
• Redemption Price: Calculated in accordance with the indenture terms (specific price not stated in this filing).

Material Changes

The Company elected to redeem the entire outstanding principal amount of its 5.50% Notes due October 2026. This action represents a material change in the Company's capital structure and debt obligations, reducing outstanding debt by $300 million upon settlement.

Guidance, Outlook, and Management Commentary

Redemption Details:

• Redemption Date: June 11, 2026
• Trustee: The Bank of New York Mellon
• Conditions: Redemption is subject to certain conditions as outlined in the indenture.

Management Commentary: The filing states that the Company has issued a conditional redemption notice to registered holders. It explicitly notes that this document does not constitute a formal notice of redemption for any specific Notes.

Investor Verification Checklist

• Verify the specific redemption price per $1,000 of principal as defined in the indenture governing the 5.50% Notes.
• Confirm the settlement date of June 11, 2026, and ensure funds are available for payment.
• Review the "certain conditions" mentioned in the filing that could affect the finalization of the redemption.
• Check subsequent filings for the formal notice of redemption and confirmation of the transaction's completion.