CNX

CNX Resources Corp

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001070412
$33.15 +3.24% $4.7B
High Impact Filing (7/10)27 New Institutional Positions9 Institutional Exits
Vol
Market Cap$4.7B
Cap SizeMid Cap
Analyst ConsensusSell (5%)
Inst. Holders50 funds
Inst. Value$3.7B
Inst. Activity27 buys / 9 sells
Insider Activity0B / 3S
Insider Net $-$3.9M
SEC Reports3
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001070412·Prev Close $32.11

Recent Activity

Jun 2, 2026 short_volume
Short Volume: CNX — 68.8% short (0.5M / 0.7M)
Short: 462,194 | Exempt: 200 | TRF Vol: 672,183 | Short Ratio: 68.8% | Off-exchange volume (dark poo
May 8, 2026 Insider
MCGUIRE IAN R gifted 67,459 shares
Director
May 7, 2026 Insider
Agbede Robert was granted 5,568 shares
Director
May 7, 2026 Insider
Clarkson J. Palmer was granted 5,568 shares
Director
Mar 26, 2026 SEC
CNX Resources Corp filed a definitive proxy statement for its 2026 annual shareholder meeting, highlighting strong finan
DEFA14A — Impact 7/10
Mar 26, 2026 SEC
CNX Resources Corp filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, where shareholders will vot
DEFA14A — Impact 3/10
Feb 24, 2026 SEC
CNX Resources announced the final results of its cash tender offer for its 6.000% senior notes due 2029, with $420.2 mil
8-K — Impact 5/10
Inst.
Capital World Investors — NEW
3,950,000 shares ($152.3M)

Price Targets

$38.82 +17.1% upside Buy
Current $33.15 Low $34.00 Median $38.00 High $49.00 11 analysts
$34.00 $49.00

Analyst Ratings

Strong Sell5% buy · 19 analysts
1Strong Buy
0Buy
10Hold
7Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 Mizuho MAINTAIN Neutral → Neutral
May 26, 2026 Barclays MAINTAIN Underweight → Underweight
Mar 24, 2026 Truist Securities INITIATE Hold → Sell
Mar 16, 2026 Barclays MAINTAIN Underweight → Underweight
Feb 2, 2026 Piper Sandler REITERATE Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.56 ▲ +3.5% $0.49 — $0.65 -4% YoY 6
Next Q $0.55 ▲ +2.0% $0.29 — $0.70 12% YoY 5
Current FY $3.07 ▲ +4.1% $2.74 — $3.30 22% YoY 6
Next FY $4.23 ▼ -3.8% $3.53 — $4.72 38% YoY 7

Top Institutional Holders

FundValueMove
BlackRock, Inc.$694.1M
DIMENSIONAL FUND ADVISORS LP$338.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$278.9M
STATE STREET CORP$274.3M
Neuberger Berman Group LLC$266.5M

Recent Insider Trades

DateInsiderTypeValue
May 8, 2026MCGUIRE IANG$0.00
May 7, 2026Agbede RobertA$0.00
May 7, 2026Clarkson J.A$0.00
May 7, 2026Clarkson J.G$0.00
May 7, 2026DEIULIIS NICHOLASA$0.00
50 institutional holders with $3.7B total value (95,532,798 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 27 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.18,006,164$694.1M18.8%
2DIMENSIONAL FUND ADVISORS LP8,774,069$338.3M9.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC7,233,604$278.9M7.6%
4STATE STREET CORP7,115,667$274.3M7.4%
5Neuberger Berman Group LLC6,909,377$266.5M7.2%
6VANGUARD CAPITAL MANAGEMENT LLC6,134,692$236.5M6.4%
7D. E. Shaw & Co., Inc.5,545,446$213.8M5.8%ADD +44.3%
8BANK OF AMERICA CORP /DE/4,046,677$156.0M4.2%
9Capital World Investors3,950,000$152.3M4.1%NEW
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,838,852$148.0M4.0%DOUBLED +6057.8%
11GOLDMAN SACHS GROUP INC2,381,252$91.8M2.5%
12MORGAN STANLEY1,708,410$65.9M1.8%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,445,145$55.7M1.5%
14Invesco Ltd.1,214,712$46.8M1.3%DOUBLED +143.7%
15TWO SIGMA INVESTMENTS, LP1,177,455$45.4M1.2%ADD +84.0%
16FIRST TRUST ADVISORS LP965,371$37.2M1.0%ADD +81.9%
17VANGUARD FIDUCIARY TRUST CO914,885$35.3M1.0%
18JUPITER ASSET MANAGEMENT LTD864,908$33.3M0.9%NEW
19Capital Research Global Investors815,039$31.4M0.9%NEAR_EXIT -82.9%
20Nuveen, LLC794,194$30.6M0.8%TRIM -29.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsNEW3,950,000$152.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED62,3413,838,852+6057.8%$148.0M2026-Q1
Invesco Ltd.DOUBLED498,3851,214,712+143.7%$46.8M2026-Q1
FIRST TRUST ADVISORS LPADD530,751965,371+81.9%$37.2M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW864,908$33.3M2026-Q1
Capital Research Global InvestorsNEAR_EXIT4,765,039815,039-82.9%$31.4M2026-Q1
Nuveen, LLCTRIM1,124,630794,194-29.4%$30.6M2026-Q1
CAPTRUST FINANCIAL ADVISORSDOUBLED15,365766,442+4888.2%$29.5M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDADD373,926664,864+77.8%$25.6M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM736,174520,627-29.3%$20.1M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM789,849493,564-37.5%$19.0M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED94,174452,834+380.8%$18.1M2026-Q1
RENAISSANCE TECHNOLOGIES LLCNEW463,116$17.9M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED76,202420,244+451.5%$16.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED113,500349,200+207.7%$13.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM633,242316,276-50.1%$12.2M2026-Q1
FRANKLIN RESOURCES INCDOUBLED35,260312,842+787.2%$12.1M2026-Q1
AMERIPRISE FINANCIAL INCADD160,133247,897+54.8%$9.6M2026-Q1
Rafferty Asset Management, LLCADD112,698173,157+53.6%$6.7M2026-Q1
Gotham Asset Management, LLCDOUBLED74,697167,878+124.7%$6.5M2026-Q1
Russell Investments Group, Ltd.ADD78,277115,243+47.2%$4.4M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED937104,734+11077.6%$4.0M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD64,275102,667+59.7%$4.0M2026-Q1
FIFTH THIRD BANCORPDOUBLED1,54259,591+3764.5%$2.3M2026-Q1
PRUDENTIAL FINANCIAL INCDOUBLED28,71757,952+101.8%$2.2M2026-Q1
11 unique insiders with 26 transactions. Net insider value: -$3.9M ($0.00 bought, $3.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 8, 2026MCGUIRE IAN RDirectorGIFT67,459
May 7, 2026Agbede RobertDirectorAWARD5,568
May 7, 2026Clarkson J. PalmerDirectorAWARD5,568
May 7, 2026Clarkson J. PalmerDirectorGIFT1,000
May 7, 2026DEIULIIS NICHOLAS JDirectorAWARD8,352
May 7, 2026Lally-Green MaureenDirectorAWARD9,048
May 7, 2026LANIGAN BERNARD JRDirectorAWARD5,568
May 7, 2026MCGUIRE IAN RDirectorAWARD9,466
May 7, 2026Thorndike William N JrDirectorAWARD8,770
May 4, 2026Thorndike William N JrDirectorSELL28,800$38.25$1.1M
May 4, 2026Thorndike William N JrDirectorEXERCISE83,097$13.19$1.1M
Mar 23, 2026Lally-Green MaureenDirectorSELL23,521$39.51$929.4K
Mar 23, 2026Lally-Green MaureenDirectorEXERCISE29,915$13.19$394.5K
Feb 19, 2026LANIGAN BERNARD JRDirectorEXERCISE46,119$13.19$608.1K
Feb 19, 2026LANIGAN BERNARD JRDirectorSELL46,119$40.60$1.9M
Feb 2, 2026DEIULIIS NICHOLAS JDirectorTAX W/H23,831$37.36$890.3K
Jan 30, 2026Behl NavneetChief Operating OfficerAWARD3,328
Jan 30, 2026Behl NavneetChief Operating OfficerTAX W/H26,949$38.80$1.0M
Jan 30, 2026DEIULIIS NICHOLAS JDirectorAWARD6,239
Jan 30, 2026DEIULIIS NICHOLAS JDirectorTAX W/H49,350$38.80$1.9M
Jan 30, 2026Bedard Timothy ScottEVP and General CounselAWARD3,230
Jan 30, 2026Bedard Timothy ScottEVP and General CounselTAX W/H1,405$38.80$54.5K
Jan 30, 2026Good Everett WChief Financial OfficerAWARD128
Jan 30, 2026Good Everett WChief Financial OfficerTAX W/H920$38.80$35.7K
Jan 30, 2026Shepard Alan KPresident & CEOAWARD3,536
Jan 30, 2026Shepard Alan KPresident & CEOTAX W/H28,337$38.80$1.1M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (5% buy). Based on 19 analysts: 1 strong buy, 0 buy, 10 hold, 7 sell, 1 strong sell.

Analyst Price Targets

$38.82 mean target +17.1% upside Buy (3.25)
$34.00 Low $49.00 High
MetricValue
Current Price$33.15
Target Low$34.00
Target Mean$38.82
Target Median$38.00
Target High$49.00
# Analysts11
RecommendationBuy (3.25)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.56 $0.49 $0.65 -4.1% +3.5% 4↑ 1↓ $0.5B -50.0% 6
Next Q
2026-09-30
$0.55 $0.29 $0.70 11.8% +2.0% 2↑ 1↓ $0.5B -19.0% 5
Current FY
2026-12-31
$3.07 $2.74 $3.30 22.4% +4.1% 5↑ 0↓ $2.2B -1.1% 6
Next FY
2027-12-31
$4.23 $3.53 $4.72 38.0% -3.8% 3↑ 2↓ $2.2B 0.7% 7

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.558
7d ago$0.528+0.030
30d ago$0.539+0.019
60d ago$0.650-0.092
90d ago$0.622-0.064
5 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 Mizuho MAINTAIN Neutral Neutral
May 26, 2026 Barclays MAINTAIN Underweight Underweight
Mar 24, 2026 Truist Securities INITIATE Hold Sell
Mar 16, 2026 Barclays MAINTAIN Underweight Underweight
Feb 2, 2026 Piper Sandler REITERATE Underweight Underweight
Jan 30, 2026 Barclays MAINTAIN Underweight Underweight
Jan 28, 2026 Piper Sandler MAINTAIN Underweight Underweight
Jan 23, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Jan 21, 2026 Barclays DOWNGRADE Equal-Weight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261010715%
May 1, 2026109825%
Apr 1, 2026109925%
Mar 1, 20261010825%
Feb 1, 20261011825%
Jan 1, 20261012725%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
short_volume
Short Volume: CNX — 68.8% short (0.5M / 0.7M)
Short: 462,194 | Exempt: 200 | TRF Vol: 672,183 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: CNX — 69.7% short (0.4M / 0.6M)
Short: 434,822 | Exempt: 0 | TRF Vol: 623,515 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CNX — 72.5% short (0.4M / 0.6M)
Short: 402,662 | Exempt: 0 | TRF Vol: 555,331 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: CNX — 79.4% short (0.6M / 0.7M)
Short: 593,357 | Exempt: 200 | TRF Vol: 747,223 | Short Ratio: 79.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: CNX — 74.9% short (0.5M / 0.7M)
Short: 501,126 | Exempt: 93 | TRF Vol: 669,384 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: CNX — 67.4% short (0.4M / 0.6M)
Short: 421,392 | Exempt: 100 | TRF Vol: 624,992 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_interest
FTD: CNX — 21,111 shares ($0.8M) failed to deliver
Settlement: 20260507, Price: $36.55, FTD Value: $771,607.05, CNX RES CORP COM (DE)
May 6, 2026
short_volume
Short Volume: CNX — 71.5% short (0.4M / 0.6M)
Short: 444,012 | Exempt: 584 | TRF Vol: 620,975 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: CNX — 77.1% short (0.4M / 0.6M)
Short: 443,377 | Exempt: 0 | TRF Vol: 574,991 | Short Ratio: 77.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: CNX — 73.5% short (0.4M / 0.6M)
Short: 428,106 | Exempt: 32 | TRF Vol: 582,372 | Short Ratio: 73.5% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
earnings_calendar
CNX Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 30, 2026
short_volume
Short Volume: CNX — 79.9% short (0.9M / 1.1M)
Short: 882,859 | Exempt: 0 | TRF Vol: 1,105,359 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: CNX — 67.9% short (0.3M / 0.5M)
Short: 345,739 | Exempt: 0 | TRF Vol: 509,200 | Short Ratio: 67.9% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: CNX — 64.6% short (0.4M / 0.7M)
Short: 433,750 | Exempt: 3,014 | TRF Vol: 671,565 | Short Ratio: 64.6% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: CNX — 65.6% short (0.5M / 0.8M)
Short: 499,105 | Exempt: 0 | TRF Vol: 760,669 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)