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Venture Global Rises After Record Q3, Higher 2026 Outlook

Investivoq PriceTracker

Venture Global (VG) is up 3.6% today. Here is some analysis on what might have caused this price movement. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2007855/000200785526000091/vgincq32026earningsrelease.htm))

Analysis: The move appears tied to a strong third-quarter earnings release that showed sharply higher revenue, profit, and adjusted EBITDA, alongside a sizable increase to full-year 2026 EBITDA guidance. Investors also may be responding to the start of commercial operations at Plaquemines Phase 1, a new cash dividend, and an added growth narrative around off-grid power for AI data centers. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2007855/000200785526000091/vgincq32026earningsrelease.htm))

Details:

  • Third-quarter revenue reached $4.8 billion, up 43% year over year, while net income rose 493% to $2.5 billion and adjusted EBITDA increased 69% to $2.6 billion. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2007855/000200785526000091/vgincq32026earningsrelease.htm))
  • Venture Global raised its 2026 consolidated adjusted EBITDA guidance to $10.0 billion to $10.3 billion from $8.7 billion to $9.1 billion and lifted the midpoint of its expected cargo range. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2007855/000200785526000091/vgincq32026earningsrelease.htm))
  • The company said Plaquemines Phase 1 reached commercial operations on October 31, 2026, which strengthens the case for higher LNG deliveries under long-term contracts. ([sec.gov](https://www.sec.gov/Archives/edgar/data/2007855/000200785526000091/vgincq32026earningsrelease.htm))
  • Management also highlighted October agreements for up to 16 new 720 MW power islands tied to a potential AI-focused utility business, which could be adding enthusiasm around future growth. ([investors.ventureglobal.com](https://investors.ventureglobal.com/news/news-details/2026/Venture-Global-Reports-Third-Quarter-2026-Results/default.aspx))

    • Sources:

    SEC, Venture Global Investor Relations, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $VG Insider Trading Activity

    VG Insider Trades

    $VG insiders have traded $VG stock on the open market 42 times in the past 6 months. Of those trades, 1 have been purchases and 41 have been sales.

    Here’s a breakdown of recent trading of $VG stock by insiders over the last 6 months:

    • KEITH D LARSON (General Counsel and Secretary) has made 0 purchases and 13 sales selling 7,813,503 shares for an estimated $107,123,761.
    • FORY MUSSER (Senior VP, Development) has made 0 purchases and 7 sales selling 3,241,560 shares for an estimated $43,060,996.
    • JONATHAN W THAYER (Chief Financial Officer) has made 0 purchases and 13 sales selling 1,333,332 shares for an estimated $17,904,352.
    • SARAH BLAKE (SVP, Chief Accounting Officer) sold 1,000,000 shares for an estimated $14,023,200
    • THOMAS EARL (Chief Commercial Officer) sold 1,000,000 shares for an estimated $12,444,000
    • BRIAN COTHRAN (Chief Operating Officer) has made 0 purchases and 4 sales selling 778,726 shares for an estimated $11,688,949.
    • SARI BETH GRANAT sold 200,000 shares for an estimated $2,697,240
    • JIMMY D STATON sold 66,000 shares for an estimated $881,034
    • MICHAEL SABEL (See Remarks) purchased 1,226 shares for an estimated $15,980

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $VG Hedge Fund Activity

    We have seen 247 institutional investors add shares of $VG stock to their portfolio, and 163 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • D. E. SHAW & CO., INC. added 15,644,297 shares (+inf%) to their portfolio in Q2 2026, for an estimated $174,121,025
    • TCW GROUP INC added 10,734,953 shares (+306.4%) to their portfolio in Q2 2026, for an estimated $119,480,026
    • TORTOISE CAPITAL ADVISORS, L.L.C. added 9,559,853 shares (+inf%) to their portfolio in Q2 2026, for an estimated $106,401,163
    • ARTEMIS INVESTMENT MANAGEMENT LLP added 6,307,200 shares (+754.3%) to their portfolio in Q3 2026, for an estimated $79,723,008
    • KAYNE ANDERSON CAPITAL ADVISORS LP added 5,743,473 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,924,854
    • GOLDMAN SACHS GROUP INC added 5,513,265 shares (+98.2%) to their portfolio in Q2 2026, for an estimated $61,362,639
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,757,405 shares (+inf%) to their portfolio in Q2 2026, for an estimated $52,949,917

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $VG Price Targets

    Multiple analysts have issued price targets for $VG recently. We have seen 2 analysts offer price targets for $VG in the last 6 months, with a median target of $15.5.

    Here are some recent targets:

    • Sunaina Ocalan from Bernstein set a target price of $14.0 on 06/17/2026
    • Jeremy Tonet from JP Morgan set a target price of $17.0 on 06/04/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.