National Fuel Gas Co: announces plan to separate into two companies

What happened

• On Oct 14, 2026, National Fuel Gas Company announced that its board of directors approved a plan to separate the company into two independent, publicly traded companies through a tax-free spin-off of the company’s Integrated Upstream and Gathering business.
• The company furnished a press release and an investor presentation about the separation as Exhibit 99.1 and Exhibit 99.2 to this Current Report.

Key details

• The company expects to complete the separation during the second half of calendar year 2027, subject to customary conditions.
• Conditions noted in the filing include the filing and effectiveness of applicable SEC filings (including a Form 10 registration statement), the completion of financing arrangements, and final approval by the company’s board of directors.
• The filing includes forward-looking statements and lists numerous risk factors and uncertainties that could cause actual results to differ materially.

Why it may matter

• The 8-K reports Item 7.01 (Regulation FD disclosure) and Item 8.01 (Other events) and covers the company’s announcement and related disclosure about the proposed separation and its expected timing and conditions. This filing does not show why the insider traded or why the company acted.