NFG

• The company is filing the opinion of Scarinci & Hollenbeck, LLC as an exhibit to its Form S-3 registration statement (Registration No. 333-298225).
• The filing includes Exhibit 5.1 (legal opinion) and Exhibit 23.1 (consent of counsel, included in Exhibit 5.1).
• The report was signed by Lee E. Hartz, General Counsel and Secretary, on August 11, 2026.
• The event was reported under Item 8.01 to provide the legal opinion required for the registration statement.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Adjusted EPS was $1.54 for the quarter, down from $1.64 in the prior year.
• Net cash provided by operating activities was $1.035 billion for the nine months ended June 30, 2026, with free cash flow of $280 million.
• The Company revised its fiscal 2026 adjusted EPS guidance to a range of $7.40 to $7.60 per share, with a midpoint of $7.50.
• The Board approved a 4% dividend increase to an annual rate of $2.22 per share, marking the 56th consecutive annual increase.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• National Fuel Gas Company furnished an updated investor presentation as Exhibit 99 to its Form 8-K filed July 29, 2026.
• The presentation highlights the planned $2.62 billion acquisition of CenterPoint's Ohio gas utility, expected to close October 1, 2026, with all regulatory approvals received.
• The presentation includes non-GAAP financial measures and forward-looking statements with associated risk factors.
• The filing is under Item 7.01 Regulation FD Disclosure, meaning the information is furnished but not filed for SEC purposes.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• National Fuel Gas Company agreed on October 20, 2025 to acquire all equity interests of Vectren Energy Delivery of Ohio, LLC from CenterPoint Energy Resources Corp. for $2,620,000,000, subject to customary adjustments.
• The Transaction is expected to close in the fourth quarter of calendar 2026, pending satisfaction or waiver of closing conditions.
• The Transaction will not close prior to October 1, 2026 without the prior written consent of the Seller.
• The filing was made under Item 8.01 (Other Events) to disclose the PUCO order as a material development in the acquisition process.

8.01 Other Events

• The underwriting agreement, dated May 27, 2026, is with TD Securities, Wells Fargo Securities, BofA Securities, and J.P. Morgan Securities as representatives of the underwriters.
• An Officer's Certificate dated June 10, 2026 establishes the terms of the notes, and forms of each note are included.
• Legal opinions from Jones Day and Lowenstein Sandler LLP are included as exhibits.
• The filing was made under Item 8.01 to update the Registration Statement on Form S-3 (No. 333-273926) with the offering documents.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• The Bank of New York Mellon, as trustee, issued a conditional redemption notice to registered holders of the Notes.
• The redemption date is fixed for June 11, 2026.
• The redemption price will be calculated per the indenture and officer's certificate governing the Notes.
• The filing was made under Item 8.01 (Other Events) as an optional redemption notice, not a required disclosure event.

8.01 Other Events

• The transaction is expected to close in the fourth quarter of calendar 2026, pending conditions including a review by the Public Utilities Commission of Ohio.
• The closing cannot occur before October 1, 2026 without the Seller's prior written consent.
• This Form 8-K includes audited financial statements of CenterPoint Ohio for the year ended December 31, 2025, unaudited statements for the three months ended March 31, 2026, and pro forma combined financial statements.
• The report was filed under Item 8.01 to provide the required financial statements and pro forma information related to the acquisition.

8.01 Other Events · 9.01 Financial Statements and Exhibits

• Adjusted EPS was $2.71, a 13% increase from the prior year.
• Net cash provided by operating activities was $657 million, with free cash flow of $160 million through the second quarter year-to-date, a $111 million increase from the prior year.
• The Integrated Upstream and Gathering segment adjusted EPS increased 21% to $1.67, driven by a 17% increase in natural gas price realizations.
• The company revised its fiscal 2026 adjusted EPS guidance to a range of $7.45 to $7.75 per share, or $7.60 at the midpoint.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits