Form 8-K

8-K — NATIONAL FUEL GAS CO

Accession: 0001193125-26-345004

Filed: 2026-08-11

Period: 2026-08-11

CIK: 0000070145

SIC: 4924 (NATURAL GAS DISTRIBUTION)

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — d175989d8k.htm (Primary)

EX-5.1 (d175989dex51.htm)

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XML — IDEA: XBRL DOCUMENT (R1.htm)

8-K

8-K (Primary)

Filename: d175989d8k.htm · Sequence: 1

8-K

NATIONAL FUEL GAS CO false 0000070145 0000070145 2026-08-11 2026-08-11

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): August 11, 2026

NATIONAL FUEL GAS COMPANY

(Exact name of registrant as specified in its charter)

New Jersey

1-3880

13-1086010

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

6363 Main Street

Williamsville, New York

14221

(Address of Principal Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code: (716) 857-7000

Former name or former address, if changed since last report: Not Applicable

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

☐

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol

Name of Each Exchange

on Which Registered

Common Stock, par value $1.00 per share

NFG

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01

Other Events.

National Fuel Gas Company is filing herewith the opinion of Scarinci & Hollenbeck, LLC as an exhibit to its Registration Statement on Form S-3 (Registration No. 333-298225).

Item 9.01

Financial Statements and Exhibits.

(d) Exhibits

Exhibit

Number

Description

5.1

Opinion of Scarinci & Hollenbeck, LLC

23.1

Consent of Scarinci & Hollenbeck, LLC (included in Exhibit 5.1)

104

Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

NATIONAL FUEL GAS COMPANY

By:

/s/ Lee E. Hartz

Lee E. Hartz

General Counsel and Secretary

Dated: August 11, 2026

EX-5.1

Filename: d175989dex51.htm · Sequence: 2

EX-5.1

Exhibit 5.1

150 CLOVE ROAD, 9TH FLOOR

LITTLE FALLS, NJ 07424

201.896.4100 • sh-law.com

CHARLES H. FRIEDRICH, III | Partner

cfriedrich@sh-law.com

Phone: 201-896-7031

August 11, 2026

National Fuel Gas Company

6363 Main Street

Williamsville, New York 14221

Ladies and Gentlemen:

This

opinion relates to the Prospectus Supplement (the “Prospectus Supplement”) to the Prospectus, dated August 11, 2026 and constituting a part of the Form S-3 Registration Statement (the

“Registration Statement”), to be filed on or about the date hereof with the Securities and Exchange Commission (“SEC”) by National Fuel Gas Company (“Company”) pursuant to Rule 424(b)(5) under

the Securities Act of 1933, as amended (“1933 Act”), and, more particularly, to the 500,000 shares of Company common stock, $1.00 par value (the “Shares”), that the Company intends to register under the

Registration Statement for offer, issuance and delivery in connection with its Direct Stock Purchase and Dividend Reinvestment Plan (“Plan”).

In connection with this opinion, we have examined (a) the original Certificate of Incorporation of the Company,

filed on December 8, 1902, and all amendments thereto and restatements thereof through the date hereof, (b) the By-Laws of the Company, as amended to date, (c) the New

Jersey statute under which the Company was organized (N.J. Laws 1896, ch. 185), and all amendments thereto, restatements thereof and successor statutes thereto through the date hereof, (d) the opinions heretofore issued by the law

firm of Stryker, Tams & Dill LLP (the “Stryker Firm”), dated March 28, 2005 and November 28, 2008 (the “Stryker Opinions”), and the opinions heretofore issued by this firm, dated

November 23, 2011, August 14, 2014, August 11, 2017, August 11, 2020 and August 11, 2023 (the “Scarinci Opinions”), each in connection with the registration of Company Shares for offer, issuance and

delivery under the Plan (Registration Nos. 333-123654, 333-155760, 333-178174,

333-198156, 333-219901, 333-244352, and 333-273926), (e) the Registration

Statement, (f) the Prospectus Supplement, and (g) originals or copies, certified or otherwise identified to our satisfaction, of such corporate records, agreements, instruments and other documents, such Company filings

under the Securities Exchange Act of 1934, as amended (the “1934 Act”), and such questions of law, as we have deemed necessary or appropriate for purposes of this opinion.

As to questions of fact material to this opinion, we have relied upon, and have assumed the accuracy, completeness and

authenticity of, the following:

Page 1 of 3

National Fuel Gas Company

August 11, 2026

Page

a. Certificates of public officials, including the

Certificate of Good Standing of the Company, issued by the Treasurer of the State of New Jersey on August 5, 2026;

b. Certificates of Company officers, including the Certification of the General Counsel and Secretary of

the Company, dated the date hereof; and

c. The factual disclosures in the 1934 Act filings of the

Company regarding stock issuances by the Company, the Company employee stock and benefit plans, and other Company stock plans.

We have not made or undertaken any independent investigation to establish or verify the accuracy or completeness of any

factual matters recited or disclosed in the foregoing materials. Nothing, however, has come to our attention which would lead us to believe that the factual recitals and disclosures upon which we are relying are not true, accurate and complete in

all material respects.

Based upon the foregoing, and subject to the qualifications, assumptions and limitations set forth

herein, we are of the opinion that:

1. Your Company is a corporation duly incorporated and validly

existing under the laws of the State of New Jersey.

2. Company Shares to be acquired by Plan

participants that are purchased by the Plan Administrator (as defined in the Prospectus Supplement) in the open market will have been validly issued, fully paid and non-assessable.

3. All requisite action necessary to make any authorized but unissued Company Shares issued by the Company

in connection with the Plan, validly issued, fully paid and non-assessable will have been taken, provided that:

A. The original issue Shares shall have been issued and delivered for the consideration contemplated in

accordance with the terms and conditions of the Plan and as contemplated by the Prospectus Supplement; and

B. If the original issue Shares are certificated, the certificates therefor shall have been duly

executed, countersigned, registered and delivered.

In rendering the opinion expressed in paragraph 2 regarding the legal

status of the issued and outstanding Shares, we have, with your permission, relied on the Stryker Opinions and the Scarinci Opinions to the extent that those Opinions opined on, and we, therefore, have assumed, the validly issued, fully paid and non-assessable status of the Company Shares issued and outstanding as of the respective dates of those opinions.

Scarinci & Hollenbeck,

LLC, 150 Clove Road, 9th Floor, Little Falls, New Jersey 07424 | Phone: 201-896-4100 | Fax: 201-896-8660 |

www.sh-law.com

National Fuel Gas Company

August 11, 2026

Page

We are members of the New Jersey Bar and do not hold ourselves out as experts

on the laws of any other jurisdiction, and, therefore, do not express any opinion herein concerning any laws other than the laws of the State of New Jersey.

We consent to the use of this opinion as an exhibit to the Registration Statement and to the use of our name, as counsel, in

the Registration Statement and the Prospectus Supplement constituting a part thereof. In giving this consent, we do not thereby admit that we belong to the category of persons whose consent is required under Section 7 of the 1933 Act or the

rules and regulations promulgated thereunder.

Very truly yours,

/s/ Scarinci & Hollenbeck, LLC

SCARINCI & HOLLENBECK, LLC

Scarinci & Hollenbeck,

LLC, 150 Clove Road, 9th Floor, Little Falls, New Jersey 07424 | Phone: 201-896-4100 | Fax: 201-896-8660 |

www.sh-law.com

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Document and Entity Information

Aug. 11, 2026

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