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INSW: New Dividend and Hold Rating Will Guide Market Expectations Ahead

Update shared on 24 Nov 2025

Fair value Increased 0.29%
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AnalystConsensusTarget's Fair Value
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1Y
29.7%
7D
-4.4%

International Seaways' analyst price target has been revised slightly upward from $57.50 to approximately $57.67. This change reflects analysts' tempered optimism following recent adjustments in revenue growth expectations and a downgrade to Hold by a major research firm.

Analyst Commentary

Recent street research has provided a balanced view on International Seaways, with both bullish and bearish analysts weighing in following the latest price target adjustments and rating downgrade.

Bullish Takeaways

  • Bullish analysts note that International Seaways continues to trade near its updated price target. This reflects resilient valuation despite changes in the broader shipping sector.
  • Solid execution in operational efficiency and cost management supports confidence in the company’s ability to sustain margins.
  • Stable demand in the tanker market provides supportive fundamentals. This could limit downside risks in the near term.
  • Long-term growth prospects remain intact, particularly if the company capitalizes on fleet optimization and market opportunities.

Bearish Takeaways

  • Bearish analysts express concerns about slower anticipated revenue growth. This has contributed to caution and a more neutral rating stance.
  • Valuation now appears to be closer to fair value, which limits the argument for significant upside from current levels.
  • Potential headwinds in the global shipping market, including increased competition and regulatory changes, could impact future earnings.

What's in the News

  • On November 5, 2025, International Seaways, Inc.’s Board of Directors declared a supplemental dividend of $0.74 per share of common stock. The dividend will be paid on December 23, 2025, to shareholders of record as of December 9, 2025. (Key Developments)
  • On October 7, 2025, International Seaways, Inc. closed a private placement transaction that included participation from four investors. (Key Developments)
  • International Seaways, Inc. announced it will receive $23,750,000 in funding through the issuance of non-convertible debt, with a minimum investment of $125,000 per outside investor. The securities will be issued under Regulation D. (Key Developments)

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from $57.50 to $57.67.
  • Discount Rate is nearly unchanged, moving marginally from 6.96% to 6.96%.
  • Revenue Growth expectation has fallen significantly from 5.05% to 3.89%.
  • Net Profit Margin has increased markedly from 21.14% to 37.62%.
  • Future P/E ratio has declined substantially from 18.27x to 10.64x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.