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LPG: Special Dividend Will Drive Shareholder Returns Into 2025

US LPG Exports Will Power Future VLGC Fleet Success

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LPG
AnalystConsensusTarget
Not Invested
Published 24 Sep 2024

Update shared on 12 Dec 2025

Fair value Decreased 4.37%
Previous
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AnalystConsensusTarget's Fair Value
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1Y
2.8%
7D
-1.8%

Analysts have modestly reduced their price target on DorianG to approximately $31.75 per share, down from about $33.20. They cite slightly softer revenue growth assumptions, which are partly offset by a marginally improved profit margin outlook and a lower future earnings multiple.

What's in the News

  • The board has declared an irregular cash dividend of $0.65 per share, returning roughly $27.8 million to shareholders. The dividend is payable on or about December 2, 2025 to holders of record as of November 17, 2025 (company announcement).
  • The company reported financial results for the quarter ended September 30, 2025, alongside the special dividend declaration, highlighting continued capital returns to shareholders (company announcement).
  • The company provided an update on its existing share repurchase program. No shares were bought between July 1 and September 30, 2025, and a total of 336,500 shares have been repurchased to date for $7.41 million under the February 3, 2022 authorization (company announcement).

Valuation Changes

  • Fair Value Estimate: reduced modestly from $33.20 to $31.75 per share, reflecting a slightly more conservative outlook.
  • Discount Rate: edged up marginally from 7.31 percent to about 7.31 percent, indicating a very small increase in the assumed risk profile.
  • Revenue Growth: projected decline has deepened, with the growth rate moving from approximately minus 1.09 percent to about minus 1.46 percent.
  • Net Profit Margin: nudged higher from roughly 18.07 percent to about 18.11 percent, implying a small improvement in expected profitability.
  • Future P/E: decreased slightly from 27.46x to about 26.49x, indicating a lower valuation multiple applied to forward earnings.

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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.