DHT Holdings (DHT) Resumen de Acciones
DHT Holdings, Inc. posee y explota, a través de sus filiales, petroleros de crudo principalmente en Mónaco, Singapur, Noruega e India. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
DHT Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$36
FV
47.2% infravalorado descuento intrínseco31.06%
Revenue growth p.a.
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Competidores de DHT Holdings, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$19.02 |
| Máximo en las últimas 52 semanas | US$20.55 |
| Mínimo de 52 semanas | US$10.61 |
| Beta | -0.094 |
| Cambio en 1 mes | 8.13% |
| Variación en 3 meses | 27.91% |
| Cambio de 1 año | 72.44% |
| Variación en 3 años | 122.20% |
| Variación en 5 años | 229.07% |
| Variación desde la OPV | -86.85% |
Noticias y actualizaciones recientes
Recent updates
Actualización del análisis • Apr 25
DHT Holdings, Inc. – Q1 2026 Trading Update & Strong Spot Market Momentum
Author: Qudus Adebara (Research Analyst, Wane Trading Club) Performance Overview DHT Holdings, Inc. has released a business update for Q1 2026 , highlighting solid earnings performance driven by strong spot market conditions and improving tanker rates.
Actualización del análisis • Apr 22
DHT: Fleet Renewal And Locked-In Charters Will Support Future Earnings Power
Narrative Update The analyst price target for DHT Holdings has shifted from $19.44 to $20.24, with analysts pointing to updated fair value assumptions, a slightly firmer profit margin outlook, and recent mixed rating changes, including target increases and downgrades, as key drivers of the move. Analyst Commentary Recent Street research around DHT Holdings highlights a split view, with some analysts lifting price targets while others move to more neutral or cautious stances.Actualización del análisis • Apr 19
DHT Holdings Inc. – Fleet Modernization Accelerates with VLCC Delivery and Strategic Vessel Divestment
Author: Qudus Adebara (Founder of Wane Investment House) DHT Holdings Inc. has advanced its fleet modernization strategy with the delivery of a new Very Large Crude Carrier (VLCC) and the divestment of an older vessel, reinforcing its focus on efficiency, earnings growth, and long-term competitiveness in the global tanker market.Actualización del análisis • Apr 08
DHT: Winter Tanker Setup Will Balance Newbuild Program And Neutral Rating
Analysts have adjusted their view on DHT Holdings with the average price target moving to $19.44, reflecting updated expectations for returns, margins and P/E multiples following a downgrade to Hold at DNB Carnegie and a higher target from BTIG. Analyst Commentary Recent research comments point to a more balanced view on DHT Holdings, with some analysts focusing on upside potential around valuation and returns, while others are signaling more caution on execution and risk reward at current levels.Nuevo análisis • Apr 07
DHT Holdings Inc. – Fleet Modernization Accelerates with VLCC Delivery and Strategic Vessel Divestment
Author: Qudus Adebara (Founder of Wane Investment House) DHT Holdings Inc. has advanced its fleet modernization strategy with the delivery of a new Very Large Crude Carrier (VLCC) and the divestment of an older vessel, reinforcing its focus on efficiency, earnings growth, and long-term competitiveness in the global tanker market.Actualización del análisis • Mar 25
DHT: Winter Tanker Setup Will Reflect Newbuild Deliveries And Balanced Rating Shift
Analysts have adjusted their price targets on DHT Holdings, with one firm lifting its target by $2 and another moving its rating to Hold. This reflects a more balanced view of potential upside as updated assumptions for fair value, discount rate, revenue trends, profit margin and future P/E are incorporated.Actualización del análisis • Mar 10
DHT: Winter Tanker Setup Will Balance New Charters And Mixed Rating Signals
Analysts have raised their price target on DHT Holdings to $19.44 from $16.78, citing updated assumptions on fair value, slightly different revenue contraction and profit margin outlooks, and a higher future P/E multiple, even though recent research has included both a downgrade to Hold and a separate $2 price target increase. Analyst Commentary Analysts are sending mixed messages on DHT Holdings, with a higher price target sitting alongside a downgrade in rating.
Nuevo análisis • Mar 06
DHT Holdings, inc: Strait of Hormuz Risk Amidst US-Israel vs Iran Tensions Spikes VLCC Rates.
Business Overview Founded in 2005, DHT Holdings, Inc. (NYSE: DHT) is an independent crude oil tanker company that owns and operates a fleet of 26 modern Very Large Crude Carriers (VLCCs) that is designed to transport huge volumes of oil across the globe, including the Middle East to China and US Gulf to Asia.
Nuevo análisis • Mar 03
Spot Exposure And Aging Fleet Will Undermine Tanker Earnings Reliability
Catalysts About DHT Holdings DHT Holdings operates a fleet of VLCCs that transport crude oil worldwide. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Feb 24
DHT: Winter Tanker Setup Will Rely On Charter Visibility And Margin Discipline
Analysts have increased their price target for DHT Holdings by $0.26 to $16.78, citing updated assumptions regarding revenue trends, profit margins, and a slightly lower forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as a reflection of updated revenue and margin assumptions that still leave room for upside if the company executes consistently against its current plan.Artículo de análisis • Feb 11
DHT Holdings' (NYSE:DHT) Shareholders Will Receive A Bigger Dividend Than Last Year
DHT Holdings, Inc. ( NYSE:DHT ) will increase its dividend from last year's comparable payment on the 26th of February...Actualización del análisis • Feb 09
DHT: Winter Tanker Setup Will Rely On Margin Strength For Upside
Analysts have lifted their price targets on DHT Holdings, with the updated fair value estimate moving from US$15.46 to US$16.52. They cite recent research that points to stronger profit margins and a modestly lower forward P/E outlook as key drivers of the change.Actualización del análisis • Jan 25
DHT: Winter Tanker Setup And Raised US$15 Goal Will Support Upside
Analysts have lifted their price target on DHT Holdings to $15 from $14, pointing to what they see as a promising tanker market setup heading into the winter season. The new target reflects updated assumptions including a fair value estimate of $15.46, a discount rate of 6.956%, revenue decline of 4.31%, a profit margin of 47.23% and a future P/E of 13.67.Seeking Alpha • Jan 15
DHT Holdings Surges As U.S. Takes Control Of Venezuelan Oil Exports
Summary DHT Holdings is rated a buy, driven by structural shifts in Venezuelan oil exports and tightening US sanctions. DHT's modern VLCC fleet is uniquely positioned to benefit as legal Venezuelan oil exports absorb global vessel supply, pressuring spot rates upward. With breakeven rates of $15,200–$18,600/day and 100% net income dividend payout, DHT directly translates geopolitical catalysts into shareholder returns. Low leverage, a young, regulation-compliant fleet, and a projected 12–13% dividend yield enhance DHT’s appeal for both income and sector rotation strategies. Read the full article on Seeking AlphaActualización del análisis • Jan 11
DHT: Promising Winter Tanker Setup Will Support Cash Generation And Upside
Analysts have raised their price target on DHT Holdings to $15 from $14, citing a promising tanker market setup heading into the winter season as a key factor supporting the revised outlook. Analyst Commentary Recent commentary around DHT Holdings focuses on how the current tanker setup heading into the winter season could influence both earnings power and valuation.Actualización del análisis • Dec 25
DHT: Winter Tanker Rate Upswing Will Support Margins And Share Upside
Analysts have raised their price target on DHT Holdings by $1 to $15, citing a promising tanker market setup heading into the typically stronger winter season. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as validation that current tanker market fundamentals support further upside in DHT Holdings valuation.Artículo de análisis • Dec 24
Investors Continue Waiting On Sidelines For DHT Holdings, Inc. (NYSE:DHT)
DHT Holdings, Inc.'s ( NYSE:DHT ) price-to-earnings (or "P/E") ratio of 9.7x might make it look like a buy right now...Actualización del análisis • Dec 11
DHT: Winter Tanker Market Strength Will Support Margins And Share Upside
Analysts have nudged their price target on DHT Holdings slightly lower to $15.32 from $15.43 per share, while highlighting a promising winter tanker market backdrop and stronger projected profit margins as key supports for the updated valuation. Analyst Commentary Bullish analysts frame the modest reduction in the consolidated price target as a fine tuning of assumptions rather than a shift in conviction, underscoring that the current valuation still implies meaningful upside if winter market dynamics unfold as expected.Artículo de análisis • Dec 02
These Return Metrics Don't Make DHT Holdings (NYSE:DHT) Look Too Strong
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Actualización del análisis • Nov 27
DHT: Favorable Winter Conditions Are Expected To Lift Tanker Rates Ahead
Analysts have increased their price target for DHT Holdings from $15.20 to approximately $15.43, citing a favorable winter outlook and promising tanker market conditions as reasons for their higher expectations. Analyst Commentary Bullish analysts emphasize several factors contributing to their positive outlook for DHT Holdings as winter approaches.Actualización del análisis • Nov 13
DHT: Winter Tanker Market Will Drive Upside in Coming Months
Analysts have raised their price target for DHT Holdings from $14.67 to $15.20, citing a promising setup for the winter tanker market and improved revenue growth expectations. Analyst Commentary Bullish Takeaways Bullish analysts point to a favorable winter tanker market, which has historically supported higher rates and improved revenue for DHT Holdings.Artículo de análisis • Nov 05
DHT Holdings (NYSE:DHT) Shareholders Should Be Cautious Despite Solid Earnings
DHT Holdings, Inc. ( NYSE:DHT ) posted some decent earnings, but shareholders didn't react strongly. We think that they...Actualización del análisis • Oct 29
Winter Tanker Market Strength Will Drive Revenue Gains This Season
Analysts have raised their price target for DHT Holdings from $14.32 to $14.67. They cite a more favorable tanker market outlook this winter and improved company fundamentals.Artículo de análisis • Sep 07
We Ran A Stock Scan For Earnings Growth And DHT Holdings (NYSE:DHT) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • May 10
DHT Holdings (NYSE:DHT) Is Reducing Its Dividend To $0.15
The board of DHT Holdings, Inc. ( NYSE:DHT ) has announced it will be reducing its dividend by 48% from last year's...Artículo de análisis • Apr 28
With EPS Growth And More, DHT Holdings (NYSE:DHT) Makes An Interesting Case
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Mar 18
Is DHT Holdings (NYSE:DHT) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Artículo de análisis • Feb 28
DHT Holdings (NYSE:DHT) Shareholders Will Want The ROCE Trajectory To Continue
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...Seeking Alpha • Feb 09
Two Catalysts That May Change DHT's Fortunes In The Next Couple Of Years
Summary DHT's share price rebounded due to U.S. sanctions on Russian oil, resulting in a 5.7% increase and a total return of 10.7% since our last call. DHT's conservative financial approach, including low leverage and prudent chartering, aligns with our investment philosophy. DHT's commitment to shareholder returns is evident through consistent dividends and strategic share buybacks at attractive prices. We maintain a Buy stance, driven by favorable supply-demand dynamics and potential market changes due to increased oil production and regulatory crackdowns on shadow fleets. Read the full article on Seeking AlphaArtículo de análisis • Jan 15
DHT Holdings, Inc. (NYSE:DHT) Stock Rockets 25% But Many Are Still Ignoring The Company
Those holding DHT Holdings, Inc. ( NYSE:DHT ) shares would be relieved that the share price has rebounded 25% in the...Seeking Alpha • Jan 08
DHT Holdings Once Again Buying Back Shares, Signals Improvement In Risk-Reward
Summary DHT Holdings, a VLCC tanker company, sold its oldest vessel for $43.4M, reducing its fleet to 23 operational vessels with 4 more under construction. About 70% of DHT's operating fleet is currently exposed to the spot market, impacting its financial performance and market positioning. Despite a flat total return over the past year, DHT outperformed other diversified tanker companies facing steeper declines. The article reviews DHT's recent financials and valuation, highlighting its relative resilience in a challenging market. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
DHT Holdings: Attractive Capital Allocation Policy Combined With Pure-Play VLCC Exposure
Summary DHT Holdings offers pure-play exposure to the VLCC market, which exhibits some of the tightest supply dynamics in the maritime industry. The company is also strengthening its position in the VLCC market. Four new state-of-the-art vessels are currently under construction and are expected to be delivered in 2026. The company is committed to returning 100% of net income to shareholders as dividends. Since Q3-22, DHT has paid $2.19 per share in cumulative dividends. The capital structure is also solid, composed of less than 20% of debt. The ~$415 million in gross debt outstanding is from credit lines distributed among multiple financial institutions. Read the full article on Seeking AlphaArtículo de análisis • Dec 11
Is DHT Holdings (NYSE:DHT) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Nov 16
DHT Holdings (NYSE:DHT) Will Pay A Dividend Of $0.22
The board of DHT Holdings, Inc. ( NYSE:DHT ) has announced that it will pay a dividend of $0.22 per share on the 29th...Seeking Alpha • Nov 10
DHT Holdings Q3 Earnings Preview: Room For Disappointment
Summary The company has a strong shareholder focus and low debt. Analysts' Q4 2024 and Q1 2025 estimates are overly optimistic due to current freight rates and futures, risking market disappointment. Potential geopolitical impacts, such as Trump's policies on Iran, could improve freight rates, but any effects would likely be seen in Q2 2025. Despite market challenges, the company is not at risk of bankruptcy, but consensus profit estimates are unrealistic and may clash with upcoming guidance. Read the full article on Seeking AlphaArtículo de análisis • Sep 23
DHT Holdings, Inc. (NYSE:DHT) Could Be Riskier Than It Looks
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Nuevo análisis • Sep 12
Dynamic Ship Fleet Expansion And Capital Strategy Propel Financial Growth And Shareholder Returns
Adjusted ship delivery schedules and disciplined capital allocation strategy indicate future revenue growth and potential for increased dividends.Seeking Alpha • Sep 10
DHT Holdings: VLCC Pure Play For Dividend Seekers
Summary The crude oil tanker market is still attractive for investors. Market dynamics are favorable due to a higher tonne-mile demand growth rate than the fleet growth rate. 2Q24, as expected, brought weaker results due to seasonality. Nevertheless, DHT reported good figures: $49,100/day TCE and $23,600/day breakeven. DHT has excellent liquidity and solvency metrics: 39% Total Debt/Equity and 6.5 Operating Income/Interest Expenses. DHT pays 100% of its net income. At the present stock price, the dividend yield is 9.2%. DHT's market capitalization is $1,660 million, while its netasset value is $1,766 million, resulting in 94% PNAV and 21% LTV. Read the full article on Seeking AlphaArtículo de análisis • Sep 04
DHT Holdings (NYSE:DHT) Might Have The Makings Of A Multi-Bagger
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Aug 14
DHT Holdings: After Q2 Results, We Maintain Our Buy Stance
Summary DHT's Q2 earnings per share was in line with Q1. Financial leverage of only 18% of vessels' market values. Their TTM dividend yield is 9%. Spot market conditions will lead to lower earnings in Q3. Good potential for higher earnings in the next 2-3 years due to favorable supply and demand dynamics. Read the full article on Seeking AlphaArtículo de análisis • Aug 08
These 4 Measures Indicate That DHT Holdings (NYSE:DHT) Is Using Debt Safely
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • May 28
Returns On Capital Are Showing Encouraging Signs At DHT Holdings (NYSE:DHT)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Artículo de análisis • May 10
Many Still Looking Away From DHT Holdings, Inc. (NYSE:DHT)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...Seeking Alpha • Apr 08
We Have Increased Our Stake In DHT Holdings
Summary DHT Holdings has seen a total return of 33.5% in the past six months and shows potential for further growth. The company has a strong balance sheet and is renewing its fleet with newbuildings to improve fuel economics and reduce emissions. The VLCC market is expected to remain strong for the next 2-3 years, barring any major economic downturn impacting demand for crude oil. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
DHT Holdings: Best Balance Between PNAV, LTV, And Fleet Quality; Still Buy Rating
Summary DHT Holdings ordered four new scrubber-fitted vessels, expected to be delivered between April and December 2026, at an average price per ship of $128.5 million. DHT maintains a prudent capital structure with a gross LTV of 20.9%. The company has ample liquidity. DHT delivered $251 million in operating cash and $193 million in operating income. FY23 Adjusted EBITDA reached $302 million, 77% higher than in 2022. The bottom line, EPS FY23 is $0.99/share, while FY22 is $0.48/share. Compared with its VLCC/Suezmax pure play competitors, NAT and ECO, DHT strikes the best balance between fleet age and specs, LTV and PNAV. Read the full article on Seeking AlphaArtículo de análisis • Mar 06
Does DHT Holdings (NYSE:DHT) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Feb 18
DHT: Good 2023 Results And Likely Continued Earnings Strength Going Forward
Summary DHT is a tanker company with a fleet of 24 VLCCs, 79% of the fleet is exposed to the spot market. The company had a strong 2023, generating $302.0M in adjusted EBITDA and $161.4M in net income. DHT has a clean balance sheet with low financial leverage, resulting in a healthy margin in the current environment. Read the full article on Seeking AlphaRentabilidad de los accionistas
| DHT | US Oil and Gas | Mercado US | |
|---|---|---|---|
| 7D | 2.9% | -5.1% | 2.1% |
| 1Y | 72.4% | 29.2% | 30.6% |
Rentabilidad vs. Industria: DHT superó a la industria US Oil and Gas, que obtuvo un rendimiento del 29.2% el año pasado.
Rentabilidad vs. Mercado: DHT superó al mercado US, que obtuvo un rendimiento del 30.6% el año pasado.
Volatilidad de los precios
| DHT volatility | |
|---|---|
| DHT Average Weekly Movement | 5.9% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: DHT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DHT (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2005 | 737 | Arnet Harfjeld | www.dhtankers.com |
DHT Holdings, Inc. posee y explota, a través de sus filiales, petroleros de crudo principalmente en Mónaco, Singapur, Noruega e India. La empresa también ofrece servicios de gestión técnica. A 15 de diciembre de 2025, contaba con una flota de 22 grandes petroleros.
Resumen de fundamentos de DHT Holdings, Inc.
| Estadísticas fundamentales de DHT | |
|---|---|
| Capitalización bursátil | US$3.05b |
| Beneficios(TTM) | US$331.50m |
| Ingresos (TTM) | US$659.44m |
9.2x
Ratio precio-beneficio (PE)4.6x
Ratio precio-ventas (PS)¿Está DHT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DHT | |
|---|---|
| Ingresos | US$659.44m |
| Coste de los ingresos | US$192.64m |
| Beneficio bruto | US$466.81m |
| Otros gastos | US$135.31m |
| Beneficios | US$331.50m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.06 |
| Margen bruto | 70.79% |
| Margen de beneficio neto | 50.27% |
| Ratio deuda/patrimonio | 41.0% |
¿Cómo se ha desempeñado DHT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
5.2%
Rentabilidad actual por dividendo71%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 19:27 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
DHT Holdings, Inc. está cubierta por 21 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | ABG Sundal Collier |
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |