Frontline (FRO) Resumen de Acciones
Frontline plc, compañía naviera, se dedica a la propiedad y explotación de petroleros y petroleros de productos en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 3/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 3/6 |
| Dividendos | 4/6 |
FRO Community Fair Values
Create NarrativeSee what 76 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Frontline plc
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$36.66 |
| Máximo en las últimas 52 semanas | US$39.89 |
| Mínimo de 52 semanas | US$16.25 |
| Beta | 0.049 |
| Cambio en 1 mes | -1.27% |
| Variación en 3 meses | 18.56% |
| Cambio de 1 año | 100.11% |
| Variación en 3 años | 148.04% |
| Variación en 5 años | 311.91% |
| Variación desde la OPV | 146.04% |
Noticias y actualizaciones recientes
Seeking Alpha • May 06
Frontline: Strong Dividends Today, But Rates Must Stay High To Justify Valuation (Rating Downgrade)
Summary Frontline is downgraded to hold due to elevated valuation and near-term fleet reduction ahead of newbuild deliveries. FRO's dividend policy remains attractive, distributing all adjusted earnings, but short-term payouts may be constrained by fewer vessels despite strong rates. The company maintains a robust liquidity position, with $705 million total liquidity and no major debt maturities until 2030. Valuation at 1.3x NAV limits upside; rate sustainability and the Strait of Hormuz reopening are key binary catalysts for FRO's near-term performance. Read the full article on Seeking Alpha
Actualización de narrativa • May 03
FRO: Higher Earnings Quality Will Be Supported By Margins And Dividend Strength
Analysts now see Frontline's fair value at $45.00, down $1.00 from $46.00. The change reflects updated views on revenue trends, profit margins, and P/E assumptions after recent mixed Street research that included both price target hikes and a downgrade to In Line.Actualización de narrativa • Apr 18
FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength
Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.Actualización de narrativa • Apr 04
FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality
Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.Recent updates
Seeking Alpha • May 06
Frontline: Strong Dividends Today, But Rates Must Stay High To Justify Valuation (Rating Downgrade)
Summary Frontline is downgraded to hold due to elevated valuation and near-term fleet reduction ahead of newbuild deliveries. FRO's dividend policy remains attractive, distributing all adjusted earnings, but short-term payouts may be constrained by fewer vessels despite strong rates. The company maintains a robust liquidity position, with $705 million total liquidity and no major debt maturities until 2030. Valuation at 1.3x NAV limits upside; rate sustainability and the Strait of Hormuz reopening are key binary catalysts for FRO's near-term performance. Read the full article on Seeking AlphaActualización de narrativa • May 03
FRO: Higher Earnings Quality Will Be Supported By Margins And Dividend Strength
Analysts now see Frontline's fair value at $45.00, down $1.00 from $46.00. The change reflects updated views on revenue trends, profit margins, and P/E assumptions after recent mixed Street research that included both price target hikes and a downgrade to In Line.Actualización de narrativa • Apr 18
FRO: Higher Earnings Quality Will Be Driven By Margins And Winter Strength
Analysts raised their price target on Frontline by $5, citing updated assumptions around revenue trends, profit margins, and future P/E expectations that support the new valuation. Analyst Commentary Bullish analysts see the higher price target for Frontline as a signal that the market may not fully reflect current assumptions around revenue, margins, and P/E.Actualización de narrativa • Apr 04
FRO: Winter Strength And Fleet Renewal Will Support Future Earnings Quality
Analysts have raised their fair value estimate for Frontline from $31.00 to $46.00, referencing updated assumptions around discount rates, revenue trends, profit margins, and future P/E that they see reflected in recent price target increases and rating changes on the stock. Analyst Commentary Recent Street research points to a more constructive view on Frontline, with bullish analysts adjusting both ratings and targets in a way that lines up with the higher fair value estimate.
Actualización de narrativa • Mar 20
FRO: Fleet Renewal Will Support Higher Future Earnings Multiples
Analysts have raised their average price target for Frontline by $5 to $28.33, citing recent upgrades and a modest adjustment to valuation inputs, including a slightly higher discount rate and updated forward P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts see the higher average price target of $28.33 as consistent with their updated forward P/E assumptions, suggesting the current valuation still leaves room for upside if execution aligns with forecasts.Actualización de narrativa • Mar 06
FRO: Fleet Renewal And Time Charters Will Support Higher Future Earnings Multiples
Analysts have lifted their Frontline price target by $9.25 to $41.25, citing updated expectations around fair value, discount rates, revenue growth, profit margins, and future P/E assumptions as reflected in recent rating and target changes. Analyst Commentary Recent research takes a more constructive view on Frontline, with price targets clustered around the mid to high $20s and some analysts now willing to ascribe higher fair value based on updated assumptions for earnings power and risk.Actualización de narrativa • Feb 20
FRO: Fleet Renewal And Time Charters Will Shape Balanced Forward Risk Profile
Analysts have raised their Frontline price target by $0.50 to $32.00, citing updated assumptions that include different revenue trends, higher profit margins, and a lower expected future P/E multiple. Analyst Commentary Recent research updates on Frontline highlight a mix of optimism on earnings power and some caution around how much of that is already reflected in the share price.Actualización de narrativa • Feb 06
FRO: Modern Fleet Expansion Will Be Positioned To Capture Higher Winter Rates
Analysts have lifted their fair value estimate for Frontline from US$29.50 to US$31.50, citing updated assumptions on discount rates, revenue trends, margins and future P/E that align with recent Street research, which highlights higher price targets and improving views on the stock. Analyst Commentary Recent Street research has turned more constructive on Frontline, with higher price targets and rating upgrades feeding into the refreshed fair value estimate.Artículo de análisis • Jan 29
Frontline plc (NYSE:FRO) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable
Frontline plc ( NYSE:FRO ) shareholders would be excited to see that the share price has had a great month, posting a...Actualización de narrativa • Jan 23
FRO: Winter Tanker Strength Will Support Upside For Renewed VLCC Fleet
Analysts have adjusted their price target on Frontline to US$31 from US$30, citing recent rating upgrades and higher targets from firms that see a promising tanker market setup heading into the winter season. Analyst Commentary Recent Street research has leaned more positive on Frontline, with bullish analysts pointing to a constructive tanker backdrop into the winter season and adjusting their views accordingly.
Actualización de narrativa • Jan 09
FRO: Winter Tanker Setup And Higher Cash Returns Will Drive Upside
Narrative Update: Frontline Analyst Price Target Shift Analysts have lifted their fair value estimate for Frontline from $20.00 to $28.50, citing a revised price target of $26 and a generally more favorable tanker market setup into the winter season. Analyst Commentary Recent research commentary around Frontline highlights a more constructive view on the tanker setup into the winter season, with a higher fair value estimate and a revised price target of $26.Actualización de narrativa • Dec 14
FRO: Winter Tanker Market Will Drive Upside For VLCC Heavy Fleet
Analysts have lifted their price target on Frontline to $30.00 from $25.00, citing a promising winter tanker market setup and expectations that the company’s modern, VLCC heavy fleet will outperform smaller tankers, supporting stronger margins and earnings. Analyst Commentary Bullish analysts are highlighting Frontline as a key beneficiary of what they view as a constructive winter tanker market, pointing to strong fundamentals and improving earnings visibility.Actualización de narrativa • Nov 30
FRO: Modern VLCC Fleet Is Expected To Capture Higher Winter Rates
Frontline's analyst price target has increased from $27.80 to $29.50 per share. Analysts cite an encouraging tanker market outlook and expectations that its modern fleet will outperform in the coming season.Artículo de análisis • Nov 27
Frontline (NYSE:FRO) Has Announced That Its Dividend Will Be Reduced To $0.19
Frontline plc ( NYSE:FRO ) is reducing its dividend from last year's comparable payment to $0.19 on the 19th of...Actualización de narrativa • Nov 15
FRO: Winter Season Will Shape Earnings Amid Modern Fleet Advantage
Analysts have increased their price target for Frontline from $27.20 to $27.80 per share, citing improved profit margin forecasts and a favorable outlook for the company's modern tanker fleet this winter. Analyst Commentary Recent Street Research highlights a generally optimistic outlook on Frontline, with analysts adjusting their models and price targets upward ahead of the winter tanker season.Actualización de narrativa • Nov 01
FRO: Winter Tanker Market And VLCC Fleet Will Support Earnings Momentum
Analysts have raised their price target for Frontline from $26.40 to $27.20. They cite greater profit margins and a stronger tanker market outlook heading into the winter season.Actualización de narrativa • Oct 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Analysts have raised Frontline's price target by $1.00 to $26.40, citing expectations for the company's modern, VLCC-heavy fleet to outperform during the upcoming winter season. Analyst Commentary Bullish Takeaways Bullish analysts are raising price targets, reflecting greater confidence in the company's valuation outlook.Actualización de narrativa • Oct 03
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
Frontline's analyst price target has been increased by $0.62 to $25.40, as analysts cite anticipated outperformance from the company's modern, large vessel fleet and improving sector dynamics. Analyst Commentary Bullish analysts have responded positively to Frontline's updated fleet and market position, leading to higher price targets and renewed investor confidence.Actualización de narrativa • Sep 17
US Gulf Exports And Eco Fleet Will Boost Tanker Demand
The modest increase in Frontline's consensus analyst price target to $24.78 reflects slightly improved revenue growth expectations, despite projections remaining negative. What's in the News Frontline plc announced a dividend of $0.36 per share for the second quarter of 2025.Artículo de análisis • Sep 05
Frontline's (NYSE:FRO) Shareholders Have More To Worry About Than Only Soft Earnings
The subdued market reaction suggests that Frontline plc's ( NYSE:FRO ) recent earnings didn't contain any surprises...Artículo de análisis • Jul 28
Is Frontline (NYSE:FRO) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Artículo de análisis • May 26
Frontline (NYSE:FRO) Will Pay A Smaller Dividend Than Last Year
The board of Frontline plc ( NYSE:FRO ) has announced it will be reducing its dividend by 71% from last year's payment...Seeking Alpha • Mar 24
Frontline: Challenges, Opportunities, And Tanker Business In 2025
Summary Frontline is one of the largest oil tanker companies, and like all companies in this field, Frontline is highly susceptible to market cycles. The financial situation of the company does not look the best, which is related to the specifics of its business. Frontline will be interested in buying closer to $14 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 01
Frontline: One Of The Most Aggressive Capital Structure In The Tanker Industry
Summary With a fleet of 82 tankers and a combined capacity of 17.9 million deadweight tons, Frontline is one of the world's largest tanker operators. With an average age of 6.4 years, Frontline's portfolio is also one of the youngest in the industry, second only to the one owned by Okeanis Eco Tankers. Using spot rates at the end of November 2024, Frontline would generate approximately $314.0 million in free cash flow annually, the equivalent of a free cash flow yield of ~10%. The aggressive capital structure composed of 53% debt is the key reason behind my hold rating. Although the debt load is manageable at current rates, it could change pretty quickly. Read the full article on Seeking AlphaSeeking Alpha • Sep 17
Frontline: Tanker Market Strategy And Ongoing Disruptions (Podcast Transcript)
Summary Value Investor's Edge Live returns with the latest episode focused on the crude oil shipping sector. Frontline is the largest US-listed crude tanker owner with a roughly $5B market capitalization. CEO Lars Barstad joined us in early September to share current strategy and market insights. We reviewed the current tanker market conditions, disruptions in Red Sea, and ongoing Russian sanctions, along with weaker Chinese demand. Despite ongoing seasonal weakness, Frontline is optimistic about long-term market balances and potential for higher rates driven by low order books and supply constraints and aims to return roughly 80%. An audio recording with time stamps is included below, along with a full-length transcript. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
The Tanker Titan: Frontline Well-Positioned To Get Lucky
Summary Shipping companies are in a good position due to the energy transition, despite volatility and environmental uncertainties impacting investment in transport capacity. Frontline's stock trades at ~$22, with forward earnings estimates at $2.66 for 2024 and $3.14 for 2025, reflecting a 7x forward earnings multiple. The shadow fleet's older, uninsured vessels increase short-term supply but may reverse the impact in the long term; order book growth is manageable. Frontline's liquidity and strategy to pay out excess cash flow make it a decent hold, with potential for strong returns from unexpected events. Read the full article on Seeking Alpha
Nueva narrativa • Sep 02
Winter Demand Surge And Strategic Fleet Optimization Propel Oil Transporter's Earnings And Market Position
Seasonal upticks in oil demand and a growing compliant versus noncompliant fleet divide could raise Frontline's freight rates, enhancing revenue and margins.Seeking Alpha • Aug 09
Frontline Plc's Stock And Fleet Are On The Upswing
Summary Frontline plc stock is rated as a buy-to-strong buy opportunity after a recent drop in share price. Growth opportunities in the marine shipping industry outweigh risks, with demand for crude tankers expected to remain high in the coming years. Frontline plc has a high dividend yield of 10.9% and strong financial metrics, despite accumulating debt to finance its fleet of tankers. Read the full article on Seeking AlphaSeeking Alpha • Jun 03
Frontline's Aggressive Acquisition Strategy Pays Off Amid Global Disruptions
Summary Frontline reported strong earnings and distributions, indicating a positive outlook for the company. The company's fleet consists of VLCCs, Suezmaxes, and LR2 tankers, with a focus on fuel efficiency and scrubber-fitted vessels. The war in Ukraine and disruptions in the Suez Canal are expected to continue to impact rates. Global orderbook is relatively low and shipyard capacity constrained. Read the full article on Seeking AlphaSeeking Alpha • May 17
Although Frontline Is Up 83% In 1 Year, We Think There Is More To Come
Summary We examine earnings potential from the acquisition of 24 modern VLCCs from Euronav. The gearing ratio is expected to increase from 62% to 65% in Q1 2024. Favorable supply and demand dynamics over the next two to three years support higher earnings for VLCC. Read the full article on Seeking AlphaRentabilidad de los accionistas
| FRO | US Oil and Gas | Mercado US | |
|---|---|---|---|
| 7D | -7.2% | 6.4% | -0.3% |
| 1Y | 100.1% | 33.1% | 24.0% |
Rentabilidad vs. Industria: FRO superó a la industria US Oil and Gas, que obtuvo un rendimiento del 33.1% el año pasado.
Rentabilidad vs. Mercado: FRO superó al mercado US, que obtuvo un rendimiento del 24% el año pasado.
Volatilidad de los precios
| FRO volatility | |
|---|---|
| FRO Average Weekly Movement | 7.0% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: FRO 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 FRO (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1985 | 85 | Lars Barstad | www.frontlineplc.cy |
Frontline plc, compañía naviera, se dedica a la propiedad y explotación de petroleros y petroleros de productos en todo el mundo. La empresa posee y opera petroleros y petroleros de productos, como buques de transporte de crudo muy grandes (VLCC), petroleros Suezmax y petroleros LR2/Aframax. A 31 de diciembre de 2025, operaba una flota de 80 buques, incluidos 41 VLCC, 21 petroleros Suezmax y 18 petroleros LR2/Aframax.
Resumen de fundamentos de Frontline plc
| Estadísticas fundamentales de FRO | |
|---|---|
| Capitalización bursátil | US$8.16b |
| Beneficios(TTM) | US$379.08m |
| Ingresos (TTM) | US$1.97b |
21.5x
Ratio precio-beneficio (PE)4.2x
Ratio precio-ventas (PS)¿Está FRO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de FRO | |
|---|---|
| Ingresos | US$1.97b |
| Coste de los ingresos | US$992.59m |
| Beneficio bruto | US$972.51m |
| Otros gastos | US$593.43m |
| Beneficios | US$379.08m |
Últimos beneficios comunicados
Dec 31, 2025
Próxima fecha de beneficios
May 22, 2026
| Beneficios por acción (BPA) | 1.70 |
| Margen bruto | 49.49% |
| Margen de beneficio neto | 19.29% |
| Ratio deuda/patrimonio | 103.1% |
¿Cómo se ha desempeñado FRO a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.8%
Rentabilidad actual por dividendo103%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/17 11:25 |
| Precio de las acciones al final del día | 2026/05/15 00:00 |
| Beneficios | 2025/12/31 |
| 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
Frontline plc está cubierta por 16 analistas. 8 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 |
| Gregory Lewis | BTIG |
| Marius Furuly | Carnegie Investment Bank AB |