Dorian LPG Ltd.

NYSE:LPG Rapport sur les actions

Capitalisation boursière : US$1.8b

DorianG Dividendes et rachats

Dividende contrôle des critères 3/6

DorianG est une société versant des dividendes avec un rendement actuel de 6.71% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 28th May, 2026 avec une date ex-dividende de 18th May, 2026.

Informations clés

6.7%

Rendement du dividende

0.4%

Rendement des rachats

Rendement total pour l'actionnaire7.1%
Rendement futur des dividendes3.8%
Croissance des dividendes-4.8%
Prochaine date de paiement du dividende28 May 26
Date ex-dividende18 May 26
Dividende par actionn/a
Ratio de distribution86%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit May 12

LPG: Irregular Dividend And Rich P/E Will Constrain Long Term Returns

Narrative Update on DorianG The analyst price target for DorianG has moved from $26.50 to $28.00 as analysts factor in recent coverage that balances a prior downgrade with updated views on profitability and price-to-earnings (P/E) assumptions. Analyst Commentary Recent Street research on DorianG has reflected a mix of views, with some cautious voices focusing on valuation, execution risks, and the balance between potential upside and downside.
Seeking Alpha May 05

Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade)

Summary Dorian LPG is downgraded to Hold despite strong recent returns and elevated VLGC rates. LPG benefits from tight vessel supply, robust US exports, and early newbuild delivery, supporting near-term earnings and dividend growth. I expect the board to raise the dividend to at least $1 per quarter if strong rates persist, but further upside needs sustained rate strength. Risks include prolonged Strait of Hormuz closure and a heavy 2026–2027 orderbook; fair value is set at $42.5 per share. Read the full article on Seeking Alpha
Mise à jour du récit Apr 25

LPG: Mixed Ratings And Capital Returns Will Shape Future Share Performance

Analysts have modestly revised their price target for DorianG to $41.00, reflecting updated views on revenue growth, profitability, and a lower assumed future P/E following mixed recent research that includes both a bullish initiation and a Sell rating at $26.50. Analyst Commentary Recent Street research on DorianG points in different directions, with one new initiation taking a constructive stance and another firm moving to a Sell rating with a US$26.50 price target.
Mise à jour du récit Apr 08

LPG: Bearish Rating Cut And Optimistic Multiples Will Pressure Future Returns

Analysts have updated their view on DorianG with a revised $26.50 price target, reflecting updated assumptions on the discount rate, revenue growth, profit margins, future P/E, and one recent downgrade to Sell. Analyst Commentary Bearish analysts have signaled a more cautious stance on DorianG with the latest cut to a Sell rating paired with a $26.50 price target.
Mise à jour du récit Mar 25

LPG: Lower Fair Value And Weaker Outlook Will Pressure Future Returns

The analyst price target on DorianG has shifted from $30.00 to $26.50, as analysts weigh a lower fair value estimate, reduced revenue growth and profit margin assumptions, and a higher future P/E. They are also considering recent mixed rating changes that include both a downgrade with a $26.50 target and an earlier upgrade with a $31 target.
Mise à jour du récit Mar 10

LPG: Buy Upgrade And Capital Returns Will Shape Future Upside Potential

Analysts have maintained their $41 price target on DorianG, citing updated views on the discount rate, revenue trends, profit margin, and future P/E. They also reference a recent upgrade to Buy from Hold and a $31 target from Pareto as support for the current valuation stance.
Mise à jour du récit Feb 24

LPG: Buy Upgrade And Capital Returns Will Support Future Confidence

The analyst fair value estimate for DorianG has moved from $39.00 to $41.00 as analysts incorporate updated assumptions on discount rate, revenue growth, margins and future P/E, alongside a recent upgrade to Buy with a $31.00 target from Pareto. Analyst Commentary Bullish analysts are signaling a more constructive stance on DorianG, reflected in both a higher fair value estimate and a recent rating upgrade.
Mise à jour du récit Feb 08

LPG: Buy Rating And Dividend Policy Will Shape Returns Into 2026

Analysts have lifted their 12 month price target on DorianG from about US$32 to roughly US$33.33, citing updated fair value work and recent research that includes a Buy rating with a US$31 target, even as they factor in revisions to revenue growth, profit margins and future P/E assumptions. Analyst Commentary Recent research has shifted to a more constructive stance on DorianG, with a fresh Buy rating and a US$31 price target feeding into the updated fair value work behind the new 12 month target of about US$33.33.
Mise à jour du récit Jan 25

LPG: Buy Rating And Capital Returns Will Support Future Confidence

Analysts have lifted their price target on DorianG to US$31, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that align with the recent upgrade to Buy from Hold. Analyst Commentary Bullish analysts highlight that the new US$31 price target signals increased confidence that the company’s current valuation can reflect updated assumptions on discount rate, revenue growth, profit margin and future P/E.
Mise à jour du récit Jan 11

LPG: Buy Rating And Special Dividend Will Drive Returns Into 2025

Analysts have raised their price target on DorianG from US$31.75 to US$32.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that are consistent with the recent Buy rating from the Street. Analyst Commentary Recent Street research has moved to a Buy stance on DorianG with a US$31 price target, which lines up closely with the updated internal valuation work behind the new US$32.00 target.
Mise à jour du récit Dec 26

LPG: Shareholder Returns Will Support Confidence Despite Softer Revenue Outlook

Analysts have lowered their price target on DorianG from 48.00 dollars to 39.00 dollars, citing weaker revenue growth expectations and slightly compressed profit margins, despite only modest changes to the discount rate and future valuation multiples. What's in the News DorianG completed its previously announced share repurchase program, buying back a total of 336,500 shares for 7.41 million dollars, representing about 0.8 percent of shares outstanding.
Mise à jour du récit Dec 12

LPG: Special Dividend Will Drive Shareholder Returns Into 2025

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.
Mise à jour du récit Nov 28

LPG: Dividend Announcement Will Drive Shareholder Value Into 2025

Analysts have slightly reduced their price target for DorianG, adjusting it from $33.40 to $33.20. This change is based on updated projections of modestly lower profit margins and a marginally higher discount rate.
Mise à jour du récit Nov 13

LPG: Dividend Announcement Will Drive Shareholder Value Into 2025

Analysts have lowered their price target for DorianG from $36.00 to $33.40, citing softer revenue growth projections and a reduced profit margin outlook. What's in the News Dorian LPG Ltd.
Article d’analyse Nov 09

Revenue Miss: Dorian LPG Ltd. Fell 5.5% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Dorian LPG Ltd. ( NYSE:LPG ) missed earnings with its latest second-quarter results, disappointing overly-optimistic...
Article d’analyse Oct 24

Here's Why DorianG (NYSE:LPG) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Mise à jour du récit Aug 27

US LPG Exports Will Power Future VLGC Fleet Success

Upward revisions to DorianG’s revenue growth forecasts and an increased future P/E multiple have driven the consensus analyst price target up from $34.25 to $37.00. What's in the News Dorian LPG declared an irregular cash dividend of $0.60 per share, returning approximately $25.6 million to shareholders alongside Q2 2025 financial results.
Article d’analyse Aug 26

A Look At The Intrinsic Value Of Dorian LPG Ltd. (NYSE:LPG)

Key Insights Using the 2 Stage Free Cash Flow to Equity, DorianG fair value estimate is US$30.09 DorianG's US$31.73...
Article d’analyse Jul 24

Returns On Capital Signal Difficult Times Ahead For DorianG (NYSE:LPG)

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Article d’analyse Jun 15

DorianG (NYSE:LPG) Seems To Use Debt Quite Sensibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse May 30

Cautious Investors Not Rewarding Dorian LPG Ltd.'s (NYSE:LPG) Performance Completely

With a price-to-earnings (or "P/E") ratio of 10.3x Dorian LPG Ltd. ( NYSE:LPG ) may be sending bullish signals at the...
Seeking Alpha Apr 26

Navigating The Trough: A Value Case For Dorian LPG

Summary Dorian LPG is undervalued with a trailing twelve-month PE of ~5 and a forward PE of ~7, making it a value buy. Dorian's strong cash buffer supports potential for decent payouts in 2025, although payouts could be lower. Strategic investments in digitalization and fuel-efficient vessels, along with rising LPG demand in India, offer long-term growth prospects. Investors with a 2-3 year horizon can expect recovery and reasonable returns, making Dorian a "Buy" despite short-term turbulence. Read the full article on Seeking Alpha
Article d’analyse Apr 06

Returns Are Gaining Momentum At DorianG (NYSE:LPG)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Article d’analyse Feb 26

Dorian LPG Ltd.'s (NYSE:LPG) Low P/E No Reason For Excitement

Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 5.6x might make it look like a strong buy right...
Seeking Alpha Feb 08

Dorian LPG Q3 Earnings, New Capacity In 2026, And Undervalued

Summary Dorian LPG Ltd. is investing in ECO VLGCs and scrubbers, enhancing emissions control and potentially attracting ESG-focused investors, boosting future stock demand. The company is set to receive a new VLGC in 2026, expected to increase capacity and drive revenue and free cash flow growth. Despite lower-than-expected EPS in the last quarter, Dorian LPG remains profitable with strong ROE, FCF margin, and EBITDA margin, suggesting undervaluation. Potential risks include declining spot charter rates, political tensions, new tariffs, and rising interest rates, which could impact revenue, FCF, and stock price. Read the full article on Seeking Alpha
Seeking Alpha Jan 08

Dorian LPG: Dividend At Risk, A Potential Buying Opportunity If Cut

Summary Dorian LPG is a well-managed company in a growing sector but faces risks due to recent low rates, potentially leading to a dividend cut. The company's fleet is modern and efficient, with a strong balance sheet, but current rates challenge its ability to sustain the high dividend. The LPG market outlook is promising, driven by growing Asian demand and U.S. export capacity, despite recent rate pressures from increased supply. Valuation suggests a fair value of $26 per share, with potential buying opportunities if the dividend is cut and the stock price drops. Read the full article on Seeking Alpha
Seeking Alpha Nov 21

Dorian LPG: Massive Discount To NAV And Double-Digit Yield; Rating Upgrade

Summary The day rate weakness continues in the second quarter of the fiscal year. In 2Q25, Dorian reported $82.4 million in revenue, compared to $144.6 million in 2Q24. On November 5, Dorian declared $349 million in cash, $142 million in long-term leases, and $525 million in long-term debt. Dorian's fleet has higher daily OPEX and breakeven costs compared to peers, but scrubber savings and ammonia upgrades offer potential benefits. Dorian offers an attractive discount to NAV as a margin of safety. Additionally, the double-digit yield serves as the reasonable risk premium. I upgraded Dorian’s rating from Hold to Buy. Read the full article on Seeking Alpha
Article d’analyse Nov 20

Returns On Capital Are Showing Encouraging Signs At DorianG (NYSE:LPG)

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Article d’analyse Oct 23

Lacklustre Performance Is Driving Dorian LPG Ltd.'s (NYSE:LPG) Low P/E

Dorian LPG Ltd.'s ( NYSE:LPG ) price-to-earnings (or "P/E") ratio of 4.4x might make it look like a strong buy right...
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Nouveau récit Sep 24

Fleet Expansion And Green Initiatives Promise Growth Amid Forecasted Revenue Dips And Margin Pressures

DorianG's strategies for fleet renewal and emissions reduction aim to boost efficiency and revenue, with a focus on future growth in LPG and ammonia transportation.
Seeking Alpha Sep 19

Dorian LPG: Market Headwinds And Share Dilution Always Matter; Rating Unchanged

Summary Dorian LPG has a high-spec fleet and strong financials but faces a challenging VLGC market with higher order book. The company offered 2 million new shares. The negative impact of share issuance is tangible: The buyback yield turned to (5.5)%. LPG has an excellent balance sheet, with 69.3% Total Debt/Equity and 41.4% Total Liabilities to Total Assets. LPG's market capitalization is $1,520 million, while its net asset value is $1,714 million, resulting in 89% PNAV and 38% gross LTV. Read the full article on Seeking Alpha
Seeking Alpha Sep 11

Dorian LPG: Fleet Utilization Rates Could Improve Soon

Summary Despite a recent 30% drop in share price, the company's strong balance sheet, low debt levels, and cash reserves indicate solid financial health and flexibility. I believe Dorian's fleet utilization decline is due to temporary disruptions, and I expect a recovery in the upcoming quarters as external pressures ease. I am monitoring potential risks from increased VLGC fleet supply, which could pressure freight rates if demand growth lags. The stock's proximity to the $35 support, combined with favorable fundamentals, and insider buying activity presents an attractive case for a long position in this stock. Read the full article on Seeking Alpha
Article d’analyse Aug 28

We Think DorianG (NYSE:LPG) Can Manage Its Debt With Ease

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: LPG verse un dividende depuis moins de 10 ans et pendant cette période, les paiements ont été volatils.

Dividende croissant: LPG ne verse de dividendes que depuis 5 ans, et depuis lors, les paiements ont diminué.


Rendement des dividendes par rapport au marché

DorianG Rendement des dividendes par rapport au marché
Comment le rendement du dividende de LPG se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (LPG)6.7%
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Oil and Gas)3.2%
Analyste prévisionnel (LPG) (jusqu'à 3 ans)3.8%

Dividende notable: Le dividende de LPG ( 6.71% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.42% ).

Dividende élevé: Le dividende de LPG ( 6.71% ) se situe dans les 25 % des premiers payeurs de dividendes du marché US ( 4.27% )


Bénéfice distribué aux actionnaires

Couverture des revenus: À son ratio de distribution actuel (86.3%), les paiements de LPG sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio élevé (101.1%), les paiements de dividendes de LPG ne sont pas bien couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 13:48
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Dorian LPG Ltd. est couverte par 10 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Noah ParquetteCanaccord Genuity
Jostein AschjemDNB Carnegie
Sean MorganEvercore ISI