DHT Holdings, Inc.

NYSE:DHT 株式レポート

時価総額：US$3.0b

DHT Holdings 過去の業績

過去 基準チェック /56

DHT Holdingsは、平均年間34.5%の収益成長を遂げていますが、 Oil and Gas業界の収益は、年間 成長しています。収益は、平均年間8.4% 10.2%収益成長率で 成長しています。 DHT Holdingsの自己資本利益率は26.9%であり、純利益率は50.3%です。

主要情報

34.47%

収益成長率

34.78%

EPS成長率

Oil and Gas 業界の成長33.67%
収益成長率10.19%
株主資本利益率26.89%
ネット・マージン50.27%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 • 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...

Recent updates

Seeking Alpha • May 19

DHT Holdings: A 14.5% Yield Hiding In Plain Sight? Not So Fast

Summary DHT Holdings is up nearly 50% YTD, benefiting from tight crude supply and surging VLCC spot rates. Its 14.5% dividend yield is well-covered but highly sensitive to geopolitical conflict and crude price volatility. DHT trades at a premium valuation versus peers, reflecting current market tightness but limiting further multiple expansion. I rate DHT a hold, citing strong cash flow but cautioning against entry at current crude prices and elevated stock levels. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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 Alpha
Seeking 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 Alpha
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
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新しいナラティブ • 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 Alpha
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha

収支内訳

DHT Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:DHT 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 26659331190
31 Dec 25551211200
30 Sep 25539200200
30 Jun 25558190200
31 Mar 25563179200
31 Dec 24572181190
30 Sep 24584162170
30 Jun 24573157170
31 Mar 24575170170
31 Dec 23561161170
30 Sep 23585188160
30 Jun 23570164160
31 Mar 23530117150
31 Dec 2247462170
30 Sep 22405-3160
30 Jun 22347-31170
31 Mar 22300-40170
31 Dec 21311-12170
30 Sep 21303-1190
30 Jun 2138671190
31 Mar 21566206190
31 Dec 20691266180
30 Sep 20792335170
30 Jun 20754274160
31 Mar 20615128150
31 Dec 1953574150
30 Sep 1948210140
30 Jun 19467-2140
31 Mar 19428-20140
31 Dec 18376-47150
30 Sep 18330-66140
30 Jun 18324-50140
31 Mar 18343-17160
31 Dec 173557170
30 Sep 1734832200
30 Jun 17328-39200
31 Mar 17341-8190
31 Dec 163569190
30 Sep 1636624200
30 Jun 16393127200
31 Mar 16377114210
31 Dec 15365105220
30 Sep 15343101210
30 Jun 1528567220

質の高い収益: DHT 非現金収入 のレベルが高いです。

利益率の向上: DHTの現在の純利益率 (50.3%)は、昨年(31.7%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: DHTの収益は過去 5 年間で年間34.5%増加しました。

成長の加速: DHTの過去 1 年間の収益成長率 ( 85.6% ) は、5 年間の平均 ( 年間34.5%を上回っています。

収益対業界: DHTの過去 1 年間の収益成長率 ( 85.6% ) はOil and Gas業界1.1%を上回りました。

株主資本利益率

高いROE: DHTの 自己資本利益率 ( 26.9% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 04:29
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

DHT Holdings, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
null nullABG Sundal Collier
Kenneth HoexterBofA Global Research
Gregory LewisBTIG