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Dorian LPG Ltd.

NYSE:LPG 株式レポート

時価総額:US$2.3b

  • 会社概要
  • 評価
  • 将来の成長
  • 過去の実績
  • 財務の健全性
  • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

DorianG マネジメント

マネジメント 基準チェック /44

DorianGの CEO はJohn Hadjipaterasで、 Jul2013年に任命され、 の在任期間は 13.17年です。 の年間総報酬は$ 6.31Mで、 11.9%給与と88.1%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の4.83%を直接所有しており、その価値は$ 110.55M 。経営陣と取締役会の平均在任期間はそれぞれ10.9年と11.7年です。

主要情報

John Hadjipateras

最高経営責任者

US$6.3m

報酬総額

CEO給与比率11.88%
CEO在任期間13.2yrs
CEOの所有権4.8%
経営陣の平均在職期間10.9yrs
取締役会の平均在任期間11.7yrs

経営陣の近況

Recent updates

User avatar
ナラティブ更新 • Sep 03

LPG: Fleet Renewal And Index Inclusion Will Shape Returns Beyond 2026

Analysts have raised the DorianG price target from $51.20 to $54.60, citing a stronger earnings outlook and supportive industry conditions, as reflected in recent research that increased its target from $51 to $54 following the Q2 report. What’s in the News for DorianG Dorian LPG has reportedly ordered three very large gas carriers at Hanwha Ocean in South Korea, valued at around US$347.1 million, as part of its fleet renewal program, according to recent news reports.
Seeking Alpha • Jul 20

Dorian LPG: It Still Has Plenty More To Give

Summary Dorian LPG benefits from elevated dayrates due to rerouted shipping away from the Middle East, significantly boosting earnings. Current FWD P/E valuation is just 6.59x, suggesting shares remain attractively priced despite recent gains. I expect high rates to persist as global supply chains adapt, supporting continued strong cash generation for LPG. LPG's capital allocation—selling three vessels and ordering a new one for 2029—optimizes fleet age and earnings potential; I rate it Strong Buy. Read the full article on Seeking Alpha
User avatar
ナラティブ更新 • Jul 14

LPG: Peak Earnings And Dividend Strategy Will Shape Future Return Profile

Analysts have lifted the fair value estimate for DorianG from $36.00 to $45.00, citing recent price target increases toward the low to mid $50 range and referencing stronger Q4 results, robust VLGC rates, high fleet utilization, and management's focus on dividends, deleveraging, and fleet renewal as key supports for the updated view. Analyst Commentary Recent research on DorianG shows a mix of optimism around the latest Q4 report and more cautious takes on how sustainable current conditions may be.
User avatar
ナラティブ更新 • Jun 30

LPG: Dividend Focus And Fleet Renewal Will Drive Returns Beyond 2026

Analysts have raised the Dorian LPG fair value estimate from $33.33 to $51.20, citing higher price targets of around $51 to $55. These targets reflect recent Q4 strength, robust vessel utilization, and confidence in the company’s capital return plans.
User avatar
ナラティブ更新 • Jun 16

LPG: Capital Returns And Emissions Strategy Will Support Future Stock Performance

Analysts have raised the fair value estimate for Dorian LPG stock from $41.00 to $55.00, citing stronger recent Q4 results, higher projected profit margins, and updated long-term views on shipping rates and capital allocation that lead to a lower future P/E assumption. Analyst Commentary on Dorian LPG Stock Recent research on Dorian LPG signals a constructive tone, with several bullish analysts adjusting price targets higher and moving ratings toward a more neutral or positive stance after the latest Q4 report.
User avatar
ナラティブ更新 • Jun 02

LPG: Irregular Dividend At Peak Earnings Will Restrain Long Term Returns

Analysts have lifted the fair value estimate for DorianG from $28.00 to $36.00 after a series of higher Street price targets in the $51 to $55 range, citing very large gas carrier rate strength, high fleet utilization, solid EBITDA and cash flow, and management's focus on dividends, deleveraging, fleet renewal, and selective vessel sales. Analyst Commentary Recent research on Dorian LPG has centered on very large gas carrier rate strength, high fleet utilization, and the company’s focus on dividends and balance sheet discipline.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
User avatar
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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

CEO報酬分析

DorianG の収益と比較して、John Hadjipateras の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$322m

Mar 31 2026US$6mUS$750k

US$194m

Dec 31 2025n/an/a

US$121m

Sep 30 2025n/an/a

US$95m

Jun 30 2025n/an/a

US$49m

Mar 31 2025US$5mUS$750k

US$90m

Dec 31 2024n/an/a

US$161m

Sep 30 2024n/an/a

US$240m

Jun 30 2024n/an/a

US$307m

Mar 31 2024US$4mUS$650k

US$307m

Dec 31 2023n/an/a

US$304m

Sep 30 2023n/an/a

US$256m

Jun 30 2023n/an/a

US$199m

Mar 31 2023US$3mUS$650k

US$172m

Dec 31 2022n/an/a

US$132m

Sep 30 2022n/an/a

US$97m

Jun 30 2022n/an/a

US$91m

Mar 31 2022US$2mUS$650k

US$72m

Dec 31 2021n/an/a

US$81m

Sep 30 2021n/an/a

US$100m

Jun 30 2021n/an/a

US$86m

Mar 31 2021US$3mUS$650k

US$93m

Dec 31 2020n/an/a

US$78m

Sep 30 2020n/an/a

US$78m

Jun 30 2020n/an/a

US$118m

Mar 31 2020US$1mUS$550k

US$112m

報酬と市場: Johnの 総報酬 ($USD 6.31M ) は、 US市場 ($USD 5.19M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Johnの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

John Hadjipateras (76 yo)

13.2yrs
在職期間
US$6,311,926
報酬

Mr. John C. Hadjipateras has been the Chairman, Chief Executive Officer and President at Dorian LPG Ltd. since July 01, 2013. Mr. Hadjipateras has been the President of Dorian LPG (USA) LLC since July 01,...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
John Hadjipateras
Chairman of the Board13.2yrsUS$6.31m4.83%
$ 110.6m
Theodore Young
CFO, Treasurer and Principal Financial & Accounting Officer13.2yrsUS$4.42m0.31%
$ 7.2m
Alexander Hadjipateras
Chief Operating Officer2.4yrsUS$2.99m0.24%
$ 5.4m
John Lycouris
Head of Energy Transition & Director2.4yrsUS$4.22m0.86%
$ 19.6m
Tim Hansen
Chief Commercial Officer8.7yrsUS$4.47m0.30%
$ 6.9m
Nigel Grey-Turner
Vice President of Charteringno dataデータなしデータなし
Constantine Markakis
President & CEO of Dorian LPG Management - Athens13.7yrsデータなしデータなし
Taro Rasmussen
Vice President of Charteringno dataデータなしデータなし
10.9yrs
平均在職期間
59yo
平均年齢

経験豊富な経営陣: LPGの経営陣は経験豊富で経験豊富です(平均在職期間は10.9年)。


取締役

名称ポジション在職期間報酬所有権
John Hadjipateras
Chairman of the Board13.2yrsUS$6.31m4.83%
$ 110.6m
John Lycouris
Head of Energy Transition & Director13.2yrsUS$4.22m0.86%
$ 19.6m
Ted Gunnar Kalborg
Independent Director11.8yrsUS$223.77k0.16%
$ 3.5m
Øivind Lorentzen
Independent Director13.2yrsUS$215.94k0.32%
$ 7.3m
Christopher Wiernicki
Independent Directorless than a yearデータなしデータなし
Thomas McAvity
Lead Independent Director11.7yrsUS$228.59k0.16%
$ 3.6m
Christina Tan
Independent Director11.3yrsUS$222.27k0.23%
$ 5.2m
Marit Lunde
Independent Director3.8yrsUS$222.27k0.043%
$ 995.0k
Mark Ross
Independent Director1.9yrsUS$206.53k0.021%
$ 472.8k
11.7yrs
平均在職期間
75yo
平均年齢

経験豊富なボード: LPGの 取締役会 は経験豊富で 経験豊富 です ( 11.7年の平均在任期間)。


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2026/09/09 19:50
終値2026/09/09 00:00
収益2026/06/30
年間収益2026/03/31

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
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  • アナリストリサーチレポート
  • Blue Matrix
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  • 株価
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所有権10年
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* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 ご紹介します。

業界およびセクターの指標

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アナリスト筋

Dorian LPG Ltd. 4 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。10

アナリスト機関
Noah ParquetteCanaccord Genuity
Jostein AschjemDNB Carnegie
Sean MorganEvercore ISI

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