DHT Holdings 향후 성장
Future 기준 점검 1/6
DHT Holdings 의 수익과 수익은 각각 연간 12.8% 및 12.9% 감소할 것으로 예상됩니다. EPS는 연간 14.3% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 25% 로 예상됩니다.
핵심 정보
-12.9%
이익 성장률
-14.34%
EPS 성장률
| Oil and Gas 이익 성장 | 10.7% |
| 매출 성장률 | -12.8% |
| 향후 자기자본이익률 | 25.03% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 07 May 2026 |
최근 향후 성장 업데이트
Recent updates
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.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.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.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.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.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.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.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.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?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.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...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.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.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 AlphaDHT: 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.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.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...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.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...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.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.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...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.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...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...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...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...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...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 AlphaDHT 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...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 AlphaDHT 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 AlphaIs 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...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...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 AlphaDHT 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...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.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 AlphaDHT 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...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 AlphaThese 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...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...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...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 AlphaDHT 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 AlphaDoes 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...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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 488 | 261 | 385 | 385 | 3 |
| 12/31/2027 | 505 | 282 | 399 | 375 | 5 |
| 12/31/2026 | 735 | 551 | 438 | 484 | 2 |
| 3/31/2026 | 659 | 331 | -131 | 316 | N/A |
| 12/31/2025 | 551 | 211 | -33 | 277 | N/A |
| 9/30/2025 | 539 | 200 | 152 | 269 | N/A |
| 6/30/2025 | 558 | 190 | 182 | 289 | N/A |
| 3/31/2025 | 563 | 179 | 169 | 288 | N/A |
| 12/31/2024 | 572 | 181 | 202 | 299 | N/A |
| 9/30/2024 | 584 | 162 | 189 | 275 | N/A |
| 6/30/2024 | 573 | 157 | 99 | 251 | N/A |
| 3/31/2024 | 575 | 170 | 138 | 255 | N/A |
| 12/31/2023 | 561 | 161 | 123 | 251 | N/A |
| 9/30/2023 | 585 | 188 | 173 | 299 | N/A |
| 6/30/2023 | 570 | 164 | 213 | 249 | N/A |
| 3/31/2023 | 530 | 117 | 166 | 189 | N/A |
| 12/31/2022 | 474 | 62 | 118 | 128 | N/A |
| 9/30/2022 | 405 | -3 | 33 | 57 | N/A |
| 6/30/2022 | 347 | -31 | 25 | 48 | N/A |
| 3/31/2022 | 300 | -40 | 20 | 55 | N/A |
| 12/31/2021 | 311 | -12 | -114 | 61 | N/A |
| 9/30/2021 | 303 | -1 | -49 | 123 | N/A |
| 6/30/2021 | 386 | 71 | 84 | 257 | N/A |
| 3/31/2021 | 566 | 206 | 244 | 410 | N/A |
| 12/31/2020 | 691 | 266 | 502 | 530 | N/A |
| 9/30/2020 | 792 | 335 | 462 | 498 | N/A |
| 6/30/2020 | 754 | 274 | 342 | 389 | N/A |
| 3/31/2020 | 615 | 128 | 194 | 250 | N/A |
| 12/31/2019 | 535 | 74 | N/A | 156 | N/A |
| 9/30/2019 | 482 | 10 | N/A | 134 | N/A |
| 6/30/2019 | 467 | -2 | N/A | 108 | N/A |
| 3/31/2019 | 428 | -20 | N/A | 73 | N/A |
| 12/31/2018 | 376 | -47 | N/A | 54 | N/A |
| 9/30/2018 | 330 | -66 | N/A | 33 | N/A |
| 6/30/2018 | 324 | -50 | N/A | 55 | N/A |
| 3/31/2018 | 343 | -17 | N/A | 78 | N/A |
| 12/31/2017 | 355 | 7 | N/A | 102 | N/A |
| 9/30/2017 | 348 | 32 | N/A | 123 | N/A |
| 6/30/2017 | 328 | -39 | N/A | 166 | N/A |
| 3/31/2017 | 341 | -8 | N/A | 176 | N/A |
| 12/31/2016 | 356 | 9 | N/A | 194 | N/A |
| 9/30/2016 | 366 | 24 | N/A | 218 | N/A |
| 6/30/2016 | 393 | 127 | N/A | 203 | N/A |
| 3/31/2016 | 377 | 114 | N/A | 198 | N/A |
| 12/31/2015 | 365 | 105 | N/A | 182 | N/A |
| 9/30/2015 | 343 | 101 | N/A | 146 | N/A |
| 6/30/2015 | 285 | 67 | N/A | 105 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: DHT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.9%).
수익 vs 시장: DHT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.9%).
고성장 수익: DHT 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: DHT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -12.8%).
고성장 매출: DHT 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -12.8%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: DHT의 자본 수익률은 3년 후 25%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 22:53 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
DHT Holdings, Inc.는 21명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | ABG Sundal Collier |
| Kenneth Hoexter | BofA Global Research |
| Gregory Lewis | BTIG |