The Bull Case For Golar LNG (GLNG) Could Change Following Dividend Hike and Strong Q3 Earnings Reveal

• Golar LNG Limited recently announced its Board approved a third quarter 2025 cash dividend of US$0.25 per share, to be paid around November 24, with the record date set for November 17 and special arrangements for shares registered in Norway’s central securities depository.
• This announcement was accompanied by earnings results showing revenue of US$122.54 million and net income of US$31.48 million for the third quarter, highlighting growth in both sales and profits over the year-to-date period.
• We'll explore how Golar LNG's latest dividend declaration and improving quarterly earnings support its long-term investment narrative and risk profile.

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Golar LNG Investment Narrative Recap

To be a shareholder in Golar LNG, you have to believe that the company's exposure to floating LNG solutions and long-term contracts can offset sector risks like future overcapacity and volatile LNG demand. The latest dividend announcement and strong quarterly results confirm the company’s positive earnings trajectory, but do not materially alter the most important short-term catalyst, which remains the successful start-up and profit ramp-up of newly-chartered FLNG units, and the ongoing risk of securing attractive contracts for future vessels.

Among recent developments, the confirmation of a 20-year, US$13.7 billion earnings backlog via the redeployment charter of FLNG Hilli stands out. This supports the company’s cash flow visibility and underpins its ability to fund growth projects, directly tying into Golar LNG’s core growth thesis and the sustainability of its dividend. Yet, investors should also be mindful that, despite these positives...

Read the full narrative on Golar LNG (it's free!)

Golar LNG's narrative projects $434.8 million in revenue and $205.2 million in earnings by 2028. This requires 17.4% yearly revenue growth and a $211.7 million increase in earnings from the current earnings of $-6.5 million.

Uncover how Golar LNG's forecasts yield a $51.10 fair value, a 37% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have produced five fair value estimates for Golar LNG, ranging widely from US$3.72 to US$60.87 per share. While the community is split, keep in mind that sustainable long-term growth still depends on continued demand for floating LNG and the company’s ability to secure profitable contracts.

Explore 5 other fair value estimates on Golar LNG - why the stock might be worth as much as 63% more than the current price!

Build Your Own Golar LNG Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Golar LNG research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Golar LNG research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Golar LNG's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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