US · Energy · Oil & Gas Midstream
EPS came in at 0.36 against a street estimate of 2.61 — a miss of 86.2%.
Analysts rate Frontline Ltd a strong buy (6 buy, 0 hold, 0 sell out of 6) with an average price target of $47.00.
CONFIDENT Frontline reports record Q2 profit of $659M ($2.96/share) on exceptional VLCC rates ($152,700/day). Strong balance sheet with $1.2B liquidity. Management sees market disruptions lasting longer; sold 2 VLCCs at premium, viewing future returns as uncertain. Q2 2026 Geopolitical and trade-route friction creating artificial fleet demand. Long-term sustainability hinges on inventory depletion pace and U.S.–Iran sanctions dynamics. Analysts probed idling geography (confirmed expanded across Indian Coast due to STS queues), capital discipline (CEO steadfast on payout model and reluctance to lever), and term charter depth (CEO bullish on emerging customer demand, cites FFA pricing). Management avoided timeline bets, citing market volatility. 2026-08-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| Arrowstreet Capital Limited Partnership | 2.60% |
| Vanguard Capital Management, LLC | 2.02% |
| Two Sigma Investments LLC | 1.42% |
| JPMorgan Chase & Co | 1.29% |
| Barclays PLC | 1.14% |
| UBS Group AG | 1.13% |
| Keystone Investors Pte. Ltd | 0.84% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.80% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $2.61 / share ex-date Sep 18, 2026 · pay Sep 28, 2026 | 2026-09-18 |
| Dividend | $1.55 / share ex-date Jun 12, 2026 · pay Jun 23, 2026 | 2026-06-12 |
| Dividend | $1.03 / share ex-date Mar 12, 2026 · pay Mar 19, 2026 | 2026-03-12 |
| Dividend | $0.19 / share ex-date Dec 12, 2025 · pay Dec 19, 2025 | 2025-12-12 |
| Dividend | $0.36 / share ex-date Sep 12, 2025 · pay Sep 24, 2025 | 2025-09-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Frontline Ltd — free to start.
Google PlayApp StoreData updated 2026-09-18.