US · Energy · Oil & Gas Midstream
EPS came in at 4.68 against a street estimate of 4.51 — a beat of 3.8%.
Analysts rate Scorpio Tankers Inc a strong buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $95.90.
CONFIDENT Record Q2 EBITDA of $300M+ on strongest tanker rates in company history. Aggressive balance sheet de-risking: $605M convertible debt at ~1% yield, $11K/day breakeven. Fleet optimization ongoing; geopolitical disruptions supporting ton-mile demand structural tailwinds. Q2 2026 Atlantic seeing unprecedented July/August strength from refining margins, U.S. Gulf utilization, and rerouting ton-mile upside. Red Sea/Hormuz geopolitical uncertainty sustains longer voyages; Cape rerouting precedent could double distances. Analysts pressed on LR2 market structure shifts, geopolitical sustainability, and convertible dilution. Management emphasized fungibility is spreads-driven (reversible), dislocation is structural (7-year build cycles), and conversion is optionally cashable—downplaying tail risks while defending bull thesis on ton-mile resilience. 2026-07-30…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 7.13% |
| Dimensional Fund Advisors, Inc. | 6.31% |
| Two Sigma Investments LLC | 3.23% |
| LSV Asset Management | 3.19% |
| T. Rowe Price Investment Management,Inc. | 2.58% |
| American Century Companies Inc | 2.38% |
| Renaissance Technologies Corp | 2.37% |
| Squarepoint Ops LLC | 1.92% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.45 / share ex-date Aug 17, 2026 · pay Aug 31, 2026 | 2026-08-17 |
| Dividend | $0.45 / share ex-date May 29, 2026 · pay Jun 15, 2026 | 2026-05-29 |
| Dividend | $0.45 / share ex-date Mar 6, 2026 · pay Mar 20, 2026 | 2026-03-06 |
| Dividend | $0.42 / share ex-date Nov 14, 2025 · pay Dec 5, 2025 | 2025-11-14 |
| Dividend | $0.40 / share ex-date Aug 13, 2025 · pay Aug 29, 2025 | 2025-08-13 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Scorpio Tankers Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.