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TickerTalks›$DHT
DHDHT

DHT Holdings, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 57% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (99 mentions/wk)
$DHT·$3.5B·Marine Shipping·Industrials
$22.42+2.4%YTD+85.0%1Y+86.4%
Price updated 3h ago·X counts updated 2d ago
DHDHT
$DHTDHT Holdings, Inc.
$22.42+2.37%99 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $DHT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

99X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $DHT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

DHT Holdings VLCC fixed to Unipec at record-tying US Gulf-to-China rates, and the ticker is +53% since the tanker call with 52-week highs across TRMD/BWET/DHT. Recent fixtures at $366K TCE reinforce the bullish momentum.

Read what X is saying about $DHT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DHT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

DHT Holdings up 81% YTD as VLCC rates hit record — Panther 3-year charter plus $366K TCE fixtures anchoring the run.

DHT Holdings is the pure-play VLCC (very-large crude carrier) operator whose fleet is fully riding the current tanker rate super-cycle. The stock is at 87% of range on real fundamentals.

  • The Q1 print was exceptional: revenue $186M up 57% year-on-year with 60% gross margin and 58% operating margin — this is a business at the sharp end of a tanker rate cycle where operating leverage on charter days is enormous.
  • The beat cadence is strong: last three EPS surprises of 3.4%, 64% and 1.1% — the May 64% surprise was the specific inflection, and the pattern shows analyst models still trailing the fixture-rate reality.
  • The commercial catalysts are stacking: DHT Panther three-year time charter secured, plus VLCC fixed to Unipec at record-tying US Gulf-to-China rates, plus recent fixtures at $366K TCE — the rate environment is real, and DHT is the pure-play conduit.

The 10-28 print is where continued firm rates plus updated 2027 dividend/buyback commentary either extends the leg or a normalization in tanker rates resets. Watch TCE realized rates, contract-cover ratio, and dividend commentary.

Agrees with X sentimentX's read (VLCC fixed to Unipec at record US Gulf-to-China rates, +53% since tanker call with 52-week highs across TRMD/BWET/DHT, fixtures at $366K TCE) captures the fundamental setup. The tanker cycle is real, and DHT is the cleanest exposure.

What to watch: 10-28 earnings — TCE realized rates by quarter, contract-cover ratio for 2027, and dividend/buyback policy commentary. A beat plus a distributed-cash-return update extends the leg; a rate normalization is the risk.

On the calendar: 2026-10-28 — Q3 earnings

float missing

Read the AI verdict on $DHT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Owner and operator of a fleet of very large crude carriers (VLCCs) providing crude oil transportation services globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Marine Shipping sits in its cycle right now — and what that implies for $DHT.

Marine Shipping · Industrials

No material change from last week — crude tanker rates remain elevated as Red Sea Houthi route disruptions structurally lengthen ton-miles.

What this means for $DHT

Neutral — Owner and operator of a fleet of very large crude carriers (VLCCs) providing crude oil transportation services globally.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+40.7%YTD
+40.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
9.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
16.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
50.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-4.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
29.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
47.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$1.22$1.18+3.4%
Q1 2026May 5, 2026$1.01$0.62+63.7%
Q4 2025Feb 4, 2026$0.41$0.41+1.1%
Q3 2025Oct 29, 2025$0.28$0.17+60.9%
Next earningsWed, Oct 28·consensus EPS $1.07

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$186.5M+57.3%60.4%57.7%$1.02$-64.2M
Q4 FY25$143.9M+9.5%51.2%47.3%$0.41$-132.7M
Q3 FY25$107.3M-24.5%32.5%44.2%$0.28$22.3M
Q2 FY25$128.3M-15.2%37.0%47.0%$0.35$43.7M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$877.1M$782.3M – $1.0B$3.78$3.25 – $4.663
FY27$664.2M$507.0M – $938.6M$2.31$1.51 – $3.916
FY28$491.8M$462.2M – $524.6M$1.64$1.48 – $1.823
FY29$418.0M$372.8M – $492.8M$1.14$0.98 – $1.411
FY30$394.6M$351.9M – $465.2M$0.97$0.83 – $1.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β-0.125-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 15Erik LindDirector30.0K sh$674KSellSep 4Eglin Jon StephenChartering & Operations25.0K sh$525KSellAug 21Eglin Jon StephenChartering & Operations25.0K sh$509KSellAug 21Sophie RossiniDirector33.0K sh$661KSellAug 21Edvardsen Svenn MagneTechnical Director341.0K sh$6.9MSellAug 20Halvorsen Laila CecilieCFO50.0K sh$1.0MSellAug 19Eglin Jon StephenChartering & Operations50.0K sh$999KSellAug 7Jeremy KramerDirector29.8K sh$556K
+ 18 other (9 exempts · 9 awards) in window

See when $DHT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 10 other (9 6-Ks · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

DHT Holdings, Inc. (NYSE:DHT) Stock Has Average Price Target of $21.00 According to Analystsdefenseworld.net·4d agoWhy DHT Holdings Stock Dropped Todayfool.com·8d ago25 Dividend Buys You May Want To Hold Forever From September's Russell Indexseekingalpha.com·14d agoDHT Holdings, Inc. secures three-year time charter for DHT Pantherglobenewswire.com·15d agoWant to Look Beyond AI? Watch These Freight ETFs Skyrocketing YTDzacks.com·16d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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