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DHDHT

DHT Holdings, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 57% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (67 mentions/wk)
$DHT·$3.0B·Marine Shipping·Industrials
$19.52+1.7%YTD+49.7%1Y+69.3%
Mentions · last 7 days
2026-08-07: 1 posts2026-08-08: 1 posts2026-08-09: 4 posts2026-08-10: 8 posts2026-08-11: 10 posts2026-08-12: 10 posts2026-08-13: 10 posts61+4%
Price updated 2h ago·X counts updated 6m ago
DHDHT
$DHTDHT Holdings, Inc.
$19.52+1.67%61 posts+4%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $DHT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

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

VLCC tanker Q2 revenue +57% + Q3 spot 58% booked above $152K/day + $1.22 Q2 dividend — running at ~4x breakeven.

DHT Holdings is the VLCC (very large crude carrier) tanker operator whose Q2 print delivered specific spot-rate execution — 58% of Q3 spot bookings above $152,000 per day and firm one-year VLCC charter rates at $117,000 per Fearnleys. Up 69% year-over-year on the tanker-cycle strength.

  • The Q2 print is decisive: revenue of $186.5M grew 57% year-over-year with a 60% gross margin and 58% operating margin — the specific VLCC-operator profile that reflects the strong tanker cycle at its steepest slope.
  • The Q3 spot-rate booking level is the load-bearing forward signal: 58% of Q3 spot bookings above $152,000 per day (versus operating breakeven around $30-40K) means DHT is running at ~4x breakeven for a significant portion of Q3 — the specific type of forward-visibility that supports the compounder framing.
  • The $1.22 quarterly dividend is the specific capital-return signal: dividend paying out at $1.22 per share reflects continued shareholder-return commitment given the cycle profitability — the setup that appeals to income-oriented tanker-cycle investors.
  • The one-year charter-rate benchmark is a specific pricing-anchor: Fearnleys' $117,000/day one-year VLCC benchmark provides specific forward-hedging visibility — the type of published-rate benchmark that supports continued execution modeling.

Coming into Oct 28 earnings, the tape needs continued VLCC-rate strength, sustained Q3 spot-booking rate commentary, and any specific tanker fleet-expansion updates. A clean beat plus reaffirmed capital-return extends the trend; any VLCC-macro pullback or new-build supply-inflection disclosure is what would compress the setup even with the current strength.

Agrees with X sentimentAgree with the bullish tanker-cycle read — the Q3 spot-booking rate, Fearnleys' one-year charter benchmark, and $1.22 dividend are all real, aligned signals. The 'estimates continue to come in too low' framing from shipping analysts X notes reflects the specific sell-side underestimating pattern.

What to watch: Oct 28 Q3 earnings — continued VLCC-rate strength, sustained Q3 spot-booking rate commentary, and specific tanker fleet-expansion updates. Any VLCC-macro pullback or new-build supply-inflection disclosure compresses the setup even with the current strength.

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

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment14 posts analyzed · as of 2026-08-13

X users are bullish on DHT Holdings after the tanker operator reported a Q2 dividend of $1.22 with 58% of Q3 spot booked above $152,000. Posters cite firm one-year VLCC charter rates at $117,000 per Fearnleys and a strong sector move across peers like FRO, ECO, and NAT. Traders note earnings estimates from shipping analysts continue to come in too low, with the stock up 4% following the print.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — not fleet size — are the structural earnings lever.

What this means for $DHT

Partial — Owner and operator of a fleet of very large crude carriers (VLCCs) providing crude oil transportation services globally; partial earnings exposure to marine shipping demand dynamics through its product portfolio.

Top industry ETF

$SEAU.S. Global Sea to Sky Cargo ETF
+29.0%YTD
+26.1%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 $0.83

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

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$749.3M$691.8M – $815.2M$3.29$2.96 – $3.663
FY27$515.7M$435.5M – $587.0M$1.86$1.44 – $2.315
FY28$469.3M$420.1M – $508.6M$1.53$1.46 – $1.603
FY29$162.5M$150.0M – $176.8M$0.08$0.07 – $0.092

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.86%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.+7.3%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.+18.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 144.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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

SellAug 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
Free, forever. No credit card.

SEC filings

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

Recent material filings

3New insider — initial holdingsMar 263
3New insider — initial holdingsMar 253
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
3New insider — initial holdingsMar 183
+ 18 other (10 6-Ks · 4 SC 13D/As · 1 13G · 1 F-3ASR) in window

Recent news

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

DHT Q2 Earnings Call Highlightsmarketbeat.com·7d agoDHT Holdings, Inc. (DHT) Q2 2026 Earnings Call Transcriptseekingalpha.com·8d agoDHT Holdings, Inc. Second Quarter 2026 Resultsglobenewswire.com·9d agoDHT Holdings, Inc. Announces Fleet Updateglobenewswire.com·22d agoDHT Holdings, Inc. to announce second quarter 2026 results on Wednesday, August 5, 2026globenewswire.com·23d ago

More in Marine Shipping

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SHIP$NAT$FRO$INSW$HTCO$ECO$HSHP$GNK
Voices on X · top 4 · last 7 days

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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