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ININSW

International Seaways, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 77% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (79 mentions/wk)
$INSW·$5.2B·Marine Shipping·Industrials
$110.24+1.8%YTD+128.7%1Y+132.9%
Price updated 3h ago·X counts updated 2d ago
ININSW
$INSWInternational Seaways, Inc.
$110.24+1.78%79 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $INSW 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.

79X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $INSW'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 2026-09-06

Bullish, with International Seaways cited as one of the growth investments of the year (revenue growth ~+140% YoY on the latest print, stock +40.7% over six months, dividend yield ~20.25%) and Deutsche Bank hiking its INSW target to $107 from $94 as China's oil demand pushes Shanghai's premium over Brent higher.

Read what X is saying about $INSW

  • 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 $INSW — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

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

International Seaways is up 119% YTD with oil tanker rates topping $1M/day — 61% operating margins and a 20% dividend yield running full-throttle.

International Seaways is a pure-play crude and product tanker operator — Suezmax, VLCC, and MR tankers on the spot and time-charter market. The stock is up 119% YTD as tanker dayrates spike past $1M/day on Chinese oil demand pulling barrels around Africa.

  • The economics are outstanding: Q1 revenue grew 77% YoY to $325M at 61% operating margin — this is what a tanker operator earns during a supply-constrained cycle.
  • The Deutsche Bank PT raise to $107 (from $94) validates the setup: China's Shanghai premium over Brent is pushing tonne-mile demand higher, and the tanker fleet is genuinely tight.
  • The dividend yield is a real drawcard: ~20% at recent prices with the free cash flow easily covering — this is why INSW keeps landing on 'dividend buys to hold' lists coming out of the Russell rebalance.

Q3 earnings on Nov 5 is the confirmation — a beat plus firm dayrate commentary extends the leg; a soft spot-rate print or a Middle East geopolitical resolution and the tanker cohort cools together hard.

Agrees with X sentimentX bulls cite +140% revenue growth, +40.7% six-month stock move, ~20% dividend yield, and the Deutsche Bank $107 PT — every one is real and dated. Clean agreement; the +119% YTD tape confirms the setup.

What to watch: Q3 earnings on Nov 5 — a beat plus firm dayrate commentary extends the leg; a soft spot-rate print or a Middle East geopolitical resolution and the tanker cohort cools together hard.

On the calendar: 2026-11-05 — Q3 earnings

tanker rates 1m daily20pct dividend yieldchina tonne mile

Read the AI verdict on $INSW

  • 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.

Crude and product tanker company operating VLCCs, Aframaxes, and MR tankers for global seaborne transportation of crude oil and refined petroleum products.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $INSW

Partial — Crude and product tanker company operating VLCCs, Aframaxes, and MR tankers for global seaborne transportation of crude oil and refined petroleum products.

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
7.9How 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
17.7%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
50.4%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
2.8%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
4.4Same 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
27.1%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
55.1%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
0.3Total 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 10, 2026$5.91$5.55+6.5%
Q1 2026May 7, 2026$3.90$2.48+57.3%
Q4 2025Feb 26, 2026$2.45$1.75+40.0%
Q3 2025Nov 6, 2025$1.15$0.91+26.4%
Next earningsThu, Nov 5·consensus EPS $3.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$325.5M+77.5%63.9%61.0%$5.78$70.1M
Q4 FY25$267.9M+37.6%54.3%49.4%$2.59$-6.7M
Q3 FY25$196.4M-12.8%60.9%54.8%$1.43$-9.4M
Q2 FY25$195.6M-24.0%36.0%29.8%$1.25$67.7M

Forward consensus

4-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.3B – $1.5B$16.72$14.80 – $18.664
FY27$1.1B$949.0M – $1.2B$9.44$6.73 – $12.154
FY28$875.5M$710.2M – $1.0B$6.79$4.10 – $9.472
FY29$2.1B$1.9B – $2.4B$8.09$7.03 – $9.691

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.93%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.+9.7%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.+38.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 41.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.6% 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-0.105-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 15Lois K ZabrockyCEO2.0K sh$216KSellAug 17Lois K ZabrockyCEO2.0K sh$197KSellJul 15Jeffrey PriborCFO1.0K sh$87KSellJul 15Lois K ZabrockyCEO2.0K sh$175KSellJun 15Jeffrey PriborCFO1.0K sh$82KSellJun 15Lois K ZabrockyCEO2.0K sh$163KSellMay 15Jeffrey PriborCFO1.0K sh$84KSellMay 15Lois K ZabrockyCEO2.0K sh$168KSellMay 14William F. NugentPresident6.8K sh$582KSellMay 12Lois K ZabrockyCEO25.0K sh$2.2M
1–10 of 13
+ 17 other (9 others · 6 awards · 1 inkind · 1 return) in window

See when $INSW 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

8-KPress release / Reg FDAug 108-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

International Seaways (INSW) filed an 8-K reporting its Q2 2026 earnings via a press release furnished as Exhibit 99.1, and also furnished supplemental investor materials under Item 7.01. No financial figures appear in the 8-K body; the full results are in the attached press release. The information is furnished rather than filed for Exchange Act Section 18 purposes.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

International Seaways (INSW) held its 2026 Annual Meeting on June 8, 2026 with 90.43% of shares represented (44.77M of 49.50M eligible). Stockholders elected nine directors, ratified Ernst & Young LLP as independent auditor, approved executive compensation, and ratified the Second Amended and Restated Rights Agreement (poison pill) with Computershare Trust dated April 9, 2026. The ratification of a freshly refreshed poison pill is the most notable governance item — a meaningful signal for investors in the tanker sector.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement
AI summary

International Seaways (INSW) entered an Equity Distribution Agreement on May 11, 2026 with four sales agents — BTIG, B. Riley Securities, Clarksons Securities, and Fearnley Securities — to conduct ATM offerings of up to $200M in common shares at up to 3.0% commission. No shares had been sold as of the filing date. The $200M ATM program is a sizable potential dilution relative to INSW's market cap — likely opportunistic capital-building during a strong tanker freight rate environment.

424B5Prospectus supplement (offering)May 11424B5
AI summary

International Seaways (INSW) filed its 424B5 prospectus supplement on May 11, 2026 formally registering the ATM offering of up to $200M in common shares via BTIG, B. Riley Securities, Clarksons Securities, and Fearnley Securities (up to 3.0% commission each). The last reported share price was $91.62 on May 8, 2026. This is the operative dilution document accompanying the same-day Equity Distribution Agreement, making the $200M program live and available for immediate use.

SC 13D/AActivist amendmentMay 11SC 13D/A
AI summary

SC 13D/A (Amendment No. 5) filed regarding International Seaways (INSW) by a Cyprus/Jersey offshore trust group: Famatown Finance Limited, Greenwich Holdings Limited, and trustee C.K. Limited all report the same 7,254,022 shares of INSW common stock, representing approximately 14.65% of the class, as of May 8, 2026. C.K. Limited holds as trustee of trusts that indirectly own the other two entities. Material: a concentrated 14.65% block held by an offshore trust structure; intent beyond passive holding is not detailed in the available excerpt.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

International Seaways (INSW) reported Q1 2026 earnings on May 7, 2026 and declared a combined dividend of $4.55 per share payable June 26, 2026 to shareholders of record June 12, 2026. The dividend comprises a regular quarterly payment of $0.12/share and a large supplemental dividend of $4.43/share, reflecting strong tanker market cash flows. The $4.43 supplemental dividend is highly material — an extraordinary cash return signaling management confidence in near-term earnings strength from the tanker business.

8-KMaterial agreementApr 98-K — Item 1.01: Material agreement · Item 3.03
+ 7 other (3 proxys · 2 10-Qs · 1 PRE 14A · 1 8-A12B/A) in window

Recent news

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

These 2 Transportation Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·2d agoInternational Seaways (NYSE:INSW) Shares Gap Down – Here’s What Happeneddefenseworld.net·6d agoHere's Why International Seaways (INSW) is a Strong Value Stockzacks.com·7d agoHere's Why International Seaways (INSW) is a Strong Momentum Stockzacks.com·9d agoOil Tanker Rates Top $1 Million a Day—3 Ways Investors Can Trade the Surgemarketbeat.com·9d ago

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Voices on X · last 7 days

No standout posts about $INSW on X in the 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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