DHT
DHT Holdings, Inc.·Energy
17.38
2.140%(−0.38)
Market ClosedLast Updated: — ET
52W L: $10.6152W H: $20.55
DHT Holdings, Inc.·Energy
Persistent inflation, higher oil prices, and geopolitical tensions continue supporting income-oriented sectors tied to energy and select financials. Tanker shipping and refining companies can benefit from disrupted trade routes, tighter fuel markets, and stronger cash flow during energy market dislocations. Higher-rate financials and cash-generating companies may provide defensive income opportunities as investors prepare for continued volatility surrounding inflation and midterm elections.
DHT Holdings is up nearly 50% YTD, benefiting from tight crude supply and surging VLCC spot rates. Its 14.5% dividend yield is well-covered but highly sensitive to geopolitical conflict and crude price volatility. DHT trades at a premium valuation versus peers, reflecting current market tightness but limiting further multiple expansion.
Sunoco is a major energy company with pipelines, terminals, and thousands of retail locations. Nordic American Tankers gets half of its revenue from just four major oil companies.
DHT NYSE: DHT reported a sharply profitable first quarter of 2026, aided by strong VLCC spot rates, gains from vessel sales and the first deliveries from its newbuilding program, while management said the company has positioned the fleet to balance elevated spot-market exposure with new term charters.
DHT Holdings, Inc. (DHT) Q1 2026 Earnings Call Transcript
HAMILTON, BERMUDA, May 5, 2026 – DHT Holdings, Inc. (NYSE:DHT) (“DHT” or the “Company”) today announced its results for the quarter ended March 31, 2026.
