Scorpio Tankers (NYSE:STNG) Issues Quarterly Earnings Results

Scorpio Tankers (NYSE:STNG) posted its quarterly earnings results on Thursday. The shipping company reported $1.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.30 by $0.32, FiscalAI reports. Scorpio Tankers had a net margin of 32.01% and a return on equity of 7.42%. The business’s revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.63 earnings per share.

Here are the key takeaways from Scorpio Tankers’ conference call:

• Net cash and liquidity: Scorpio reduced net debt from $3.1 billion in 2021 to a net cash position (~$309 million today) and holds approximately $1.7 billion of available liquidity, giving the company strong balance-sheet flexibility to fund newbuilds or opportunistic actions.
• Strong 2025 results and low breakeven: The company reported $152 million of Adjusted EBITDA in Q4 and $568 million for the full year (IFRS net income $344 million), with a record low cash break-even of about $11,000/day per vessel, implying significant free cash flow potential at current rates.
• Shareholder returns increased: Scorpio raised its quarterly dividend to $0.45 per share (up 12.5% YoY) and signaled intent to grow and sustain the payout through the cycle, supported by structural cash generation.
• Supportive market fundamentals: Management highlighted five consecutive quarters of improving rates, rising ton-mile demand from refinery relocations, LR2 crossover into crude trades, and sanctions that tighten effective supply—factors they view as structurally supportive of higher product-tanker rates.
• Fleet and capital discipline: the company sold 10 older vessels, contracted 10 modern newbuilds, prepaid ~$154.6 million of secured debt and remains opportunistic on S&P or M&A, but acknowledges shipping is cyclical and outcomes depend on future market conditions.

Scorpio Tankers Trading Down 2.4%

NYSE STNG traded down $1.67 during mid-day trading on Thursday, reaching $68.23. 623,420 shares of the stock were exchanged, compared to its average volume of 1,060,651. The stock has a market capitalization of $3.48 billion, a PE ratio of 11.54 and a beta of -0.25. The company has a debt-to-equity ratio of 0.25, a quick ratio of 4.75 and a current ratio of 4.81. Scorpio Tankers has a 1-year low of $30.63 and a 1-year high of $71.48. The business’s fifty day simple moving average is $56.78 and its 200 day simple moving average is $55.77.

Wall Street Analysts Forecast Growth

A number of research firms have commented on STNG. Moffett Nathanson upgraded Scorpio Tankers to a “neutral” rating in a research report on Monday, January 12th. B. Riley Financial reiterated a “buy” rating and issued a $80.00 price objective (up from $75.00) on shares of Scorpio Tankers in a research report on Thursday, October 16th. BTIG Research lifted their target price on shares of Scorpio Tankers from $80.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $70.00 price target on shares of Scorpio Tankers in a report on Thursday, October 30th. Finally, Evercore set a $80.00 price target on shares of Scorpio Tankers and gave the company an “outperform” rating in a research report on Monday, November 3rd. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Scorpio Tankers has an average rating of “Hold” and an average target price of $71.83.

Scorpio Tankers News Summary

Here are the key news stories impacting Scorpio Tankers this week:

• Positive Sentiment: Strong Q4 results and dividend bump — STNG reported Q4 EPS $1.62 (well above consensus) with revenue up ~24% year-over-year and a board-declared quarterly cash dividend of $0.45, supporting cash returns and near-term shareholder yield. GlobeNewswire: Q4 Results & Dividend
• Positive Sentiment: Analyst upgrade/price-target increase — BTIG raised its price target to $85 and reiterated a Buy, implying meaningful upside versus recent levels and likely supporting investor interest. Benzinga: BTIG Price Target Raise
• Positive Sentiment: Beat across the street — coverage outlets note STNG topped earnings and revenue estimates (Zacks/other summaries), reinforcing the beat narrative that underpins the analyst lift. Zacks: Q4 Beat
• Positive Sentiment: Short interest fell materially in January (~19% decline), reducing short-squeeze risk and potentially removing a source of selling pressure. No link
• Neutral Sentiment: Newbuild options exercised — the company declared options for two more newbuildings (lifting the Dalian order to four ships). This expands the fleet long-term but brings future capex/delivery timing considerations. Tradewinds: Newbuild Options
• Neutral Sentiment: Management signaling restrained VLCC exposure — CEO Robert Bugbee said the company is not ordering more VLCCs, indicating disciplined growth focus on appropriate segments. Tradewinds: VLCC Comment
• Neutral Sentiment: Earnings materials/transcript available — slide deck and call transcripts provide detail on fleet, rates and forward outlook for active investors doing due diligence. Seeking Alpha: Q4 Presentation
• Negative Sentiment: Share price decline amid positive news — the stock traded down today, likely reflecting profit-taking after a strong run to 52-week highs, lower intraday volume versus average, and repositioning by investors despite the beat and upgrades.

Institutional Investors Weigh In On Scorpio Tankers

Several hedge funds have recently made changes to their positions in STNG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Scorpio Tankers by 4.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,500 shares of the shipping company’s stock worth $996,000 after buying an additional 1,144 shares during the last quarter. Intech Investment Management LLC raised its position in shares of Scorpio Tankers by 9.4% in the 1st quarter. Intech Investment Management LLC now owns 32,478 shares of the shipping company’s stock worth $1,221,000 after buying an additional 2,802 shares during the period. Legal & General Group Plc increased its stake in Scorpio Tankers by 11.2% during the second quarter. Legal & General Group Plc now owns 9,985 shares of the shipping company’s stock worth $391,000 after acquiring an additional 1,005 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of Scorpio Tankers by 593.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,807 shares of the shipping company’s stock worth $110,000 after purchasing an additional 2,402 shares during the period. Finally, Marshall Wace LLP lifted its stake in shares of Scorpio Tankers by 3.1% in the 2nd quarter. Marshall Wace LLP now owns 151,604 shares of the shipping company’s stock valued at $5,932,000 after purchasing an additional 4,618 shares in the last quarter. Institutional investors and hedge funds own 54.64% of the company’s stock.

Scorpio Tankers Company Profile

Scorpio Tankers Inc (NYSE: STNG) is an independent provider of marine transportation services, specializing in the carriage of refined petroleum products. The company’s core operations focus on moving clean petroleum cargoes—such as gasoline, diesel, jet fuel and naphtha—on a global scale. By catering to both spot and time charter markets, Scorpio Tankers enables energy companies, refiners and traders to manage their supply chains with flexibility and reliability.

The company’s fleet is composed of modern, eco-designed product tankers, including medium range (MR) and long range (LR) vessels.