Golar LNG (NASDAQ:GLNG) Posts Earnings Results

Golar LNG (NASDAQ:GLNG) issued its earnings results on Wednesday. The shipping company reported $0.30 EPS for the quarter, missing the consensus estimate of $0.38 by ($0.08), Zacks reports. The firm had revenue of $132.81 million during the quarter, compared to analyst estimates of $123.29 million. Golar LNG had a net margin of 16.69% and a return on equity of 6.06%.

Here are the key takeaways from Golar LNG’s conference call:

• Long‑term cash visibility: Golar owns three FLNGs with 20‑year charters and reports an adjusted EBITDA backlog of about $17 billion, forecasting adjusted EBITDA to grow to roughly $800 million annually once the fleet is fully delivered.
• Operational outperformance: Hilli delivered another quarter of 100% economic uptime and Gimi is producing above contracted volumes, providing immediate upside and the potential for further debottlenecking.
• Financing and shareholder returns: Management closed a $1.2bn Gimi refinancing and a $500m 7.5% bond, ended the year with about $1.2bn cash, declared a $0.25 dividend and repurchased/cancelled 3.6m shares, supporting liquidity and returns.
• Near‑term cash and cost risks: Hilli exits its current charter in July for yard upgrades (reducing near‑term cash flow), Mark II still requires substantial remaining CapEx (about $1.1bn spent so far), and management warns of top‑side equipment and yard cost inflation, so new vessel orders are being deferred.

Golar LNG Price Performance

GLNG stock traded up $0.13 during trading on Thursday, hitting $43.23. 1,546,518 shares of the company’s stock traded hands, compared to its average volume of 1,306,420. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.32 and a current ratio of 1.32. The business has a fifty day simple moving average of $40.56 and a 200 day simple moving average of $39.98. The stock has a market capitalization of $4.52 billion, a price-to-earnings ratio of 67.55 and a beta of 0.20. Golar LNG has a 52 week low of $29.56 and a 52 week high of $46.23.

Golar LNG Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Monday, March 9th will be paid a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 9th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 2.3%. Golar LNG’s dividend payout ratio is 156.25%.

Institutional Investors Weigh In On Golar LNG

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its stake in shares of Golar LNG by 278.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 658 shares of the shipping company’s stock worth $27,000 after acquiring an additional 484 shares during the period. Zions Bancorporation National Association UT acquired a new stake in Golar LNG during the 4th quarter worth about $44,000. EverSource Wealth Advisors LLC raised its stake in shares of Golar LNG by 94.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,356 shares of the shipping company’s stock valued at $56,000 after buying an additional 657 shares during the last quarter. Brown Brothers Harriman & Co. acquired a new position in shares of Golar LNG in the 4th quarter valued at about $65,000. Finally, State of Wyoming boosted its stake in shares of Golar LNG by 12.7% in the fourth quarter. State of Wyoming now owns 3,878 shares of the shipping company’s stock worth $144,000 after buying an additional 436 shares during the last quarter. 92.21% of the stock is owned by institutional investors.

Trending Headlines about Golar LNG

Here are the key news stories impacting Golar LNG this week:

• Positive Sentiment: Preliminary Q4 & full‑year 2025 results show material top‑line and cash strength — Q4 revenue ~$132.8M (up ~101% YoY), adjusted EBITDA $91M, total Golar cash ~$1.2B and full‑year net income up. These numbers support the company’s cash generation and deleveraging narrative. Preliminary results
• Positive Sentiment: Golar highlighted FLNG outperformance and a locked‑in 20‑year Argentina deal, providing long‑dated revenue visibility for its FLNG assets — a material business catalyst if executed as described. Argentina deal
• Positive Sentiment: Board declared a $0.25 quarterly cash dividend (record March 9, pay March 18), reflecting a yield (~2.3%) and returning cash to shareholders. Dividend notice
• Positive Sentiment: BTIG raised its price target to $53 with a Buy rating, signaling continued analyst confidence and providing potential upside from current levels. BTIG PT raise
• Neutral Sentiment: Company published its earnings slide deck and a full conference‑call transcript; useful for investors assessing forward cadence, asset performance and contract details. Earnings slides/transcript
• Negative Sentiment: Reported EPS of $0.30 missed consensus ($0.38) — an $0.08 shortfall that may temper near‑term upside despite revenue beats; investors should watch commentary on margins, one‑offs and guidance. Earnings miss

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on GLNG. Weiss Ratings reiterated a “hold (c+)” rating on shares of Golar LNG in a research note on Monday, December 29th. Wall Street Zen raised Golar LNG from a “sell” rating to a “hold” rating in a research note on Saturday, February 14th. The Goldman Sachs Group set a $56.00 price target on Golar LNG in a report on Monday, February 2nd. Zacks Research upgraded Golar LNG from a “strong sell” rating to a “hold” rating in a report on Monday, January 5th. Finally, BTIG Research upped their target price on Golar LNG from $50.00 to $53.00 and gave the company a “buy” rating in a report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $50.50.

Golar LNG Company Profile

Golar LNG Ltd. is a leading owner and operator of liquefied natural gas (LNG) carriers and floating infrastructure. The company specializes in the transportation of LNG on long-term and spot charters for major energy firms around the world. In addition to shipping, Golar LNG has broadened its services to include project development and the conversion of existing carriers into Floating Liquefied Natural Gas (FLNG) and Floating Storage and Regasification Unit (FSRU) vessels.

Since pioneering the first purpose-built FLNG conversion project, Golar LNG has been at the forefront of offshore gas monetization.