NYSE: INSW
International Seaways, Inc.
Energy · Oil & Gas Midstream
Market Cap
$4.18B
52w High
$92.66
52w Low
$36.03
P/E
7.70
Volume
913.48K
Outstanding Shares
49.50M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 106.27% over the last year. Revenue grew 14.5% over the trailing twelve months. Operating margin moved from 41.83% to 50.42%. Free cash flow grew 2% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (92nd percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 50.42% — continued expansion would be needed to justify the premium. Revenue growth of 14.5% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
International Seaways, Inc. (INSW) specializes in the global seaborne transport of crude oil and refined petroleum products, managing and operating a substantial fleet of ocean-going vessels.
Valuation
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
10
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 5, 2026
Q3 FY26 · EPS est $5.52 · Revenue est $401.26M
View
Dividends
$6.78/shareQuarterlyAt RiskINSW pays a dividend with a 8.02% dividend yield, growing at 64.94% annually, covered 0.3× by free cash flow.
Dividend Yield
8.02%
Annual Div / Share
$6.78
TTM $6.18
5yr CAGR
+64.94%
Doubles every ~1.4yr
Payout Ratio
39.67%
At Risk
Dividend Growth Rate
3yr CAGR
+27.31%
5yr CAGR
+64.94%
Dividend History
Annual dividends paid per share
Income Projection
Today
$7/mo
In 5 yrs
$12/mo
In 10 yrs
$21/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$80/yr $7/mo | $141/yr+76% $12/mo | $249/yr+211% $21/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 8.02% → 24.92% over 10yr
Analysis
Dividend Strengths
Strong dividend growth rate
The 5-year CAGR of 64.94% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only 0.26× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.