Compound Planning Inc. Invests $621,000 in International Seaways Inc. $INSW

Compound Planning Inc. purchased a new stake in shares of International Seaways Inc. (NYSE:INSW) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 13,479 shares of the transportation company’s stock, valued at approximately $621,000.

Several other large investors have also recently added to or reduced their stakes in INSW. American Century Companies Inc. raised its stake in shares of International Seaways by 9.4% in the second quarter. American Century Companies Inc. now owns 1,855,110 shares of the transportation company’s stock valued at $67,674,000 after acquiring an additional 159,125 shares during the last quarter. Geode Capital Management LLC increased its holdings in International Seaways by 0.6% during the 2nd quarter. Geode Capital Management LLC now owns 1,006,390 shares of the transportation company’s stock valued at $36,718,000 after purchasing an additional 6,076 shares in the last quarter. Donald Smith & CO. Inc. raised its position in International Seaways by 43.9% in the 2nd quarter. Donald Smith & CO. Inc. now owns 709,036 shares of the transportation company’s stock valued at $25,866,000 after purchasing an additional 216,325 shares during the last quarter. Encompass Capital Advisors LLC boosted its stake in International Seaways by 33.3% in the second quarter. Encompass Capital Advisors LLC now owns 399,824 shares of the transportation company’s stock worth $14,586,000 after purchasing an additional 99,914 shares in the last quarter. Finally, Private Management Group Inc. boosted its stake in International Seaways by 1.4% in the second quarter. Private Management Group Inc. now owns 387,104 shares of the transportation company’s stock worth $14,122,000 after purchasing an additional 5,406 shares in the last quarter. 67.29% of the stock is owned by institutional investors.

International Seaways Price Performance

Shares of INSW stock opened at $75.51 on Friday. The firm has a market cap of $3.73 billion, a price-to-earnings ratio of 12.12 and a beta of -0.19. International Seaways Inc. has a 12 month low of $27.20 and a 12 month high of $75.64. The company has a quick ratio of 1.75, a current ratio of 1.75 and a debt-to-equity ratio of 0.26. The stock has a 50-day moving average price of $57.79 and a 200 day moving average price of $51.49.

International Seaways (NYSE:INSW) last issued its earnings results on Thursday, February 26th. The transportation company reported $2.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.75 by $0.70. International Seaways had a net margin of 36.67% and a return on equity of 14.14%. The company had revenue of $267.88 million for the quarter, compared to analyst estimates of $245.29 million. During the same quarter last year, the firm earned $0.90 EPS. The company’s revenue for the quarter was up 37.7% on a year-over-year basis. Research analysts expect that International Seaways Inc. will post 7.77 EPS for the current year.

International Seaways Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Friday, March 20th will be paid a $0.12 dividend. The ex-dividend date of this dividend is Friday, March 20th. This represents a $0.48 dividend on an annualized basis and a yield of 0.6%. International Seaways’s dividend payout ratio (DPR) is presently 10.93%.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of International Seaways in a research note on Thursday, January 22nd. Zacks Research lowered shares of International Seaways from a “strong-buy” rating to a “hold” rating in a report on Monday, January 5th. BTIG Research boosted their target price on shares of International Seaways from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Thursday. Benchmark reiterated a “buy” rating on shares of International Seaways in a research report on Thursday. Finally, Wall Street Zen cut shares of International Seaways from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $64.00.

More International Seaways News

Here are the key news stories impacting International Seaways this week:

• Positive Sentiment: Q4 beat on earnings: INSW reported $2.45 EPS vs. consensus ~$1.75, a large YoY increase from $0.90 last year — a clear earnings upside that drove the move. IN SW Q4 Earnings Beat
• Positive Sentiment: Revenue and profitability beat: Q4 revenue $267.9M vs. estimates ~ $245M (+37.7% YoY); net margin ~28.3% and ROE ~10.1% — strong top‑line growth with healthy margins. Press Release / Slide Deck
• Positive Sentiment: Management commentary: the earnings call and presentation highlighted record profits and strategic items that appear to support near‑term cash generation and investor confidence. Investors responded positively to the tone and details in the call. Earnings Call Highlights
• Positive Sentiment: Dividend declared: the company set a quarterly dividend of $0.12/share (annualized yield ~0.7%), record Mar 20, payable Mar 30 — a modest cash return that can support investor sentiment.
• Neutral Sentiment: Documentation available: the full earnings call transcript and slide presentation were published (useful for investors who want details on fleet utilization, contract coverage and forward guidance). Earnings Call Transcript Earnings Presentation
• Neutral Sentiment: Current technical/valuation context: market cap ≈ $3.7B, P/E ≈ 17.2, and the stock is trading above its 50‑ and 200‑day moving averages — supportive momentum, though investors should watch whether fundamentals sustain current multiples.

Insiders Place Their Bets

In other news, CEO Lois K. Zabrocky sold 2,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $63.96, for a total value of $127,920.00. Following the transaction, the chief executive officer directly owned 178,421 shares in the company, valued at $11,411,807.16. This trade represents a 1.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Jeffrey Pribor sold 1,000 shares of International Seaways stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $63.29, for a total value of $63,290.00. Following the sale, the chief financial officer directly owned 83,463 shares of the company’s stock, valued at approximately $5,282,373.27. This trade represents a 1.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 9,000 shares of company stock valued at $502,610 in the last ninety days. Company insiders own 2.00% of the company’s stock.

International Seaways Company Profile

International Seaways, Inc (NYSE: INSW) is an independent tanker company that provides seaborne transportation services to oil companies, commodity traders and national oil companies. The firm’s operations focus on the carriage of crude oil and refined petroleum products, offering both time­ charter and voyage­ charter arrangements. With a modern fleet of very large crude carriers (VLCCs), Suezmax and Aframax tankers, as well as medium range (MR) and Handy product tankers, International Seaways supports global energy supply chains across major trade routes.

Founded in 1997 as Diamond S Shipping, the company completed its initial public offering in the late 1990s and rebranded to International Seaways in September 2018.