Frontline plc (FRO)
Frontline PLC $FRO is Armor Advisors L.L.C.’s 10th Largest Position
Armor Advisors L.L.C. lifted its stake in Frontline PLC (NYSE: FRO) by 10.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 210,332 shares of the shipping company's stock after buying an additional 20,000 shares during the quarter. Frontline makes up 2.7% of
Frontline: How Fleet Renewal, Venezuela Oil, And A 17% Yield Could Drive Returns (Rating Upgrade)
Frontline is upgraded from sell to buy following a transformative fleet renewal and sector tailwinds. FRO will sell eight older VLCCs, acquire nine newbuilds, and may divest LR2s, positioning it as the largest and youngest public tanker fleet. The return of Venezuelan oil to legitimate markets and strong sector sentiment are key catalysts supporting elevated rates and yields.
Frontline Q3: The Macro Is Finally Favorable
Frontline plc (FRO) remains a buy but is now best suited for aggressive investors due to a lower yield and higher valuation. FRO faces ongoing geopolitical risks and insurance costs, but the recent Red Sea ceasefire and sanctions on Russian oil create positive macro tailwinds. Q3 earnings missed expectations, but a surge in VLCC bookings and higher rates signal a potentially strong Q4 performance.
Frontline plc (FRO) Q3 2025 Earnings Call Transcript
Frontline plc ( FRO ) Q3 2025 Earnings Call November 21, 2025 9:00 AM EST Company Participants Lars Barstad - Chief Executive Officer of Frontline Management AS Inger Klemp - Chief Financial Officer of Frontline Management AS Conference Call Participants Jonathan Chappell - Evercore ISI Institutional Equities, Research Division Sherif Elmaghrabi - BTIG, LLC, Research Division Omar Nokta - Jefferies LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the Third Quarter 2025 Frontline Earnings Conference Call and Webcast.
Frontline Q2: More Tanker Gains To Be Had
Frontline plc remains a buy, due to strong fundamentals and favorable macro trends in oil shipping, including continued profitability and a (relatively) rising dividend. The company experienced a positive summer, validating my previous optimistic outlook. Shipping industry tailwinds continue to support Frontline's growth prospects and earnings potential, including increased political pushback against sanctioned crude.
Frontline May Have Calmer Seas Ahead Of It
Frontline (FRO) remains a volatile but attractive long-term play, especially for investors able to stomach wild price swings and inconsistent dividends. Recent geopolitical improvements, especially the Iran-Israel ceasefire, should reduce shipping risks and costs, benefiting Frontline's operations and margins going forward. Despite a recent dividend cut and oil price risks, Frontline's high yield and potential for increased oil transport support a bullish long-term outlook.
Frontline plc (FRO) Q1 2025 Earnings Call Transcript
Frontline plc (FRO) Q1 2025 Earnings Call Transcript
Is FRONTLINE PLC (FRO) Stock Outpacing Its Transportation Peers This Year?
Here is how Frontline (FRO) and Grupo Aeroportuario del Centro Norte (OMAB) have performed compared to their sector so far this year.
Verizon's Frontline Solution Enhances Security in Mardi Gras Festival
VZ provides critical unmanned aircraft systems to support the New Orleans Police Department during annual Mardi Gras celebrations.
Best Value Stocks to Buy for April 8th
QFIN, NMRK and FRO made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 8, 2025.
All You Need to Know About Frontline (FRO) Rating Upgrade to Strong Buy
Frontline (FRO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Best Income Stocks to Buy for April 4th
HSNGY, FRO and TEF made it to the Zacks Rank #1 (Strong Buy) income stocks list on April 4, 2025.
