TORM plc Class A (TRMD)
TORM plc: Potential Merger, Strong Dividend, What's Not To Love Here
TORM plc is rated a strong buy, driven by robust income potential, undervaluation, and merger optionality with Hafnia. TRMD secures significant revenue visibility, with 42% of 2026 earning days fixed at $50,044/day and strong EBITDA guidance up to $1.1 billion. Dividend yield approaches 9%, with the potential to reach 12.7% if high-end guidance and distribution rates are met.
Torm Q1 Earnings Call Highlights
Torm NASDAQ: TRMD reported a sharply stronger first quarter of 2026 and raised its full-year outlook, citing firm freight markets, geopolitical disruptions and what management described as the company's operating advantages in a highly volatile tanker market.
TORM plc (TRMD) Q1 2026 Earnings Call Transcript
TORM plc (TRMD) Q1 2026 Earnings Call Transcript
TORM plc (TRMD) Shareholder/Analyst Call Transcript
TORM plc (TRMD) Shareholder/Analyst Call Transcript
Torm Plc (NASDAQ:TRMD) Sees Significant Growth in Short Interest
Torm Plc (NASDAQ: TRMD - Get Free Report) saw a large growth in short interest in the month of February. As of February 27th, there was short interest totaling 474,084 shares, a growth of 48.0% from the February 12th total of 320,369 shares. Currently, 0.5% of the company's shares are sold short. Based on an average
Analyzing Torm (NASDAQ:TRMD) & Heidmar Maritime (NASDAQ:HMR)
Torm (NASDAQ: TRMD - Get Free Report) and Heidmar Maritime (NASDAQ: HMR - Get Free Report) are both transportation companies, but which is the better stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, profitability, earnings, valuation, risk and dividends. Analyst Recommendations This is a breakdown of recent ratings
TORM plc (TRMD) Q4 2025 Earnings Call Transcript
TORM plc (TRMD) Q4 2025 Earnings Call Transcript
TORM: Trading At A Discount And With A Merger In The Making (Rating Upgrade)
TORM plc is upgraded to 'Buy' following Hafnia's 13D filing and acquisition interest. TRMD trades below its $24 NAV per share, presenting a 20% upside, and historically commands a premium. The company maintains strong operational performance, generous dividends, and a solid balance sheet with 25% leverage.
TORM: Fresh Dividend, Better Fundamentals, And Bullish Technicals
Torm PLC (TRMD) continues to outperform, delivering 28% YTD gains and beating both XLE and SPY. Q3 results featured a revenue beat, higher TCE rates, lower opex, and a robust 11.7% forward dividend yield. I raise my price target to $24, reflecting normalized $3 EPS and an 8x P/E multiple, with technicals signaling further upside.
TORM: The Bottom Of The Cycle Isn't In Yet
TORM is operating in a mid-cycle rate environment, and the risk/reward skews unfavorably as future earnings face more downward pressure from incoming fleet supply than upward pressure from demand. Red Sea rerouting and global refinery disruptions provide real demand support, but these tailwinds appear largely priced in and may prove temporary relative to the multiyear order book headwind. Current valuation implies an expected return of ~10%, which sits below a reasonable hurdle rate for a highly cyclical, high-volatility shipping business.
TORM plc (TRMD) Q3 2025 Earnings Call Transcript
TORM plc ( TRMD ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Jacob Meldgaard - CEO & Executive Director Kim Balle - Chief Financial Officer Conference Call Participants Frode Morkedal - Clarksons Platou Securities AS, Research Division Omar Nokta - Jefferies LLC, Research Division Presentation Operator Thank you for standing by. My name is Rebecca, and I will be your conference operator today.
TORM PLC (TRMD) Q2 Earnings and Revenues Beat Estimates
TORM PLC (TRMD) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to earnings of $2.02 per share a year ago.
