Frontline falls 5.4% as shares trade ex-dividend, with additional pullback likely tied to profit-taking

Frontline plc (FRO) is down 5.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most direct catalyst is that Frontline shares are trading ex-dividend for a $1.03 per share cash dividend, which commonly pressures the stock by roughly the dividend amount. The size of the drop suggests there may also be incremental selling from profit-taking and day-to-day volatility typical for tanker equities.

Details:

Frontline shares were flagged as trading ex-dividend today for a $1.03 per share dividend.

The company’s Q4 2025 results materials reiterated a $1.03 per share cash dividend, with a record date of March 12, 2026 and payment expected on or about March 19, 2026 (with exchange-specific ex-dates).

Frontline’s Q4 2025 update highlighted very strong recent tanker economics (including high spot TCEs and high contracted spot TCE indications for early 2026), which can set up sharp moves in either direction as expectations shift.

This could also be because some investors reduced exposure after a strong multi-month run in tanker names, amplifying the mechanical ex-dividend effect.

Sources:

Euronext, Frontline plc (press release / results materials), GuruFocus

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$FRO Hedge Fund Activity

We have seen 104 institutional investors add shares of $FRO stock to their portfolio, and 112 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC removed 7,048,558 shares (-85.7%) from their portfolio in Q4 2025, for an estimated $153,799,535
CITADEL ADVISORS LLC added 2,043,713 shares (+2917.8%) to their portfolio in Q4 2025, for an estimated $44,593,817
ENCOMPASS CAPITAL ADVISORS LLC removed 1,733,496 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $39,506,373
COOPER CREEK PARTNERS MANAGEMENT LLC removed 1,431,271 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $32,618,666
JANE STREET GROUP, LLC added 1,214,407 shares (+688.0%) to their portfolio in Q4 2025, for an estimated $26,498,360
MORGAN STANLEY removed 1,088,417 shares (-59.7%) from their portfolio in Q4 2025, for an estimated $23,749,258
SG AMERICAS SECURITIES, LLC removed 1,058,260 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $23,091,233

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$FRO Government Contracts

We have seen $18,239,590 of award payments to $FRO over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

BASOPS O&M: $12,473,267
THE CONTRACTOR SHALL PROVIDE ALL DESIGN, LABOR, TOOLS, EQUIPMENT, AND MATERIALS TO PREPARE THE SITES FOR OF...: $1,498,644
BASE PERIOD NON-RECURRING: $455,811
AIR BASE DORMITORY FACILITY MAINTENANCE SERVICES: $436,695
TASK ORDER FOR OPTION PERIOD TWO AT RCF NOLA FACILITIES AND GROUNDS MAINTENANCE SERVICES: $317,990

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

$FRO Analyst Ratings

Wall Street analysts have issued reports on $FRO in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

BTIG issued a "Buy" rating on 02/04/2026
Jefferies issued a "Buy" rating on 11/21/2025
Evercore ISI Group issued a "Outperform" rating on 10/28/2025

To track analyst ratings and price targets for $FRO, check out Quiver Quantitative's $FRO forecast page.

$FRO Price Targets

Multiple analysts have issued price targets for $FRO recently. We have seen 3 analysts offer price targets for $FRO in the last 6 months, with a median target of $30.0.

Here are some recent targets:

Gregory Lewis from BTIG set a target price of $42.0 on 02/27/2026
Omar Nokta from Jefferies set a target price of $30.0 on 11/21/2025
Jonathan Chappell from Evercore ISI Group set a target price of $26.0 on 10/28/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.