Frontline shares rise as crude-tanker rate strength lifts cash-flow expectations

Frontline plc (FRO) is up 6.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to renewed optimism around crude-tanker freight rates, which can quickly translate into higher near-term earnings for spot-exposed owners like Frontline. Investors may also be revisiting Frontline’s recent disclosures on high-rate VLCC charters and its cash-return profile following strong late-2025 results.

Details:

Early April commentary on the key Middle East Gulf–to–Far East VLCC benchmark described record-level daily earnings, reinforcing the idea that tanker pricing remains extremely tight and volatile.

Frontline previously disclosed one-year time charter-out agreements for seven VLCCs starting between late January and April 2026 at $76,900 per day per vessel, helping lock in elevated revenue on part of the fleet.

In its Q4 2025 results, the company reported profit of $227.9 million, declared a $1.03 per share cash dividend, and highlighted strong spot TCE performance across vessel classes.

Frontline also announced a VLCC fleet renewal plan involving the sale of eight older ECO VLCCs and acquisition of nine newer scrubber-fitted newbuild contracts, a strategy that can improve fleet efficiency and earnings power over time.

Sources:

Frontline, GlobeNewswire, vesseltracker

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

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$FRO Hedge Fund Activity

We have seen 109 institutional investors add shares of $FRO stock to their portfolio, and 82 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
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
BALYASNY ASSET MANAGEMENT L.P. removed 851,120 shares (-37.9%) from their portfolio in Q4 2025, for an estimated $18,571,438
POINT72 ASSET MANAGEMENT, L.P. added 800,488 shares (+inf%) to their portfolio in Q4 2025, for an estimated $17,466,648
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. removed 727,037 shares (-91.2%) from their portfolio in Q4 2025, for an estimated $15,863,947

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

$FRO Government Contracts

We have seen $15,366,990 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: $9,777,064
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.