Golar LNG (NASDAQ:GLNG) Issues Earnings Results

Golar LNG (NASDAQ:GLNG) issued its earnings results on Wednesday. The shipping company reported $0.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.41 by $0.08, Zacks reports. Golar LNG had a net margin of 16.69% and a return on equity of 6.24%.

Here are the key takeaways from Golar LNG’s conference call:

• Golar reported a record Q1 for LNG production, with Gimi running 19% above contracted capacity and Hilli maintaining 100% economic uptime. Management said this drove EBITDA to $106 million and net income to $102 million.
• The company reiterated a $17 billion EBITDA backlog from long-term FLNG charters and said annual run-rate EBITDA could exceed $800 million once all three units are in operation. Golar also declared a quarterly dividend of $0.25 per share.
• Management said commercial momentum has accelerated and now expects to order a fourth FLNG unit within 2026, citing geopolitical disruption and rising demand for diversified LNG supply. They also said a strategic review is underway to accelerate FLNG growth and maximize shareholder returns.
• The Argentina project remains on schedule, including the Hilli relocation, dedicated pipeline work, and the Mark II FLNG, which is still targeted for delivery at year-end 2027. Management said the San Matías pipeline awards are in place and the project is progressing well versus budget.
• Golar highlighted commodity upside in its Argentina contracts, saying higher LNG price indices lifted the value of its exposure in Q1. The company also noted that some volumes may be reserved for spot sales, but the final mix between fixed and commodity-linked pricing is still being negotiated.

Golar LNG Trading Up 1.0%

NASDAQ:GLNG opened at $56.19 on Wednesday. Golar LNG has a fifty-two week low of $35.02 and a fifty-two week high of $57.79. The company has a debt-to-equity ratio of 1.19, a current ratio of 2.55 and a quick ratio of 2.55. The stock has a market capitalization of $5.69 billion, a PE ratio of 87.49 and a beta of 0.06. The business’s 50-day simple moving average is $52.88 and its 200-day simple moving average is $44.45.

Golar LNG Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 18th. Stockholders of record on Monday, March 9th were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, March 9th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.8%. Golar LNG’s dividend payout ratio (DPR) is currently 156.25%.

Trending Headlines about Golar LNG

Here are the key news stories impacting Golar LNG this week:

• Positive Sentiment: Golar LNG reported Q1 2026 EPS of $0.49, ahead of analyst estimates, while revenue rose sharply year over year to $137.6 million and adjusted EBITDA climbed to $105.6 million. Article Title
• Positive Sentiment: The board approved a $0.25 per share cash dividend for Q1 2026, signaling strong cash generation and shareholder returns. Article Title
• Positive Sentiment: Management said it is targeting a fourth FLNG order and launching a strategic review, which could create additional long-term value if it leads to growth or portfolio optimization. Article Title
• Neutral Sentiment: At the annual meeting, shareholders approved routine governance items including directors, auditor, and 2026 director fees, which is not likely to materially affect the stock. Article Title
• Neutral Sentiment: Analyst coverage remains constructive, with brokerages assigning Golar LNG an average “Moderate Buy” rating, offering background support but no new catalyst. Article Title

Analyst Upgrades and Downgrades

GLNG has been the subject of a number of analyst reports. BTIG Research lifted their price objective on Golar LNG from $50.00 to $53.00 and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Wall Street Zen lowered Golar LNG from a “hold” rating to a “sell” rating in a research note on Saturday, April 25th. Finally, The Goldman Sachs Group set a $56.00 target price on Golar LNG in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $51.13.

Institutional Trading of Golar LNG

Several hedge funds have recently bought and sold shares of GLNG. Caitong International Asset Management Co. Ltd lifted its position in Golar LNG by 278.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 658 shares of the shipping company’s stock valued at $27,000 after acquiring an additional 484 shares in the last quarter. Zions Bancorporation National Association UT bought a new position in Golar LNG during the 4th quarter worth about $44,000. EverSource Wealth Advisors LLC raised its stake in shares of Golar LNG by 94.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,356 shares of the shipping company’s stock valued at $56,000 after purchasing an additional 657 shares during the period. Brown Brothers Harriman & Co. bought a new stake in shares of Golar LNG in the fourth quarter valued at about $65,000. Finally, State of Wyoming lifted its holdings in shares of Golar LNG by 12.7% in the fourth quarter. State of Wyoming now owns 3,878 shares of the shipping company’s stock valued at $144,000 after purchasing an additional 436 shares in the last quarter. 92.21% of the stock is currently owned by institutional investors and hedge funds.

Golar LNG Company Profile

Golar LNG Ltd. is a leading owner and operator of liquefied natural gas (LNG) carriers and floating infrastructure. The company specializes in the transportation of LNG on long-term and spot charters for major energy firms around the world. In addition to shipping, Golar LNG has broadened its services to include project development and the conversion of existing carriers into Floating Liquefied Natural Gas (FLNG) and Floating Storage and Regasification Unit (FSRU) vessels.

Since pioneering the first purpose-built FLNG conversion project, Golar LNG has been at the forefront of offshore gas monetization.