• International Seaways recently agreed to sell five of its oldest tankers, three MR and two VLCC vessels, for about US$185,000,000, with the deals expected to close in the first quarter of 2026 and generate gains of roughly US$65,000,000.
• On January 27, 2026, the company also took full ownership of Tankers International and expanded into the Suezmax market, underscoring an active shift toward fleet renewal, capital recycling and a broader role in global crude transportation.
• We’ll now examine how International Seaways’ move to gain full control of Tankers International could influence its longer-term investment narrative.

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What Is International Seaways' Investment Narrative?

To own International Seaways, you need to be comfortable with a tanker company that is highly cyclical, but currently pairing solid profitability with generous regular and supplemental dividends. The recent decision to sell five older vessels for about US$185,000,000 and realize gains of roughly US$65,000,000, alongside taking full ownership of Tankers International and entering the Suezmax pool, fits squarely into a capital recycling and fleet-optimization story rather than a rethink of the business model. In the near term, key catalysts still revolve around tanker day rates, utilisation and capital allocation decisions, while risks include earnings and revenue forecasts that point to declines and profit margins already off their prior highs. The Tankers International deal could sharpen commercial control, but it does not remove that earnings risk.

However, one risk around the dividend and earnings trend is easy to miss at first glance. International Seaways' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

Exploring Other Perspectives

Five Simply Wall St Community fair value views span roughly US$51 to US$120 per share, underlining how far apart individual expectations sit. Set against soft revenue and earnings forecasts and a maturing tanker upcycle, that spread gives important context for anyone thinking about how resilient International Seaways’ recent performance might prove.

Explore 5 other fair value estimates on International Seaways - why the stock might be worth 14% less than the current price!

Build Your Own International Seaways Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your International Seaways research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.
• Our free International Seaways research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate International Seaways' overall financial health at a glance.

No Opportunity In International Seaways?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.