Danaos Corp

DAC

Market cap $1.74B

Overview Fund Activity

94.93 USD

+0.28

0.3%

At close Updated Sep 17, 4:00 PM EDT

1 day

0.3%

5 days

1.43%

1 month

0.88%

3 months

9.75%

6 months

18.65%

Year to date

14.51%

1 year

18.81%

5 years

1,298.09%

10 years

12.45%

About: Danaos Corp is an international owner of containerships. It provides international seaborne transportation services by operating vessels in the containership sector of the shipping industry. The company's customers include, HMM, MSC, Yang Ming, Hapag Lloyd, ZIM, Maersk, COSCO, OOCL, ONE, PIL, Sealead, Niledutch, Samudera, OSC, and Arkas. Geographically, the company operates in Australia-Asia, Europe, and America, with maximum revenue from the Australia-Asia region. It has two reporting segments Container vessels and Drybulk vessels segment. It generates the majority of its revenue from Container vessels.

Employees: 1,875

Industrials Marine Shipping

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

238% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $4.94M

12% more capital invested

Capital invested by funds: $255M [Q1] → $286M (+$30.7M) [Q2]

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0.6% more ownership

Funds ownership: 17.49% [Q1] → 18.09% (+0.6%) [Q2]

0% more funds holding

Funds holding: 109 [Q1] → 109 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$105

11% upside

Avg. target

$105

11% upside

High target

$105

11% upside

1 analyst rating

1 positive

100%

0 neutral

0%

0 negative

0%

Jefferies

Omar Nokta

$105

Buy

Maintained

5 Aug 2025

See Analyst Rankings

Financial journalist opinion

Danaos: Order Book Is Irrelevant - Buy

Danaos Corporation trades at a significant discount due to bearish sentiment in global container shipping. I believe market concerns are overblown, as Danaos is well protected from oversupply risks. Danaos has a $3.6 billion revenue backlog and strong fleet coverage through 2027, supporting future earnings stability.

Danaos: Order Book Is Irrelevant - Buy

Danaos: Q2 Shows The Business Is Improving Faster Than The Stock

I continue to lean bullish on Danaos after prior concerns about capital allocation earlier this year. Recent fleet expansion at attractive rates has improved the investment case for DAC. Q2 results showed strong contract coverage, reduced leverage, and clarified the order book and cash position.

Danaos: Q2 Shows The Business Is Improving Faster Than The Stock

Attention Ben Graham Value Investors, Best Win-Win Pick I Can Find: Danaos

Danaos Corp. offers exceptional value - trading well below tangible asset value, with strong balance sheet safety and a robust earnings outlook. The company secures high profitability through long-term charter contracts, locking in favorable rates and providing revenue stability. Despite exceptional fundamentals and quant ratings, the market has yet to fully recognize the underlying asset value in DAC's share quote.

Attention Ben Graham Value Investors, Best Win-Win Pick I Can Find: Danaos

Danaos Corporation (DAC) Q2 2025 Earnings Call Transcript

Danaos Corporation (NYSE:DAC ) Q2 2025 Earnings Conference Call August 5, 2025 9:00 AM ET Company Participants Evangelos Chatzis - VP, CFO, Treasurer & Secretary John Koustas - Chairman, President & CEO Conference Call Participants Climent Molins - Unidentified Company Value Investor's Edge - Unidentified Company Omar Mostafa Nokta - Jefferies LLC, Research Division Operator Good day, and welcome to the Danaos Corporation Conference Call to discuss the financial results for the 3 months ending June 30, 2025. As a reminder, today's call is being recorded.

Danaos Corporation (DAC) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Danaos (DAC) Q2 Earnings and Revenues Miss Estimates

Danaos (DAC) came out with quarterly earnings of $6.36 per share, missing the Zacks Consensus Estimate of $6.52 per share. This compares to earnings of $6.78 per share a year ago.

Danaos (DAC) Q2 Earnings and Revenues Miss Estimates

Danaos Corporation Reports Second Quarter and Half Year Results for the Period Ended June 30, 2025

ATHENS, Greece , Aug. 4, 2025 /PRNewswire/ -- Danaos Corporation ("Danaos") (NYSE: DAC), one of the world's largest independent owners of container vessels and drybulk vessels, today reported unaudited results for the period ended June 30, 2025. Financial Summary Three Months Ended June 30, 2025 and Three Months Ended June 30, 2024 Unaudited ( Expressed in thousands of United States dollars, except as otherwise stated ) Three Months Ended Three Months Ended June 3 0 , 2025 June 3 0 , 2024 Financial & Operating Metrics Container Vessels Dry bulkVessels Other Total ContainerVessels Dry bulkVessels Other Total Operating Revenues $239,446 $22,708 - $262,154 $230,586 $15,720 - $246,306 Voyage Expenses,excl.

Danaos Corporation Reports Second Quarter and Half Year Results for the Period Ended June 30, 2025

Danaos Corporation Announces Date for the Release of Second Quarter 2025 Results, Conference Call and Webcast

ATHENS, Greece , July 25, 2025 /PRNewswire/ -- Danaos Corporation (NYSE: DAC), one of the world's largest independent owners of containerships, announced today that it will release its results for the second quarter ended June 30, 2025, after the close of the market in New York on Monday, August 4, 2025. The Company's management team will host a conference call to discuss the results on Tuesday, August 5, 2025 at 9:00 A.M.

Danaos Corporation Announces Date for the Release of Second Quarter 2025 Results, Conference Call and Webcast

Danaos Delivers Sustainable Dividends At Extraordinary Low Valuation

Danaos is well-positioned in a challenging shipping market due to its low leverage, strong balance sheet, and focus on sub-12,000 TEU vessels. Long-term charters and a diversified customer base insulate DAC from near-term market volatility and provide stable cash flows through at least 2027. Elevated scrapping activity, environmental regulations, and DAC's modern fleet should drive long-term competitive advantages as older ships exit the market.

Danaos Delivers Sustainable Dividends At Extraordinary Low Valuation

Danaos: Fleet Expansion At Strong Rates Has Me Getting Back In

Danaos boasts a $3.7 billion revenue backlog, providing nearly four years of cash flow visibility and strong charter coverage into 2026. Management has secured premium, long-term rates for all newbuild containerships, supporting predictable growth and high returns. Share repurchases have accelerated and the stock trades at a steep discount to book value, making the risk-reward highly attractive.

Danaos: Fleet Expansion At Strong Rates Has Me Getting Back In

Danaos: Considerably Undervalued And Could Inflect Higher Soon

Danaos trades at less than half of book value despite having minimal net debt, with strong earnings visibility through 2028 due to $3.7 billion of contracted revenues. Danaos has recently become more aggressive with share repurchases, buying back over $50 million through May 14th of this year, ~5% of the float! The containership market has strengthened significantly lately, providing Danaos a great opportunity to further contract out 2026 and 2027 when their newbuilds hit the water.

Danaos: Considerably Undervalued And Could Inflect Higher Soon

See News Rankings

Charts implemented using Lightweight Charts™