Danaos Corp
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
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
467% more call options, than puts
Call options by funds: $9.41M | Put options by funds: $1.66M
9% more capital invested
Capital invested by funds: $255M [Q1] → $277M (+$22.4M) [Q2]
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0.07% more ownership
Funds ownership: 17.49% [Q1] → 17.57% (+0.07%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
2% less funds holding
Funds holding: 109 [Q1] → 107 (-2) [Q2]
26% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 39
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$105
14%
upside
Avg. target
$105
14%
upside
High target
$105
14%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Omar Nokta | 14%upside $105 | Buy Maintained | 5 Aug 2025 |
Financial journalist opinion
Based on 4 articles about DAC published over the past 30 days
Positive
Seeking Alpha
2 weeks ago
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.
Neutral
Seeking Alpha
2 weeks ago
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.
Negative
Zacks Investment Research
3 weeks ago
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.
Neutral
PRNewsWire
3 weeks ago
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.
Neutral
PRNewsWire
1 month ago
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.
Positive
Seeking Alpha
1 month ago
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.
Positive
Seeking Alpha
1 month ago
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.
Positive
Seeking Alpha
2 months ago
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.
Positive
Seeking Alpha
2 months ago
Danaos Corp: Another Big Bet On Maritime Transport
Danaos maintains a well-diversified fleet of vessels, with at most 23% of the vessels belonging to a single class. Hapag-Lloyd and PIL are Danaos' main clients, but they represent only 18% of contracts in each case. Danaos will embark on a fleet expansion that will increase capacity by 128,220 TEUs by 2028.
Positive
Benzinga
3 months ago
5 Undervalued Stocks To Buy On China Tariff Cuts
Markets have come close to returning to February highs after China and the U.S. reduced their tariffs. While markets are still shaky, with a Treasury bond auction on Tuesday sending stocks down, most of the tariff drama seems to be over for now.
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