Hafnia

HAFN

Market cap $2.94B

Hafnia remains a compelling income play, offering an 8% dividend yield despite recent earnings and dividend declines due to weak tanker rates. HAFN's disciplined dividend policy ties payouts to leverage, supporting balance sheet health while still delivering strong shareholder returns even in a cyclical downturn. The recent acquisition of a 14.45% stake in TORM adds a levered bet on tanker market recovery and provides another income stream at a discount to NAV.

This article highlights top ReFa/Ro dividend stocks for September 2025, focusing on high yield and analyst-projected returns through September 2026. MFA Financial, Hafnia, and Energy Transfer lead the list, with projected net gains ranging from 30.84% to 70.61%. All top-ten ReFa/Ro "dogs" meet the ideal criterion: dividends from $1,000 invested exceed their share price, appealing to income-focused investors.

Hafnia Limited is reasonably valued with some upside, as shown by its P/B and EV Multiple. Risk factors are there, but its strategic fleet management, prudent spot rate exposure, and enhanced efficiency ensure positive profits and cash inflows. Its robust liquidity assures us of its capacity to sustain its operating capacity and dividends.

SINGAPORE--(BUSINESS WIRE)--Reference is made to the stock exchange announcement made by Hafnia Limited ("Hafnia” or the "Company", OSE ticker code: “HAFNI”, NYSE ticker code: “HAFN”) on 3 September 2025, that the Company has entered into a preliminary agreement to acquire 14.45% of TORM plc (“Torm”) A Shares from Oaktree (the “Torm Investment”). The Company aims to clarify how this investment, upon completion, will be treated when calculating net loan-to-value (LTV) in relation to the Company'.

SINGAPORE--(BUSINESS WIRE)--With reference to the stock exchange announcement of 3 September 2025, Hafnia Limited (“Hafnia“, the “Company“, OSE ticker code: “HAFNI“, NYSE ticker code: “HAFN”) today announces that it has entered into a binding share purchase agreement (the “Share Purchase Agreement”) with Oaktree Capital Management, L.P. and its affiliates (together, “Oaktree”), to acquire approximately 14.1 million A shares in TORM plc (“TORM”, CSE ticker code: “TRMD A“, NASDAQ ticker code: “TR.

Hafnia posted Q2 2025 net profit of $75.3M and paid 80% of earnings as dividends, maintaining a consistent policy despite softer rates. A $715M refinancing reduced cash breakeven and strengthened liquidity, leaving ~$600M in undrawn capacity and Net LTV stable at 24.1%. Fleet efficiency remained strong: LR2 at $38,241/day TCE with $8,299 OPEX; MR at $22,967/day with $8,085 OPEX, sustaining margins across segments.

SINGAPORE--(BUSINESS WIRE)--Hafnia Limited (“Hafnia“, the “Company“, OSE ticker code: “HAFNI“, NYSE ticker code: “HAFN”) announces that Oaktree Capital Management, L.P. and its affiliates (together, “Oaktree”), the controlling shareholder of TORM plc (“TORM”, CSE ticker code: "TRMD A", NASDAQ ticker code: “TRMD”), has accepted, subject to entering into a definitive agreement, Hafnia's offer to acquire approximately 14.1 million A shares in TORM, representing approximately 14.45% of TORM's issue.

SINGAPORE--(BUSINESS WIRE)--Reference is made to the stock exchange announcements made by Hafnia Limited ("Hafnia” or the "Company", OSE ticker code: “HAFNI”, NYSE ticker code: “HAFN”) on August 27, 2025 regarding key information relating to the dividend for the second quarter 2025. The shares of the Company will be traded ex-dividend on the Oslo Stock Exchange from today, September 3, 2025, and on the New York Stock Exchange from September 4, 2025. * * * About Hafnia Limited: Hafnia is one of.

Hafnia Limited (NYSE:HAFN ) Q2 2025 Earnings Conference Call August 27, 2025 8:30 AM ET Company Participants Mikael Opstun Skov - Chief Executive Officer Perry Wouter Van Echtelt - Chief Financial Officer Soren Skibdal Winther - Vice President of Commercial Conference Call Participants Frode Morkedal - Clarksons Platou Securities, Inc., Research Division Omar Mostafa Nokta - Jefferies LLC, Research Division Operator Welcome to Hafnia's Second Quarter 2025 Financial Results Presentation. We will begin shortly.

Hafnia Limited (HAFN) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.51 per share a year ago.