# Scorpio Tankers Inc. (STNG)

> Source: Nexqual · https://nexqual.com/STNG · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Scorpio Tankers Inc. (STNG), nexqual.com/STNG" · informational, not investment advice.

**Price:** USD 82.44 (-0.70% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 83.02 · day 81.4–83.48 · 52w 48.93–90.06 · market cap $4.13B · NYQ

## Key facts
- 1 of 80 tracked superinvestors hold STNG (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 6 Form 4 filings, $19.0B; 6 not under a Rule 10b5-1 plan ($19.0B); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.30 on a 1–5 scale) (10 analysts), mean target USD 100.9 (range 83–120).
- Total return with dividends: 1Y +39.1% vs S&P 500 +14.9%; 5Y +434.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 2.14, revenue estimate $256M.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold STNG. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.03% | $15.8M | Reduced -2.7% |

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 6 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | Mackey Cameron Keyser | Chief Operating Officer | 125,000 | $11.1M | 14.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-17 | Adelborg Auste | Secretary | 6,834 | $613K | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-16 | Bugbee Robert L | President | 231,799 | $20.0M | 26.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-16 | Avella Christopher John | Chief Financial Officer | 56,500 | $4.9M | 24% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-07-10 | Camerana Niccolo | Director | 2,500 | $478M | 13.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-22 | Okland Marianne | Director | 15,000 | $18.5B | 19.3% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Buy (mean 2.30 on a 1–5 scale), 10 analysts; mean target USD 100.9 (low 83, high 120).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-13 | Morgan Stanley | Target raised | Equal-Weight | $76 → $90 |
| 2026-09-18 | BTIG | Target raised | Buy | $100 → $110 |
| 2026-08-04 | Jefferies | Maintained | Buy | $100 |
| 2026-08-03 | Evercore ISI Group | Target lowered | Outperform | $94 → $93 |
| 2026-07-22 | Evercore ISI Group | Target lowered | Outperform | $98 → $94 |
| 2026-07-09 | Morgan Stanley | Initiated | Overweight → Equal-Weight | $82 |
| 2026-06-30 | B of A Securities | Downgrade | Buy → Underperform | $100 → $78 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +39.1% | +434.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +39.2% | +39.7% |
| Volatility (annualized) | 35.9% | 41.6% |
| Max drawdown | -23.3% (Nov 2025→Jan 2026) | -60.3% (Jun 2024→Mar 2025) |

## Peers (Oil & Gas Midstream)
TRMD (TORM plc) USD 38.53 -2.08% · DHT (DHT Holdings, Inc.) USD 24.12 -0.17% · GLNG (Golar LNG Limited) USD 44.03 -2.13% · BWLP (BW LPG Limited) USD 24.73 -1.94% · TNK (Teekay Tankers Ltd.) USD 95.31 -0.71% · CMBT (CMB.TECH NV) USD 18.08 -1.42%

## More
Full page: https://nexqual.com/STNG · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in STNG's own 20-F filed 2026-03-20 (https://www.sec.gov/Archives/edgar/data/1483934/000148393426000021/stng-20251231.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Scorpio Services Holding | "We have an Amended Administrative Services Agreement with Scorpio Services Holding Limited ("SSH"), or our Administrator, for the provision of administrative staff and office space, and administrative services, including…" |
| Partner | Fowe Eco Solutions | "In May 2024, we entered into a licensing agreement with Fowe Eco Solutions Ltd. ("FOWE") whereby FOWE's fuel oil-water emulsion Cavitech systems will be installed across our entire fleet." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.14 | $2.09 | +2.7% | $255.6M | 9 |
| Next quarter (ends 2026-12-31) | $2.44 | $1.71 | +42.6% | $291.1M | 9 |
| Current fiscal year (ends 2026-12-31) | $12.14 | $12.02 | +1.0% | $1.28B | 9 |
| Next fiscal year (ends 2027-12-31) | $6.73 | $6.06 | +11.0% | $946.5M | 9 |