# Teekay Tankers Ltd. (TNK)

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

**Price:** USD 95.31 (-0.71% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 95.99 · day 93.23–95.77 · 52w 50.94–110.65 · market cap $3.31B · NYQ

## Key facts
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $1.9M; 4 not under a Rule 10b5-1 plan ($1.9M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.60 on a 1–5 scale) (5 analysts), mean target USD 96.8 (range 78–130).
- Total return with dividends: 1Y +65.5% vs S&P 500 +14.9%; 5Y +712.9% vs S&P 500 +80.3%.
- Next earnings: 2026-11-04, EPS estimate USD 4.74, revenue estimate $272M.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 4 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 |
|---|---|---|---|---|---|---|---|
| 2026-09-15…2026-09-16 | Schellenberg David | Director | 7,445 | $745K | 100% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-18 | Kapoor Rohit (rk2) | Managing Director, Sinagpore | 6,375 | $569K | 75% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-18 | Locke Simon Heidi | Director | 741 | $67K | 15.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-06-08 | Schellenberg David | Director | 7,031 | $503K | 48.6% | 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 Hold (mean 2.60 on a 1–5 scale), 5 analysts; mean target USD 96.8 (low 78, high 130).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-03 | Evercore ISI Group | Target raised | Outperform | $90 → $94 |
| 2026-07-22 | Evercore ISI Group | Target raised | Outperform | $86 → $90 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +65.5% | +712.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +65.8% | +51.9% |
| Volatility (annualized) | 38.9% | 44.1% |
| Max drawdown | -21.3% (May 2026→Jul 2026) | -51.9% (May 2024→Mar 2025) |

## Peers (Oil & Gas Midstream)
BWLP (BW LPG Limited) USD 24.73 -1.94% · DHT (DHT Holdings, Inc.) USD 24.12 -0.17% · TRMD (TORM plc) USD 38.53 -2.08% · STNG (Scorpio Tankers Inc.) USD 82.44 -0.70% · GLNG (Golar LNG Limited) USD 44.03 -2.13% · LPG (Dorian LPG Ltd.) USD 51.44 -1.83%

## More
Full page: https://nexqual.com/TNK · 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)


Other companies that name TNK in their own reports (relationship from TNK's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | TEEKAY CORP LTD (TK) | 20-F 2026-03-13 | "In August 2025, Teekay Tankers completed the purchase of one 2013-built VLCC, which was previously owned through our 50/50 joint venture, for a purchase price of $63.0 million." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $4.74 | $2.84 | +67.2% | $272.5M | 4 |
| Next quarter (ends 2026-12-31) | $3.43 | $2.77 | +23.9% | $283.6M | 4 |
| Current fiscal year (ends 2026-12-31) | $17.46 | $15.03 | +16.2% | $1.09B | 4 |
| Next fiscal year (ends 2027-12-31) | $10.17 | $8.07 | +26.0% | $829.3M | 4 |