Over the past week, several developments have influenced Golar LNG’s market dynamics and investor sentiment. Most notably, the company has demonstrated a favorable risk/reward profile in the LNG sector, with analysts projecting EBITDA growth from $200 million to over $800 million by 2028, driven by long-term contracts for three FLNG units. These contracts are expected to provide a stable revenue stream and substantial upside potential as global gas prices rise. Additionally, Golar LNG recently hit a breakout price above $44.36, signaling a potential consolidation phase that investors are closely monitoring for volume confirmation.
Another key development is the company’s recent financial performance. As of late, Golar LNG released its unaudited mid-2025 financial results, highlighting a $17 billion EBITDA backlog from 20-year commodity-linked FLNG contracts in Argentina. This substantial backlog provides a long-term revenue foundation and reinforces the company’s strategic position in the LNG industry. However, some analysts have raised concerns about rising operational expenses and global trade uncertainties, which could pose short-term challenges. Despite these headwinds, the firm’s cash dividend announcement reinforces its commitment to returning value to shareholders, even amid a volatile operating environment.
Deutsche Bank AG recently reduced its stake in Golar LNG by 30.8%, selling 34,470 shares, and now holds 77,270 shares valued at approximately $2.9 million. While this move may reflect a strategic rebalancing, it has not significantly impacted the stock’s recent performance, which has seen a 3.8% gain in Friday trading. The stock is currently trading at $43.08, with a 52-week range between $29.56 and $44.36. Analysts have noted that the upcoming dividend payment, coupled with the company’s growing EBITDA expectations, could support a yield of approximately 2.31% on an annualized basis.
In conclusion, Golar LNG remains a compelling opportunity for investors seeking exposure to the LNG sector, particularly given its strong backlog and projected earnings growth. The ex-dividend date of Aug 26, 2025 is the last day for investors to purchase shares and receive the upcoming $0.25 per share dividend. Any purchases made after this date will not qualify for the dividend payout.