BTG Pactual Asset Management US LLC Makes New $1.72 Million Investment in Hafnia Limited $HAFN

BTG Pactual Asset Management US LLC acquired a new stake in shares of Hafnia Limited (NYSE:HAFN) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 258,890 shares of the company’s stock, valued at approximately $1,719,000. BTG Pactual Asset Management US LLC owned approximately 0.05% of Hafnia at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Hafnia by 82.3% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 431,462 shares of the company’s stock valued at $1,795,000 after acquiring an additional 194,751 shares in the last quarter. Jane Street Group LLC grew its position in Hafnia by 241.6% during the 1st quarter. Jane Street Group LLC now owns 815,341 shares of the company’s stock worth $3,392,000 after purchasing an additional 576,629 shares in the last quarter. JPMorgan Chase & Co. raised its stake in Hafnia by 26.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 233,532 shares of the company’s stock valued at $1,165,000 after purchasing an additional 49,409 shares during the period. First Trust Advisors LP lifted its holdings in shares of Hafnia by 138.5% in the second quarter. First Trust Advisors LP now owns 144,871 shares of the company’s stock valued at $725,000 after purchasing an additional 84,140 shares in the last quarter. Finally, Baird Financial Group Inc. purchased a new stake in shares of Hafnia in the second quarter valued at $131,000.

Analyst Ratings Changes

Several research analysts recently weighed in on HAFN shares. Weiss Ratings reissued a “hold (c)” rating on shares of Hafnia in a research report on Monday, August 3rd. Pareto Securities cut Hafnia to a “hold” rating in a research note on Wednesday, May 27th. Finally, Wall Street Zen upgraded Hafnia from a “buy” rating to a “strong-buy” rating in a report on Sunday. One equities research analyst has rated the stock with a Strong Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy”.

Hafnia News Summary

Here are the key news stories impacting Hafnia this week:

• Positive Sentiment: Higher-than-expected second-quarter earnings: Hafnia reported earnings per share of $0.55, slightly above the $0.54 analyst consensus. Revenue reached $834.53 million versus expectations of $394.57 million, while the company posted a 19.2% return on equity and a 44.74% net margin. The results reinforce the company’s strong cash-generation potential in the product-tanker market. Hafnia Limited Announces Financial Results for the Three and Six Months Ended 30 June 2026
• Positive Sentiment: Dividend increased substantially: Hafnia declared a quarterly cash dividend of $0.5003 per share, payable September 23 to shareholders of record September 8. The payout is 73.9% above the prior $0.29 dividend and implies an annualized distribution of approximately $2.00 per share, supporting the stock’s appeal to income-focused investors. Hafnia Limited Dividend Information for the Second Quarter 2026
• Positive Sentiment: Profitable Andromeda joint-venture exit: Hafnia exited its joint venture with Andromeda after eight tankers were sold at a profit. The transaction may provide evidence of disciplined asset management and could strengthen liquidity, although it also reduces the company’s vessel exposure. Hafnia Cashes Out of Andromeda Joint Venture
• Neutral Sentiment: Shipping-cycle outlook remains important: Management commentary emphasizes navigating tanker-market cycles. Future results and dividend sustainability will depend on freight rates, vessel valuations and operating conditions across the product-tanker market. Mikael Skov on Riding Out Tanker Shipping Cycles

Hafnia Price Performance

Shares of HAFN opened at $8.47 on Monday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 1.48 and a current ratio of 1.60. The firm has a market cap of $4.34 billion, a PE ratio of 6.42 and a beta of 0.63. The firm’s 50 day moving average price is $7.50 and its 200 day moving average price is $7.69. Hafnia Limited has a twelve month low of $5.17 and a twelve month high of $9.53.

Hafnia (NYSE:HAFN) last posted its earnings results on Friday, August 28th. The company reported $0.56 EPS for the quarter, topping the consensus estimate of $0.54 by $0.02. Hafnia had a net margin of 56.72% and a return on equity of 27.44%. The company had revenue of $834.53 million during the quarter, compared to the consensus estimate of $394.57 million.

Hafnia Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 23rd. Investors of record on Tuesday, September 8th will be issued a $0.5003 dividend. This is a boost from Hafnia’s previous quarterly dividend of $0.29. This represents a $2.00 dividend on an annualized basis and a yield of 23.6%. The ex-dividend date is Tuesday, September 8th. Hafnia’s dividend payout ratio is currently 87.12%.

About Hafnia

Hafnia is a global shipping company listed on the New York Stock Exchange under the ticker HAFN. The firm specializes in the marine transportation of refined petroleum products, providing safe and reliable shipping solutions across key global trade lanes. Its core operations focus on the carriage of gasoline, diesel, jet fuel and other clean petroleum products, catering to the needs of oil majors, trading houses and independent refiners.

The company operates a modern fleet of double-hulled product tankers, managed to comply with stringent safety and environmental standards.