Dynagas LNG Partners LP (DLNG) AI Stock Analysis

NYSE: DLNGAI research summary: business, growth, valuation, analysts, bull and bear case.

DLNG AI stock analysis summary

AI Research

Dynagas LNG Partners LP is an owner and operator of liquefied natural gas carriers based in Athens, Greece. The partnership generated $160.0M in trailing twelve-month revenue with a net profit margin of 42.3%. It offers a 6.06% forward dividend yield while its units trade at a trailing price-to-earnings ratio of 2.0x.

Market cap
$120.1M
Revenue (TTM)
$160.0M
P/E
2.0x
fwd 23.7x
1Y return
-2.0%
S&P 500 16.8%
Avg. target
$5.00
51.5% vs last close

Bull case

  • The partnership achieved a high trailing twelve-month profit margin of 42.3% and beat earnings expectations in each of the last 4 quarters.
  • Units offer a 6.06% forward dividend yield supported by a low payout ratio of 12.0%.
  • Dynagas trades at a trailing price-to-earnings multiple of 2.0x, well below the 15.0x median for US-listed Energy peers.

Bear case

  • Over the past 1 year, unit prices declined 2.0%, underperforming the S&P 500 return of 16.8%.
  • Total debt stands at $255.2M as of June 30, 2026, leading to a net debt burden of $195.7M relative to a market capitalization of $120.1M.
  • The forward price-to-earnings ratio of 23.7x sits well above the US-listed Energy peer median of 12.7x.

What Dynagas LNG Partners does

Dynagas LNG Partners LP, headquartered in Athens, Greece, is engaged in the global seaborne transportation sector. The partnership specializes in owning and operating liquefied natural gas (LNG) carriers used in the international LNG shipping market. As of April 29, 2022, the partnership operated a fleet of six LNG carriers capable of transporting approximately 914,100 cubic meters of LNG. Dynagas LNG Partners LP was established in 2013 and is managed by Dynagas GP LLC, which serves as the general partner overseeing the partnership's strategic direction and day-to-day operations.

Growth and profitability

Revenue increased slightly from $137.7M in FY2021 to $156.6M in FY2025, reflecting a 5-year compound annual growth rate of 2.7%. During that period, net income rose from $53.3M in FY2021 to $61.6M in FY2025, with net margin improving to 39.4%. Operating margin reached 48.1% in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $160.0M with a profit margin of 42.3% and EPS of $1.69. In the latest quarter ended June 30, 2026, quarterly revenue grew 6.7% year-over-year, while quarterly earnings expanded by 135.4%.

DLNG income statement →

Balance sheet and cash flow

As of June 30, 2026, Dynagas LNG Partners held $59.5M in cash and short-term investments against $255.2M in total debt, resulting in net debt of $195.7M. Shareholders' equity was $499.6M, corresponding to a debt-to-equity ratio of 0.51 and a current ratio of 108.95. In FY2025, operating cash flow and free cash flow both stood at $90.3M. During FY2025, capital expenditures were $90.3M, dividends paid totaled $71.9M, and share buybacks amounted to $1.3M.

DLNG balance sheet →

Valuation and performance

Dynagas LNG Partners trades at a trailing price-to-earnings ratio of 2.0x, which is lower than the 15.0x median of its US-listed Energy peers. Its enterprise value to EBITDA ratio is 2.8x compared to the peer median of 8.0x, and its price-to-sales multiple is 0.8x versus the peer median of 1.8x. However, its forward price-to-earnings ratio of 23.7x stands above the peer median of 12.7x. Over the past year, the partnership's units fell 2.0%, trailing the S&P 500 (SPY) return of 16.8%.

DLNG key metrics →

DLNG dividend

Dynagas LNG Partners pays a forward annual dividend of $0.20 per unit, translating to a dividend yield of 6.06%. The partnership distributes dividends quarterly and has paid dividends for 3 consecutive years. Its payout ratio stands at 12.0%, and its last ex-dividend date was August 24, 2026.

DLNG dividend history →

What analysts expect

Following DLNG, 1 analyst projects next fiscal year revenue of $150.1M, representing 0.4% growth, and EPS of $1.16, representing 7.4% growth. The partnership has exceeded earnings estimates in each of the last 4 quarters. The mean price target is $5.00, which is 51.5% above the last close of $3.30. The next earnings date is scheduled for November 19, 2026.

DLNG forecast and price target →

Key risks and what to watch

  • Revenue growth has been subdued, with a 5-year CAGR of 2.7% between FY2020 and FY2025.
  • Net debt of $195.7M requires ongoing capital allocation to service obligations alongside distributions.
  • Analyst coverage is limited to 1 analyst, with projected revenue for next fiscal year contracting to $150.1M from $160.0M trailing twelve-month levels.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this DLNG AI stock analysis

This page is an AI-written research summary of Dynagas LNG Partners LP (DLNG). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: DLNG income statement, DLNG balance sheet, DLNG key metrics, DLNG analyst forecast, DLNG chart. See the DLNG stock overview for the latest quote and news.

DLNG AI stock analysis FAQ

What is Dynagas LNG Partners' dividend yield?

Dynagas LNG Partners provides a forward annual dividend of $0.20 per unit, which equals a dividend yield of 6.06%. It maintains a dividend payout ratio of 12.0%.

How large is the Dynagas LNG Partners fleet?

As of April 29, 2022, the partnership owned and operated six LNG carriers. These vessels have an aggregate carrying capacity of approximately 914,100 cubic meters of LNG.

How does DLNG's valuation compare to industry peers?

DLNG trades at a trailing P/E of 2.0x and an EV-to-EBITDA of 2.8x, both below the US-listed Energy medians of 15.0x and 8.0x, respectively. Its forward P/E of 23.7x is higher than the peer median of 12.7x.

When is Dynagas LNG Partners' next earnings report?

Dynagas LNG Partners is scheduled to report its next financial results on November 19, 2026.

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