Navios Maritime Partners - gute Kaufgelegenheit?
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03.09.26 17:31:36 
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auf erwin-kostedde ABG Sundal Collier und Value Investor's Edge errechnen ein aktuelles NAV von 175 $. M.E. weit realistischer als Jeffries. NMM selbst hat 170 $ in der letzten Präsentation genannt.
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es scheint, der Markt findet langsam Gefallen an NMM
Navios Maritime Partners L.P. Reports Financial Results for the Second Quarter and Six Months Ended June 30, 2026
August 20, 2026 at 7:26 AM EDT
https://ir.navios-mlp.com/node/17991/pdf
- Revenue: $410.2 million for Q2 2026
- $767.2 million for H1 2026
- Net income: $167.9 million for Q2 2026
- $274.3 million for H1 2026
- Earnings per common unit: $5.78 for Q2 2026
- $9.42 for H1 2026
- Net cash from operating activities: $186.6 million for Q2 2026
- $313.3 million for H1 2026
- EBITDA: $275.2 million for Q2 2026
- $487.8 million for H1 2026
- Returning capital to unitholders: $200.0 million new common unit repurchase program
- 1,880,880 common units repurchased in 2024 - 2026 (through August 12) for $92.6 million 135,846 common units repurchased in Q2 2026 for $9.8 million
- $0.06 cash distribution per unit for Q2 2026; $0.24 per unit annualized for 2026
- Sales and purchases in Q2 – Q3 2026 QTD: $431.6 million acquisition cost of four newbuilding scrubber-fitted vessels$361.5 million for three VLCC tankers
- $70.1 million for a capesize vessel
- $ 34.5 million gross sale price for one 4,730 TEU containership; age of 19.2 years
- One newbuilding vessel delivered
- $4.4 billion contracted revenue as of August 2026
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Q1 26 schlechter als Q4 25
March 31, 2026
May 21, 2026 at 7:32 AM EDT
https://ir.navios-mlp.com/node/17816/pdf
- Revenue: $357.0 million for Q1 2026
- Net income: $106.3 million for Q1 2026
- Earnings per common unit: $3.64 for Q1 2026
- Net cash from operating activities: $126.6 million for Q1 2026
- EBITDA: $212.7 million for Q1 2026
- Returning capital to unitholders: 1,759,769 common units repurchased in 2024 - 2026 (through May 15) for $83.6 million 240,502 common units repurchased in 2026 (through May 15) for $15.6 million
- $0.06 cash distribution per unit for Q1 2026; $0.24 per unit annualized for 2026
- Sales and purchases in 2026 YTD: $616.3 million acquisition cost of six newbuilding scrubber-fitted vessels $482.0 million for four VLCC tankers
- $134.3 million for two capesize vessels
- $189.3 million gross sale proceeds from the sale of five vessels; average age of 17.0 years $136.5 million from two VLCC tankers
- $ 30.0 million from a 4,730 TEU containership
- $ 22.8 million from two dry bulk vessels
- Five newbuilding vessels delivered
- $4.1 billion contracted revenue as of May 2026
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Starkes Q4 mit knapp 4 $EPS p.q
Navios Maritime Partners L.P. Reports Financial Results for the Fourth Quarter and Year Ended December 31, 2025
February 19, 2026 at 7:30 AM EST
https://ir.navios-mlp.com/node/17571/pdf
- Revenue:$ 365.6 million for Q4 2025
- $1,344.1 million for FY 2025
- Net income:
- $ 117.3 million for Q4 2025
- $ 285.3 million for FY 2025
- Earnings per common unit:
- $3.99 for Q4 2025
- $9.59 for FY 2025
- Net cash from operating activities:
- $ 123.7 million for Q4 2025
- $ 505.0 million for FY 2025
- EBITDA:
- $ 224.8 million for Q4 2025
- $ 744.6 million for FY 2025
- Returning capital to unitholders:
- 20% increase in dividend distributions effective from Q1 2026New distribution levels: $0.24 per unit annually; $0.06 per unit quarterly
- 1,603,713 common units repurchased in 2024 - 2026 (through February 12) for $72.9 million
- $0.05 per unit cash distribution for Q4 2025; $0.20 per unit annualized for 2025
- Sales and purchases in Q4 2025 – 2026 YTD:$ 134.3 million acquisition of two Japanese newbuilding capesize vessels (with scrubbers)
- $ 136.5 million gross sale proceeds from the sale of two VLCC tankers; average age of 16.0 years
- One newbuilding aframax/LR2 tanker delivered
- $3.8 billion contracted revenue as of February 2026
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Trading Spotlight
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Hmm...
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https://apnews.com/article/mideast-wars-yemen-houthis-red-se…
https://www.freightwaves.com/news/suez-canal-ocean-lines-dis…
Wenn sich das bestätigt, wird der Suezkanal wieder deutlich mehr genutzt werden. Am meisten werden in dieser Reihenfolge betroffen sein:
1. Containerschiffe
2. Car Carrier
3. Produktentanker
4. LNG-Tanker
In geringerem Masse Bulker und crude-Tanker.
Könnte Druck auf die Charterraten geben, die zumindest mittelfristig die zukünftigen Erträge von NMM beeinträchtigen könnten.
Habe die letzten Tage begonnen, mein Produktentankerportfolio zu verkleinern.
nanu
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gerade gesehen. Jetzt gibt es Navios auch wieder in FFM
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Das beeindruckt mich alles nicht mehr. Selbst bei KGV 2 oder NAV 300$ bleibt der Aktienmarkt bei Angeliki kalt. Nur eine normale Dividende kann noch helfen.
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As of September 2, 2025, Navios Partners had repurchased 1,251,730common units since the commencement of the program, for a total cost of approximately $54.8 million.
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hier ist jemand, der davon ausgeht, dass NMM bis Ende 27 weiter die Flotte upgraded.
Navios Maritime Partners sits at a current price to book value of 0.43x and a price to Net Asset Value (NAV) of
When we dug into the industry peers to get a sense of their valuations the average of those companies was 1.06x with average through the cycle of 0.80x - 1.20x depending on the fleet quality and where we are in the cycle.
Below are rough estimates of the current Price/NAV for the following businesses across all segments of the shipping market that Navios serves. If we assign even 0.75x NAV for Navios (a discount to peers) you are talking about $100 vs $46 today and this assumes my NAV estimate is in correct by about 10%.
It is important that I note I think Navios actually deserves a premium to its peer group.
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Ich will AF nicht verteidigen - mich ärgert ihre Haltung z.B. hinsichtlich realistischer Dividendenzahlungen auch.
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22.08.25 13:56:06
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Ich hab noch ganz genau in Erinnerung, als Angeliki F. im letzten Jahr auf eine Analystenfrage antwortete, dass ihr Ziel, die Verschuldung (Net LTV) auf die angepeilten "20-25%" zu bringen, zur jetzigen Zeit in etwa erreicht werden sollte.
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21.08.25 15:33:33
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Die Q2 Zahlen sind da.
Revenue:
$327.6 million for Q2 2025
$631.7 million for H1 2025
Net Income:
$ 69.9 million for Q2 2025
$111.7 million for H1 2025
Earnings per common unit:
$ 2.34 for Q2 2025
$ 3.72 for H1 2025
Net cash from operating activities:
$121.6 million for Q2 2025
$278.2 million for H1 2025
EBITDA:
$178.2 million for Q2 2025
$325.8 million for H1 2025
Returning capital to unitholders:
716,575 common units repurchased in 2025 (through August 13) for $27.8 million
$0.05 per unit cash distribution for Q2 2025; $0.20 per unit annualized
Sales and purchases in Q2 – Q3 2025 QTD:
$133.0 million acquisition of two scrubber-fitted newbuilding aframax/LR2 tankers
$ 95.5 million gross sale proceeds from sale of three vessels; average age of 16.5 years
One newbuilding aframax/LR2 tanker delivered
$3.1 billion contracted revenue as of August 2025
[/quote]
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March 31, 2025
May 7, 2025 at 7:19 AM EDT
Revenue:
$304.1 million for Q1 2025
Net Income:
$41.7 million for Q1 2025
Earnings per common unit:
$1.38 for Q1 2025
Net cash from operating activities:
$156.6 million for Q1 2025
EBITDA:
$147.6 million for Q1 2025
Returning capital to unitholders:
423,984 common units repurchased in 2025 (through May 1st) for $16.1 million
$0.05 per unit cash distribution for Q1 2025; $0.20 per unit annualized
Sales and purchases YTD 2025:
$34.7 million gross sale proceeds from sale of three vessels; average age of 19.1 years
Four newbuilding vessels delivered
$ 3.4 billion contracted revenue as of April 2025
https://ir.navios-mlp.com/news-releases/news-release-details…
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18.02.25 18:18:10
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George O. Sertl, Jr."
George O. Sertl
George O. Sertl Jr., CFA, is a Managing Director of Artisan Partners and Portfolio Co-Manager for the Artisan Small Cap Value Fund, Artisan Mid Cap Value Fund, Artisan Value Fund and the firm’s U.S. value separate account portfolios. Prior to joining Artisan, Mr. Sertl was a Research Analyst at Schwartz Investment Counsel. Mr. Sertl began his investment career at Pauli & Company, where he worked as a Research Analyst in 1992. He holds a B.A. in economics and history from the University of Richmond and an M.A. in economics from St. Louis University
https://www.twst.com/bio/george-o-sertl-jr/
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17.02.25 23:46:37
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https://ir.navios-mlp.com/news-releases/news-release-details…
Revenue:
$ 332.5 million for Q4 2024
$1,334.1 million for FY 2024
Net Income:
$ 94.7 million for Q4 2024
$ 367.3 million for FY 2024
Earnings per common unit:
$ 3.11 for Q4 2024
$ 11.98 for FY 2024
Net cash from operating activities:
$ 114.9 million for Q4 2024
$ 483.5 million for FY 2024
EBITDA:
$ 197.6 million for Q4 2024
$ 757.4 million for FY 2024
Returning capital to unitholders:
489,955 common units repurchased in 2024 for $25.0 million
585,420 common units repurchased in 2024 – 2025 (through February 7) for $29.2 million
$0.05 per unit cash distribution for Q4 2024; $0.20 per unit annualized
Sales and purchases in Q4 2024 – 2025 YTD:
$ 18.8 million gross sale proceeds from sale of two dry bulk vessels
$ 25.4 million effective price for one Japanese-built ultra-handymax
Four newbuilding vessels delivered
$3.6 billion contracted revenue as of February 2025
Scheinen mir im Rahmen der Erwartungen, also gut wie immer. ARP legt immerhin etwas im Tempo zu: Inkl den ersten 5 Wochen 2025 rd 585 T shares oder 1,9% des Ausgangsvolumens. Das lässt hoffen, dass die das mit dem ARP ernst meinen.
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17.02.25 23:06:16
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George O. Sertl, Jr.
https://ir.navios-mlp.com/node/17271/html
Der ist bestimmt auch nicht heiß auf die Dividende von 5 ct/q
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