Jefferies’ bullish initiation aligns with consensus but comes from a low-accuracy firm and clashes with recent insider selling. With earnings in six days and EPS estimates rising, the setup is technically constructive — but position with caution due to weak firm track record and insider divergence.
Price Chart
Executive Summary
Jefferies initiates coverage on INSW with a Buy rating and $90 price target, implying 17% upside from the current $76.70. The consensus stands at 92% Buy (12 of 13 analysts), with a mean PT of $79 and median of $83. Jefferies' $90 PT matches the high estimate. The firm has a 40% accuracy rate on 5 calls, below the sector average. INSW reports earnings in six days. EPS estimates are trending up: +35% increase in +1y EPS over the past month. Insider selling totaled $12.1M in March–April, contrasting with the bullish analyst signal. Institutional data and short interest are unavailable. Despite strong consensus support, Jefferies’ low historical accuracy and recent insider selling temper conviction.
Impact Score
Consensus & Targets
Of 13 analysts covering INSW, 12 rate it Buy or Strong Buy (92%), 1 Hold, 0 Sell. The consensus is strongly bullish and has remained stable. Jefferies' Buy initiation aligns with the dominant consensus view.
The consensus price target mean is $79, median $83, range $56–$90 (n=5 analysts). At $76.70, shares imply 3.0% upside to the mean and 8.2% to the median. Jefferies' $90 PT is at the high end, 13.9% above the mean and 8.4% above the median, representing an aggressive stance within the bullish cohort.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-04-24 | Jefferies | initiate | Buy | $90.00 |
| 2026-04-22 | BTIG | maintain | Buy | $90.00 |
| 2026-03-09 | Deutsche Bank | maintain | Buy | — |
| 2026-02-26 | BTIG | maintain | Buy | $80.00 |
| 2026-02-04 | BTIG | maintain | Buy | $70.00 |
| 2025-05-08 | Jefferies | maintain | Buy | $48.00 |
| 2025-02-27 | Jefferies | maintain | Buy | $58.00 |
| 2024-11-14 | Jefferies | maintain | Buy | $60.00 |
| 2024-11-07 | Jefferies | maintain | Buy | $66.00 |
| 2024-10-23 | Stifel | downgrade | Hold | $56.00 |
Over the past 30 days, there has been 1 upgrade (Jefferies initiation) and 0 downgrades. EPS estimates are rising: +1y EPS estimate increased from $4.16 to $4.31 over 30 days (+3.7%), driven by 1 upward revision. +1q EPS rose 65% from $1.25 to $2.08 on one revision up, signaling improving sentiment ahead of earnings.
Firm Track Record — Jefferies
Jefferies accuracy: 53% on 2282 calls | avg return: 3.9%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 2 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Jefferies | 40% | 2/5 | 1.8% | below average |
| Stifel | 40% | 2/5 | -10.7% | below average |
Jefferies has a 40% accuracy rate (2 of 5 calls correct) on INSW with an average return of +1.8%, below the sector average. Among comparable firms, Stifel also has 40% accuracy but a negative average return (-10.7%). The best performer is not represented in recent actions; Jefferies ranks below average in both accuracy and returns for this ticker.
Earnings Estimates
Next earnings: Apr 30, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1y | $4.31 | $2.20 — $6.47 | $832.1M | ↑0 ↓0 |
| +1q | $2.08 | $1.28 — $3.49 | $249.2M | ↑1 ↓0 |
| 0q | $2.22 | $2.06 — $2.39 | $258.7M | ↑1 ↓0 |
| 0y | $7.37 | $5.97 — $10.08 | $996.6M | ↑1 ↓0 |
Cross-Platform Signals
Insiders have sold $12.1M in shares over the past 30 days, including $285K from executives Zabrocky and Pribor and $11.8M from Famotown Finance. This selling pressure contradicts the bullish analyst momentum. No congressional trades or institutional position changes are reported. Short interest data is unavailable. Insider activity diverges from analyst sentiment.
Investment Themes
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 8-K | $113.75 | awaiting T+5 | — | $113.75 (0.00%) |
Oct 21, 2026 6d ago | 8-K | $108.42 | awaiting T+5 | — | $113.75 (+4.92%) |
Oct 19, 2026 8d ago | Insider Cluster | $104.76 $111.41 | ▲ +6.35% | ▲ +6.27% | $113.75 (+8.58%) |
Oct 16, 2026 11d ago | Insider Cluster | $109.99 $110.78 | ▼ −0.72% | ▼ −1.15% | $113.75 (−3.42%) |
Oct 16, 2026 11d ago | 8-K | $109.99 $108.42 | ▼ −1.43% | ▼ −1.52% | $113.75 (+3.42%) |
Oct 8, 2026 19d ago | SC 13D/A | $119.82 $109.99 | ▼ −8.20% | ▼ −6.24% | $113.75 (−5.07%) |
Aug 17, 2026 10w ago | 144 | $98.77 $99.05 | ▲ +0.28% | ▲ +0.48% | $113.75 (+15.17%) |
Aug 10, 2026 11w ago | 8-K | $90.40 $98.36 | ▲ +8.81% | ▲ +8.85% | $113.75 (+25.83%) |
Jul 17, 2026 14w ago | Insider Cluster | $88.40 $92.28 | ▲ +4.39% | ▲ +4.82% | $113.75 (+28.68%) |
Jun 17, 2026 18w ago | Insider Cluster | $84.49 $81.49 | ▼ −3.55% | ▼ −1.88% | $113.75 (+34.63%) |
US Market Status
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