SFL Corporation: Year's Returns Exceed Fundamental Improvements

SFL Corporation Ltd. defied my Hold rating and has delivered strong returns since January. My initial concerns centered on SFL's cyclical risks, long-term leases, and debt burden. I doubted SFL's ability to recover or offer a risk-adjusted discount despite a 9.5% dividend.

Seeking Alpha • Sep 1, 2026

17 Ideal 'Safer' Buyable August Dogs Dug Up After 10 Years

I analyze 89 top Ten-Year Collected Dividend Dogs, focusing on yield-based strategies and safety via free cash flow coverage. Ten-year top dividend dogs project average net gains of 39.61% by August 2027, with risk profiles generally below market volatility. Seventeen 'safer' dogs meet the ideal of annual dividends from $1K invested exceeding share price, signaling strong income potential.

Seeking Alpha • Aug 28, 2026

SFL Q2 Earnings Call Highlights

SFL NYSE: SFL reported second-quarter revenue of approximately $201 million and adjusted EBITDA of $130 million, up 20% from the prior quarter, as higher spot tanker earnings contributed to results. Net income was $34 million, or $0.25 per share, compared with $26 million, or $0.20 per share, in the first quarter.

MarketBeat • Aug 26, 2026

SFL Corporation Ltd. (SFL) Q2 2026 Earnings Call Transcript

SFL Corporation Ltd. (SFL) Q2 2026 Earnings Call Transcript

Seeking Alpha • Aug 26, 2026

SFL - Invitation to Presentation of Q2 2026 Results

SFL Corporation Ltd. ("SFL" or the “Company”) (NYSE: SFL) plans to release its preliminary financial results for the second quarter of 2026 on Wednesday, August 26, 2026.

GlobeNewsWire • Aug 14, 2026

18 Ideal 'Safer' Buyable July Dogs Emerge After 10 Years Of Digging

I analyze 90 top Ten-Year Collected Dividend Dogs (a.k.a. “Decadean”), focusing on yield-based selection and safety via free cash flow coverage. Eighteen of 39 'Safer' dividend dogs meet the IDEAL standard: annual dividends from $1K invested exceed single share price, signaling attractive entry points. Analyst targets project 14.85% to 86.41% net gains for select dogs by July 2027, with the five lowest-priced yielding dogs offering a 16.25% advantage over the top ten.

Seeking Alpha • Jul 29, 2026

SFL Corporation: An 8%+ Yield With Improved Dividend Growth Potential

SFL Corporation offers high cash flow visibility through long-term charters across a diversified maritime fleet. Fundamentals are improving: dividend growth has resumed, the balance sheet is cleaner, and tanker spot exposure provides near-term upside. At 10x forward EV/EBITDA, SFL is not deep value, but the 8% yield is now better covered, and the dividend may rise further.

Seeking Alpha • Jun 29, 2026

SFL Q1 Earnings Call Highlights

SFL NYSE: SFL reported first-quarter 2026 operating revenue of about $174.5 million and GAAP net income of approximately $26 million, or $0.20 per share, as management highlighted stable contracted cash flows, a growing offshore backlog and unusually strong tanker spot-market earnings.

MarketBeat • May 15, 2026

SFL Corporation Ltd. (SFL) Q1 2026 Earnings Call Transcript

SFL Corporation Ltd. (SFL) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 12, 2026

SFL - First Quarter 2026 Results Presentation

Please find enclosed the presentation of the preliminary first quarter results to be held May 12, 2026, in the link below.   Attachment SFL - First Quarter 2026 Results Presentation

GlobeNewsWire • May 12, 2026