TotalEnergies (NYSE:TTE – Get Free Report) issued its quarterly earnings data on Wednesday. The company reported $2.45 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.23, Zacks reports. TotalEnergies had a net margin of 7.43% and a return on equity of 14.22%. The firm had revenue of $49.52 billion for the quarter, compared to analysts’ expectations of $44.58 billion.
Here are the key takeaways from TotalEnergies’ conference call:
- Middle East outages have shut in roughly 360,000 barrels/day (about 15% of TotalEnergies’ volumes), reducing near‑term output — the company notes these assets account for only ~10% of upstream cash flow at $60/bbl but the disruption remains material.
- Strong Q1 results driven by higher prices and operations: cash flow was €8.6 billion (+20%) and adjusted net income €5.4 billion (+40%), with +4% organic upstream production growth helping offset regional losses.
- Board reinforced shareholder returns and balance‑sheet discipline, raising the first interim dividend to €0.90/share (+5.9%) and authorizing buybacks up to $1.5 billion per quarter, while targeting a >40% cash payout and gearing in the low‑teens if prices remain high.
- Refining disruption at SATORP after strikes cut throughput to ~50% (~230,000 bpd); one unit restart is targeted in early May but damaged conversion units may require months (potentially ~6+) of repair, weighing on downstream capacity.
- LNG and portfolio resilience: marketing exposure to Qatar shut‑ins is limited (~1.5 Mt for 2026) and TotalEnergies will absorb force majeure for customers, expects Q2 LNG sell price near $10/MMBtu, and has restarted Mozambique construction to broaden supply diversity.
TotalEnergies Trading Up 0.0%
Shares of TTE traded up $0.05 during mid-day trading on Friday, hitting $92.76. The company had a trading volume of 2,321,610 shares, compared to its average volume of 1,974,702. The business’s 50-day simple moving average is $86.51 and its 200-day simple moving average is $73.35. The company has a quick ratio of 0.79, a current ratio of 0.97 and a debt-to-equity ratio of 0.42. TotalEnergies has a 1-year low of $56.94 and a 1-year high of $93.67. The stock has a market cap of $222.40 billion, a PE ratio of 13.74, a P/E/G ratio of 3.47 and a beta of 0.13.
More TotalEnergies News
- Positive Sentiment: Q1 results and shareholder returns: TotalEnergies reported Q1 earnings and revenue above expectations, driven by stronger realized Brent prices; management signaled bigger cash returns to shareholders (buybacks/dividend increases), supporting near-term EPS and yield outlook. TotalEnergies to return more cash to shareholders as oil rally fuels earnings beat TotalEnergies (TTEF) Shares Surge as Q1 Earnings Soar 29% Above Forecasts
- Positive Sentiment: Analyst upgrades: Erste Group materially raised FY2026–FY2027 EPS estimates for TTE, lifting consensus-level expectations and supporting valuation (lower forward multiple). MarketBeat report on Erste Group estimate upgrades
- Positive Sentiment: Renewables growth: TotalEnergies and Nextnorth reached financial close and started construction on a 440 MWp solar park in the Philippines (Total 65% owner), expanding the company’s clean-energy pipeline and diversifying future cash flows. TotalEnergies and Nextnorth begin building $300 million Philippine solar farm
- Neutral Sentiment: Analyst/style commentary: Positive value-investor write-ups (MSN, Zacks) highlight TTE’s low P/E, dividend yield and style scores — supportive for longer-term demand but less likely to move price immediately. Why TotalEnergies SE sponsored ADR (TTE) is a top value stock for the long term Zacks: Why TotalEnergies is a Top Value Stock
- Negative Sentiment: France fuel-price cap extended: TotalEnergies said it will continue capping retail fuel prices across France while the Middle East crisis persists and will offer temporary fixed-price offers for holiday weekends — a move that protects consumers but can compress downstream margins in France if prolonged. TotalEnergies to extend fuel price cap in France during Middle East crisis
Institutional Investors Weigh In On TotalEnergies
Hedge funds have recently modified their holdings of the stock. Atlas Capital Advisors Inc. acquired a new stake in shares of TotalEnergies in the fourth quarter worth approximately $43,000. McMillan Office Inc. acquired a new stake in shares of TotalEnergies in the fourth quarter worth approximately $51,000. Colonial Trust Advisors boosted its position in shares of TotalEnergies by 49.3% in the fourth quarter. Colonial Trust Advisors now owns 924 shares of the company’s stock worth $60,000 after acquiring an additional 305 shares during the last quarter. Larson Financial Group LLC boosted its position in shares of TotalEnergies by 38.7% in the third quarter. Larson Financial Group LLC now owns 1,322 shares of the company’s stock worth $79,000 after acquiring an additional 369 shares during the last quarter. Finally, Garton & Associates Financial Advisors LLC acquired a new stake in shares of TotalEnergies in the fourth quarter worth approximately $80,000. 16.53% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
Several research firms have issued reports on TTE. Weiss Ratings reaffirmed a “hold (c)” rating on shares of TotalEnergies in a research note on Wednesday, January 21st. Scotiabank raised their price target on shares of TotalEnergies from $73.00 to $97.00 and gave the stock a “sector perform” rating in a research note on Wednesday, April 22nd. Kepler Capital Markets raised shares of TotalEnergies from a “reduce” rating to a “hold” rating in a research note on Thursday, April 23rd. Piper Sandler raised their price target on shares of TotalEnergies from $74.00 to $92.00 and gave the stock a “neutral” rating in a research note on Thursday, March 12th. Finally, Jefferies Financial Group raised shares of TotalEnergies from a “hold” rating to a “buy” rating in a research note on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, TotalEnergies currently has an average rating of “Moderate Buy” and a consensus target price of $80.97.
View Our Latest Stock Analysis on TTE
About TotalEnergies
TotalEnergies SE (NYSE: TTE) is a French multinational integrated energy company engaged across the full energy value chain. Founded in 1924 as Compagnie Française des Pétroles, the company grew through a series of mergers and expansions—most notably with Petrofina and Elf Aquitaine around the turn of the millennium—and rebranded to TotalEnergies in 2021 to reflect a broader focus on multiple energy sources. It is organized to operate across upstream and downstream activities while pursuing a transition toward lower-carbon energy solutions.
In upstream, TotalEnergies explores for and produces crude oil and natural gas globally.
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