EIPAF ENI SPA

BULLISH Impact: 8/10 6-K
Horizon weeks Filed Apr 24, 2026 Processed 1mo ago SEC 0001104659-26-048393
Notable filing: 6-K
Latest settled — T+20d
EIPAF ▲ +6.91% at T+20d
LONG call ✓ call won +6.91% · α vs SPY +2.89% · entry $26.90 → $28.76
Next anchor: T+60d in 5w
Last close $26.05 (close Jun 12) · -3.16% from $26.90 entry
Entry anchored
Apr 24, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.16%
$26.90
settled 7w ago
T+5d
+1.26%
call +1.26% · α +0.35%
$27.24
settled 6w ago
T+20d
+6.91%
call +6.91% · α +2.89%
$28.76
settled 24d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Eni reported strong first-quarter 2026 results, with 9% year-over-year production growth, exceptional exploration discoveries totaling ~1 billion boe, and a 20% increase in full-year cash flow guidance to €13.8 billion. The company raised its share buyback program by nearly 90% to €2.8 billion, reflecting improved financial performance and a resilient balance sheet with proforma gearing at 15%.

Actionable Insight

The significant increase in buybacks and raised cash flow guidance signal strong confidence in future performance. Traders should monitor upcoming capital allocation decisions and production trends, particularly from new projects in Indonesia and Angola. The demerger of Plenitude could create additional shareholder value in the medium term.

Key Facts

  • Hydrocarbon production grew 9% YoY to 1.8 million boe/d
  • Full-year CFFO guidance raised 20% to €13.8 billion
  • Share buyback program increased by ~90% to €2.8 billion
  • Exploration discovered ~1 billion boe of resources, including major finds in Egypt and Indonesia
  • E&P proforma adjusted EBIT was €3.36 billion, nearly unchanged YoY despite currency headwinds
  • Plenitude acquisition of Acea Energia added 1.2 million customers

Financial Impact

€2.8 billion share buyback program and €13.8 billion CFFO guidance

revenueepscashFlowdilution

Risk Factors

  • Currency exchange rate volatility (EUR/USD up 11% YoY)
  • Commodity price fluctuations affecting refining margins
  • Execution risks in major project developments

Market Snapshot

Exchange
OTC
Sector
Crude Petroleum & Natural Gas

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-048393
Document: 0001104659-26-048393-index-headers.html0001104659-26-048393
Document: 0001104659-26-048393-index.html0001104659-26-048393
Document: 0001104659-26-048393.txt0001104659-26-048393
8 reports for EIPAF
Performance horizon
Filters
Rows
Reports for EIPAF — sortable, filterable
Type Now
Jun 10, 2026
4d ago
6-K
NEUTRAL ★ 3/10
$26.90 awaiting T+1awaiting T+1$26.05 (−3.16%)
Jun 3, 2026
11d ago
6-K
NEUTRAL ★ 2/10
$26.05 $26.05· 0.00%▼ −0.40%$26.05 (−0.00%)
May 27, 2026
18d ago
6-K
NEUTRAL ★ 3/10
$26.05 $26.05· 0.00%▼ −0.55%$26.05 (−0.00%)
May 20, 2026
25d ago
6-K
NEUTRAL ★ 2/10
$29.30 $28.76▼ −1.84%▼ −2.04%$26.05 (−11.09%)
May 13, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$26.76 $29.30▲ +9.49%▲ +8.71%$26.05 (−2.65%)
May 7, 2026
5w ago
6-K
NEUTRAL ★ 4/10
$27.24 $28.54▲ +4.77%▲ +3.94%$26.05 (−4.37%)
Apr 24, 2026
7w ago
6-K
BULLISH ★ 8/10
$26.90 $26.90· 0.00%▼ −0.16%$26.05 (−3.16%)
Apr 7, 2026
9w ago
6-K
NEUTRAL ★ 5/10
$27.38 $27.38· 0.00%▼ −2.54%$26.05 (−4.86%)
Showing 8 of 8

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