YPF

YPF SOCIEDAD ANONIMA

NYSE · Petroleum Refining · Inc. C1 · CIK 0000904851
$55.89 -0.82% $22.0B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)6 New Institutional Positions3 Institutional Exits
Vol
Market Cap$22.0B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (83%)
Inst. Holders50 funds
Inst. Value$859.4M
Inst. Activity6 buys / 3 sells
Insider Activity1B / 3S
Insider Net $-$700.0K
Reddit Sentiment50° Neutral
SEC Reports11
Press Releases1
Exchange NYSE·Sector Petroleum Refining·Inc. C1·CIK 0000904851·Prev Close $56.35

Recent Activity

Jun 8, 2026 SEC
YPF repurchased Class XXX Notes (YMCWO) with a par value of US$16.9 million at 99.90% of nominal value between June 1-5,
6-K — Impact 3/10
Jun 1, 2026 SEC
YPF repurchased Ps. 71.9 billion (US$51 million par value) of its Class XXX Notes (YMCWO) at 99.84% of par, reducing nea
6-K — Impact 4/10
Jun 1, 2026 short_volume
Short Volume: YPF — 60.9% short (0.8M / 1.4M)
Short: 846,126 | Exempt: 140 | TRF Vol: 1,388,301 | Short Ratio: 60.9% | Off-exchange volume (dark p
May 29, 2026 Insider
Maquieyra Martin bought 77 shares
Director @ $54.44 ($4.2K)
May 26, 2026 SEC
YPF repurchased Class XXX Notes (YMCWO) with a par value of US$11.3 million at 99.86% of nominal value, reducing near-te
6-K — Impact 3/10
Mar 27, 2026 Event
Petersen Energ�a; Eton Park v. Argentie Argentine Republic, YPF S.A.
Court ruling from Court of Appeals for the Second Circuit. Docket: 23-23-77370 (L); 23-7376 (L)
Mar 26, 2026 Press
YPF filed its annual report on Form 20-F for the fiscal year ended December 31, 2025, containing audited financial state
Impact 3/10
Mar 25, 2026 Insider
Martin Mauricio Alejandro sold 2,130 shares
Midstrm. & Downstrm. Exec. VP @ $44.21 ($94.2K)

Price Targets

$56.68 +1.4% upside Hold
Current $55.89 Low $48.00 Median $55.00 High $78.00 13 analysts
$48.00 $78.00

Analyst Ratings

Strong Buy83% buy · 12 analysts
4Strong Buy
6Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 27, 2026 UBS MAINTAIN Neutral → Neutral
Apr 29, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.00 ▲ +32.5% $2.00 — $2.00 3070% YoY 1
Next Q $1.89 ▲ +22.7% $1.89 — $1.89 404% YoY 1
Current FY $5.39 ▲ +56.2% $4.90 — $6.17 368% YoY 4
Next FY $5.64 ▲ +4.6% $5.03 — $6.35 5% YoY 5

Top Institutional Holders

FundValueMove
SUSQUEHANNA INTERNATIONAL GROUP, LLP$193.8M
MORGAN STANLEY$88.4MADD
MIRAE ASSET GLOBAL ETFS$80.1MTRIM
SUSQUEHANNA INTERNATIONAL GROUP, LLP$50.6M
Russell Investments Group, Ltd.$49.2MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 29, 2026Maquieyra MartinBUY$4.2K
Mar 25, 2026Martin MauricioSELL$94.2K
Mar 25, 2026Martin MauricioSELL$55.4K
Mar 19, 2026Aldeco MarceloSELL$554.7K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $859.4M total value (18,578,656 shares) as of 2026-Q1. Top holders: SUSQUEHANNA, MORGAN, MIRAE. Net buying activity: 6 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1SUSQUEHANNA INTERNATIONAL GROUP, LLP4,193,000$193.8M22.6%
2MORGAN STANLEY1,911,705$88.4M10.3%ADD +51.0%
3MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,732,061$80.1M9.3%TRIM -37.2%
4SUSQUEHANNA INTERNATIONAL GROUP, LLP1,095,300$50.6M5.9%
5Russell Investments Group, Ltd.1,064,621$49.2M5.7%DOUBLED +134.6%
6Grantham, Mayo, Van Otterloo & Co. LLC926,178$42.8M5.0%
7CITADEL ADVISORS LLC841,792$38.9M4.5%
8GOLDMAN SACHS GROUP INC792,033$36.6M4.3%
9BlackRock, Inc.719,793$33.3M3.9%DOUBLED +216705.1%
10CITADEL ADVISORS LLC621,400$28.7M3.3%
11PEAK6 LLC540,000$25.0M2.9%
12CITADEL ADVISORS LLC404,300$18.7M2.2%
13Jain Global LLC300,000$13.9M1.6%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP296,065$13.7M1.6%
15HSBC HOLDINGS PLC277,591$13.2M1.5%ADD +70.3%
16VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.245,687$11.4M1.3%
17CITIGROUP INC242,734$11.2M1.3%
18Point72 Asset Management, L.P.230,900$10.7M1.2%NEAR_EXIT -91.8%
19LMR Partners LLP200,000$9.2M1.1%
20LMR Partners LLP200,000$9.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD1,265,8121,911,705+51.0%$88.4M2026-Q1
Russell Investments Group, Ltd.DOUBLED453,7951,064,621+134.6%$49.2M2026-Q1
BlackRock, Inc.DOUBLED332719,793+216705.1%$33.3M2026-Q1
BANK OF AMERICA CORP /DE/TRIM216,422124,019-42.7%$5.7M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainADD66,000105,000+59.1%$4.9M2026-Q1
Banco Santander, S.A.TRIM139,78454,297-61.2%$2.5M2026-Q1
HighTower Advisors, LLCDOUBLED8,52334,423+303.9%$1.6M2026-Q1
Duquesne Family Office LLCDOUBLED606,9903,235,962+433.1%$149.6K2026-Q1
Parallax Volatility Advisers, L.P.NEAR_EXIT6,9361,065-84.6%$45.9K2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.TRIM2,650,6071,663,818-37.2%$60.2M2025-Q4
HSBC HOLDINGS PLCADD175,783299,442+70.3%$10.8M2025-Q4
BANK OF AMERICA CORP /DE/TRIM330,673216,422-34.6%$7.8M2025-Q4
GROUP ONE TRADING LLCTRIM405,574211,359-47.9%$7.6M2025-Q4
Brevan Howard Capital Management LPDOUBLED56,427202,258+258.4%$7.3M2025-Q4
Verition Fund Management LLCDOUBLED66,608147,000+120.7%$5.3M2025-Q4
Banco Santander, S.A.DOUBLED44,228139,784+216.1%$5.1M2025-Q4
AmundiADD64,99185,574+31.7%$3.1M2025-Q4
STIFEL FINANCIAL CORPTRIM154,72053,608-65.4%$1.9M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED1,62445,644+2710.6%$1.7M2025-Q4
Mariner, LLCDOUBLED8,27517,747+114.5%$641.7K2025-Q4
Parallax Volatility Advisers, L.P.NEAR_EXIT78,1466,936-91.1%$250.8K2025-Q4
RHUMBLINE ADVISERSTRIM8,6704,385-49.4%$158.6K2025-Q4
Duquesne Family Office LLCDOUBLED114,695606,990+429.2%$21.9K2025-Q4
FMR LLCTRIM12490-27.4%$3.3K2025-Q4
UBS Group AGDOUBLED289,229651,384+125.2%$15.8M2025-Q3
3 unique insiders with 4 transactions. Net insider value: -$700.0K ($4.2K bought, $704.2K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 29, 2026Maquieyra MartinDirectorBUY77$54.44$4.2K
Mar 25, 2026Martin Mauricio AlejandroMidstrm. & Downstrm. Exec. VPSELL2,130$44.21$94.2K
Mar 25, 2026Martin Mauricio AlejandroMidstrm. & Downstrm. Exec. VPSELL1,300$42.60$55.4K
Mar 19, 2026Aldeco Marcelo GustavoLabor Relations VPSELL12,719$43.61$554.7K
11 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 0 mixed, 9 neutral. Avg impact: 4.5/10.
Current analyst consensus: Strong Buy (83% buy). Based on 12 analysts: 4 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$56.68 mean target +1.4% upside Hold (1.77)
$48.00 Low $78.00 High
MetricValue
Current Price$55.89
Target Low$48.00
Target Mean$56.68
Target Median$55.00
Target High$78.00
# Analysts13
RecommendationHold (1.77)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$2.00 $2.00 $2.00 3069.6% +32.5% 1↑ 0↓ $8251.0B 33.7% 1
Next Q
2026-09-30
$1.89 $1.89 $1.89 403.6% +22.7% 1↑ 0↓ $8120.2B 21.9% 1
Current FY
2026-12-31
$5.39 $4.90 $6.17 367.7% +56.2% 4↑ 0↓ $29617.2B 14.0% 4
Next FY
2027-12-31
$5.64 $5.03 $6.35 4.5% +4.6% 3↑ 1↓ $29043.8B -1.9% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.000
7d ago$1.510+0.490
30d ago$1.510+0.490
60d ago$0.000+2.000
90d ago$0.000+2.000
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 27, 2026 UBS MAINTAIN Neutral Neutral
Apr 29, 2026 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264620083%
May 1, 20264620083%
Apr 1, 20264620083%
Mar 1, 20264620083%
Feb 1, 20264620083%
Jan 1, 20264620083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 5, 2026150° Neutral001

Recent Reddit Threads

r/investing Neutral 1mo ago
Portfolio feedback request.
▲ 1 💬 0 ⚡ 0.5
Jun 1, 2026
short_volume
Short Volume: YPF — 60.9% short (0.8M / 1.4M)
Short: 846,126 | Exempt: 140 | TRF Vol: 1,388,301 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: YPF — 56.2% short (0.4M / 0.7M)
Short: 415,081 | Exempt: 2,590 | TRF Vol: 738,993 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: YPF — 15,580 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $44.95, FTD Value: $700,321, YPF SOCIEDAD ANONIMA ADS
May 12, 2026
short_volume
Short Volume: YPF — 71.8% short (0.5M / 0.7M)
Short: 510,098 | Exempt: 10 | TRF Vol: 710,316 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: YPF — 75.2% short (0.7M / 1.0M)
Short: 733,834 | Exempt: 25 | TRF Vol: 975,510 | Short Ratio: 75.2% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: YPF — 72.1% short (0.6M / 0.8M)
Short: 600,048 | Exempt: 14 | TRF Vol: 832,147 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: YPF — 62.6% short (0.5M / 0.8M)
Short: 497,308 | Exempt: 44 | TRF Vol: 794,692 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: YPF — 62,057 shares ($2.7M) failed to deliver
Settlement: 20260506, Price: $43.97, FTD Value: $2,728,646.29, YPF SOCIEDAD ANONIMA ADS
May 6, 2026
short_volume
Short Volume: YPF — 66.0% short (0.7M / 1.1M)
Short: 728,469 | Exempt: 1,809 | TRF Vol: 1,102,955 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: YPF — 100,565 shares ($4.4M) failed to deliver
Settlement: 20260504, Price: $43.38, FTD Value: $4,362,509.7, YPF SOCIEDAD ANONIMA ADS
May 4, 2026
short_volume
Short Volume: YPF — 58.1% short (0.3M / 0.5M)
Short: 294,982 | Exempt: 2,407 | TRF Vol: 508,076 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: YPF — 57.0% short (0.4M / 0.8M)
Short: 437,249 | Exempt: 1,649 | TRF Vol: 766,550 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: YPF — 63.1% short (0.5M / 0.7M)
Short: 452,951 | Exempt: 0 | TRF Vol: 717,372 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_interest
FTD: YPF — 23,860 shares ($1.0M) failed to deliver
Settlement: 20260428, Price: $43.00, FTD Value: $1,025,980, YPF SOCIEDAD ANONIMA ADS
Apr 27, 2026
short_volume
Short Volume: YPF — 65.7% short (0.5M / 0.8M)
Short: 548,305 | Exempt: 510 | TRF Vol: 834,019 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
Enforcement
Petersen Energ�a; Eton Park v. Argentie Argentine Republic, YPF S.A.
Court ruling from Court of Appeals for the Second Circuit. Docket: 23-23-77370 (L); 23-7376 (L)