Tenaris

TS

Market cap $18.2B

Overview Fund Activity

34.92 USD

-0.20

0.57%

At close Updated Sep 19, 4:00 PM EDT

Pre-market

After hours

34.92

0.00

0%

1 day

-0.57%

5 days

-2.27%

1 month

-2.59%

3 months

-4.2%

6 months

-12.94%

Year to date

-7.05%

1 year

17.5%

5 years

239.69%

10 years

36.14%

About: Tenaris is one of the largest global producers of oil country tubular goods, which are used primarily in the construction of oil and gas wells. Its production facilities are located primarily in the US, Argentina, Mexico, and Italy. Tenaris' premium OCTG products are among the most trusted by oil companies for use in the most challenging applications, including deep-water offshore wells and horizontal shale wells.

Employees: 25,900

Energy Oil & Gas Equipment & Services

0

Funds holding %

of 7,466 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

28% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 68

2.77% more ownership

Funds ownership: 3.78% [Q1] → 6.55% (+2.77%) [Q2]

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 224 [Q1] → 219 (-5) [Q2]

17% less capital invested

Capital invested by funds: $1.71B [Q1] → $1.42B (-$297M) [Q2]

34% less call options, than puts

Call options by funds: $7.47M | Put options by funds: $11.3M

50% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$41

17% upside

Avg. target

$44

25% upside

High target

$46

32% upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

Piper Sandler Derek Podhaizer	$41	Neutral Downgraded	17 Sep 2025
Barclays David Anderson	$46	Overweight Maintained	7 Aug 2025

See Analyst Rankings

Financial journalist opinion

Tenaris's controlling shareholder files an amendment to Schedule 13D in response to Tenaris's ongoing share buyback program

LUXEMBOURG, Sept. 19, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”, or the “Company”) announced that its indirect controlling shareholder San Faustin S.A. and its direct controlling shareholder Techint Holdings S.à r.l. (the “Reporting Persons”) filed earlier today with the SEC an amendment to their Schedule 13D, reporting that, for portfolio-management purposes and in response to Tenaris's ongoing share repurchase program causing San Faustin's beneficial ownership interest in Tenaris to passively increase, on September 17, 2025, the board of directors of San Faustin had authorized Techint Holdings to sell a number of its ordinary shares of Tenaris, provided that Techint Holdings' ownership stake in Tenaris should not fall below 67% of Tenaris's total outstanding ordinary shares. The Reporting Persons stated that the precise timing, amount and manner of any such sales will depend upon market conditions and other factors, and that there is no assurance that any sales will be completed or the timing thereof. The Reporting Persons also noted that, although they do not currently intend to purchase ordinary shares or to reduce their beneficial ownership below 67% of Tenaris's total outstanding ordinary shares, they may from time to time, depending on market conditions and other factors, purchase or sell additional ordinary shares, and that, except as described above, they do not have any present plans or proposals that relate to or would result in any extraordinary corporate transaction or lead to the acquisition of additional securities.

Tenaris's controlling shareholder files an amendment to Schedule 13D in response to Tenaris's ongoing share buyback program

Tenaris: Recession-Resistant, Globally Diversified, And Cheap

Despite weaker U.S. prices and global drilling slowdown, Tenaris delivered strong Q2 2025 results, with 56% net income growth and resilient margins thanks to disciplined cost control and product mix. The company holds a solid net cash position of $3.7B, enabling shareholder returns through $600M in dividends and $237M in buybacks, even in a challenging energy cycle. Tenaris trades at compelling valuation levels—9.9x P/E FWD and 5.8x EV/EBITDA FWD—offering downside protection and long-term upside as energy demand recovers.

Tenaris: Recession-Resistant, Globally Diversified, And Cheap

Tenaris S.A. (TS) Q2 2025 Earnings Call Transcript

Tenaris S.A. (NYSE:TS ) Q2 2025 Earnings Conference Call July 31, 2025 8:00 AM ET Company Participants Carlos Gomez Alzaga - Chief Financial Officer Gabriel Podskubka - Chief Operating Officer Giovanni Sardagna - Investor Relations Director Guillermo Moreno - Corporate Participant Paolo Rocca - Chairman & CEO Conference Call Participants Alessandro Pozzi - Mediobanca—Banca di credito finanziario S.p.A.

Tenaris S.A. (TS) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Tenaris (TS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for Tenaris (TS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Tenaris (TS) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Tenaris' quarterly net sales fall 7% on Brazil, Europe weakness

Italian steel pipe maker Tenaris on Wednesday posted a 7% drop in net sales for the second quarter of 2025, hurt by lower shipments to Brazil and Europe.

Tenaris' quarterly net sales fall 7% on Brazil, Europe weakness

Tenaris Announces 2025 Second Quarter Results

The financial and operational information contained in this press release is based on unaudited consolidated condensed interim financial statements presented in U.S. dollars and prepared in accordance with International Financial Reporting Standards as issued by the International Accounting Standard Board and adopted by the European Union, or IFRS. Additionally, this press release includes non-IFRS alternative performance measures i.e., EBITDA, Free Cash Flow, Net cash / debt and Operating working capital days. See exhibit I for more details on these alternative performance measures.

Tenaris Announces 2025 Second Quarter Results

20 oil stocks passing a quality screen as Investors wonder what Iran will do next

Nobody knows how badly the international oil market might be disrupted by Iran. But if you want to take advantage of the uncertainty, a screen encompassing debt levels and cash flow can limit your risk.

20 oil stocks passing a quality screen as Investors wonder what Iran will do next

Tenaris provides information pursuant to Luxembourg Transparency Law

LUXEMBOURG, June 18, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”, or the “Company”) announced today that the Company's controlling shareholder, San Faustin S.A. (“San Faustin”), has notified the Company that, as a result of Tenaris's open market repurchases of own shares under its share buyback program publicly announced on May 27, 2025, San Faustin has passively crossed a voting rights threshold triggering a notice requirement under the Luxembourg Transparency Law.

Tenaris provides information pursuant to Luxembourg Transparency Law

Tenaris: The Buybacks Continue

Tenaris' earnings may be inflecting despite the oil price headwinds as steel tariffs are allowing it to capture pricing increases in the U.S. Robust free cash flow and the net cash position allow Tenaris to continue its buybacks. The company also derives 2/3 of its revenue from ex-US markets, characterized by more durable, long-cycle capex.

Tenaris: The Buybacks Continue

Tenaris to Commence a USD 600 million First Tranche of its USD 1.2 Billion Share Buyback Program

LUXEMBOURG, June 06, 2025 (GLOBE NEWSWIRE) -- Tenaris S.A. (NYSE and Mexico: TS and EXM Italy: TEN) (“Tenaris”) announced today that pursuant to its Share Buyback Program (the “Program”) announced on May 27, 2025, covering up to USD 1.2 billion, it has entered into a non-discretionary buyback agreement with a primary financial institution (the “Bank”).

Tenaris to Commence a USD 600 million First Tranche of its USD 1.2 Billion Share Buyback Program

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