YPF (ADR) (YPF)
Integrates oil and gas production, refining, fuel retail and LNG development.
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Integrates oil and gas production with transportation, refining, fuel retail and gas commercialization in Argentina. Its three reportable segments are Upstream, Midstream and Downstream, and LNG and Integrated Gas, while the portfolio shifts toward Vaca Muerta under majority Argentine state control.
Spans oil and gas exploration and production, transportation, refining, petrochemicals, fuel distribution and retail, integrated gas, and developing LNG projects. Reporting is organized into Upstream, Midstream and Downstream, and LNG and Integrated Gas.
Redirects the upstream portfolio toward Vaca Muerta while selling or reverting mature conventional fields. The integrated refining and fuel chain processes and sells production, while operating-efficiency work runs across the business.
Operates primarily in Argentina under majority national-state control. Execution depends on domestic hydrocarbon regulation, infrastructure and pricing, the economics of continued Vaca Muerta development, completion of conventional-field exits, and financing and approvals for LNG export projects.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | UBS | Reiterate | Rating: —Target: $48 | Target: $55 |
| Aug 14, 2026 | HSBC | Upgrade | Target: — | Target: $60 |
| Aug 11, 2026 | Bradesco | Downgrade | Target: — | Target: $55 |
| May 27, 2026 | UBS | Reiterate | Rating: —Target: $27 | Target: $48 |
| Feb 27, 2026 | Morgan Stanley | Target | Target: $22 | Target: $47 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.44B · Total debt $10.70B · Total assets $31.96B · Shareholders' equity $12.32B
- Revenue
- $6.06B
- Operating income
- $1.68B
- Net income
- $1.11B
Reported in ARS, converted at the latest exchange rate
No dividends on record.
| Institutions | 15.18% | 59.69M ADS | |
|---|---|---|---|
| 202 holders · as of Jun 30, 2026 | |||
| Insiders | 0.73% | 2.89M ADS | |
| 27 holders · as of Sep 2, 2026 | |||
| Other | 84.09% | 330.73M ADS | |
| remainder | |||
393.31M ADS (1 ADS = 2 ordinary shares) as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This company has 5 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Aquamarine Financial (Cayman) LtdInstitution | 3.16% | 12.44M ADS | as of Jun 30, 2026 |
FMR LLCInstitution | 2.72% | 10.71M ADS | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 1.19% | 4.66M ADS | as of Jun 30, 2026 |
North of South Capital LLPInstitution | 1.02% | 4.02M ADS | as of Jun 30, 2026 |
VR Advisory Services LtdInstitution | 0.82% | 3.23M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 29, 2026 | Martin Maquieyra | director | −218 | $47.36 |
| Jul 2, 2026 | Matias Osvaldo Farina | officer: VP Upstream | +8,875 | $45.22 |
| Jul 2, 2026 | Horacio Daniel Marin | director, officer: Chairman of the Board/ CEO | +2,840 | $46.35 |
| May 29, 2026 | Martin Maquieyra | director | +77 | $54.44 |
| Mar 25, 2026 | Mauricio Alejandro Martin | director, officer: Midstrm. & Downstrm. Exec. VP | −3,430 | $43.60 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| YPF (ADR) | $55.18 | +3.42% | $20.92B | 30.0 | 25.1 | 1.1 | +32.1% |
| Vista Energy (ADR) | $71.14 | +2.48% | $7.24B | 9.2 | 7.4 | 2.1 | +86.1% |
| BP (ADR) | $44.21 | +2.58% | $113.03B | 21.5 | 7.8 | 0.5 | +46.5% |
| Pampa Energia (ADR) | $81.13 | +0.54% | $4.39B | 7.5 | 10.1 | 1.8 | +53.5% |
| TotalEnergies | $90.56 | +0.79% | $200.10B | 11.3 | 8.2 | 1.0 | +26.2% |
| Shell (ADR) | $94.79 | +0.92% | $261.89B | 10.4 | 9.1 | 0.9 | +44.7% |
| Median | 10.4 | 8.2 | 1.0 | +46.5% |