Brokers Issue Forecasts for TotalEnergies FY2026 Earnings

Key Points

• Erste Group Bank raised its FY2026 EPS forecast for TotalEnergies to $11.96 from $10.99, close to the $12.02 consensus estimate; it projects FY2027 EPS at $10.92.
• TotalEnergies reported quarterly EPS of $2.68 on $57.10 billion in revenue, with a 15.66% return on equity and an 8.29% net margin.
• Analyst sentiment remains generally positive, with a “Moderate Buy” consensus and a $92 average price target, while the stock recently traded near $88.93.

TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report) - Investment analysts at Erste Group Bank increased their FY2026 earnings per share (EPS) estimates for TotalEnergies in a research report issued to clients and investors on Thursday, October 8th. Erste Group Bank analyst H. Engel now anticipates that the company will earn $11.96 per share for the year, up from their prior estimate of $10.99. The consensus estimate for TotalEnergies' current full-year earnings is $12.02 per share. Erste Group Bank also issued estimates for TotalEnergies' FY2027 earnings at $10.92 EPS.

TotalEnergies (NYSE:TTE - Get Free Report) last posted its quarterly earnings data on Tuesday, June 30th. The company reported $2.68 EPS for the quarter. TotalEnergies had a return on equity of 15.66% and a net margin of 8.29%. The business had revenue of $57.10 billion during the quarter.

A number of other equities analysts have also recently weighed in on the stock. Morgan Stanley set a $90.00 price objective on shares of TotalEnergies and gave the stock an "equal weight" rating in a research report on Thursday, September 3rd. JPMorgan Chase & Co. lowered shares of TotalEnergies from an "overweight" rating to a "neutral" rating in a research report on Wednesday, September 23rd. Weiss Ratings upgraded shares of TotalEnergies from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, July 24th. Barclays reissued an "overweight" rating on shares of TotalEnergies in a research note on Monday, October 5th. Finally, TD Cowen reduced their price target on shares of TotalEnergies from $108.00 to $105.00 and set a "buy" rating for the company in a research report on Tuesday. Ten analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $92.00.

TotalEnergies Price Performance

Shares of NYSE TTE opened at $88.93 on Wednesday. The firm has a market cap of $213.23 billion, a PE ratio of 10.24 and a beta of 0.18. The firm has a fifty day moving average of $88.58 and a 200 day moving average of $87.35. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.85 and a current ratio of 1.06. TotalEnergies has a one year low of $57.44 and a one year high of $94.17.

Institutional Trading of TotalEnergies

A number of hedge funds and other institutional investors have recently modified their holdings of TTE. Allied Investment Advisors LLC grew its holdings in shares of TotalEnergies by 1.6% in the third quarter. Allied Investment Advisors LLC now owns 195,741 shares of the company's stock valued at $16,736,000 after purchasing an additional 3,164 shares during the period. Fragasso Financial Advisors Inc acquired a new stake in TotalEnergies during the third quarter worth about $228,000. JGP Wealth Management LLC raised its stake in TotalEnergies by 10.7% during the third quarter. JGP Wealth Management LLC now owns 5,340 shares of the company's stock worth $457,000 after purchasing an additional 517 shares during the period. Sound Income Strategies LLC raised its stake in TotalEnergies by 2.1% during the third quarter. Sound Income Strategies LLC now owns 295,717 shares of the company's stock worth $25,438,000 after purchasing an additional 6,022 shares during the period. Finally, GK Wealth Management LLC purchased a new position in TotalEnergies during the third quarter worth about $43,000. 16.53% of the stock is owned by institutional investors and hedge funds.

TotalEnergies News Summary

Here are the key news stories impacting TotalEnergies this week:

• Positive Sentiment: U.S. solar portfolio expansion: TotalEnergies and KKR agreed to add 700 MW of utility-scale solar assets in Texas and Ohio to their 50/50 renewable-energy joint venture. The portfolio, valued at approximately $1.2 billion, would increase the JV’s holdings to 2.1 GW, with the projects expected to begin operations by the first quarter of 2027. Electricity from the assets has already been contracted to third parties, improving revenue visibility. TotalEnergies expands its joint venture with KKR
• Positive Sentiment: Long-term digital drilling agreement: TotalEnergies signed a 15-year agreement with SLB to expand use of its DrillPlan technology. The deal could improve drilling decisions, geological analysis and upstream operating efficiency while supporting the company’s digital-transformation strategy. SLB digital drilling agreement
• Positive Sentiment: AI adoption: TotalEnergies is among major oil and gas companies using NVIDIA-powered computing to accelerate subsurface analysis and improve drilling and operational efficiency. The initiative may support productivity and cost savings over time. Oil and gas firms using NVIDIA AI
• Neutral Sentiment: Valuation discussion: A Zacks analysis is examining whether investors are undervaluing TTE based on value, growth, momentum and earnings-estimate trends. The stock’s relatively modest valuation could attract value-oriented investors, but the article does not announce a specific estimate revision or rating change. TotalEnergies valuation analysis
• Negative Sentiment: French fuel-price cuts: The CEO pledged additional price reductions in France to ease pressure on diesel consumers. While the move may protect customer relationships and market share, it could reduce near-term fuel-retailing margins and earnings if costs are not fully offset. TotalEnergies France fuel-price cuts

About TotalEnergies

TotalEnergies SE is a France-based, integrated energy company that produces and markets oil, natural gas, liquefied natural gas (LNG), electricity and low-carbon energy. Its operations span the energy value chain, including exploration and production, refining, petrochemicals, fuel distribution, lubricants, and energy trading.

The company is also expanding its renewable and electricity businesses, with activities in solar and wind power, battery storage, electric-vehicle charging and other lower-carbon energy solutions.

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