Caisse Des Depots ET Consignations Invests $1.98 Billion in TotalEnergies SE Sponsored ADR $TTE

Key Points

• Caisse Des Depots ET Consignations acquired 30,368,297 shares of TotalEnergies in Q4 valued at about $1.98 billion, making TTE 45.1% of its investment portfolio and its largest holding; the firm owned 1.27% of TotalEnergies at quarter-end.
• TotalEnergies beat Q1 expectations with EPS of $2.45 versus $1.99 expected and revenue of $49.52 billion versus $44.58 billion, and management signaled bigger buybacks and dividend boosts that supported the stock.
• The company is growing its renewables footprint (financial close and construction started on a ~440 MWp, ~$300M solar farm in the Philippines) while analysts have raised forecasts and upgraded ratings, strengthening the longer-term growth and cash-generation outlook.

Caisse Des Depots ET Consignations acquired a new position in TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 30,368,297 shares of the company's stock, valued at approximately $1,982,676,000. TotalEnergies accounts for 45.1% of Caisse Des Depots ET Consignations' investment portfolio, making the stock its biggest holding. Caisse Des Depots ET Consignations owned 1.27% of TotalEnergies at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. YANKCOM Partnership grew its stake in shares of TotalEnergies by 146.8% in the fourth quarter. YANKCOM Partnership now owns 390 shares of the company's stock valued at $25,000 after buying an additional 232 shares in the last quarter. First Horizon Corp acquired a new stake in shares of TotalEnergies in the third quarter valued at about $25,000. MH & Associates Securities Management Corp ADV acquired a new stake in shares of TotalEnergies in the fourth quarter valued at about $29,000. Grey Fox Wealth Advisors LLC purchased a new position in TotalEnergies in the third quarter valued at about $29,000. Finally, Lodestone Wealth Management LLC purchased a new position in TotalEnergies in the fourth quarter valued at about $32,000. 16.53% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about TotalEnergies

Here are the key news stories impacting TotalEnergies this week:

• Positive Sentiment: Q1 earnings and shareholder returns — TotalEnergies reported Q1 EPS of $2.45 vs. $2.22 expected and revenue well above estimates; management signaled bigger buybacks/dividend boosts, which supported the stock. Read More.
• Positive Sentiment: Analyst upgrades — Erste Group materially raised FY2026 and FY2027 EPS forecasts (FY2026 to $10.56 and FY2027 to $9.92), lifting consensus outlook and validating stronger cash generation expectations. Read More.
• Positive Sentiment: Renewables growth — TotalEnergies and Nextnorth reached financial close and started construction on a 440 MWp solar farm in the Philippines (c. $300M project), supporting the company’s energy-transition and long-term EBITDA diversification. Read More.
• Neutral Sentiment: Positive value/analyst write-ups — Zacks and other outlets flagged TTE as a strong value name for long-term investors (style-score-driven coverage), which may attract longer-horizon flows but has limited immediate impact. Read More.
• Negative Sentiment: Fuel price cap in France — TotalEnergies said it will continue capping fuel prices nationwide while the Middle East crisis persists and offer temporary fixed-price promotions for holidays; this policy can compress retail margins in France in the near term. Read More.

TotalEnergies Stock Up 0.0%

TTE stock opened at $92.76 on Friday. TotalEnergies SE Sponsored ADR has a 12-month low of $56.94 and a 12-month high of $93.67. The company has a quick ratio of 0.79, a current ratio of 1.08 and a debt-to-equity ratio of 0.41. The company has a market cap of $222.40 billion, a price-to-earnings ratio of 13.74, a PEG ratio of 3.49 and a beta of 0.14. The company has a 50 day moving average of $86.51 and a two-hundred day moving average of $73.35.

TotalEnergies (NYSE:TTE - Get Free Report) last released its earnings results on Wednesday, April 29th. The company reported $2.45 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.99 by $0.46. TotalEnergies had a net margin of 7.43% and a return on equity of 14.01%. The company had revenue of $49.52 billion during the quarter, compared to the consensus estimate of $44.58 billion. On average, equities analysts anticipate that TotalEnergies SE Sponsored ADR will post 10 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on TTE shares. Jefferies Financial Group raised TotalEnergies from a "hold" rating to a "buy" rating in a report on Thursday, January 8th. Scotiabank upped their price objective on TotalEnergies from $73.00 to $97.00 and gave the company a "sector perform" rating in a research note on Wednesday, April 22nd. Zacks Research upgraded TotalEnergies from a "hold" rating to a "strong-buy" rating in a research note on Monday, March 30th. TD Cowen reaffirmed a "buy" rating on shares of TotalEnergies in a report on Monday, April 20th. Finally, Wall Street Zen upgraded TotalEnergies from a "hold" rating to a "buy" rating in a research report on Saturday. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $80.97.

TotalEnergies Company Profile

TotalEnergies SE NYSE: TTE is a French multinational integrated energy company engaged across the full energy value chain. Founded in 1924 as Compagnie Française des Pétroles, the company grew through a series of mergers and expansions—most notably with Petrofina and Elf Aquitaine around the turn of the millennium—and rebranded to TotalEnergies in 2021 to reflect a broader focus on multiple energy sources. It is organized to operate across upstream and downstream activities while pursuing a transition toward lower-carbon energy solutions.

In upstream, TotalEnergies explores for and produces crude oil and natural gas globally.

Want to see what other hedge funds are holding TTE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.