VELA Investment Management LLC Invests $1.48 Million in TotalEnergies SE Sponsored ADR $TTE

Key Points

• VELA Investment Management initiated a new Q4 position in TotalEnergies, buying 22,600 shares worth about $1.48 million.
• TotalEnergies reported Q1 EPS of $2.45, beating estimates, and management signaled larger share buybacks and potential dividend boosts, which supported the stock.
• Analysts have raised forecasts and target prices (consensus rating: Moderate Buy, avg. target $80.97), while TotalEnergies advanced its renewables push by starting construction on a ~440 MWp, ~$300M solar farm in the Philippines.

VELA Investment Management LLC bought a new position in shares of TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 22,600 shares of the company's stock, valued at approximately $1,476,000.

Several other hedge funds have also modified their holdings of the company. Benjamin Edwards Inc. boosted its stake in shares of TotalEnergies by 13.8% during the 4th quarter. Benjamin Edwards Inc. now owns 52,084 shares of the company's stock worth $3,400,000 after acquiring an additional 6,319 shares in the last quarter. Artemis Investment Management LLP acquired a new stake in shares of TotalEnergies in the fourth quarter valued at about $16,305,000. Caisse Des Depots ET Consignations acquired a new stake in shares of TotalEnergies in the fourth quarter valued at about $1,982,676,000. Composition Wealth LLC grew its position in shares of TotalEnergies by 20.1% in the fourth quarter. Composition Wealth LLC now owns 4,550 shares of the company's stock valued at $298,000 after purchasing an additional 763 shares during the period. Finally, Fifth Third Bancorp grew its position in shares of TotalEnergies by 13.6% in the fourth quarter. Fifth Third Bancorp now owns 15,826 shares of the company's stock valued at $1,035,000 after purchasing an additional 1,890 shares during the period. 16.53% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting 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.

Wall Street Analysts Forecast Growth

TTE has been the topic of several research analyst reports. Weiss Ratings upgraded shares of TotalEnergies from a "hold (c)" rating to a "buy (b-)" rating in a research report on Friday. Piper Sandler lifted their target price on shares of TotalEnergies from $74.00 to $92.00 and gave the company a "neutral" rating in a research report on Thursday, March 12th. Jefferies Financial Group upgraded shares of TotalEnergies from a "hold" rating to a "buy" rating in a research report on Thursday, January 8th. Scotiabank lifted their target price on shares of TotalEnergies from $73.00 to $97.00 and gave the company a "sector perform" rating in a research report on Wednesday, April 22nd. Finally, Kepler Capital Markets upgraded shares of TotalEnergies from a "reduce" rating to a "hold" rating in a research report on Thursday, April 23rd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, TotalEnergies has a consensus rating of "Moderate Buy" and an average target price of $80.97.

TotalEnergies Stock Performance

TTE opened at $92.76 on Friday. The firm has a market capitalization of $222.40 billion, a PE ratio of 13.74, a PEG ratio of 3.49 and a beta of 0.14. TotalEnergies SE Sponsored ADR has a twelve month low of $56.94 and a twelve month high of $93.67. The firm's 50-day moving average price is $86.51 and its 200 day moving average price is $73.46. The company has a current ratio of 1.08, a quick ratio of 0.79 and a debt-to-equity ratio of 0.41.

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

About TotalEnergies

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.

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