FY2026 EPS Estimates for TotalEnergies Increased by Analyst

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for TotalEnergies to $11.19 from $11.12, slightly above the broader consensus estimate of $10.58 per share.
• Recent earnings topped expectations, with TotalEnergies reporting $2.45 EPS versus the $2.22 estimate and revenue of $49.52 billion versus $44.58 billion expected for the quarter ended April 29.
• Analyst sentiment remains generally positive, with the stock carrying a consensus rating of “Moderate Buy” and an average price target of $84.33, despite some mixed recent commentary on LNG and trading conditions.

TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report) - Investment analysts at Erste Group Bank boosted their FY2026 earnings estimates for shares of TotalEnergies in a research report issued to clients and investors on Wednesday, July 15th. Erste Group Bank analyst H. Engel now expects that the company will post earnings of $11.19 per share for the year, up from their prior estimate of $11.12. The consensus estimate for TotalEnergies' current full-year earnings is $10.58 per share. Erste Group Bank also issued estimates for TotalEnergies' FY2027 earnings at $9.98 EPS.

TotalEnergies (NYSE:TTE - Get Free Report) last announced its earnings results on Wednesday, April 29th. The company reported $2.45 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.22 by $0.23. TotalEnergies had a return on equity of 14.01% and a net margin of 7.43%.The company had revenue of $49.52 billion for the quarter, compared to analyst estimates of $44.58 billion.

Several other research firms also recently weighed in on TTE. Morgan Stanley reaffirmed an "overweight" rating on shares of TotalEnergies in a research report on Tuesday, May 12th. Zacks Research cut shares of TotalEnergies from a "strong-buy" rating to a "hold" rating in a research report on Monday, May 25th. CICC Research started coverage on TotalEnergies in a research report on Tuesday, June 23rd. They set an "outperform" rating on the stock. TD Cowen reiterated a "buy" rating on shares of TotalEnergies in a research note on Monday, April 20th. Finally, BNP Paribas Exane raised TotalEnergies from a "neutral" rating to an "outperform" rating in a research note on Friday, April 17th. Ten equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, TotalEnergies presently has a consensus rating of "Moderate Buy" and an average price target of $84.33.

TotalEnergies Trading Down 1.9%

TTE opened at $78.83 on Friday. The company has a quick ratio of 0.85, a current ratio of 1.08 and a debt-to-equity ratio of 0.41. The firm has a market cap of $189.00 billion, a P/E ratio of 11.68, a P/E/G ratio of 2.85 and a beta of 0.14. TotalEnergies has a 52 week low of $57.39 and a 52 week high of $94.17. The business has a fifty day simple moving average of $84.85 and a 200-day simple moving average of $81.48.

Institutional Investors Weigh In On TotalEnergies

A number of large investors have recently modified their holdings of TTE. Amundi acquired a new position in shares of TotalEnergies during the first quarter worth $18,868,822,000. Vanguard Group Inc. acquired a new stake in shares of TotalEnergies during the 4th quarter worth about $5,337,330,000. Capital International Investors lifted its stake in TotalEnergies by 1,438.5% during the fourth quarter. Capital International Investors now owns 52,668,676 shares of the company's stock worth $3,435,988,000 after purchasing an additional 49,245,192 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its holdings in TotalEnergies by 21,398.0% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 40,380,511 shares of the company's stock valued at $2,641,693,000 after purchasing an additional 40,192,677 shares in the last quarter. Finally, Caisse Des Depots ET Consignations acquired a new position in TotalEnergies in the fourth quarter valued at approximately $1,982,676,000. 16.53% of the stock is owned by hedge funds and other institutional investors.

TotalEnergies News Summary

Here are the key news stories impacting TotalEnergies this week:

• Positive Sentiment: Analysts at Erste Group Bank raised their FY2026 and FY2027 EPS estimates for TotalEnergies, signaling slightly stronger expected profitability ahead. TotalEnergies stock page
• Positive Sentiment: TotalEnergies said higher oil and gas prices, fueled by the Iran war, should boost second-quarter profits, which supports earnings expectations. Reuters article
• Positive Sentiment: The company lowered its estimated production hit from the Middle East conflict after restarting output in some regions, reducing the potential operational drag. WSJ article
• Neutral Sentiment: Recent second-quarter updates and “main indicators” releases mainly reinforce the broader earnings picture, but do not appear to add a major new catalyst beyond the profit and LNG commentary. Yahoo Finance article
• Negative Sentiment: Shares fell on softer LNG trading/outlook, suggesting weakness in that part of the business is weighing on investor sentiment. Yahoo Finance article

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.

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