TotalEnergies FY2026 EPS Estimate Lifted by Erste Group Bank

Key Points

• Erste Group Bank sharply raised its FY2026 EPS estimate for TotalEnergies to $10.56 (from $7.30) and pegged FY2027 at $9.92, above the MarketBeat consensus of $9.59, boosting forward earnings expectations.
• TotalEnergies beat Q1 estimates with $2.45 EPS versus a $2.01 consensus, and management resumed a $1.5 billion buyback while increasing the interim dividend to €0.90, signaling stronger cash flow and shareholder returns.
• Geopolitical/operational risk remains after management said Middle East operations will wait for stable Strait of Hormuz transit, with conflict-related disruptions removing roughly 15% of upstream production and adding near-term volatility.

TotalEnergies SE Sponsored ADR (NYSE:TTE - Free Report) - Investment analysts at Erste Group Bank lifted their FY2026 earnings per share (EPS) estimates for shares of TotalEnergies in a research report issued to clients and investors on Monday, April 27th. Erste Group Bank analyst H. Engel now expects that the company will post earnings per share of $10.56 for the year, up from their previous estimate of $7.30. The consensus estimate for TotalEnergies' current full-year earnings is $9.59 per share. Erste Group Bank also issued estimates for TotalEnergies' FY2027 earnings at $9.92 EPS.

TTE has been the topic of several other reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of TotalEnergies in a report on Wednesday, January 21st. Piper Sandler increased their price objective on shares of TotalEnergies from $74.00 to $92.00 and gave the company a "neutral" rating in a research note on Thursday, March 12th. BNP Paribas Exane upgraded shares of TotalEnergies from a "neutral" rating to an "outperform" rating in a research report on Friday, April 17th. Wolfe Research reaffirmed an "outperform" rating and set a $83.00 target price on shares of TotalEnergies in a research note on Wednesday, January 21st. Finally, Wall Street Zen upgraded shares of TotalEnergies to a "hold" rating in a report on Saturday, January 17th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $80.97.

TotalEnergies Stock Up 1.4%

Shares of NYSE TTE opened at $92.28 on Thursday. The company has a market cap of $221.25 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 3.48 and a beta of 0.13. The company has a current ratio of 0.97, a quick ratio of 0.79 and a debt-to-equity ratio of 0.42. TotalEnergies has a 12 month low of $56.31 and a 12 month high of $93.49. The stock has a 50-day moving average price of $86.21 and a two-hundred day moving average price of $73.22.

TotalEnergies (NYSE:TTE - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The company reported $2.45 earnings per share for the quarter, beating the consensus estimate of $2.01 by $0.44. TotalEnergies had a return on equity of 13.14% and a net margin of 6.52%.

Institutional Inflows and Outflows

A number of large investors have recently added to or reduced their stakes in the business. First Horizon Corp acquired a new position in TotalEnergies in the 3rd quarter valued at approximately $25,000. YANKCOM Partnership lifted its holdings in shares of TotalEnergies by 146.8% during the fourth quarter. YANKCOM Partnership now owns 390 shares of the company's stock worth $25,000 after purchasing an additional 232 shares during the period. Grey Fox Wealth Advisors LLC acquired a new position in shares of TotalEnergies during the third quarter worth $29,000. MH & Associates Securities Management Corp ADV bought a new stake in shares of TotalEnergies in the fourth quarter worth $29,000. Finally, Lodestone Wealth Management LLC bought a new stake in shares of TotalEnergies in the fourth quarter worth $32,000. Institutional investors own 16.53% of the company's stock.

Key Stories Impacting TotalEnergies

Here are the key news stories impacting TotalEnergies this week:

• Positive Sentiment: Q1 results beat expectations — TotalEnergies reported $2.45 EPS (vs. $2.01 consensus), adjusted net income and cash flow rose materially on strong trading and higher realized Brent prices, driving the earnings surprise that spurred the rally. Read More.
• Positive Sentiment: Shareholder returns accelerated — management resumed a $1.5 billion buyback and announced a higher interim dividend (€0.90/share, +5.9%), signaling cash-flow strength and returning excess cash to investors. Read More. Read More.
• Positive Sentiment: Analyst upgrades — Erste Group sharply raised EPS forecasts for FY2026 and FY2027 (to $10.56 and $9.92 respectively), lifting forward earnings expectations and validating the beat. (Source: MarketBeat summary)
• Neutral Sentiment: Renewables expansion — TotalEnergies and Nextnorth closed financing and started construction on a 440 MWp solar park in the Philippines (operational by end-2027), supporting the company’s low-carbon growth profile but with limited near-term earnings impact. Read More. Read More.
• Neutral Sentiment: Power-asset acquisition closed — TotalEnergies finalized the purchase of 50% of EPH’s flexible power generation platform, creating TTEP (larger flex‑gen footprint in Western Europe), diversification that supports long-term cash generation. Read More.
• Negative Sentiment: Geopolitical/operational risk — CEO said TotalEnergies will wait for stable Strait of Hormuz transit before resuming Middle East operations; conflict-related disruptions have removed ~15% of upstream production, a near-term supply hit that could limit production recovery and add volatility. Read More.

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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