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6-K ·Filed Apr 20, 2026

YPF

YPF SOCIEDAD ANONIMA
NEUTRAL
Impact 4/10
Horizonweeks Processed6mo ago SEC0001554855-26-000666
Notable filing: 6-K
Actionable Insight • Neutral

Monitor the outcome of the Extraordinary Shareholders Meetings on April 30, 2026, for final approval of the merger. The integration is expected to yield cost savings and operational efficiencies, but no immediate financial impact is anticipated.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
YPF ▲ +22.65% at T+60d
NEUTRAL call +22.65% · α vs SPY +15.87% · entry $40.98 → $50.26
Entry = T+0 close
Apr 20, 2026
via day close
T+1d
+5.22%
call +5.22% · α +5.88%
$43.12
settled 6mo ago
T+5d
+4.93%
call +4.93% · α +4.02%
$43.00
settled 6mo ago
T+20d
+15.86%
call +15.86% · α +11.66%
$47.48
settled 5mo ago
T+60d
+22.65%
call +22.65% · α +15.87%
$50.26
settled 3mo ago

Price Chart

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Executive Summary

YPF is executing a merger by absorption of its 100%-owned subsidiaries YPF Ventures and Oleoducto Loma Campana Lago Pellegrini to streamline operations and reduce costs. The merger, effective January 1, 2026, integrates all assets and liabilities into YPF without share issuance or capital changes.

Key Facts

  • YPF is absorbing two wholly-owned subsidiaries: YPF Ventures and Oleoducto Loma Campana Lago Pellegrini.
  • The merger is effective as of January 1, 2026, for accounting and tax purposes.
  • No new shares will be issued; YPF's capital stock remains unchanged.
  • The merger aims to improve administrative efficiency, reduce operating costs, and simplify corporate structure.
  • Extraordinary Shareholders Meetings are scheduled for April 30, 2026, to approve the merger.

Financial Impact

The merger involves the integration of all assets and liabilities of the absorbed companies into YPF. The Consolidated Merger Balance Sheet as of December 31, 2025, shows total assets of approximately $41.65 billion and total equity of approximately $15.69 billion.

totalAssetstotalLiabilitiestotalEquity

Risk Factors

  • Failure of the Extraordinary Shareholders Meetings to approve the merger could nullify the agreement.
  • Potential delays in regulatory approvals from the National Securities Commission (CNV) and Inspection Board of Legal Entities (IGJ).

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining

Investment Themes

Traditional Energy

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001554855-26-000666
Document: 0001554855-26-000666-index-headers.html0001554855-26-000666
Document: 0001554855-26-000666-index.html0001554855-26-000666
Document: 0001554855-26-000666.txt0001554855-26-000666
27 reports for YPF
Performance horizon
67% Hit rate @ T+5 4 of 6 directional calls Went positive at some point 5 of 6 best @ T+20▲ +7.04%Aug 6, 2026
Filters
Rows
Reports for YPF — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
6-K
NEUTRAL ★ 3/10
$50.68awaiting T+5—$49.24 (−2.84%)
Oct 14, 2026
13d ago
6-K
NEUTRAL ★ 4/10
$51.11 $49.17▼ −3.80%▼ −2.78%$49.24 (−3.66%)
Oct 8, 2026
18d ago
6-K
NEUTRAL ★ 3/10
$50.04 $52.10▲ +4.12%▲ +6.08%$49.24 (−1.60%)
Oct 8, 2026
19d ago
6-K
BULLISH ★ 6/10
$50.04 $52.10▲ +4.12%▲ +6.08%$49.24 (−1.60%)
Oct 5, 2026
22d ago
6-K
NEUTRAL ★ 2/10
$51.24 $51.97▲ +1.42%▲ +1.00%$49.24 (−3.90%)
Sep 25, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$51.37 $51.24▼ −0.25%▼ −1.46%$49.24 (−4.15%)
Sep 21, 2026
5w ago
6-K
NEUTRAL ★ 3/10
$53.18 $51.37▼ −3.40%▼ −2.38%$49.24 (−7.41%)
Sep 17, 2026
5w ago
6-K
BULLISH ★ 5/10
$54.48 $53.61▼ −1.60%▼ −2.45%$49.24 (−9.62%)
Sep 9, 2026
6w ago
6-K
BULLISH ★ 6/10
$56.06 $54.48▼ −2.82%▼ −2.32%$49.24 (−12.17%)
Aug 6, 2026
11w ago
6-K
BULLISH ★ 4/10
$49.16 $50.05▲ +1.81%▲ +1.41%$49.24 (+0.16%)
Showing 10 of 27

US Market Status

Market Closed — Opens Thu (13h 7m)

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Report published Apr 20, 2026