TDW
TIDEWATER INCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 11 1 insider sell $700.1K at $70.01
- S Feb 23 1 insider sell $1.2M at $77.50
- R Mar 5 Two senior executives at Tidewater Inc. — the EVP & General Counsel…
- S Mar 5 2 insiders sell $2.2M at $80.15
- S Aug 10 to Aug 12 2 days of insider sells: $2.1M by 2 insiders, avg $91.00
- A Sep 1 BTIG upgrades
- S Sep 2 2 insiders sell $2.5M at $99.05
- S Sep 16 1 insider sell $925.4K at $89.85
Signal stack
Where each data set points today.
- InsidersBEARISH
4 insiders sold $9.5M.
- InstitutionsBULLISH
Q2 2026: 32 added (1 new), 19 trimmed or exited. Largest new: Zurich Insurance Group /Fi $19.9M.
- AnalystsBULLISH
9 of 14 rate it Buy or better. Median target $95.00 (+11%).
- EstimatesFALLING
Current-quarter EPS estimate $1.319 → $0.717 over 90 days. 0 up, 3 down in 30 days.
- TrendDOWNTREND
2% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BAILLIE GIFFORD & CO | DOUBLED | $111.3M |
| CITADEL ADVISORS LLC | DOUBLED | $83.2M |
| UBS Group AG | TRIM | $70.3M |
| MORGAN STANLEY | ADD | $57.2M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | ADD | $45.6M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | $37.2M |
| GOLDMAN SACHS GROUP INC | ADD | $35.8M |
| BANK OF AMERICA CORP /DE/ | ADD | $28.3M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is inside the target range. Median implies +11%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | BTIG REITERATE | Buy |
| Sep 1, 2026 | BTIG UPGRADE | Buy |
| Aug 13, 2026 | Barclays MAINTAIN | Equal-Weight |
| May 8, 2026 | Barclays MAINTAIN | Equal-Weight |
Washington
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 16, 2026 | ROBOTTI ROBERT Director | OTHER | 1,951 sh |
| Sep 16, 2026 | ROBOTTI ROBERT Director | GIFT | 1,951 sh |
| Sep 16, 2026 | ROBOTTI ROBERT Director | SELL | $601.5K |
| Sep 16, 2026 | ROBOTTI ROBERT Director | SELL | $323.9K |
| Sep 2, 2026 | Traub Kenneth Director | SELL | $990.0K |
| Sep 2, 2026 | Hudson Daniel A. EVP, CLO & Corporate Secretary | SELL | $1.5M |
| Aug 20, 2026 | Hudson Daniel A. EVP, CLO & Corporate Secretary | GIFT | 200 sh |
| Aug 12, 2026 | Rubio Samuel R EVP, CFO & CAO | SELL | $1.6M |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.72 | $0.56–$0.86 | +0.0% | $360.9M |
| Next Q | $1.50 | $0.61–$1.87 | +0.0% | $422.0M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 0 bullish · 1 bearish · 4 neutral- NEUTRAL 8-KOct 5, 2026
Tidewater completed the post-acquisition replacement of legacy parent company guarantees on BNDES…
This filing is a procedural post-merger integration step with no new financing or material change to Tidewater's leverage profile. Monitor the Q3 2026 10-Q for the full amended loan agreements and…
- NEUTRAL CLUSTERSep 3, 2026
Two TDW insiders — a Director and the EVP/CLO — sold a combined $2.48M in open-market sales within…
This is a routine, small-dollar insider selling cluster with no material signal. Monitor for any larger insider sales (>0.5% of market cap) or a pattern of sustained C-suite selling that could…
- NEUTRAL CLUSTERAug 14, 2026
CFO Samuel Rubio and General Counsel Daniel Hudson sold a combined $2.07M in TDW stock over three…
The $2.07M in insider sales is too small relative to TDW's $4.7B market cap to warrant a bearish read. Monitor for any upcoming 8-K filings (earnings, guidance, or material agreements) that could…
- NEUTRAL 8-KJun 18, 2026
Tidewater Inc. filed an 8-K reporting its 2026 annual meeting results. Shareholders approved a…
This is a routine governance filing with no trading implications. The stock plan increase provides headroom for future equity compensation but does not represent an immediate dilutive event. Monitor…
All TDW filing & press-release reports (5)
- 8-K reportOct 5, 2026
- CLUSTER reportSep 3, 2026
- CLUSTER reportAug 14, 2026
- 8-K reportJun 18, 2026
- CLUSTER reportMar 5, 2026