SecBot SecBot

YPF

YPF SOCIEDAD ANONIMA
NYSE· Petroleum Refining· Inc. C1· CIK 0000904851 Traditional Energy
$49.18 −1.50 (−2.96%)
Oct 26 4:00 PM ET · prev $50.68
Market cap
$19.3B
Large cap
Consensus
Buy
91% Buy or better · 11 analysts
Median target
$60.00
+22% · range $50.00–78.00
1 year
+47.4%
from $33.36 · Oct 27
30 days
−4.3%
from $51.37
52-week range
$32.78–57.61
−15% from high · low Jan 7
Avg volume 20D
1.06M
shares / day
Short interest
5.09M
≈1.3% of shares · −11.4%
Days to cover
4.4
at average volume
Insider net
$0
no open-market trades · since Aug 31
New fund stakes
3
Q2 2026 13F · 2 exits
Filing reports
26
analyzed by SecBot
SecBot read BULLISH 10 reports · 90 days
Balance 0 bearish · 4 bullish · 6 neutral oldest → newest, height = score
Avg score ·High conf. 10/10
Strongest BULLISH YPF's board approved the acquisition of the remaining 24.99% of YPF Luz from BNR Power Investments B.V. for…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersNO TRADES

    No open-market buys or sells since Aug 31. Recent filings are awards, exercises and tax withholding.

  • InstitutionsMIXED

    Q2 2026: 18 added (3 new), 16 trimmed or exited. Largest new: Capital Wealth Planning $18.0M, Bridgewater Associates $15.1M.

  • AnalystsBULLISH

    10 of 11 rate it Buy or better. Every target is above the price.

  • Short sellersSTEADY

    Short interest −11.4% to 5.09M shares. 4.4 days to cover, ≈1.3% of shares.

  • TrendDOWNTREND

    5% below its 50-day average.

  • SocialQUIET

    No Reddit mentions this week. Last mention Oct 19.

Who's buying

13F· Q2 2026
3
new positions
2
exits
$45.3M
in new stakes
FundMoveSharesValue
FMR LLCDOUBLED10,705,516$486.8M
BNP PARIBAS FINANCIAL MARKETSDOUBLED1,481,846$67.4M
Russell Investments Group, Ltd.ADD1,476,250$67.1M
JANE STREET GROUP, LLCTRIM792,401$36.0M
Grantham, Mayo, Van Otterloo & Co. LLCTRIM666,620$30.3M
Capital Wealth Planning, LLCNEW396,043$18.0M
BARCLAYS PLCDOUBLED343,468$15.6M
Bridgewater Associates, LPNEW331,413$15.1M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts
Buy 91% rate it Buy or better
Strong Buy4Buy6Hold1Sell0Strong Sell0
12-month targets · 12 analysts

Price is below the lowest target. Median implies +22%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 1, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Aug 27, 2026UBS
MAINTAIN
MAINTAINNeutral
May 27, 2026UBS
MAINTAIN
MAINTAINNeutral
Reddit
Recent posts
r/investing Neutral 7d ago
Is Burford Capital a good investment?
1 upvotes · 1 comments
All social signals and their track records

Insider ledger

Form 4
$0
open-market buys or sells · since Aug 31
DateInsiderTypeValue
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$3.2K
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$3.2K
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$517.44
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$538.56
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$3.1K
Oct 9, 2026
Alvarez Jose Daniel
Director
AWARD$2.1K
Oct 1, 2026
Actis Walter Ariel
Supply Chain VP
AWARD18,480 sh
Oct 1, 2026
Actis Walter Ariel
Supply Chain VP
AWARD19,040 sh

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Sep 30, 2026
5,094,895
shares short
-11.4%
vs prior settlement
4.4
days to cover
≈1.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 23, 2026 SEC
YPF announced the early redemption of its Class XXXVII Notes (US$139.5M, 7% coupon, due May 2027) on November 11…
6-K — Impact 3/10
Oct 14, 2026 SEC
YPF completed the acquisition of the remaining 24.99% of YPF Luz on October 14, 2026, bringing its direct and indirect…
6-K — Impact 4/10
Oct 8, 2026 SEC
YPF repurchased Class XXVII Notes (YMCTO) for approximately US$14.85 million in par value between October 5-7, 2026…
6-K — Impact 3/10
Oct 9, 2026 Insider
Alvarez Jose Daniel was granted 600 shares
Director @ $5.30 ($3.2K)
Oct 9, 2026 Insider
Alvarez Jose Daniel was granted 600 shares
Director @ $5.29 ($3.2K)
Oct 9, 2026 Insider
Alvarez Jose Daniel was granted 98 shares
Director @ $5.28 ($517.44)
Jun 30, 2026 Inst.
FMR LLC — DOUBLED
10,705,516 shares ($486.8M)
Jun 30, 2026 Inst.
BNP PARIBAS FINANCIAL MARKETS — DOUBLED
1,481,846 shares ($67.4M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
May 13, 2026
Short interest
FTD: YPF — 15,580 shares ($0.7M) failed to deliver
Settlement: 20260513, Price: $44.95, FTD Value: $700,321, YPF SOCIEDAD ANONIMA ADS
May 6, 2026
Short interest
FTD: YPF — 62,057 shares ($2.7M) failed to deliver
Settlement: 20260506, Price: $43.97, FTD Value: $2,728,646.29, YPF SOCIEDAD ANONIMA ADS
May 4, 2026
Short interest
FTD: YPF — 100,565 shares ($4.4M) failed to deliver
Settlement: 20260504, Price: $43.38, FTD Value: $4,362,509.7, YPF SOCIEDAD ANONIMA ADS
Apr 28, 2026
Short interest
FTD: YPF — 23,860 shares ($1.0M) failed to deliver
Settlement: 20260428, Price: $43.00, FTD Value: $1,025,980, YPF SOCIEDAD ANONIMA ADS
Mar 27, 2026
Enforcement
Petersen Energ�a; Eton Park v. Argentie Argentine Republic, YPF S.A.
Court ruling from Court of Appeals for the Second Circuit. Docket: 23-23-77370 (L); 23-7376 (L)

SecBot reports

26 filings · 1 press release · 4 bullish · 2 bearish · 20 neutral
All YPF filing & press-release reports (27)