Tenaris shares decline as buyback program progresses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 27 2025
0mins
Should l Buy TS?
Tenaris SA's stock price fell by 4.40%, hitting a 20-day low amid a broader market rally, with the Nasdaq-100 up 1.77% and the S&P 500 up 1.05%.
The decline comes despite the company's recent announcement regarding its buyback program, where it has repurchased 5.07% of its voting rights. This buyback is expected to enhance earnings per share and increase shareholder value. However, the stock's performance reflects sector rotation as investors react to broader market strength.
This situation highlights the complexities of market dynamics, where even positive corporate actions can be overshadowed by broader trends. Investors may need to consider the implications of the buyback and the ongoing share sales by controlling shareholders on the stock's future performance.
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Analyst Views on TS
Wall Street analysts forecast TS stock price to fall
6 Analyst Rating
3 Buy
2 Hold
1 Sell
Moderate Buy
Current: 49.380
Low
36.00
Averages
43.43
High
48.00
Current: 49.380
Low
36.00
Averages
43.43
High
48.00
About TS
Tenaris S.A. is a holding company, which is a steel producer with production facilities in Mexico, Argentina, Colombia, United States and Guatemala. The Company supplies round steel bars and flat steel products for its pipes business. It operates through Tubes business segment. The Tubes segment includes the production and sale of both seamless and welded steel tubular products, and related services primarily for the oil and gas industry, principally oil country tubular goods (OCTG) used in drilling operations, and for other industrial applications with production processes that include in the transformation of steel into tubular products. It operates in geographical areas, such as North America, South America, Europe, Middle East and Africa, and Asia Pacific. Its products and services include OCTG, Premium Connections, Rig Direct, Offshore Line Pipe, Onshore Line Pipe, Hydrocarbon Processing, Power Generation, Sucker Rods, Coiled Tubing, Industrial and Mechanical, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Optimistic Market Outlook: Despite fluctuations in oil and gas prices due to oversupply and geopolitical concerns, oil and gas companies maintain a resilient long-term demand outlook, suggesting continued investment plans to replace production declines, highlighting industry resilience and growth potential.
- Stable Drilling Activity: Drilling activity in the U.S. and Canada is expected to remain near current levels after a modest decline in the second half of 2025, indicating strong market demand that will benefit Tenaris's operations in this context.
- Price Stability: Despite increased tariffs on imported steel products in the U.S., OCTG prices remain stable at pre-tariff levels, with expectations that they will eventually respond to tariffs and rising raw material costs, allowing Tenaris's sales and margins to remain stable in Q1 2026.
See More
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- Industry Performance Reversal: In 2026, oilfield services stocks have surged, with the VanEck Oil Services ETF (NYSE: OIH) rallying nearly 30% year-to-date through February 4, marking it as the best-performing industry group this year and indicating a significant shift in capital flows.
- Structural Re-rating: Jeff Krimmel of Krimmel Strategy Group emphasizes that this rally is not merely momentum-driven but reflects a structural re-rating of oil-related equities, which could reshape capital flows and investment priorities over the next decade.
- Relative Performance Boost: Year-to-date, oilfield services stocks have outperformed software by nearly 60 percentage points, pushing their relative performance ratio to its highest level since November 2023, showcasing investors' preference for value-linked energy plays.
- Sustainable Growth Potential: As market confidence in oilfield services strengthens, attention shifts to whether these companies can convert operational momentum into sustainable earnings growth, indicating that the oilfield services sector is regaining investor focus.
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- Price Breakthrough: Tenaris SA's stock has reached $42.41, surpassing the analyst 12-month target price of $42.27, indicating market confidence in the company's future performance, which may prompt analysts to reassess their target prices.
- Analyst Target Variance: Among the 12 analysts covered by Zacks, target prices range from $18.83 to $50.00, with a standard deviation of $8.346, reflecting differing market perspectives on Tenaris SA's future, necessitating cautious investor evaluation.
- Market Signal: The stock's breach of the target price provides investors with an opportunity to reassess Tenaris SA, prompting them to determine whether the current price is merely a step towards a higher target or if it is time to consider taking profits.
- Analyst Ratings: Analyst ratings range from 1 (Strong Buy) to 5 (Strong Sell), indicating a divergence in market views on Tenaris SA, and investors should monitor analysts' subsequent reactions to guide their investment decisions.
See More
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- Cargo Volume Growth: In Q4 2025, Tallinna Sadam reported a cargo volume of 3.6 million tonnes, reflecting a 6% year-over-year increase primarily driven by strong liquid bulk and ro-ro performance, indicating the port's stability and growth potential in the freight market.
- Passenger Increase: The number of passengers reached 1.9 million in the same period, up 0.9%, with a notable rise in cruise passengers contributing to this growth, highlighting the positive impact of tourism recovery on port operations.
- Vessel Calls Decline: Despite the increase in cargo and passenger numbers, vessel calls decreased by 4.8%, suggesting that while the port is accommodating larger vessels, there is a need to optimize navigation efficiency to enhance overall operational capacity.
- Robust Annual Performance: For the full year 2025, Tallinna Sadam handled nearly 14 million tonnes of cargo, a 5.1% increase, and over 8 million passengers, demonstrating the company's sustained growth and adaptability in both freight and passenger sectors.
See More
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- Cargo Volume Growth: In Q4 2025, Tallinna Sadam reported a cargo volume of 3.6 million tonnes, reflecting a 6% year-over-year increase primarily driven by strong liquid bulk and ro-ro performance, indicating stable growth potential in the freight market.
- Passenger Increase: The number of passengers reached 1.9 million in the same period, up 0.9%, with the rise in cruise passengers being a key driver, showcasing the port's ongoing appeal in the tourism sector.
- Vessel Call Dynamics: Although the number of vessel calls decreased by 4.8%, the larger size of visiting ships indicates an enhanced capacity to handle bigger vessels, which aids in optimizing operational efficiency.
- Annual Performance Overview: For the full year 2025, Tallinna Sadam handled nearly 14 million tonnes of cargo and over 8 million passengers, marking increases of 5.1% and 1.0% respectively, demonstrating a sustained growth trend in both freight and passenger operations.
See More
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- Market Performance: The STOXX Europe 600 Index is projected to achieve an annual return of nearly 17% in 2025, attracting investors to dividend stocks, which indicates a robust economic environment and a growing demand for steady income.
- Dividend Stock Selection: Among the top ten dividend stocks, d'Amico International Shipping boasts a yield of 10.26%, highlighting its appeal in the market and potentially attracting investors seeking high returns.
- Tenaris Financial Overview: With a market cap of €17.49 billion, Tenaris generates $11.26 billion from its Tubes segment in 2025, and although its dividend yield stands at 4.1%, recent buybacks totaling $588 million may enhance shareholder value.
- Banking Sector Dynamics: Liechtensteinische Landesbank, valued at CHF 2.65 billion, offers a dividend yield of 3.2% with a payout ratio of 50.8%, indicating earnings coverage and reflecting a solid foundation amidst strategic leadership transitions.
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