Tenaris (NYSE:TS) Price Target Raised to $59.00

Tenaris (NYSE:TS) had its target price increased by TD Cowen from $48.00 to $59.00 in a research note released on Friday morning, MarketBeat reports. They currently have a buy rating on the industrial products company’s stock.

Several other research firms also recently commented on TS. Morgan Stanley set a $38.00 price objective on Tenaris and gave the stock an “underweight” rating in a report on Wednesday, January 21st. Piper Sandler restated a “neutral” rating on shares of Tenaris in a research report on Thursday, December 18th. Wall Street Zen downgraded Tenaris from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Stifel Nicolaus increased their price objective on Tenaris from $37.00 to $45.00 and gave the company a “buy” rating in a research note on Wednesday, November 12th. Finally, The Goldman Sachs Group initiated coverage on shares of Tenaris in a report on Monday, December 15th. They issued a “neutral” rating and a $43.60 target price on the stock. Five equities research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $45.43.

Tenaris Trading Down 2.6%

Shares of Tenaris stock opened at $52.27 on Friday. The firm has a market capitalization of $30.39 billion, a PE ratio of 14.32, a price-to-earnings-growth ratio of 13.66 and a beta of 0.95. The business’s 50-day moving average price is $43.04 and its 200-day moving average price is $39.32. Tenaris has a 12 month low of $30.06 and a 12 month high of $54.60.

Tenaris (NYSE:TS) last released its earnings results on Wednesday, February 18th. The industrial products company reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.11. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.95 billion. Tenaris had a return on equity of 11.32% and a net margin of 16.13%.Tenaris’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.94 EPS. As a group, analysts predict that Tenaris will post 3.14 earnings per share for the current fiscal year.

Tenaris Dividend Announcement

The company also recently disclosed a dividend, which will be paid on Wednesday, May 20th. Stockholders of record on Tuesday, May 19th will be issued a dividend of $1.20 per share. This represents a dividend yield of 450.0%. The ex-dividend date of this dividend is Tuesday, May 19th. Tenaris’s dividend payout ratio is 31.78%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Advisory Services Network LLC purchased a new position in shares of Tenaris in the 3rd quarter worth $47,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Tenaris in the fourth quarter worth about $48,000. Raymond James Financial Inc. bought a new stake in Tenaris during the second quarter worth approximately $49,000. Farther Finance Advisors LLC increased its stake in Tenaris by 100.6% during the third quarter. Farther Finance Advisors LLC now owns 1,446 shares of the industrial products company’s stock worth $52,000 after acquiring an additional 725 shares during the last quarter. Finally, CWM LLC raised its position in Tenaris by 57.7% during the third quarter. CWM LLC now owns 1,560 shares of the industrial products company’s stock valued at $56,000 after purchasing an additional 571 shares during the period. 10.45% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Tenaris

Here are the key news stories impacting Tenaris this week:

• Positive Sentiment: Q4 beat and strong cash generation — Tenaris reported Q4 EPS of $0.87 vs. $0.76 consensus and revenue of ~$3.0B; free cash flow was $665M and net cash ended the year at ~$3.3B, supporting buybacks and payouts. Tenaris Announces 2025 Fourth Quarter and Annual Results
• Positive Sentiment: Dividend lift and distribution clarity — board proposed a $0.89 annual dividend per share (incl. interim $0.29) and declared an ADS dividend schedule (May payment), signaling shareholder returns are a priority. Tenaris outlines stable Q1 2026 outlook with 7% dividend increase and offshore growth opportunities
• Positive Sentiment: Analyst support — TD Cowen raised its price target to $59 and assigned a Buy, providing fresh upside relative to current levels and reinforcing the earnings/cash-flow story. Tenaris price target raised by TD Cowen
• Positive Sentiment: Near-term market reaction — multiple outlets noted an initial rally after the results and payout news as investors cheered the beat and buybacks. Tenaris SA ADR rallies after surprise move
• Neutral Sentiment: Guidance is conservative — Tenaris expects Q1 2026 sales and margins to remain close to current levels (stable, not accelerating), leaving limited upside from guidance alone. Tenaris Q4 2025 Earnings Call Highlights
• Negative Sentiment: Year-over-year softness and margin pressure — 2025 sales fell ~4% vs. 2024 and operating income/EBITDA were down; the company called out the ongoing impact of U.S. Section 232 tariffs and higher costs. Tenaris Announces Fourth Quarter and Annual 2025 Financial Results
• Negative Sentiment: Operational/region-specific headwinds — declines in Europe and parts of South America, plus elevated SG&A provisions, temper the beat and leave execution risks. Tenaris shares jump as strong Q4 earnings beat lifts outlook confidence

About Tenaris

Tenaris SA is a global manufacturer and supplier of steel tubular products and related services, primarily serving the oil and gas industry as well as other energy and industrial markets. Its product portfolio centers on seamless and welded steel pipes used for casing, tubing and line pipe applications, alongside a range of specialty and mechanical steel tubes. The company also provides value‑added technical solutions, including premium connections, heat treatment and surface protection, to support drilling, completion and production activities.

Tenaris operates an integrated industrial and commercial network that combines manufacturing, distribution and field services.