YPF

Key Takeaways

• Shale oil reached 205.4 thousand barrels a day in the first quarter of 2026, up 39.4% on the year and now 76% of the company's oil output, while total lifting costs fell to US$8.8 per barrel of oil equivalent. [Source: YPF 1Q26 results release] • The balance sheet is the constraint rather than the growth assumption: reported net debt stood at US$8,425 million at March 31, 2026 against a capital plan of US$5.5 to US$5.8 billion for the year, and operating profit covers the interest bill only a

Institutional ownership

147 institutional managers reported holding YPF in 13F filings for the quarter ended 2026-03-31. Together they hold about 10% of the company; the top 10 hold 7%. 51 opened new positions that quarter. Held by Duquesne Family Office, Morgan Stanley, Jane Street, among others. On the short side, 7.0M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

YPF's share count is about flat over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at YPF over the trailing three years: 2026: 1 buy totaling $4k. 25 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

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