Why Tidewater (TDW) Is Up 6.7% After New 2026 Outlook and Buyback Update
Tidewater (TDW) shares rose 6.7% following its new 2026 revenue guidance of US$1.32-1.37 billion and an update on its US$500 million share repurchase authorization. While Sagil Capital exited its position, Black Bear Value Fund maintained a positive outlook due to Tidewater's fleet, reduced debt, and capital return plans. This news frames the company's operating leverage and its exposure to offshore activity, despite potential risks from fluctuating offshore demand.
Stratos Wealth Advisors LLC Buys Shares of 37,690 Tidewater Inc. $TDW
Stratos Wealth Advisors LLC has acquired 37,690 shares of Tidewater Inc. (NYSE:TDW), valued at approximately $2.01 million, making it a new position for the firm. This investment represents about 0.08% of Tidewater, an oil and gas company. Despite institutional ownership reaching 95.13% with other major firms also increasing their stakes, Tidewater recently missed quarterly EPS estimates and currently holds a "Hold" consensus rating from analysts.
Tidewater Inc stock hits 52-week high at 70.49 USD
Tidewater Inc. (TDW) recently hit a 52-week high of $70.49, reflecting a 31.3% increase over the past year and 35.79% year-to-date. This comes despite a Q3 2025 net loss with EPS of -$0.02, missing expectations, although revenue exceeded forecasts. Raymond James maintained an Outperform rating but slightly lowered its price target to $75, citing the 2026 outlook.
Tidewater Inc stock hits 52-week high at 70.49 USD By Investing.com
Tidewater Inc (TDW) stock reached a new 52-week high of $70.49 USD, reflecting a 31.3% increase over the past year and 35.79% year-to-date returns. Despite a recent Q3 2025 earnings per share miss, the company's revenue surpassed expectations, and InvestingPro analysis suggests the stock remains undervalued with a "GREAT" financial health score, indicating strong investor confidence and potential for continued growth.
Tidewater (NYSE:TDW) Hits New 52-Week High - Here's Why
Tidewater (NYSE:TDW) recently reached a new 52-week high, with its stock trading as high as $68.23. The company's recent earnings missed EPS estimates but beat revenue expectations, showing strong liquidity with a current ratio of 2.89. Analysts currently have a "Hold" consensus rating for TDW with an average price target of $67.50, and forecast an EPS of 3.25 for the current year.
19,600 Shares in Tidewater Inc. $TDW Bought by Tejara Capital Ltd
Tejara Capital Ltd has acquired a new stake of 19,600 shares in Tidewater Inc. (NYSE:TDW) during the third quarter, valued at approximately $1.045 million. This move comes as other institutional investors have also adjusted their positions in the oil and gas company, which currently holds a consensus "Hold" rating from Wall Street analysts with a target price of $67.50. Tidewater recently reported a quarterly EPS miss but a revenue beat, with institutional investors owning a significant 95.13% of the stock.
Tidewater Inc. (NYSE:TDW) Receives Average Recommendation of "Hold" from Brokerages
Tidewater Inc. (NYSE:TDW) has received an average "Hold" rating from seven analysts, with six recommending a hold and one a buy, and a mean 12-month price target of $67.50. The company reported a Q3 EPS miss at ($0.02) against a consensus of $0.46, though revenue beat expectations at $341.1 million. Institutional investors hold a significant portion of shares, and analysts anticipate full-year EPS of $3.25.
SummerHaven Investment Management LLC Makes New Investment in Tidewater Inc. $TDW
SummerHaven Investment Management LLC recently established a new position in Tidewater Inc. (NYSE:TDW), purchasing 16,032 shares valued at approximately $855,000 in Q3. This move aligns with several other institutional investors, such as Federated Hermes, American Century, Boston Partners, Ameriprise, and Sagil Capital, who also significantly increased their stakes, leading to an institutional ownership percentage of 95.13%. Analysts generally hold a "Hold" rating for Tidewater, with an average price target of $67.50, suggesting a modest upside from its current trading price of around $63.29, despite a recent EPS miss.
Is Tidewater Inc.'s (NYSE:TDW) Recent Stock Performance Tethered To Its Strong Fundamentals?
Tidewater Inc.'s stock performance has seen a significant 28% increase over the past three months. This article investigates whether this strong performance is linked to the company's financial fundamentals, particularly its Return on Equity (ROE). With a 13% ROE, outperforming the industry average, and a high net income growth rate of 71% over five years, the company's strategy of reinvesting profits appears to be a key driver of its success, although future earnings growth is projected to slow down.
VELA Investment Management LLC Acquires Shares of 28,980 Tidewater Inc. $TDW
VELA Investment Management LLC has acquired a new stake of 28,980 shares in Tidewater Inc. (NYSE: TDW), valued at approximately $1.546 million, making it about 0.06% of the company. Tidewater recently missed its Q3 EPS estimates but exceeded revenue expectations, and institutional investors collectively own 95.13% of the stock. Analysts currently hold a consensus "Hold" rating on Tidewater with a target price of $67.50.
Assessing Tidewater (TDW) Valuation After New 2026 Revenue Guidance And Share Buyback Update
Tidewater (TDW) management recently shared 2026 revenue guidance of US$1.32b-US$1.37b and reaffirmed a US$500m share repurchase capacity, leading to increased investor attention and a 7.1% share price jump. Despite a recent 14.3% increase over 90 days, the stock is up only 2.6% over the last year, trading below its average analyst price target. Simply Wall St's analysis suggests TDW is 5.8% undervalued with a fair value of US$60, though this depends on sustained offshore demand and successful acquisitions.
Tidewater Inc. (NYSE:TDW) Doing What It Can To Lift Shares
Tidewater Inc. (NYSE:TDW) has a P/E ratio of 17.1x, similar to the US market median, despite recent declining earnings. Analysts, however, predict a 19% earnings growth for Tidewater in the coming year, surpassing the market forecast of 16%. The article suggests that investors may be unconvinced about the company's future growth potential, leading its P/E to be in line with the market despite a stronger earnings outlook.
Harbor Capital Advisors Inc. Cuts Stake in Tidewater Inc. $TDW
Harbor Capital Advisors Inc. significantly reduced its stake in Tidewater Inc. by 71.2% in Q3 2025, selling over 127,000 shares. Despite this, other major institutional investors like Federated Hermes Inc., American Century Companies Inc., and Boston Partners increased their holdings, leading to institutional investors owning 95.13% of the company's stock. Tidewater recently missed Q3 EPS estimates but beat revenue expectations, and analysts maintain a consensus "Hold" rating with a target price of $67.50.
Tidewater Inc. (NYSE: TDW) Stock Drops on Dec. 16, 2025: What Happened, What Wall Street Forecasts, and What to Watch Next
Tidewater Inc. (NYSE: TDW) shares saw a significant decline of 6.89% on December 16, 2025, closing at $52.59, without a clear corporate press release explaining the move. The drop is likely attributed to a mix of sector-wide sentiment, investor positioning, and technical factors. Despite this, analysts' 12-month price targets generally remain higher, ranging from the low to high $60s, reflecting continued belief in its fundamental strength powered by strong cash flow and substantial share repurchase authorization, while the 2026 outlook is seen as solid but not explosively accelerating.
Caxton Associates LLP Takes Position in Tidewater Inc. $TDW
Caxton Associates LLP has acquired a new position in Tidewater Inc. (NYSE:TDW), purchasing 89,196 shares valued at approximately $4.115 million in the second quarter. This move makes Caxton Associates LLP own about 0.18% of the oil and gas company's stock. Other institutional investors have also adjusted their stakes in Tidewater, which currently holds a "Hold" consensus rating from analysts with an average target price of $67.50.
Federated Hermes Inc. Invests $28.20 Million in Tidewater Inc. $TDW
Federated Hermes Inc. has acquired a new stake of 611,297 shares of Tidewater Inc. (NYSE:TDW), valued at approximately $28.20 million, representing 1.24% ownership. Tidewater's recent earnings reported an EPS loss of ($0.02) against an estimated $0.46, with revenue beating estimates at $341.11 million. Analysts currently have a "Hold" rating on TDW with a consensus price target of $67.50.
Tidewater Inc. Stock (TDW) Opinions on Q3 2025 Financial Results
Discussions on X reveal mixed opinions on Tidewater Inc.'s (TDW) Q3 2025 financial results, showing revenue beat expectations despite a net loss, alongside a significant stock surge. Speculations also include potential acquisitions or stock buybacks by early 2026. Insider trading data indicates more purchases than sales in the last six months, while hedge fund activity shows notable changes in institutional holdings.
Will Tidewater’s (TDW) Shift to a Net Loss and New Guidance Change Its Investment Narrative?
Tidewater Inc. recently reported a shift to a net loss of US$0.81 million in Q3 2025, despite revenue holding steady at US$341.11 million. The company provided updated guidance for 2025 and 2026, projecting revenues between US$1.32 billion and US$1.37 billion with margins near 50%. This article explores whether these financial results and guidance alter the investment narrative, which relies on strong demand for offshore support vessels.
Tidewater (NYSE: TDW) sets Nov. 11 earnings call at 8:00 a.m. CT on performance
Tidewater Inc. (NYSE: TDW) announced it will release its financial results for the quarter ending September 30, 2025, after market close on Monday, November 10, 2025. The company will host an earnings conference call on Tuesday, November 11, 2025, at 8:00 a.m. Central Time, where President and CEO Quintin Kneen will discuss the results. Investors can access the call via telephone or a live webcast on Tidewater’s investor relations website.
Tidewater Reports Results for the Nine Months Ended September 30, 2025
Tidewater Inc. reported its financial results for the nine months ended September 30, 2025, with revenues reaching $1,016.0 million and a net income of $114.8 million. The company announced updated 2025 revenue guidance of $1.33 to $1.35 billion and initiated 2026 revenue guidance between $1.32 and $1.37 billion, despite global macroeconomic and geopolitical uncertainties impacting offshore drilling. Tidewater emphasized strong vessel up-time, robust earnings, and cash flow generation, underscoring its diversified service offerings as key to its resilience and future outlook.
Tidewater Inc. Surpasses Expectations with Strong Q3 Performance
Tidewater Inc. reported strong Q3 results, with revenues of $341.1M exceeding forecasts and an Adjusted EBITDA of $137.9M, driven by higher vessel uptime and increased day rates. The company updated its FY25 revenue guidance to $1.33B-$1.35B, aligning with market expectations, although FY26 projections show a slight caution. Despite a dip in EPS, management's strategic finetuning and operational efficiencies have positioned the company to navigate market volatility.
Tidewater Announces Earnings Release and Conference Call
Tidewater Inc. (NYSE: TDW) announced its financial results for the three months ending September 30, 2025, will be released after market close on Monday, November 10, 2025. A conference call featuring President and CEO Quintin Kneen is scheduled for Tuesday, November 11, 2025, at 8:00 a.m. Central Time to discuss these results. Investors can access the call via telephone or a live webcast on the company's investor relations website, where a replay will also be available.
Judah Spinner and BlackBird Financial Announce Strategic Investment in Tidewater Inc.
Judah Spinner's BlackBird Financial LP has made a significant long-term investment in Tidewater Inc., the world's largest operator of offshore support vessels. This strategic move is based on BlackBird Financial's belief in the dramatically improving economics of the offshore support sector, driven by industry consolidation, halted new vessel construction, and rising day rates. The investment reflects BlackBird Financial's fundamentals-driven, deep-value approach to investing, identifying Tidewater as a company with durable advantages and substantial upside.
Inspire Investing LLC Purchases 1,012 Shares of Tidewater Inc. $TDW - Defense World
Inspire Investing LLC increased its stake in Tidewater Inc. by purchasing an additional 1,012 shares. Other institutional investors have also modified their holdings, with 95.13% of the company's stock owned by institutional investors. Tidewater Inc. recently authorized a $500 million share buyback plan and saw its stock drop by 6.0%.
Bullish Tidewater Insiders Loaded Up On US$4.06m Of Stock
Insiders at Tidewater Inc. (NYSE:TDW) have significantly increased their holdings over the past year, purchasing US$4.06 million worth of stock. This includes a major buy by President Quintin Kneen for US$2.0 million at a price below the current market value, suggesting he saw the stock as undervalued. Insider ownership stands at 1.9%, indicating some alignment between company leadership and shareholders.
Tidewater: Valuation And Technicals Are Still Attractive Despite Volatile Market Tides
Tidewater (TDW) shows strong growth and margin improvement through strategic fleet management and geographic diversification. The company maintains robust liquidity, prudent debt management, and rising cash flows, positioning it for long-term sustainability and financial resilience. Valuation metrics and technical indicators suggest TDW's stock remains undervalued with ongoing bullish momentum, leading to a reiterated buy rating and an expectation of continued outperformance.
Will Tidewater's (TDW) New Buyback Shift the Balance Between Growth and Capital Returns?
Tidewater Inc. announced strong Q2 earnings, a new US$500 million share repurchase program, and maintained its 2025 revenue guidance. The company emphasizes a dual strategy of value-accretive acquisitions and buybacks, with future performance heavily reliant on successful capital deployment. While the buyback supports the investment thesis, the persistent focus on M&A suggests that acquisition execution remains a critical factor for shareholder returns.
Vinson & Elkins Advises Tidewater Inc. on Debut 9.125% Senior Notes Offering
Vinson & Elkins advised Tidewater Inc. (NYSE: TDW) on its debut Rule 144A/RegS offering of 9.125% Senior Notes due 2030, which closed on July 7, 2025. The proceeds from the offering were utilized by Tidewater Inc., a leading provider of offshore services vessels, to refinance existing indebtedness. The Vinson & Elkins corporate team was led by partners Mike Telle and David Stone.
Tidewater Announces Closing of $650 Million Offering of 9.125% Senior Unsecured Notes due 2030 and Entering into $250 Million Revolving Credit Facility
Tidewater Inc. announced the closing of a $650 million private offering of 9.125% senior unsecured notes due 2030. The proceeds, combined with cash, were used to repay an existing senior secured term loan and redeem outstanding 2026 and 2028 bonds. Additionally, the company entered into a new $250 million senior secured five-year revolving credit facility.
Crew Member Dies in Accident on Tidewater’s Polaris PSV
A crew member died in a fatal accident on June 2, 2025, aboard Tidewater's Polaris platform supply vessel in the Atlantic Ocean. Tidewater, a subcontractor for Equinor, is cooperating with the United States Coast Guard in an ongoing investigation. Both companies expressed condolences to the family, friends, and colleagues affected by this tragic loss.
Crew Member Found Dead Aboard Platform Supply Vessel Off U.S. East Coast
A crew member died on June 2 aboard a DP2 platform supply vessel, the Polaris, while operating off the U.S. East Coast. The incident occurred during operations for Equinor's Empire Wind offshore wind project. The U.S. Coast Guard has initiated an investigation into the "tragic marine accident," with Tidewater and Equinor cooperating fully.
Crew Member Dies in Accident Aboard Tidewater Supply Vessel Off U.S. East Coast
A crew member died on June 2, 2025, during an incident aboard the US-flagged Tidewater vessel POLARIS in the Atlantic Ocean. Tidewater confirmed the fatality, and the U.S. Coast Guard is investigating the cause, with Tidewater pledging full cooperation. The vessel had been involved in operations related to Equinor's Empire Wind offshore wind project off New York's coast.
COLUMN | Ebbing tide, part two: Tidewater’s tough choices as momentum runs out [Offshore Accounts]
Tidewater, the world's largest offshore support vessel owner, is facing significant challenges as its market momentum wanes. The company's stock has dropped substantially, and its Q3 2024 results revealed a concerning slowdown in revenue growth and utilization, particularly in the Middle East and Europe. The article highlights four "uncomfortable home truths" for Tidewater, including the disappearance of momentum, underperformance in key regions, and a problematic denial regarding newbuild vessel costs.
ESG advocate BlackRock doubles stake in offshore vessel giant Tidewater to $600m
BlackRock, a firm that advocates for ESG principles, has doubled its stake in offshore vessel provider Tidewater to $600m, becoming the largest holder in the Texas-based company. This move significantly increases BlackRock's investment in the OSV sector.
Johan Sperling named new Tidewater Holdings CEO
Johan Sperling has been named the new CEO of Tidewater Holdings Inc., succeeding Todd Busch, who is retiring. Sperling, who joined Tidewater in 2020 as VP and COO, will take over officially on June 30th, with Busch remaining as an advisor and joining the board. Tidewater Holdings Inc. operates significant barge transportation, terminal networks, and specialized marine services across the Pacific Northwest and Canada.
Tidewater Reports Stellar Q1 Results and Reiterates Positive Outlook for 2024
Tidewater Inc. reported strong first-quarter results for 2024, with significant increases in revenue, net income, adjusted EBITDA, and cash flow, driven by rising OSV day rates. The company also reduced its share count through repurchases and reaffirmed its full-year guidance, expressing optimism for continued demand and tight vessel supply.
Tidewater Announces the Acquisition of 37 Platform Supply Vessels from Solstad Offshore | News
Vinson & Elkins advised Tidewater Inc. in its definitive agreement to acquire 37 platform supply vessels from Solstad Offshore ASA for $577 million. The Vinson & Elkins team was led by partners Steve Gill, Mike Telle, and David Stone, with additional contributions from counsel and associates.
Tidewater completes purchase of Swire Pacific Offshore
Tidewater Inc. announced the completion of its purchase of Swire Pacific Offshore Holdings Ltd. for approximately $190 million. This acquisition adds 50 vessels to Tidewater's fleet, creating the world’s leading OSV operator and strengthening its leadership position in the offshore vessel industry. The deal, initially announced on March 9, involves a settlement partly in cash and partly in warrants entitling Swire to purchase 8.1 million shares of Tidewater common stock.
Tidewater Completes Swire Pacific Offshore Acquisition
Tidewater Inc. has completed the acquisition of Singapore's Swire Pacific Offshore Holdings Limited (SPO) for $190 million, creating the industry's largest OSV fleet with over 200 vessels. The combined entity will operate under the Tidewater brand, with Tidewater president and CEO Quintin Kneen leading the business. This acquisition strengthens Tidewater's leadership position in the offshore vessel market as it capitalizes on the market's recovery.
Tidewater Announces the Acquisition of Swire Pacific Offshore, Creating World’s Leading OSV Operator
Tidewater Inc. announced the acquisition of Swire Pacific Offshore Holdings Limited for approximately $190 million, significantly expanding its fleet to become the largest OSV operator globally. This strategic move aims to capitalize on the recovery of the offshore oil & gas market, integrate SPO's 50 vessels, and achieve approximately $45 million in annual cost synergies. The acquisition enhances Tidewater's presence in West Africa, Southeast Asia, and the Middle East, positioning it for increased earnings and free cash flow generation.
John Laborde, who built Tidewater into global leader in offshore industry, dies at 97
John Laborde, who built Tidewater Inc. into the world's largest owner and operator of offshore vessels, died on October 21, 2021, at age 97. Laborde was a prominent leader in the offshore oil and gas industry, a World War II veteran who served under Gen. Douglas MacArthur, and a dedicated philanthropist active in numerous business, civic, and religious organizations. He is remembered for his business acumen and significant contributions to the community, including establishing the Energy Law Center at LSU.
Vår Energi Charters Olympic, Tidewater PSVs
Vår Energi has chartered two offshore support vessels, the Olympic Energy and the Troms Sirius, to support its North Sea operations and reduce its environmental footprint. The Olympic Energy is LNG-powered with a battery pack and shore power capability, while the Troms Sirius will be upgraded for shore power. Both vessels will operate between the Balder field and Dusavik quay, with contracts lasting up to three years.
BY THE NUMBERS: The OSV Markets
The article analyzes the Offshore Support Vessel (OSV) market in the US Gulf of Mexico and Europe for 2018-2019. It highlights the proactive strategies of US owners like Tidewater Marine and Harvey Gulf in a challenging market, including mergers, restructuring, and expansion, while European owners face significant debt and restructuring challenges. Despite US owners' efforts, the US GOM utilization remains low compared to other regions, and OSV values continued to soften, indicating ongoing pressure on the market.
News Content Hub - Industry leader: Quintin Kneen, President and CEO, Tidewater Inc
Quintin Kneen, President and CEO of Tidewater Inc., is aggressively reshaping the company's fleet, management, and IT infrastructure to prepare for a market recovery and further industry consolidation. He has implemented significant organizational changes, including management shakeups and board reductions, and is focusing on cost-efficiency, technology leverage, and cultural transformation to improve decision-making and generate cash flow. Tidewater is also actively managing its fleet, including scrapping older vessels, acquiring new ones, and divesting non-returning assets, while considering strategic mergers to strengthen its market position.
Tidewater elects Rigdon chairman, reduces board size
Tidewater Inc. announced the election of Larry T. Rigdon as chairman of the board, effective October 28, following the resignation of Thomas R. Bates Jr. Concurrently, the company is reducing its board size from 10 to seven members to enhance cost-effectiveness and responsiveness, with an immediate reduction to eight members due to recent resignations. Rigdon expressed confidence in the company's future, highlighting CEO Quintin V. Kneen's leadership and strategic initiatives.
New CEO named at Houston energy co. after recent acquisition
John Rynd has retired as president and CEO of Tidewater, effective immediately, and has also left his position on the company's board of directors. Rynd had been with the company since early 2018. This announcement follows a series of related events involving Houston-based offshore energy companies, including mergers and financial restructuring.
Tidewater Appoints Quintin Kneen As President And CEO
Tidewater Inc. announced the immediate appointment of Quintin Kneen as President, Chief Executive Officer, and director. Kneen, who was previously the Executive Vice President and CFO of Tidewater and former President and CEO of GulfMark Offshore, Inc., will also continue to serve as CFO until a successor is named. John Rynd will retire from his positions as President, CEO, and director of the company.
Tidewater Inc
Tidewater Inc., founded in 1955, is a pioneer in the Offshore Service Vessel (OSV) market, known for developing the world's first purpose-built supply vessel. After a 2017 restructuring and a 2018 merger with GulfMark Offshore, Tidewater became the largest and most geographically diverse OSV owner globally. The company is focused on organic growth, asset acquisitions, and M&A, capitalising on market improvements despite continued volatility.
Damon Bankston Obituary - New Orleans, LA
Damon B. Bankston, a WWII veteran and successful businessman, passed away on March 12, 2019, at the age of 91. He had a distinguished career, including serving as President and COO of Tidewater Marine Service, Inc., and later founding two technology companies. A memorial celebration was held on March 23, 2019, in Metairie, Louisiana.
Houston-based offshore energy cos. complete merger, new CFO named
Houston-based Tidewater Inc. completed its acquisition of Houston-based GulfMark Offshore Inc. on November 15, 2018, forming the world's largest offshore support vessel operator. The former president and CEO of GulfMark Offshore Inc. has been named the CFO of the newly combined company.
