TD Cowen Issues Positive Forecast for Tenaris (NYSE:TS) Stock Price

Tenaris (NYSE:TS) had its price target lifted by TD Cowen from $48.00 to $59.00 in a research note published on Friday morning, Marketbeat reports. The brokerage currently has a buy rating on the industrial products company’s stock.

A number of other brokerages have also recently issued reports on TS. Weiss Ratings reissued a “hold (c)” rating on shares of Tenaris in a research report on Monday, December 29th. The Goldman Sachs Group began coverage on shares of Tenaris in a research note on Monday, December 15th. They issued a “neutral” rating and a $43.60 price objective for the company. Stifel Nicolaus increased their target price on shares of Tenaris from $37.00 to $45.00 and gave the stock a “buy” rating in a research report on Wednesday, November 12th. Morgan Stanley set a $38.00 price target on shares of Tenaris and gave the company an “underweight” rating in a research report on Wednesday, January 21st. Finally, Oddo Bhf raised Tenaris to an “outperform” rating in a research report on Thursday, February 5th. Five equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $45.43.

Tenaris Stock Down 2.6%

Tenaris stock opened at $52.27 on Friday. The company’s 50-day moving average price is $43.04 and its two-hundred day moving average price is $39.27. The stock has a market cap of $30.39 billion, a P/E ratio of 14.32, a P/E/G ratio of 14.21 and a beta of 0.95. Tenaris has a twelve month low of $30.06 and a twelve month high of $54.60.

Tenaris (NYSE:TS) last announced 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 for the quarter, compared to analyst estimates of $2.95 billion. Tenaris had a return on equity of 11.27% and a net margin of 16.13%.The firm’s quarterly revenue was up 5.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.94 earnings per share. Equities analysts anticipate that Tenaris will post 3.14 earnings per share for the current fiscal year.

Tenaris Announces Dividend

The firm also recently disclosed a dividend, which will be paid on Wednesday, May 20th. Investors of record on Tuesday, May 19th will be paid a $1.20 dividend. The ex-dividend date of this dividend is Tuesday, May 19th. This represents a yield of 450.0%. Tenaris’s dividend payout ratio (DPR) is 31.78%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Advisory Services Network LLC bought a new stake in shares of Tenaris during the 3rd quarter valued at approximately $47,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new stake in Tenaris in the fourth quarter valued at approximately $48,000. Raymond James Financial Inc. bought a new stake in shares of Tenaris during the second quarter worth $49,000. Farther Finance Advisors LLC increased its holdings in shares of 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 buying an additional 725 shares in the last quarter. Finally, CWM LLC lifted its stake in shares of Tenaris by 57.7% in the 3rd quarter. CWM LLC now owns 1,560 shares of the industrial products company’s stock valued at $56,000 after acquiring an additional 571 shares during the last quarter. Institutional investors and hedge funds own 10.45% of the company’s stock.

Tenaris News Summary

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

Tenaris Company Profile

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.