YPF YPF SOCIEDAD ANONIMA

NEUTRAL Impact: 3/10 6-K
Horizon days Filed May 26, 2026 Processed 15d 5h ago SEC 0001554855-26-001130
Notable filing: 6-K
Latest settled — T+5d
YPF ▲ +12.63% at T+5d
NEUTRAL call ✓ call won +12.63% · α vs SPY +11.55% · entry $48.60 → $54.74
Next anchor: T+20d in 14d
Currently $55.09 · +13.35% from $48.60 entry
Entry anchored
May 22, 03:59 PM ET
via Databento tick
T+1d
+6.15%
call +6.15% · α +6.14%
$51.59
settled 14d ago
T+5d
+12.63%
call +12.63% · α +11.55%
$54.74
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

YPF repurchased Class XXX Notes (YMCWO) with a par value of US$11.3 million at 99.86% of nominal value, reducing near-term debt ahead of July 2026 maturity. The buyback is a modest credit-positive signal, consistent with YPF's deleveraging strategy, but the amount is small relative to the company's overall debt profile.

Actionable Insight

The repurchase is small and routine — it trims near-term debt but does not materially change YPF's credit profile. Monitor for further buybacks or liability management actions ahead of the July 2026 maturity.

Key Facts

  • YPF repurchased Class XXX Notes (YMCWO) between May 18-22, 2026 for Ps. 15.79 billion (US$11.33 million par value).
  • Repurchase price was 99.86% of nominal value.
  • Notes were originally issued in July 2024 (US$185M) and April 2025 (US$204M) under the Frequent Issuer framework, maturing July 2026.
  • Repurchased notes will be held in portfolio, not cancelled.

Financial Impact

US$11.33 million par value repurchased, representing ~2.9% of the total US$389 million Class XXX Notes outstanding.

debt

Risk Factors

  • Remaining ~US$378M of Class XXX Notes still mature in July 2026, requiring refinancing or cash deployment.
  • Holding repurchased notes in portfolio rather than cancelling them leaves flexibility but does not reduce gross debt.

Market Snapshot

Exchange
NYSE
Sector
Petroleum Refining
Analyst Consensus
83% bullish (12 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001554855-26-001130
Document: 0001554855-26-001130-index-headers.html0001554855-26-001130
Document: 0001554855-26-001130-index.html0001554855-26-001130
Document: 0001554855-26-001130.txt0001554855-26-001130
12 reports for YPF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for YPF — sortable, filterable
Type Now
Jun 8, 2026
2d ago
6-K
NEUTRAL ★ 3/10
$53.50 awaiting T+5awaiting T+5$55.09 (+2.98%)
Jun 1, 2026
9d ago
6-K
NEUTRAL ★ 4/10
$54.74 $53.50▼ −2.27%▲ +0.48%$55.09 (+0.64%)
May 26, 2026
15d ago
6-K
NEUTRAL ★ 3/10
$48.60 $54.74▲ +12.63%▲ +11.55%$55.09 (+13.35%)
May 18, 2026
23d ago
6-K
NEUTRAL ★ 3/10
$47.48 $48.60▲ +2.36%▲ +0.74%$55.09 (+16.03%)
May 7, 2026
4w ago
6-K
NEUTRAL ★ 4/10
$42.37 $44.17▲ +4.25%▲ +2.78%$55.09 (+30.02%)
Apr 20, 2026
7w ago
6-K
NEUTRAL ★ 4/10
$40.98 $43.00▲ +4.93%▲ +4.02%$55.09 (+34.43%)
Apr 9, 2026
8w ago
6-K
NEUTRAL ★ 6/10
$42.69 $41.87▼ −1.92%▼ −5.11%$55.09 (+29.05%)
Apr 1, 2026
10w ago
6-K
BEARISH ★ 7/10
$44.31 $42.69▲ +3.66%▲ +7.42%$55.09 (−24.33%)
Mar 30, 2026
10w ago
6-K
NEUTRAL ★ 4/10
$46.22 $43.48▼ −5.93%▼ −9.87%$55.09 (+19.19%)
Mar 26, 2026
10w ago
Press Release
NEUTRAL ★ 3/10
$45.17 $43.88▼ −2.86%▼ −6.72%$55.09 (+21.96%)
Showing 10 of 12

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