TDW
TIDEWATER INC
$74.46
+1.79%
$3.6B
No data for this timeframe.
Vol
Market Cap$3.6B
Cap SizeMid Cap
Analyst ConsensusHold (46%)
Inst. Holders8 funds
Inst. Value$337.2M
Inst. Activity3 buys / 1 sells
Insider Activity0B / 4S
Insider Net $-$4.1M
SEC Reports1
Recent Activity
May 12, 2026
short_interest
FTD: TDW — 45,527 shares ($3.7M) failed to deliver
Settlement: 20260512, Price: $81.33, FTD Value: $3,702,710.91, TIDEWATER INC NEW COM STK (DE)
Apr 1, 2026
Insider
Cougle Melissa sold 374 shares
Director @ $83.44 ($31.2K)
Apr 1, 2026
Insider
ROBOTTI ROBERT sold 374 shares
Director @ $83.44 ($31.2K)
Mar 23, 2026
Insider
Rubio Samuel R sold 1,587 shares
EVP, CFO & CAO @ $72.48 ($115.0K)
Mar 6, 2026
SEC
Two senior executives at Tidewater Inc. — the EVP & General Counsel and the CFO — sold shares in a coordinated open-mark
CLUSTER — Impact 6/10
Inst.
FMR LLC — NEAR_EXIT
270,276 shares ($13.7M)
Inst.
BANK OF AMERICA CORP — DOUBLED
99,539 shares ($5.0M)
Price Targets
$86.57
+16.3% upside
Buy
Current $74.46
Low $54.00
Median $90.00
High $117.00
7 analysts
$54.00
$117.00
Analyst Ratings
1Strong Buy
5Buy
6Hold
0Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 1, 2026 | Barclays | INITIATE | Equal-Weight |
| Mar 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.48 ▼ -37.5% | $0.32 — $0.77 | -67% YoY | 4 |
| Next Q | $1.36 ▼ -4.4% | $1.28 — $1.52 | 123% YoY | 4 |
| Current FY | $3.51 ▼ -5.4% | $3.19 — $3.92 | 5% YoY | 5 |
| Next FY | $6.27 ▲ +3.6% | $4.99 — $7.62 | 79% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $241.7M | — |
| MORGAN STANLEY | $39.0M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $28.1M | NEW |
| FMR LLC | $13.7M | NEAR_EXIT |
| BANK OF AMERICA CORP | $5.0M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Cougle Melissa | A | $31.2K |
| Apr 1, 2026 | ROBOTTI ROBERT | A | $31.2K |
| Mar 23, 2026 | Rubio Samuel | F | $115.0K |
| Mar 23, 2026 | Hudson Daniel | F | $154.2K |
| Mar 23, 2026 | Kneen Quintin | F | $417.9K |
8 institutional holders with $337.2M total value (6,676,331 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4,785,489 | $241.7M | 71.7% | — |
| 2 | MORGAN STANLEY | 771,313 | $39.0M | 11.6% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 557,282 | $28.1M | 8.3% | NEW |
| 4 | FMR LLC | 270,276 | $13.7M | 4.0% | NEAR_EXIT -75.3% |
| 5 | BANK OF AMERICA CORP /DE/ | 99,539 | $5.0M | 1.5% | DOUBLED +107.4% |
| 6 | WELLS FARGO & COMPANY/MN | 90,148 | $4.6M | 1.4% | ADD +37.9% |
| 7 | NORGES BANK | 85,719 | $4.3M | 1.3% | NEW |
| 8 | Tweedy, Browne Co LLC | 16,565 | $836.7K | 0.2% | DOUBLED +105.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | NEAR_EXIT | 1,095,500 | 270,276 | -75.3% | $13.7M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 47,984 | 99,539 | +107.4% | $5.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 65,357 | 90,148 | +37.9% | $4.6M | 2025-Q4 |
| NORGES BANK | NEW | — | 85,719 | — | $4.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 35,270 | 47,984 | +36.0% | $2.6M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 6,907 | 14,189 | +105.4% | $756.7K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 112,883 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 24,602 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | DOUBLED | 498,580 | 1,340,870 | +168.9% | $61.9M | 2025-Q2 |
| FMR LLC | TRIM | 1,754,621 | 1,173,657 | -33.1% | $54.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 112,883 | — | $5.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 91,878 | 66,810 | -27.3% | $3.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 56,142 | 35,270 | -37.2% | $1.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 45,368 | 24,602 | -45.8% | $1.1M | 2025-Q2 |
| Tweedy, Browne Co LLC | NEW | — | 6,907 | — | $318.6K | 2025-Q2 |
| FMR LLC | TRIM | 2,416,407 | 1,754,621 | -27.4% | $74.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 504,382 | 848,145 | +68.2% | $35.9M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 68,508 | 91,878 | +34.1% | $3.9M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 45,368 | — | $1.9M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 131,683 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 592,000 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 53,607 | 508,970 | +849.4% | $27.8M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 131,683 | — | $7.2M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 98,210 | 68,508 | -30.2% | $3.7M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 434,517 | — | $31.2M | 2024-Q3 |
6 unique insiders with 4 transactions. Net insider value: -$4.1M ($0.00 bought, $4.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Cougle Melissa | Director | A | 374 | $83.44 | $31.2K |
| Apr 1, 2026 | ROBOTTI ROBERT | Director | A | 374 | $83.44 | $31.2K |
| Mar 23, 2026 | Rubio Samuel R | EVP, CFO & CAO | F | 1,587 | $72.48 | $115.0K |
| Mar 23, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | F | 2,128 | $72.48 | $154.2K |
| Mar 23, 2026 | Kneen Quintin | DIRECTOR, PRESIDENT & CEO | F | 5,766 | $72.48 | $417.9K |
| Mar 23, 2026 | Middleton Piers Dayer | EVP & Chief Operating Officer | F | 347 | $72.48 | $25.2K |
| Mar 18, 2026 | Rubio Samuel R | EVP, CFO & CAO | A | 9,420 | $75.27 | $709.0K |
| Mar 18, 2026 | Rubio Samuel R | EVP, CFO & CAO | F | 3,771 | $75.27 | $283.8K |
| Mar 18, 2026 | Kneen Quintin | DIRECTOR, PRESIDENT & CEO | A | 65,938 | $75.27 | $5.0M |
| Mar 18, 2026 | Kneen Quintin | DIRECTOR, PRESIDENT & CEO | F | 25,965 | $75.27 | $2.0M |
| Mar 18, 2026 | Middleton Piers Dayer | EVP & Chief Operating Officer | A | 6,643 | $75.27 | $500.0K |
| Mar 18, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | A | 8,005 | $75.27 | $602.5K |
| Mar 18, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | F | 3,267 | $75.27 | $245.9K |
| Mar 17, 2026 | ROBOTTI ROBERT | Director | G | 10,000 | $0.00 | $0.00 |
| Mar 5, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | SELL | 5,195 | $80.56 | $418.5K |
| Mar 5, 2026 | Rubio Samuel R | EVP, CFO & CAO | SELL | 22,461 | $80.05 | $1.8M |
| Feb 23, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | SELL | 15,000 | $77.50 | $1.2M |
| Feb 11, 2026 | Hudson Daniel A. | EVP & GENERAL COUNSEL | SELL | 10,000 | $70.01 | $700.1K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (46% buy). Based on 13 analysts: 1 strong buy, 5 buy, 6 hold, 0 sell, 1 strong sell.
Analyst Price Targets
$86.57 mean target
+16.3% upside
Buy (2.75)
$54.00 Low
$117.00 High
| Metric | Value |
|---|---|
| Current Price | $74.46 |
| Target Low | $54.00 |
| Target Mean | $86.57 |
| Target Median | $90.00 |
| Target High | $117.00 |
| # Analysts | 7 |
| Recommendation | Buy (2.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.48 | $0.32 | $0.77 | -67.1% | -37.5% | 1↑ 1↓ | $0.3B | -2.5% | 4 |
| Next Q 2026-09-30 |
$1.36 | $1.28 | $1.52 | 122.9% | -4.4% | 2↑ 1↓ | $0.4B | 14.3% | 4 |
| Current FY 2026-12-31 |
$3.51 | $3.19 | $3.92 | 4.6% | -5.4% | 0↑ 3↓ | $1.5B | 7.2% | 5 |
| Next FY 2027-12-31 |
$6.27 | $4.99 | $7.62 | 78.5% | +3.6% | 1↑ 3↓ | $1.6B | 13.4% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.481 | |
| 7d ago | $0.481 | |
| 30d ago | $0.770 | -0.289 |
| 60d ago | $0.816 | -0.334 |
| 90d ago | $0.815 | -0.334 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 8, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 1, 2026 | Barclays | INITIATE | — | Equal-Weight |
| Mar 4, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 5 | 6 | 0 | 1 | 46% | |
| May 1, 2026 | 1 | 5 | 6 | 1 | 0 | 46% | |
| Apr 1, 2026 | 1 | 5 | 6 | 0 | 1 | 46% | |
| Mar 1, 2026 | 1 | 5 | 5 | 1 | 0 | 50% | |
| Feb 1, 2026 | 1 | 5 | 5 | 1 | 0 | 50% | |
| Jan 1, 2026 | 1 | 5 | 5 | 1 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 12, 2026
short_interest
FTD: TDW — 45,527 shares ($3.7M) failed to deliver
Settlement: 20260512, Price: $81.33, FTD Value: $3,702,710.91, TIDEWATER INC NEW COM STK (DE)
May 8, 2026
short_interest
FTD: TDW — 16,396 shares ($1.3M) failed to deliver
Settlement: 20260508, Price: $77.86, FTD Value: $1,276,592.56, TIDEWATER INC NEW COM STK (DE)
May 6, 2026
short_interest
FTD: TDW — 58,539 shares ($5.0M) failed to deliver
Settlement: 20260506, Price: $85.01, FTD Value: $4,976,400.39, TIDEWATER INC NEW COM STK (DE)
May 4, 2026
earnings_calendar
TDW Q1 2026 Earnings After Market Close — 2026-05-04
Apr 27, 2026
short_volume
Short Volume: TDW — 77.2% short (0.4M / 0.5M)
Short: 415,296 | Exempt: 0 | TRF Vol: 537,662 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: TDW — 36,031 shares ($3.1M) failed to deliver
Settlement: 20260413, Price: $86.10, FTD Value: $3,102,269.1, TIDEWATER INC NEW COM STK (DE)
Apr 1, 2026
short_volume
Short Volume: TDW — 74.1% short (0.4M / 0.6M)
Short: 414,945 | Exempt: 2 | TRF Vol: 560,123 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_interest
FTD: TDW — 12,624 shares ($1.0M) failed to deliver
Settlement: 20260331, Price: $81.89, FTD Value: $1,033,779.36, TIDEWATER INC NEW COM STK (DE)
Mar 30, 2026
short_volume
Short Volume: TDW — 82.4% short (0.6M / 0.7M)
Short: 565,289 | Exempt: 35 | TRF Vol: 686,153 | Short Ratio: 82.4% | Off-exchange volume (dark pool + OTC)
Mar 10, 2026
short_interest
FTD: TDW — 7,292 shares ($0.6M) failed to deliver
Settlement: 20260310, Price: $81.00, FTD Value: $590,652, TIDEWATER INC NEW COM STK (DE)
Mar 4, 2026
short_interest
FTD: TDW — 7,991 shares ($0.7M) failed to deliver
Settlement: 20260304, Price: $87.67, FTD Value: $700,570.97, TIDEWATER INC NEW COM STK (DE)
Mar 2, 2026
earnings_calendar
TDW Q4 2025 Earnings After Market Close — 2026-03-02
Feb 26, 2026
earnings_calendar
TDW Q4 2025 Earnings After Market Close — 2026-02-26
Feb 24, 2026
short_interest
FTD: TDW — 19,660 shares ($1.6M) failed to deliver
Settlement: 20260224, Price: $78.91, FTD Value: $1,551,370.6, TIDEWATER INC NEW COM STK (DE)
Feb 20, 2026
short_interest
FTD: TDW — 34,048 shares ($2.5M) failed to deliver
Settlement: 20260220, Price: $73.85, FTD Value: $2,514,444.8, TIDEWATER INC NEW COM STK (DE)