Tidewater Inc. $TDW Shares Bought by Keybank National Association OH

Keybank National Association OH raised its holdings in shares of Tidewater Inc. (NYSE:TDW) by 7.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 373,836 shares of the oil and gas company’s stock after buying an additional 27,137 shares during the quarter. Keybank National Association OH owned about 0.75% of Tidewater worth $30,318,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the business. Punch & Associates Investment Management Inc. bought a new stake in shares of Tidewater during the 2nd quarter valued at about $22,811,000. Legal & General Group Plc purchased a new position in shares of Tidewater during the second quarter worth about $5,470,000. VELA Investment Management LLC grew its holdings in shares of Tidewater by 17.5% during the second quarter. VELA Investment Management LLC now owns 40,537 shares of the oil and gas company’s stock worth $2,701,000 after purchasing an additional 6,028 shares in the last quarter. Deutsche Bank AG bought a new position in shares of Tidewater in the second quarter worth approximately $3,262,000. Finally, Kendall Capital Management bought a new position in shares of Tidewater in the second quarter worth approximately $1,071,000. 95.13% of the stock is currently owned by institutional investors.

Tidewater Stock Up 6.8%

TDW opened at $79.02 on Thursday. The business’s fifty day simple moving average is $84.18 and its 200 day simple moving average is $79.76. Tidewater Inc. has a 52 week low of $49.54 and a 52 week high of $101.57. The company has a quick ratio of 3.47, a current ratio of 2.23 and a debt-to-equity ratio of 0.57. The stock has a market cap of $3.92 billion, a PE ratio of 14.88 and a beta of 0.63.

Tidewater (NYSE:TDW) last issued its quarterly earnings results on Monday, November 9th. The oil and gas company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.37). Tidewater had a return on equity of 4.47% and a net margin of 19.42%. The firm had revenue of $360.42 million for the quarter, compared to the consensus estimate of $358.71 million. During the same period last year, the firm earned ($0.02) EPS. The company’s revenue for the quarter was up 5.7% on a year-over-year basis. As a group, research analysts expect that Tidewater Inc. will post 3.08 earnings per share for the current fiscal year.

Key Headlines Impacting Tidewater

These are some of the TDW headlines that stood out recently:

• Positive Sentiment: Tidewater initiated 2027 revenue guidance of $1.70 billion to $1.75 billion and projected a 51%–53% gross margin following the Wilson Sons closing. The outlook points to substantial revenue and margin potential. Tidewater initiates 2027 revenue guidance
• Positive Sentiment: Coverage of the Q3 outlook highlighted day-rate gains and Wilson Sons integration as factors shaping the company’s prospects, supporting the positive longer-term narrative. TDW Q3 2026 deep dive
• Neutral Sentiment: For 2026, Tidewater forecast revenue of about $1.4 billion, matching the consensus estimate—neither a clear upside surprise nor a disappointment. Tidewater updates earnings guidance

Analysts Set New Price Targets

TDW has been the topic of a number of recent analyst reports. BTIG Research reaffirmed a “buy” rating and issued a $120.00 target price on shares of Tidewater in a research note on Friday, October 9th. Weiss Ratings cut shares of Tidewater from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, November 4th. Finally, Barclays boosted their price target on shares of Tidewater from $86.00 to $91.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Tidewater has an average rating of “Moderate Buy” and a consensus price target of $109.33.

Insider Activity

In related news, Director Kenneth Traub sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $99.00, for a total transaction of $990,000.00. Following the transaction, the director directly owned 63,521 shares of the company’s stock, valued at approximately $6,288,579. This trade represents a 13.60% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Daniel Hudson sold 15,000 shares of Tidewater stock in a transaction that occurred on Wednesday, September 2nd. The stock was sold at an average price of $99.08, for a total transaction of $1,486,200.00. Following the transaction, the executive vice president directly owned 33,029 shares in the company, valued at $3,272,513.32. This trade represents a 31.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 5.90% of the stock is currently owned by corporate insiders.

Tidewater Profile

Tidewater Inc. provides offshore support vessels and related marine services to the energy industry. Its vessels transport personnel, equipment and supplies between shore bases and offshore facilities, and support activities such as anchor handling, towing, platform operations and offshore construction. The company operates a diverse fleet that includes platform supply vessels, anchor-handling tug supply vessels, crew boats and other specialized vessels. These services help customers carry out offshore exploration, development and production, as well as certain renewable-energy and subsea projects.