Totalenergies Se Stock Price, News & Analysis

TotalEnergies (NYSE:TTE) has completed the sale of a 50% stake in its 270 MW wind and solar portfolio in France to Eiffel Investment Group managed funds. The transaction values the portfolio at €265 million.

TotalEnergies will maintain operational control of the assets and continue to offtake and market most of the production while retaining a 50% ownership. This divestment aligns with the company's integrated power business strategy, which aims to achieve a 12% profitability target by selling up to 50% of renewable assets after they reach commercial operation.

TotalEnergies SE (NYSE:TTE) has disclosed its share repurchase transactions conducted from September 22 to September 26, 2025. The company purchased a total of 4,775,897 shares at a weighted average price of €52.99 per share, with a total investment of €253.1 million.

The buyback was executed across multiple trading venues including XPAR, CEUX, TQEX, and AQEU, with the largest daily volume of 716,031 shares traded on September 24, 2025. The share price during the period showed an upward trend, ranging from approximately €51.66 to €54.07 per share.

TotalEnergies (NYSE:TTE) has announced a strategic partnership with KKR to sell 50% of its 1.4 GW North American solar portfolio at an enterprise value of $1.25 billion. The company will receive $950 million at closing through the transaction and bank refinancing.

The portfolio comprises 6 utility-scale solar assets (1.3 GW) and 41 distributed generation assets (140 MW), primarily in the United States. TotalEnergies will maintain a 50% stake and continue operating the assets. This aligns with the company's strategy of divesting up to 50% of renewable assets post-commercial operation to maximize value and manage risks while targeting a 12% profitability for its Integrated Power business.

TotalEnergies (NYSE:TTE) presented its 2025 Strategy and Outlook, announcing a significant $7.5 billion cash savings program for 2026-2030. The company confirmed its 4% annual energy production growth target through 2030, while planning to reduce its Oil & Gas Scope 1+2 emissions by 50% by 2030 compared to 2015.

The company revised its net Capex guidance downward to ~$16 billion in 2026 and $15-17 billion annually for 2027-2030. TotalEnergies projects 3% yearly oil and gas growth between 2024-2030, with Integrated LNG expected to deliver over 70% cash flow growth by 2030. The company aims to increase electricity production by 20% annually through 2030, targeting 100-120 TWh/y production.

For shareholder returns, TotalEnergies confirmed a 40%+ payout policy through cycles and announced $1.5 billion in share buybacks for Q4 2025, bringing total 2025 buybacks to $7.5 billion.

TotalEnergies (NYSE:TTE) has announced the acquisition of a 49% interest in natural gas producing assets in the Anadarko Basin, Oklahoma, from Continental Resources. The assets are expected to reach a gross production of 350 MMscfd by 2030, providing TotalEnergies with a net gas production of approximately 150 MMscfd.

This strategic acquisition strengthens TotalEnergies' position as the world's third-largest LNG player with a global portfolio of 40 Mt/y in 2024. The company aims to increase natural gas's share in its sales mix to nearly 50% by 2030, focusing on low-cost and low-emission gas production while eliminating methane emissions across its gas value chain.

TotalEnergies (NYSE:TTE) and Cognite have expanded their strategic partnership to accelerate industrial AI deployment across TotalEnergies' global upstream operations. The three-year initiative will implement Cognite's industrial data and AI platform across all TotalEnergies' operated upstream assets, focusing on the complete value chain from drilling to production.

The partnership aims to enhance industrial performance by making complex data AI-ready, enabling dynamic visualization of assets, improving decision-making throughout the production lifecycle, and monitoring critical equipment. The collaboration will establish a unified data foundation to accelerate AI-driven solutions for improved safety, operational efficiency, and environmental performance.

TotalEnergies (NYSE:TTE) Board of Directors has confirmed its profitable growth transition strategy focused on two main pillars: oil and gas (mainly LNG) and Integrated Power. The company targets 4% annual energy production growth through 2030 while reducing operational emissions.

The Board reaffirmed its shareholder return policy of at least 40% of annual cash flow from operations through cycles, with dividend growth as a priority. For Q4 2025, the company authorized $1.5 billion in share buybacks, bringing the total to $7.5 billion for 2025. For 2026, quarterly buybacks will range between $0.75-1.5 billion based on Brent prices of $60-70/b.

Additionally, TotalEnergies approved a 2026 employee capital increase, with employee shareholding reaching 8.9% of company capital in 2025. The company also plans to convert its NYSE-listed ADRs to ordinary shares.

TotalEnergies (NYSE:TTE) has been selected as the operator for France's largest renewable energy project, the Centre Manche 2 offshore wind farm. The project represents a €4.5 billion investment and will have a capacity of 1.5 GW, capable of supplying green electricity to over 1 million French households at €66/MWh.

Located more than 40 km off Normandy's coast, the project will generate approximately 6 TWh per year, with electricity production expected to begin in 2033. While RWE plans to exit the consortium, TotalEnergies will continue the project and seek a new partner. The company has committed to creating jobs in Normandy, implementing a European preference policy for equipment, and allocating €70 million for environmental and territorial development initiatives.

TotalEnergies SE (NYSE:TTE) has disclosed its share repurchase transactions conducted from September 15 to September 19, 2025. The company purchased a total of 3,440,538 shares at a weighted average price of €52.12 per share, with the total transaction amount reaching €179.32 million.

The buyback was executed across multiple trading venues including XPAR, CEUX, TQEX, and AQEU, with the largest daily volume of 760,047 shares recorded on September 19, 2025. These transactions were carried out under the authorization granted by shareholders at the general meeting on May 23, 2025.