Hosking Partners 13F: Cuts Tidewater (TDW) Stake by $8M
Key Points
- Hosking Partners reduced its position in Tidewater Inc. by 99,034 shares to finish the quarter with 510,577 shares.
- Tidewater Inc. recently traded near $81.28, carrying a market capitalization of roughly $3.89 billion ahead of its November earnings report.
- Wall Street analysts currently maintain a buy consensus on Tidewater Inc. with a mean price target of $94.88.
Since the filing, $TDW is down 3.8% to date (from the $81.32 close on Oct 21, 2026).
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Hosking Partners trimmed its investment in Tidewater Inc. (NYSE: TDW), cutting its holdings by 99,034 shares in a filing on October 21, 2026. The reduction represents a 16.2% decrease from the previous quarter. Following the adjustment, the fund owned 510,577 shares of the offshore energy services provider, with a reported value of $41,407,795. The stock closed at $81.32 on the filing date.
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Tidewater Inc.
Hosking Partners vs. the S&P 500
Hypothetical returns from Hosking Partners's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Tidewater Inc.
Other large investors made substantial moves regarding Tidewater Inc. shares during the reporting period. Robotti Robert trimmed its holdings by 14,311 shares, ending with 2,906,380 shares worth about $227,337,047. Neuberger Berman Group, LLC lowered its stake by 467,780 shares to hold 2,803,406 shares valued at about $219,282,420. Conversely, Baillie Gifford & Co grew its holdings significantly, adding 1,015,389 shares for a 154.9% increase to finish with 1,670,774 shares worth approximately $130,687,944. American Century Companies Inc lifted its position by 282,530 shares, resulting in a 21.2% increase and a total of 1,617,736 shares valued at about $126,539,311.
Tidewater Inc. Stock Holds Steady
Tidewater Inc. recently traded around $81.28 as of October 22, 2026, sitting below its 52-week high of $101.58. The company operates with a market cap near $3.89 billion and a price-to-earnings ratio of 15.93.
Recent Earnings
Tidewater Inc. reported trailing twelve-month revenue of $1.35 billion with earnings of $4.91 per share. The company is scheduled to release its next financial results on November 9, 2026.
Dividend
Tidewater Inc. currently pays no dividend, reflecting a payout ratio of 0.0%.
Insider Buying and Selling at Tidewater Inc.
Company insiders executed several transactions prior to the filing. Director Kenneth H Traub sold 10,000 shares on September 2, 2026, at $99.00 per share for a total of $990,000. Officer Daniel Allen Hudson disposed of 15,000 shares on the same date at $99.08 per share, totaling $1,486,200. Later, on September 16, 2026, director Robert Edward Robotti sold 10,300 shares at an average price of $89.85, amounting to $925,449.
Analysts Set New Price Targets
Analyst coverage includes a few notable updates ahead of the filing. On August 13, 2026, Barclays maintained its equal-weight rating while lifting its price target from $86.00 to $91.00. BTIG upgraded the stock to a buy rating on September 1, 2026, setting a $120.00 price target, and later reiterated that buy rating and $120.00 target on October 9, 2026. Overall, the stock holds a buy consensus rating across eight analyst opinions.
About Tidewater Inc.
Tidewater Inc. provides marine support services and offshore support vessels to the energy sector worldwide. Operating across multiple global segments, the company assists offshore exploration and production operations through its specialized fleet.
Bottom Line
Investors will look toward Tidewater Inc.'s upcoming earnings release on November 9, 2026, for further guidance on operations. Institutional ownership adjustments and insider transactions continue to shape market sentiment around the firm.
Related Filing Alerts
Source: Hosking Partners's 13F filing on $TDW (Oct 21, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts