Talos Energy (TALO) 10% Owner C.V. Sells $46M of Stock

Control Empresarial de Capitales S.A. de C.V., a major 10% owner of Talos Energy Inc. (NYSE:TALO), sold 2,700,000 shares of the company on October 16, 2026. According to a Form 4 filed with the Securities and Exchange Commission, the shares were disposed of at a price of $17.19 each, totaling about $46,422,990. On the day of the trade, Talos Energy shares closed at $17.77. The transaction was not part of a pre-arranged Rule 10b5-1 trading plan. Following this sale, the entity holds 26,641,590 shares of the oil and gas explorer.

TALO Talos Energy Inc.

$17.77 ▲ +57.96% year to date

1M 3M YTD

Daily close · Oct 16, 2026

Inside Control Empresarial de Capitales S.A. de C.V.'s Talos Energy Trade

This transaction is part of a series of stock sales by Control Empresarial de Capitales S.A. de C.V. during October 2026. The 2.7 million share disposal cut the owner's stake by about 9.2% from its prior level. The trades took place as Talos shares traded near the upper end of their recent multi-month range.

Other Institutional Activity in Talos Energy Inc.

Other large funds have also adjusted their positions in the oil and gas company recently. Sourcerock Group, LLC reduced its holdings by 1,053,279 shares, ending with 6,895,998 shares valued at about $124,472,758. American Century Companies Inc grew its stake by 356,301 shares to finish with 6,226,170 shares worth about $112,382,363. Canada Pension Plan Investment Board trimmed its position by 804 shares, holding 4,018,100 shares valued at roughly $72,526,701. BNP Paribas Asset Management Holding S.A. added 92,728 shares, owning 2,780,493 shares worth about $50,187,896.

Talos Energy Inc. Stock Holds Steady

As of October 20, 2026, Talos shares recently traded around $17.77, putting the price equal to its event-day close of $17.77 on October 16. The stock is up about 5.8% compared to its 50-day moving average of $16.80 and roughly 21.3% above its 200-day moving average of $14.65. The recent price sits about 5.1% below the 52-week high of $18.73 and roughly 98.1% above the 52-week low of $8.97. The stock currently trades about 16.3% below the mean analyst price target of $21.22. Talos Energy carries a market capitalization of roughly $3.01 billion and a forward price-to-earnings ratio of 12.11.

Recent Earnings

Talos Energy reported trailing-twelve-month revenue of $1.98 billion alongside a year-over-year revenue growth rate of 56.6%. The company posted a net margin of -20.5% and a return on equity of -17.8%, with trailing earnings per share at -$2.36. The company is scheduled to release its next operational and financial update after the market close on November 3, 2026.

Insider Buying and Selling at Talos Energy Inc.

Control Empresarial de Capitales S.A. de C.V. has made several share sales leading up to this transaction. Earlier in October, the 10% owner sold 1,730,000 shares on October 9 at an average price of $17.08, 2,200,000 shares on October 12 at $17.25, 2,700,000 shares on October 13 at $17.51, and 265,446 shares on October 14 at $17.30.

Analysts Set New Price Targets

Wall Street firms have maintained positive views on the stock over recent months. Stephens & Co. reiterated an overweight rating with a $20.00 target on July 1, 2026. Roth Capital upgraded the stock to a buy rating with a $17.00 target on July 1, 2026. Citigroup maintained a buy rating while adjusting its target to $18.00 on July 20, 2026, and later maintained a buy rating with a $21.00 target on October 15, 2026. Keybanc maintained an overweight rating and raised its target to $23.00 on September 15, 2026. Overall, the stock holds a consensus buy rating across nine analyst opinions.

About Talos Energy Inc.

Talos Energy Inc. is an independent exploration and production company headquartered in Houston, Texas. The firm focuses on finding and developing oil and natural gas properties across the United States and Mexico, operating primarily in upstream exploration alongside carbon capture and sequestration initiatives.

Bottom Line

Investors will watch the upcoming earnings report on November 3, 2026, for further operational updates from Talos Energy. Additional Form 4 filings will show whether major shareholders continue to adjust their stakes in the company following these transactions.