Transportadora de Gas del Sur S.A. (TGS) Stock Price & Analysis
Transportadora de Gas del Sur S.A. (TGS) closed at USD 25.94 on Thursday, October 22, 2026, down 0.54% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 26.08; the Oct 22, 2026 session ranged USD 25.24–26.05 on volume of 128,350 shares. Market capitalization is $3.91B, with a 52-week range of USD 22.12–36.35 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:04 UTC.
Also available as compact Markdown for AI agents: nexqual.com/TGS.md
Key facts (TGS)
- Insider open-market purchases, last ~7 months: 1 Form 4 filing, $137K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (8 analysts), mean target USD 40.5 (range 34–54).
- Total return with dividends: 1Y +14.3% vs S&P 500 +14.9%; 5Y +348.0% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 0.65, revenue estimate $536B.
Insider purchases (SEC Form 4, open-market, last ~7 months) (TGS)
1 purchase, $137K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-09 | Fallo Luis Alberto | Director | 4,680 | $137K | 29.26 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (TGS)
Consensus Buy (mean 2.00 on a 1–5 scale), 8 analysts; mean target USD 40.5 (low 34, high 54).
Total return (dividends reinvested) (TGS)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +14.3% | +348.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +14.3% | +34.9% |
| Volatility (annualized) | 47.9% | 53.3% |
| Max drawdown | -29.4% (Apr 2026→Oct 2026) | -37.0% (Dec 2024→Sep 2025) |
TGS suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Norte | “distribution system with TGN, we are the principal supplier of natural gas transportation services.” |
| Customer | Buenos Aires | “As of December 31, 2025, our service area contains 5.8 million end users, including 4.1 million customers in the greater Buenos Aires area.” |
| Customer | Argentina | “We play a leading role in the natural gas industry in Argentina and satisfy 80 direct customers and 5.8 million indirect customers for the year” |
Quoted from the company's 20-F filed Apr 22, 2026.
TGS analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.65 | $0.74 | -12.5% | $536.05B | 2 |
| Next quarter (ends Dec 2026) | $0.70 | $0.64 | +9.2% | $517.28B | 2 |
| Current fiscal year (ends Dec 2026) | $2.73 | $2.85 | -4.0% | $2.08T | 6 |
| Next fiscal year (ends Dec 2027) | $2.83 | $2.76 | +2.5% | $2.19T | 5 |
TGS options: expected move
Options price a move of about ±9.8% (±$2.55) by Nov 20, 2026, which includes earnings on Oct 29, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 42.3% | ±9.8% |
| Dec 18, 2026 | 56 | 44.0% | ±14.1% |
| Jan 15, 2027 | 84 | 42.4% | ±16.3% |
| Apr 16, 2027 | 175 | 41.4% | ±22.6% |
30-day implied volatility 38.5% vs 31.3% realized over the last 30 trading days. Put/call ratio (volume) 1.78. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:04 UTC)
| Price | USD 25.94 |
|---|---|
| Change | ▼ 0.54% (down) |
| Previous Close | USD 26.08 |
| Open | USD 26.09 |
| Day Range | USD 25.24 – 26.05 |
| 52-Week Range | USD 22.12 – 36.35 |
| Volume | 128,350 shares |
| Market Cap | $3.91B |
| Exchange | NYQ |
Technical Analysis (TGS)
Nexqual's technical model rates TGS "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:04 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 41.52 (neutral) |
| vs SMA50 | Below (USD 27.59) |
| MACD | -0.51 (negative) |
Analyst Ratings (TGS)
Wall Street analysts rate TGS "Buy" based on 8 analysts, with a mean price target of USD 40.5 (range USD 34–54), per Nexqual as of October 23, 2026 at 10:04 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 8 |
| Mean Target | USD 40.5 |
| High Target | USD 54 |
| Low Target | USD 34 |
| Buy / Hold / Sell | 7 / 0 / 1 |
Earnings (TGS)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.65 |
| Revenue Estimate | $536.05B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.59 vs est 0.77 ▼ miss |
| 2026-03-31 | USD 0.77 vs est 0.81 ▼ miss |
| 2025-12-31 | USD 0.68 vs est 0.53 ▲ beat |
| 2025-09-30 | USD 0.51 vs est 0.36 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:04 UTC.
Financials & Fundamentals (TGS)
| Total Revenue | $1.85T |
|---|---|
| Revenue Growth (latest quarter, YoY) | +15.40% |
| Gross Margin | +54.97% |
| Operating Margin | +40.71% |
| Profit Margin | +28.02% |
| ROE | +15.98% |
| Debt / Equity | 0.43 |
| Current Ratio | 3.67 |
| Total Cash | $2.21T |
| Total Debt | $1.71T |
Source: Nexqual, October 23, 2026 at 10:04 UTC.
Financial Health Score (TGS)
Nexqual rates Transportadora de Gas del Sur S.A.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 10:04 UTC.
| Growth | Strong — Revenue +41% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 55%, operating 41% (last 12 months) |
| Balance Sheet | Strong — ARS 2.21T cash vs ARS 1.71T debt, net cash position |
| Cash Flow | Solid — Operating cash flow ARS 823.9B (TTM) |
| Efficiency | Solid — ROE 16%, ROA 9.9% |
Ownership (TGS)
| Insider Ownership | +0.00% |
|---|---|
| Institutional Ownership | +13.78% |
| Shares Outstanding | 69.51M |
| Float | 31.33M |
| Short % of Float | +0.57% |
Source: Nexqual, October 23, 2026 at 10:04 UTC.
Leadership (TGS)
Transportadora de Gas del Sur S.A. is led by Oscar José Sardi, Chief Executive Officer, per Nexqual as of October 23, 2026 at 10:04 UTC.
| Chief Executive Officer | Oscar José Sardi |
|---|---|
| Operations Director | Claudia Beatriz Trichilo |
| Director of Human Resources | Carlos Hector Sidero |
Major Backers & Investors (TGS)
Notable institutional backers of Transportadora de Gas del Sur S.A. include SPX Gestao de Recursos Ltda, Mirae Asset Global ETFs Holdings Ltd., GLOBAL X FUNDS-Global X MSCI Argentina ETF, according to Nexqual as of October 23, 2026 at 10:04 UTC.
Active Investors
| Investor | Stake |
|---|---|
| SPX Gestao de Recursos Ltda | 2.61% |
| Mirae Asset Global ETFs Holdings Ltd. | 1.59% |
| GLOBAL X FUNDS-Global X MSCI Argentina ETF | 1.49% |
| North of South Capital LLP | 1.24% |
| Fundamenta Capital S.a. | 0.79% |
| Mackenzie Financial Corporation | 0.68% |
| Morgan Stanley | 0.66% |
| BNP Paribas Financial Markets | 0.33% |
Source: Nexqual, October 23, 2026 at 10:04 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NFG | National Fuel Gas Company | USD 80.93 | ▲ 2.04% |
| DEC | Diversified Energy Company | USD 14.39 | ▲ 1.05% |
| YPF | YPF Sociedad Anonima | USD 49.17 | ▼ 2.38% |
| EC | Ecopetrol S.A. | USD 17.01 | ▼ 1.33% |
| CVE | Cenovus Energy Inc | USD 32.01 | ▼ 3.38% |
| E | ENI S.p.A. | USD 59.53 | ▲ 0.56% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:04 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt