What were TotalEnergies' first-quarter adjusted net income and dividend increase, and how do they compare to analyst expectations and the prior year?

TotalEnergies' first-quarter adjusted net income rose 29% year-on-year to $5.39 billion, surpassing the $4.98 billion average analyst estimate. The company raised its quarterly dividend to €0.90 ($1.05) per share from €0.85, reflecting strengthened cash flow generation and a robust balance sheet despite disruptions to oil and gas production in the Persian Gulf following the war's outbreak at the end of February.

How much is TotalEnergies increasing its share buyback program in the second quarter, and what is the context for this decision?

TotalEnergies plans to repurchase up to $1.5 billion of its stock in the second quarter — double the $750 million targeted in the first quarter and at the upper end of its full-year guidance of $3 billion to $6 billion. This increase is enabled by strong first-quarter cash flow generation and a solid balance sheet, even as geopolitical conflict has forced the company to halt some production in the Persian Gulf; soaring oil and gas prices — with Brent crude surging above $100 per barrel, well above the $60–$70 range assumed in February’s original buyback plan — have significantly bolstered profitability and financial flexibility.

TotalEnergies Raises Buyback and Dividend as War Bolsters Profit

Apr 28, 2026

TotalEnergies boosted its quarterly dividend and announced a $1.5 billion stock repurchase plan after first-quarter net income jumped 29% to $5.39 billion. The gains were driven by soaring oil and gas prices amid regional conflicts.

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