Tidewater Inc (NYSE:TDW) reported an insider sale this week as Executive Vice President, Chief Financial Officer and Chief Administrative Officer Rubio Samuel R disposed of 22,461 shares of the company’s common stock on March 5, 2026. The total proceeds from the transaction amounted to $1,798,003, with the shares transacted at prices ranging from $80.01 to $80.51.
Following the sale, Rubio Samuel R retains direct ownership of 60,066 Tidewater shares.
The insider transaction occurs against a backdrop of strong recent performance for Tidewater’s stock. Shares have advanced nearly 90% over the past 12 months and at present are trading at $77.79.
Independent analysis from InvestingPro cited in company reporting indicates the stock is still assessed as undervalued versus its Fair Value and assigns Tidewater a financial health score of "GREAT" at 3.55.
Recent financial results and analyst action
Tidewater also released fourth-quarter 2025 results that outperformed market expectations. The company posted earnings per share of $4.41, substantially above the consensus forecast of $0.79. Revenue for the quarter reached $336.8 million, exceeding the $332.83 million estimate.
Following those results, Raymond James adjusted its price target for Tidewater stock upward from $75 to $117 while reaffirming an Outperform rating. The firm cited Tidewater’s strong cash flow and operational uptime that exceeded expectations as drivers of the target increase.
In addition, Tidewater reported consolidated EBITDA growth of 6% for 2025, a result achieved despite forecasts that had anticipated a flat or declining year.
Context and takeaway
The insider sale, company financial outperformance and an upgraded analyst target together present a mixed set of signals for market participants. The transaction is a factual record of insider activity, while the company’s reported results and the analyst revision are concrete indicators of recent operating and financial strength.