YPF Sociedad Anónima filings document the reporting obligations of an Argentine foreign private issuer with ADRs and debt securities. Annual Form 20-F reports provide audited financial statements and business disclosures for an integrated energy company active in crude oil and natural gas production, unconventional resources, refining, fuel marketing, petrochemicals, electricity, lubricants, and agricultural products.
Form 6-K reports record interim financial statements, operating indicators, note repurchases under the company’s frequent issuer framework, material asset transactions in operated hydrocarbon areas, board and shareholder-meeting actions, and communications to Argentine market regulators including the CNV, ByMA, and A3 Mercados. These filings also disclose capital structure, treasury shares, debt activity, governance resolutions, and risk-related matters tied to YPF’s operations and securities.
YPF Sociedad Anónima reports a key step in its Argentina LNG initiative, signing a binding Joint Development Agreement with Eni and XRG to advance a large-scale LNG export project based on the Vaca Muerta shale basin.
The Argentina LNG project is planned for 12 million tons per annum (mtpa) of capacity through two floating LNG facilities of 6 mtpa each, integrating gas production, processing, transportation and export infrastructure. The partners will now begin Front-End Engineering Design and related technical, commercial and financing workstreams.
YPF’s CEO highlighted this agreement as the formal inclusion of XRG and stated the partners aim to reach a Final Investment Decision in the second half of 2026. The company also reports that its prior Project Development Agreement with Shell Argentina S.A., signed in December 2024, has been terminated.
YPF Sociedad Anónima is redeeming its Class XXIX notes early for their full outstanding principal amount, originally issued for U.S.$ 177,717,716 at a 6% fixed annual interest rate and scheduled to mature on May 28, 2026. The notes will instead be redeemed on February 27, 2026 at par value plus accrued interest.
The redemption covers all outstanding Class XXIX notes at 100% of face value in U.S. dollars, with interest accruing from November 28, 2025 to February 27, 2026, calculated as U.S.$ 0.01496 per U.S.$1 of face value. After the redemption date, interest on the redeemed notes will cease, and payments will be made through Caja de Valores S.A. to holders registered as of February 26, 2026.
YPF Sociedad Anónima has entered agreements with Vista Energy S.A.B. de C.V. to expand its interests in Argentina’s Vaca Muerta shale. YPF will pay an aggregate US$163,175,000, plus a closing adjustment and contingent price, to acquire 16.3% of Equinor Argentina S.A.U. and a 15% working interest in the Bajo del Toro and Bajo del Toro Norte blocks.
Upon closing, YPF’s working interest will increase to 44.9% in the Bandurria Sur block and 65% in the Bajo del Toro and Bajo del Toro Norte blocks. Bandurria Sur covers 56.2 thousand acres and produced 84.9 thousand barrels of oil equivalent per day on a 100% basis in 3Q25, while Bajo del Toro Norte covers 28.1 thousand acres and produced 3.6 thousand barrels of oil equivalent per day.
YPF Sociedad Anónima reported changes in its Board of Directors. The Argentine National State, as Class A shareholder, appointed Manuel Adorni as Class A Director, and he has waived his director fees. The Board also accepted the resignations, for strictly personal reasons, of Class D Directors Eduardo Javier Rodríguez Chirillo and José Rolandi. The Class D Supervisory Committee appointed Guillermo Francos and Martín Maquieyra as new Class D Directors, who will serve until the next Shareholders’ Meeting elects new directors.
YPF Sociedad Anónima has entered into an asset exchange agreement with Pluspetrol S.A., swapping 44.44% of the shares of Vaca Muerta Inversiones S.A.U. (VMI) held by YPF for Pluspetrol’s 50% stakes in the “Las Tacanas,” “Meseta Buena Esperanza,” and “Aguada Villanueva” areas in the Province of Neuquén. As a result of this deal, YPF will own 100% of these three oil and gas areas.
VMI, currently wholly owned by YPF, holds a 45% interest in the joint operation and joint venture for the La Escalonada and Rincón La Ceniza blocks in Neuquén, so YPF is effectively trading part of its ownership in that vehicle for full control of specific producing or exploratory areas. The closing of the transaction is subject to customary conditions precedent, and the exchange is described as not generating expenditure or income for either YPF or Pluspetrol, apart from minor price adjustments that may apply at closing once all conditions are satisfied.
YPF Sociedad Anónima filed a report describing a change on its Board of Directors. Following the earlier resignation of Class D regular director Marilina Jaramillo, the company states that the Class D Supervisory Committee met on January 22, 2026 and appointed José Daniel Álvarez as the new Regular Director for Class D shares. His term will run until new directors are elected by the Shareholders’ Meeting, meaning this is an interim replacement within the existing governance structure. The letter is signed by Market Relations Officer Margarita Chun, confirming the change for Argentine and international market regulators.
YPF Sociedad Anónima agreed to assign its 100% conventional exploitation concession over the Manantiales Behr area in Chubut and related hydrocarbon transport concessions, and to sell associated inventory, to Limay Energía S.A. for a total price of US$575 million, plus VAT.
The consideration will be paid 60% at closing and the remainder within 12 months, with customary adjustments. The Manantiales Behr area had daily production at the end of the third quarter of 2025 of about 25 kbbl/d of oil and 0.5 million m3/d of natural gas. The assignment’s effectiveness is subject to authorization by the Executive Branch of the Province of Chubut and is described as part of YPF’s 4x4 Plan to optimize its conventional upstream portfolio and focus more on unconventional fields.
YPF Sociedad Anónima reported that on January 7, 2026 it repurchased a total of Ps. 20,596,912,800 of its Class XXI Notes, equivalent to a par value of US$ 14,000,000. These Class XXI Notes, identified as YMCMO, were issued in January 2023 under the company’s Frequent Issuer framework and mature in January 2026.
The notes were bought back at an average price equal to 99.89% of their nominal value and will be held in YPF’s portfolio. This transaction reduces the amount of Class XXI Notes held by external investors and slightly lowers YPF’s outstanding debt in this specific series.
YPF Sociedad Anónima reports that on December 23, 2025 it repurchased its Class XXI Notes (YMCMO) for a total of Ps. 7,648,517,984.48, equivalent to a par value of US$ 5,270,224. The notes were bought at an average price equal to 99.73% of their nominal value and will be held in the company’s portfolio. These Class XXI Notes were originally issued in January 2023 under YPF’s Frequent Issuer regime and mature in January 2026.
YPF Sociedad Anónima reports that it has completed the sale of its share capital in fertilizer company Profertil S.A. to Agro Inversora Argentina S.A., part of the Adecoagro Group. The closing took place on December 18, 2025 after all conditions precedent were fulfilled and on the terms previously disclosed.
YPF also states that the final economic result of this transaction will be reported when it publishes its financial statements as of December 31, 2025, giving investors a future view of the impact on its financial performance.