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 reported a material asset sale, accepting an offer from Empresa Distribuidora y Comercializadora Norte S.A. (EDENOR) on August 10, 2026 to divest its holdings in MetroGAS S.A. and MetroENERGÍA S.A. The transaction covers 70% of YPF’s share capital and voting rights in MetroGAS, represented by 290,277,316 Class A shares and 108,142,529 Class B shares, and 5% of YPF’s share capital and voting rights in MetroENERGÍA, represented by 11,500 Class A shares. The agreed purchase price is US$780 million, and upon completion YPF will have divested its entire shareholding interest in both MetroGAS and MetroENERGÍA. Completion is subject to fulfillment of conditions precedent in the offer, including required regulatory approvals, among others from the Ente Nacional Regulador del Gas y la Electricidad (ENRGE).
YPF Sociedad Anónima reported very strong 2Q26 results, with revenues of US$6,574 million, up 33% quarter-on-quarter and 42% year-on-year. Adjusted EBITDA reached a record US$2,804 million, the highest quarterly level in the company’s history, lifting the EBITDA margin to 43%, its strongest level in 20 years.
Net income rose to US$1,205 million from US$409 million in 1Q26, supported by higher local and international prices for diesel, gasoline, jet fuel and crude oil, record refinery processing of 351 kbbl/d, and strong seasonal natural gas demand. Free cash flow remained positive at US$824 million, contributing to cash and short-term investments of US$2,474 million and a reduction in net debt to US$7,654 million. The net leverage ratio improved to 1.09x, about half the level of 3Q25.
Shale oil production averaged 213 kbbl/d, 47% above 2Q25 and now 80% of total oil output. CAPEX reached US$1,340 million, with 77% directed to unconventional operations and major growth projects such as the Argentina LNG upstream blocks, the VMOS export pipeline and refinery upgrades. A 1-for-10 stock split became effective on August 4, 2026, without changing economic or voting rights.
YPF Sociedad Anónima reports that its Board approved the condensed interim financial statements for the six-month period ended June 30, 2026. The company recorded total net profit for the period of 2,314,934 million pesos, of which 2,302,076 million pesos were attributable to shareholders of the parent and 12,858 million pesos to non-controlling interests.
Other comprehensive income totaled 596,710 million pesos, including 545,793 million pesos attributable to shareholders of the parent and 50,917 million pesos to non-controlling interests. This resulted in total comprehensive income of 2,911,644 million pesos, with 2,847,869 million pesos attributable to shareholders of the parent and 63,775 million pesos to non-controlling interests.
As of June 30, 2026, total shareholders’ equity was 18,902,053 million pesos, including 18,504,512 million pesos attributable to shareholders of the parent and 397,541 million pesos to non-controlling interests. Equity includes legal and other reserves, reserves for investments and treasury share purchases, and accumulated unappropriated results. The controlling shareholder is the Argentine National State (Ministry of Economy – Secretary of Energy), which held 200,593,289 shares, comprising 200,589,525 class D shares and 3,764 class A shares.
YPF Sociedad Anónima is carrying out an early redemption of its Class XXXV Notes, covering the outstanding nominal principal of U.S.$ 134,466,996. These notes were originally issued on February 27, 2025 for U.S.$ 139,894,182 at a fixed interest rate of 6.25% per annum and were scheduled to mature on February 27, 2027.
On August 7, 2026, YPF will issue additional Class XLIII notes and receive U.S.$ 5,427,186 in Class XXXV Notes as payment in kind, leaving the U.S.$ 134,466,996 outstanding to be redeemed on August 27, 2026. The redemption, handled by paying agent Caja de Valores S.A., will be at U.S.$ 1 per U.S.$ 1 of nominal value plus accrued interest for the period from May 27, 2026 (inclusive) to August 27, 2026 (exclusive), equal to U.S.$ 0.0158 per U.S.$ 1. Interest on the redeemed notes will cease to accrue from the Redemption Date.
YPF Sociedad Anónima agreed to assign its interests in the Mendoza Non-Operated cluster in the provinces of Mendoza and La Pampa to San Benito Upstream S.A.U. for an agreed price of US$205 million, with an effective date of January 1, 2026, plus applicable VAT and any closing price adjustment.
The cluster includes 30.01% of the CNQ-7 Gobernador Ayala concession and 50% of the CNQ-7A and Jagüel Casa de Piedra concessions, along with related pipelines and existing stock of materials. In the second quarter of 2026, production attributable to YPF’s interest was about 7 thousand bbl/day of oil and 0.04 million m³/day of natural gas.
The assignment is described as part of YPF’s 4x4 Plan to optimize its conventional Upstream portfolio and concentrate activities and investments in unconventional fields, with the stated objective of maximizing value for the company, its shareholders and investors.
YPF Sociedad Anónima agreed to assign its interests in the Chachahuén oil and gas cluster in Mendoza to Energía Mendocina S.A. and Compañía Andina de Petróleo y Gas S.A. for US$200 million, effective June 1, 2026, subject to customary conditions precedent and plus applicable VAT and any closing price adjustments.
The cluster includes 70% of the Chachahuén Sur and Cerro Morado Este concessions and 100% of the Puesto Hernández and Chihuido de la Sierra Negra concessions on the Mendoza side. In the second quarter of 2026, production attributable to YPF’s interest there was about 10 thousand bbl/day of oil and 0.03 million m³/day of natural gas. YPF presents this divestment as part of its 4x4 Plan to optimize its conventional Upstream portfolio and prioritize investment in unconventional fields.
YPF Sociedad Anónima is implementing a 10-for-1 share split, effective as of August 4, 2026, for shareholders of record on August 3, 2026. Each existing ordinary share with a par value of ARS 10 will be exchanged for ten ordinary shares with a par value of ARS 1 each.
The number of outstanding ordinary shares will change from 393,312,793 to 3,933,127,930, while total share capital will remain ARS 3,933,127,930. The company states that economic value and ownership percentages are unchanged. The ADS ratio will adjust from 1 Class D share per ADS to 10 Class D shares per ADS. Stated objectives include improving market liquidity and facilitating retail investor access.
YPF Sociedad Anónima reports that between July 2 and July 8, 2026, it repurchased Class XXVII Notes (YMCTO) previously issued under its Frequent Issuer framework. The company bought back notes for a total of Ps. 5,474,570,617.50, equivalent to a par value of US$ 3,712,450, and will hold them in its portfolio.
The Class XXVII Notes were originally issued in October 2023 for a nominal value of US$ 127,904,997 and have a stated maturity in October 2026. The repurchases were executed at an average price of 98.92% of their nominal value.
YPF SOCIEDAD ANONIMA director Martin Maquieyra sold 218 shares of Class D Common Stock in an open-market transaction. The sale occurred on June 29, 2026 at a reported price of $47.36 per share, and his direct holdings in this security fell to zero afterward.
The transaction was executed at AR$70,800 per share, with the U.S. dollar price calculated using an exchange rate of US$1.00 = AR$1,495 reported by Banco de la Nacion Argentina for the sale date.
YPF Sociedad Anónima reported a change in its Board of Directors. At a meeting held on July 8, 2026, the Board accepted the resignation of Class A Regular Director Manuel Adorni, who stepped down for strictly personal reasons. The update was communicated to the Argentine Securities Commission (CNV) and local markets in line with applicable regulations.