Ypf Sa SEC Filings

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.

YPF Sociedad Anónima reports that it has accepted an offer from Agro Inversora Argentina S.A., part of the Adecoagro group, to sell its shares in Profertil S.A..

The deal covers 391,291,320 Class B shares, representing 50% of Profertil’s share capital and voting rights, for a purchase price of US$635,000,000, subject to a price adjustment mechanism in the share purchase agreement. The closing of the transaction depends on certain conditions precedent being fulfilled.

YPF S.A. reports a related-party transaction involving the extension of its LNG Escobar joint venture contract with Energía Argentina S.A. (ENARSA) until January 31, 2029. The agreement covers continued collaboration at the Escobar liquefied natural gas terminal in Argentina.

The company states that its Audit Committee has issued a formal opinion on this extension, concluding that the contract’s terms and conditions are in line with normal and customary market standards for similar agreements between independent parties. The Audit Committee’s report is available for shareholders to review at YPF’s registered office in Buenos Aires.

YPF Sociedad Anónima reported a change in its Board of Directors. At a meeting held on December 11, 2025, the Board accepted the resignation of Class D Regular Director Marilina Jaramillo, who stepped down for strictly personal reasons. The notice was signed by Margarita Chun, Market Relations Officer of YPF S.A., in line with disclosure requirements for Argentine and international securities regulators.