Talos Energy (TALO) 10% Owner C.V. Sells $47M of Stock

Control Empresarial de Capitales S.A. de C.V. sold 2.7 million shares of Talos Energy Inc. (NYSE: TALO) for about $47.3 million on October 13, 2026. This sale is part of ongoing adjustments in their investment strategy. The shares were sold at an average price of $17.51 each.

Inside Control Empresarial de Capitales's Trade

Control Empresarial de Capitales, a major shareholder, executed the sale of 2.7 million shares, bringing its total stake down. This transaction is significant as it represents a substantial portion of their holdings in Talos Energy.

Other Institutional Activity in Talos Energy

Several other funds have been active in Talos Energy recently. Blackrock Inc. increased its holdings by 332,505 shares, totaling 19,891,604 shares worth about $353.5 million. Dimensional Fund Advisors LP added 350,337 shares, ending with 9,818,903 shares valued at approximately $174.5 million. State Street Corporation grew its stake by 224,989 shares, now holding 8,231,706 shares worth about $146.3 million. Meanwhile, Sourcerock Group, LLC reduced its position by 1,053,279 shares, leaving it with 6,895,998 shares valued at around $122.5 million. American Century Companies Inc. increased its holdings by 356,301 shares, totaling 6,226,170 shares worth about $110.6 million.

Talos Energy Inc. Stock Up 0.5%

Talos Energy shares recently traded around $17.06 as of October 16, 2026. This price is above its 50-day moving average of $16.73, indicating a positive short-term trend. However, it is about 8.9% below its 52-week high of $18.73, suggesting some room for recovery. The stock's mean price target is $21.11, indicating analysts see potential upside from current levels.

Recent Earnings

In its latest earnings report, Talos Energy reported trailing twelve-month revenue of approximately $1.98 billion. The company has seen a year-over-year revenue growth of 56.6%. However, it reported a net margin of -20.5% and a return on equity of -17.8%. The next earnings report is scheduled for November 3, 2026.

Insider Buying and Selling at Talos Energy Inc.

Control Empresarial de Capitales has been active in the market recently. On October 6, 2026, it sold 480,000 shares at an average price of $16.96, totaling about $8.1 million. Earlier, on September 15, 2026, it sold 1,381,000 shares, further trimming its stake in the company. This recent sale on October 13 is part of a broader trend of significant insider selling.

Analysts Set New Price Targets

On October 15, 2026, Citigroup maintained its buy rating on Talos Energy with a new price target of $21.00, up from $18.00. This follows several analysts reiterating similar positive outlooks earlier in the year, including Stephens & Co. and Keybanc, which both rated the stock as overweight with targets of $20.00 and $23.00, respectively. The consensus among analysts currently rates the stock as a buy with a mean target price of $21.11.

About Talos Energy

Talos Energy Inc. is an energy company based in Houston, Texas, focusing on the exploration and production of oil and gas in the U.S. and Mexico. Founded in 2011, it operates through two segments: Upstream and Carbon Capture and Sequestration. The recent insider sale reflects ongoing changes in ownership and investment strategies.

Bottom Line

Investors will be watching Talos Energy closely, especially with the next earnings report set for November 3, 2026. The recent insider activity and analyst ratings suggest a mix of confidence and caution in the company's future outlook.