TDWNYSEWater TransportationFiscal year ends December 31Also trades as TDDWW, TDGMW
TIDEWATER INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$80.81+1.31 (+1.65%)
Close on Oct 19, 2026
- Market cap
- $4.05B
- P/E (TTM)
- 16.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57M
Shares held, 13F filers
Institutional holders
362
53 new, 52 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 12 sales
Net sold $10.47M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,139,708 | 13.60% | 13G (passive) amendment | Dec 31, 2024 |
| T. Rowe Price Associates, Inc. | 3,207,143 | 6.50% | 13G (passive) amendment | Mar 31, 2026 |
| Neuberger Berman Group LLC | 3,036,229 | 5.80% | 13G (passive) | Dec 31, 2024 |
| Vanguard Portfolio Management | 2,668,836 | 5.38% | 13G (passive) | Mar 31, 2026 |
| Robotti Robert | 2,599,480 | 5.00% | 13D (active) | Dec 13, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TDW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,552,159 | – | $503.20M | +307,421 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 3,683,612 | – | $245.44K | +476,310 | 0.02% |
| Robotti Robert | 2,906,380 | – | $193.65M | −14,309 | 31.26% |
| Neuberger Berman Group LLC | 2,803,406 | – | $186.79M | −467,965 | 0.12% |
| Vanguard Portfolio Management LLC | 2,762,204 | – | $184.05M | +135,559 | 0.01% |
| Dimensional Fund Advisors LP | 2,081,880 | – | $138.72M | +243,111 | 0.03% |
| State Street Corp | 2,030,982 | – | $135.32M | +82,557 | 0.00% |
| Vanguard Capital Management LLC | 1,953,287 | – | $130.15M | +10,416 | 0.00% |
| Baillie Gifford & Co | 1,670,774 | – | $111.32M | +1,015,381 | 0.10% |
| American Century Companies Inc | 1,617,736 | – | $107.79M | +282,494 | 0.05% |
| Wellington Management Group Llp | 1,475,804 | – | $98.33M | +147,189 | 0.02% |
| Sourcerock Group LLC | 1,404,984 | – | $93.61M | +981,471 | 4.87% |
| Geode Capital Management, LLC | 1,345,522 | – | $89.67M | +203,878 | 0.00% |
| Citadel Advisors LLC | 1,248,280 | – | $83.17M | +1,005,909 | 0.01% |
| UBS Group AG | 1,055,775 | – | $70.35M | −455,615 | 0.01% |
| Third Avenue Management LLC | 934,121 | – | $62.24M | +12,940 | 9.95% |
| Frontier Capital Management Co LLC | 894,796 | – | $59.62M | −177,997 | 0.56% |
| Morgan Stanley | 857,870 | – | $57.16M | +294,320 | 0.00% |
| Van Eck Associates Corp | 764,490 | – | $50.94M | −97,291 | 0.03% |
| Fort Washington Investment Advisors Inc /Oh/ | 683,705 | – | $45.56M | +283,285 | 0.23% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 362 | 57M | 53 / 127 | 126 / 52 | 8M | 3M |
| Q1 2026 | 365 | 52M | 84 / 137 | 100 / 48 | 13M | 5M |
| Q4 2025 | 335 | 49M | 55 / 118 | 111 / 42 | 4M | 5M |
| Q3 2025 | 326 | 51M | 68 / 119 | 97 / 44 | 5M | 5M |
| Q2 2025 | 306 | 51M | 68 / 102 | 106 / 59 | 6M | 5M |
| Q1 2025 | 298 | 50M | 62 / 102 | 96 / 56 | 6M | 9M |
| Q4 2024 | 296 | 53M | 73 / 106 | 79 / 80 | 9M | 10M |
| Q3 2024 | 308 | 53M | 57 / 100 | 112 / 60 | 14M | 7M |
| Q2 2024 | 314 | 53M | 75 / 103 | 96 / 38 | 11M | 10M |
| Q1 2024 | 281 | 52M | 60 / 86 | 99 / 33 | 8M | 6M |
| Q4 2023 | 255 | 51M | 49 / 72 | 98 / 53 | 11M | 5M |
| Q3 2023 | 264 | 46M | 60 / 89 | 77 / 23 | 9M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TDW | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 2,782,215 | – | $185.38M | 0.17% | Jun 30, 2026 |
| Neuberger Genesis Fund | 1,412,387 | – | $103.80M | 1.41% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,340,849 | – | $89.34M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,301,718 | – | $86.73M | 0.10% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,234,293 | – | $82.24M | 0.50% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,232,340 | – | $90.56M | 0.33% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 970,669 | – | $64.68M | 0.03% | Jun 30, 2026 |
| Vanguard Explorer Fund | 777,894 | – | $58.39M | 0.26% | Jul 31, 2026 |
| Third Avenue Value Fund | 677,381 | – | $50.84M | 5.09% | Jul 31, 2026 |
| VanEck Oil Services ETF | 672,162 | – | $44.79M | 2.25% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 559,460 | – | $37.28M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 547,976 | – | $41.13M | 0.12% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 530,504 | – | $35.35M | 0.04% | Jun 30, 2026 |
| Touchstone Strategic Trust-Touchstone Small Company Fund | 526,070 | – | $35.05M | 2.04% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 474,500 | – | $31.62M | 0.32% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Quintin Kneen | DIRECTOR, PRESIDENT & CEO | 364,742 | Mar 23, 2026 |
| Daniel A. Hudson | EVP, CLO & Corporate Secretary | 33,029 | Sep 3, 2026 |
| Samuel R. Rubio | EVP, CFO & CAO | 49,864 | Aug 14, 2026 |
| Piers Dayer Middleton | EVP & Chief Operating Officer | 31,738 | Mar 23, 2026 |
| David E. Darling | EVP, COO & CHIEF HR OFFICER | 73,966 | Mar 25, 2025 |
| Robert Robotti | Director | 2,212,990 | Sep 18, 2026 |
| Kenneth Traub | Director | 63,521 | Sep 3, 2026 |
| Dick Fagerstal | Director | 75,592 | Jun 18, 2026 |
| Melissa Cougle | Director | 26,541 | Jun 18, 2026 |
| Lois K. Zabrocky | Director | 54,051 | Jun 18, 2026 |
| Louis Raspino | Director | 48,551 | Jun 18, 2026 |
| Darron M. Anderson | Director | 44,729 | Jun 9, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert Robotti Director | Sep 16, 2026 | Gift | −1,951 | – | – | 2,212,990 |
| Robert Robotti Director | Sep 16, 2026 | Sale | −6,695 | $89.85 | $601.55K | 2,206,295 |
| Robert Robotti Director | Sep 16, 2026 | Sale | −3,605 | $89.85 | $323.91K | 2,202,690 |
| Robert Robotti Director | Sep 16, 2026 | Other | −1,951 | – | – | 2,212,990 |
| Robert Robotti Director | Sep 16, 2026 | Sale | −3,605 | $89.85 | $323.91K | 2,202,690 |
| Robert Robotti Director | Sep 16, 2026 | Sale | −6,695 | $89.85 | $601.55K | 2,206,295 |
| Daniel A. Hudson EVP, CLO & Corporate Secretary | Sep 2, 2026 | Sale(10b5-1 plan) | −15,000 | $99.08 | $1.49M | 33,029 |
| Kenneth Traub Director | Sep 2, 2026 | Sale | −10,000 | $99.00 | $990.00K | 63,521 |
| Daniel A. Hudson EVP, CLO & Corporate Secretary | Aug 20, 2026 | Gift | −200 | – | – | 48,029 |
| Samuel R. Rubio EVP, CFO & CAO | Aug 12, 2026 | Sale | −17,705 | $91.56 | $1.62M | 33,214 |
| Daniel A. Hudson EVP, CLO & Corporate Secretary | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $89.01 | $445.05K | 48,229 |
| Louis Raspino Director | Jun 16, 2026 | Award | +1,760 | – | – | 48,551 |
| Dick Fagerstal Director | Jun 16, 2026 | Award | +1,760 | – | – | 75,592 |
| Kenneth Traub Director | Jun 16, 2026 | Award | +1,760 | – | – | 73,521 |
| Lois K. Zabrocky Director | Jun 16, 2026 | Award | +1,760 | – | – | 54,051 |
| Melissa Cougle Director | Jun 16, 2026 | Award | +1,760 | – | – | 26,541 |
| Robert Robotti Director | Jun 16, 2026 | Award | +1,760 | $70.99 | $124.94K | 2,214,941 |
| Robert Robotti Director | Jun 12, 2026 | Gift | −16,932 | – | – | 2,213,181 |
| Melissa Cougle Director | Apr 1, 2026 | Award | +374 | $83.44 | $31.21K | 24,781 |
| Robert Robotti Director | Apr 1, 2026 | Award | +374 | $83.44 | $31.21K | 2,230,113 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 23, 2026 | Tax withholding | −629 | $72.48 | $45.59K | 54,595 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 23, 2026 | Tax withholding | −1,366 | $72.48 | $99.01K | 53,229 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 23, 2026 | Tax withholding | −2,128 | $72.48 | $154.24K | 55,224 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 23, 2026 | Tax withholding | −2,555 | $72.48 | $185.19K | 364,742 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 23, 2026 | Tax withholding | −5,872 | $72.48 | $425.60K | 358,870 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 23, 2026 | Tax withholding | −5,766 | $72.48 | $417.92K | 367,297 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 23, 2026 | Tax withholding | −2,472 | $72.48 | $179.17K | 68,299 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 23, 2026 | Tax withholding | −1,587 | $72.48 | $115.03K | 70,771 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 23, 2026 | Tax withholding | −730 | $72.48 | $52.91K | 67,569 |
| Piers Dayer Middleton EVP & Chief Operating Officer | Mar 23, 2026 | Tax withholding | −347 | $72.48 | $25.15K | 31,738 |
| Piers Dayer Middleton EVP & Chief Operating Officer | Mar 23, 2026 | Tax withholding | −979 | $72.48 | $70.96K | 29,351 |
| Piers Dayer Middleton EVP & Chief Operating Officer | Mar 23, 2026 | Tax withholding | −1,408 | $72.48 | $102.05K | 30,330 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 18, 2026 | Award | +25,575 | $75.27 | $1.93M | 373,063 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 18, 2026 | Tax withholding | −25,965 | $75.27 | $1.95M | 347,488 |
| Quintin Kneen DIRECTOR, PRESIDENT & CEO | Mar 18, 2026 | Award | +65,938 | $75.27 | $4.96M | 373,453 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 18, 2026 | Tax withholding | −3,771 | $75.27 | $283.84K | 65,715 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 18, 2026 | Award | +9,420 | $75.27 | $709.04K | 69,486 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 18, 2026 | Award | +6,643 | $75.27 | $500.02K | 72,358 |
| Piers Dayer Middleton EVP & Chief Operating Officer | Mar 18, 2026 | Award | +6,643 | $75.27 | $500.02K | 32,085 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 18, 2026 | Award | +6,643 | $75.27 | $500.02K | 57,352 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 18, 2026 | Award | +8,005 | $75.27 | $602.54K | 53,976 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 18, 2026 | Tax withholding | −3,267 | $75.27 | $245.91K | 50,709 |
| Robert Robotti Director | Mar 17, 2026 | Gift | −10,000 | – | – | 2,229,739 |
| Samuel R. Rubio EVP, CFO & CAO | Mar 5, 2026 | Sale | −22,461 | $80.05 | $1.80M | 60,066 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Mar 5, 2026 | Sale | −5,195 | $80.56 | $418.51K | 45,971 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Feb 23, 2026 | Sale(10b5-1 plan) | −15,000 | $77.50 | $1.16M | 50,986 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Feb 11, 2026 | Sale(10b5-1 plan) | −10,000 | $70.01 | $700.10K | 65,986 |
| Piers Dayer Middleton EVP & Chief Operating Officer | Jan 2, 2026 | Tax withholding | −2,053 | $52.23 | $107.23K | 25,442 |
| Robert Robotti Director | Jan 2, 2026 | Award | +598 | $52.23 | $31.23K | 2,239,739 |
| Melissa Cougle Director | Jan 2, 2026 | Award | +598 | $52.23 | $31.23K | 24,407 |
| Robert Robotti Director | Oct 1, 2025 | Award | +570 | $54.80 | $31.24K | 2,239,141 |
| Melissa Cougle Director | Oct 1, 2025 | Award | +570 | $54.80 | $31.24K | 23,809 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Aug 5, 2025 | Sale(10b5-1 plan) | −10,000 | $57.56 | $575.60K | 75,986 |
| Daniel A. Hudson EVP & GENERAL COUNSEL | Jul 8, 2025 | Sale(10b5-1 plan) | −5,000 | $50.02 | $250.10K | 85,986 |
| Melissa Cougle Director | Jul 1, 2025 | Award | +655 | $47.70 | $31.24K | 23,239 |
| Robert Robotti Director | Jul 1, 2025 | Award | +655 | $47.70 | $31.24K | 2,238,571 |
| Louis Raspino Director | Jun 5, 2025 | Award | +2,959 | – | – | 75,457 |
| Louis Raspino Director | Jun 5, 2025 | Award | +2,959 | – | – | 46,791 |
| Lois K. Zabrocky Director | Jun 5, 2025 | Award | +2,959 | – | – | 52,291 |
| Melissa Cougle Director | Jun 5, 2025 | Award | +2,959 | – | – | 22,584 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Robert Robotti Director | Sep 16, 2026 | 537,854 | $47.64M | Sep 16, 2026 | Open Market Purchase |
| Daniel A. Hudson Officer | Sep 2, 2026 | 15,000 | $1.49M | Sep 2, 2026 | RSU's Acquired between 3/10/25 and 3/18/25 |
| Kenneth Traub Director | Sep 1, 2026 | 20,000 | $1.93M | Sep 1, 2026 | Restricted Stock Units |
| Samuel R. Rubio Officer | Aug 12, 2026 | 17,705 | $1.66M | Aug 12, 2026 | Employee Stock Option Excercise |
| Daniel A. Hudson Officer | Aug 11, 2026 | 5,000 | $445.03K | Aug 10, 2026 | RSU's Acquired between 3/18/25 and 3/21/25 |
| Darron M. Anderson Former Director | Jul 22, 2026 | 1,219 | $96.14K | Jul 22, 2026 | Restricted Stock Vesting |
| Darron M. Anderson Former Director | Jun 25, 2026 | 2,680 | $175.46K | Jun 25, 2026 | Restricted Stock Vesting |
| Daniel A. Hudson Officer | Mar 12, 2026 | 4,221 | $326.45K | Mar 12, 2026 | Stock Option Plan / Exericise |
| Samuel R. Rubio Officer | Mar 5, 2026 | 22,461 | $1.82M | Mar 5, 2026 | Stock Option Exercise |
| Daniel A. Hudson Officer | Mar 5, 2026 | 11,825 | $954.51K | Mar 5, 2026 | Stock Award |
| Daniel A. Hudson Officer | Feb 23, 2026 | 15,000 | $1.16M | Feb 23, 2026 | Award/Compensation 8/18/19 - 3/22/23 |
| Daniel A. Hudson Officer | Feb 11, 2026 | 10,000 | $700.09K | Feb 11, 2026 | Award/Compensation |
| David E. Darling Former Affiliate | Aug 7, 2025 | 56,343 | $3.46M | Aug 7, 2025 | Equity Compensation |
| Daniel A. Hudson Officer | Aug 5, 2025 | 10,000 | $575.64K | Aug 5, 2025 | COMPENSATION ACQUIRED BETWEEN: 3/10/23 & 4/20/23 |
| Daniel A. Hudson Officer | Jul 8, 2025 | 5,000 | $250.08K | Jul 8, 2025 | COMPENSATION ACQUIRED ON: 3/10/23 & 3/8/24 |