SLB (NYSE:SLB) Hits New 1-Year High After Analyst Upgrade

SLB Limited (NYSE:SLB)’s share price reached a new 52-week high during mid-day trading on Wednesday after Stifel Nicolaus raised their price target on the stock from $48.00 to $52.00. Stifel Nicolaus currently has a buy rating on the stock. SLB traded as high as $48.33 and last traded at $47.9140, with a volume of 5299721 shares traded. The stock had previously closed at $46.45.

A number of other research analysts have also recently issued reports on SLB. Rothschild & Co Redburn began coverage on shares of SLB in a report on Monday, November 3rd. They set a “buy” rating and a $48.00 price objective for the company. Rothschild Redb raised shares of SLB to a “strong-buy” rating in a report on Monday, November 3rd. Piper Sandler upped their price objective on shares of SLB from $42.00 to $45.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Citigroup raised their price objective on SLB from $47.00 to $53.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Finally, Susquehanna lifted their target price on SLB from $42.00 to $52.00 and gave the stock a “positive” rating in a report on Wednesday, January 7th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, SLB currently has an average rating of “Moderate Buy” and a consensus target price of $49.84.

Insider Activity

In related news, Director Peter John Coleman sold 5,500 shares of SLB stock in a transaction dated Wednesday, November 26th. The stock was sold at an average price of $35.82, for a total value of $197,010.00. Following the sale, the director owned 18,671 shares of the company’s stock, valued at approximately $668,795.22. The trade was a 22.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Stephane Biguet sold 38,447 shares of the stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $36.75, for a total value of $1,412,927.25. Following the transaction, the chief financial officer directly owned 175,690 shares of the company’s stock, valued at $6,456,607.50. This trade represents a 17.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 103,947 shares of company stock worth $3,871,337 over the last ninety days. Insiders own 0.22% of the company’s stock.

SLB News Summary

Here are the key news stories impacting SLB this week:

• Positive Sentiment: Q4 results beat on revenue and management pledged large shareholder returns: SLB reported ~ $9.745B in Q4 revenue (above estimates), reported EPS above consensus in the company release, raised its dividend and committed to return more than $4 billion to shareholders in 2026 — a concrete cash-return plan that supports the stock. SLB Announces Fourth-Quarter and Full-Year 2025 Results, Increases Dividend and Commits to Return More Than $4 Billion to Shareholders in 2026
• Positive Sentiment: Management tone and international opportunity: CEO commentary and press coverage emphasize that 2025 regional struggles are “behind us” and SLB expects lift from expanding international activity — this narrative supports upside expectations. SLB Stock Rises on Earnings. Struggles in Key Regions ‘Are Behind Us,’ Says CEO.
• Positive Sentiment: Analyst support and price-target moves: Stifel raised its price target to $52 and several firms maintain buy/outperform views, lending technical support to the rally. Benzinga – Stifel target raise
• Positive Sentiment: Strategic deal: SLB acquired Resman Energy Technology (adds capabilities/tech and expands SLB’s portfolio), a small positive M&A catalyst. Resman Energy Technology Sold to SLB
• Neutral Sentiment: Regulation FD / disclosure update: SLB filed an 8-K/Regulation FD update to furnish information about the quarter — standard disclosure with limited directional impact. Schlumberger issues Form 8-K Regulation FD disclosure update
• Neutral Sentiment: Momentum/valuation context: The stock recently hit a 52-week high and analysts are re-assessing valuation amid the rally; this can attract momentum flows but raises expectations. Slb stock hits 52-week high
• Negative Sentiment: Profitability and cash-flow softness: third‑party summaries flag notable declines in gross and operating profit, weaker operating cash flow and lower margins year‑over‑year (operating profit and cash from operations pressured), which could curb earnings durability. Schlumberger (SLB) Releases Q4 2025 Earnings: Revenue Slightly Beats, EPS Miss; Operating Profit and Cash Flow Drop
• Negative Sentiment: Insider selling and mixed earnings takes: recent filings note insider sales and some data vendors reported EPS figures below certain estimates — factors that can temper sentiment if operational issues persist. Quiver Quant – insider activity and financial summary

Hedge Funds Weigh In On SLB

Several hedge funds and other institutional investors have recently made changes to their positions in SLB. apricus wealth LLC lifted its stake in SLB by 0.3% in the fourth quarter. apricus wealth LLC now owns 84,740 shares of the oil and gas company’s stock valued at $3,252,000 after acquiring an additional 270 shares during the last quarter. Howard Capital Management Inc. raised its holdings in shares of SLB by 3.2% in the 3rd quarter. Howard Capital Management Inc. now owns 9,165 shares of the oil and gas company’s stock valued at $315,000 after purchasing an additional 288 shares during the period. Daymark Wealth Partners LLC lifted its stake in SLB by 3.2% in the 4th quarter. Daymark Wealth Partners LLC now owns 9,380 shares of the oil and gas company’s stock valued at $360,000 after purchasing an additional 290 shares during the last quarter. Fielder Capital Group LLC grew its holdings in SLB by 2.5% during the third quarter. Fielder Capital Group LLC now owns 12,137 shares of the oil and gas company’s stock worth $417,000 after purchasing an additional 293 shares during the period. Finally, Hedges Asset Management LLC increased its position in SLB by 0.9% during the third quarter. Hedges Asset Management LLC now owns 35,000 shares of the oil and gas company’s stock worth $1,203,000 after buying an additional 300 shares during the last quarter. 81.99% of the stock is owned by institutional investors.

SLB Trading Up 1.1%

The company has a debt-to-equity ratio of 0.40, a current ratio of 1.39 and a quick ratio of 1.01. The business has a 50-day simple moving average of $39.90 and a two-hundred day simple moving average of $36.61. The stock has a market cap of $73.29 billion, a price-to-earnings ratio of 18.94 and a beta of 0.72.

SLB (NYSE:SLB) last issued its earnings results on Friday, January 23rd. The oil and gas company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.74 by $0.04. The company had revenue of $9.75 billion during the quarter, compared to the consensus estimate of $9.54 billion. SLB had a return on equity of 18.97% and a net margin of 10.34%. Equities analysts forecast that SLB Limited will post 3.38 EPS for the current fiscal year.

About SLB

SLB (NYSE: SLB), historically known as Schlumberger, is a leading global provider of technology, integrated project management and information solutions for the energy industry. Founded by Conrad and Marcel Schlumberger in 1926, the company develops and supplies products and services used across the exploration, drilling, completion and production phases of oil and gas development. Its offerings are intended to help operators characterize reservoirs, drill and complete wells, optimize production and manage field operations throughout the asset lifecycle.

SLB’s product and service portfolio spans reservoir characterization and well testing, wireline and logging services, directional drilling and drilling tools, well construction and completion technologies, production systems, and subsea equipment.