Howard Guild Sells 13,268 Shares of SLB (NYSE:SLB) Stock

SLB Limited (NYSE:SLB) CAO Howard Guild sold 13,268 shares of SLB stock in a transaction on Monday, January 26th. The shares were sold at an average price of $49.70, for a total value of $659,419.60. Following the sale, the chief accounting officer directly owned 22,407 shares of the company’s stock, valued at approximately $1,113,627.90. The trade was a 37.19% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

SLB Stock Performance

Shares of SLB stock opened at $48.87 on Thursday. SLB Limited has a fifty-two week low of $31.11 and a fifty-two week high of $51.67. The stock’s 50-day moving average is $40.97 and its two-hundred day moving average is $36.98. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.33 and a quick ratio of 0.98. The firm has a market cap of $73.07 billion, a P/E ratio of 20.62, a PEG ratio of 3.43 and a beta of 0.72.

SLB (NYSE:SLB) last announced its quarterly earnings results on Friday, January 23rd. The oil and gas company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.74 by $0.04. The business had revenue of $9.75 billion during the quarter, compared to analysts’ expectations of $9.54 billion. SLB had a return on equity of 17.45% and a net margin of 9.45%.The firm’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.92 EPS. Analysts predict that SLB Limited will post 3.38 earnings per share for the current fiscal year.

SLB Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Stockholders of record on Wednesday, February 11th will be paid a dividend of $0.295 per share. This is a positive change from SLB’s previous quarterly dividend of $0.29. The ex-dividend date is Wednesday, February 11th. This represents a $1.18 annualized dividend and a dividend yield of 2.4%. SLB’s dividend payout ratio (DPR) is currently 48.10%.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. boosted its position in shares of SLB by 23.3% in the third quarter. Vanguard Group Inc. now owns 185,374,879 shares of the oil and gas company’s stock valued at $6,371,335,000 after acquiring an additional 35,057,313 shares during the period. Norges Bank acquired a new position in SLB during the 2nd quarter valued at $618,697,000. State Street Corp boosted its holdings in SLB by 7.0% in the 3rd quarter. State Street Corp now owns 83,617,999 shares of the oil and gas company’s stock valued at $2,898,037,000 after purchasing an additional 5,466,786 shares during the period. Franklin Resources Inc. grew its position in SLB by 30.4% in the 2nd quarter. Franklin Resources Inc. now owns 20,233,749 shares of the oil and gas company’s stock worth $683,901,000 after purchasing an additional 4,719,852 shares during the last quarter. Finally, Greenhaven Associates Inc. bought a new position in shares of SLB during the 4th quarter worth about $178,883,000. 81.99% of the stock is owned by institutional investors.

Key Headlines Impacting SLB

Here are the key news stories impacting SLB this week:

• Positive Sentiment: Multiple brokerages raised targets/ratings this week, supporting upside expectations (examples include Susquehanna’s boost to $58 and other bank notes showing constructive views). Susquehanna Boosts SLB Price Target
• Positive Sentiment: SLB won multi‑year supply contracts in Oman (wellheads and artificial lift) and additional Middle East work, reinforcing near‑term revenue visibility in the region. Business Wire: Oman Contracts
• Neutral Sentiment: Commentary pieces are re-evaluating SLB’s valuation and role in evolving energy markets — useful context for positioning but not an immediate catalyst. Yahoo: Is SLB Pricing Reflect Its Role?
• Neutral Sentiment: MarketWatch notes SLB has underperformed some peers recently despite intraday gains, which frames relative performance risk vs. other oilfield services names. MarketWatch: Underperformance vs Competitors
• Negative Sentiment: Significant coordinated insider selling occurred on Jan. 26 — including the CFO, EVP, CAO and multiple directors — amounting to multimillion‑dollar disposals; markets often interpret clustered insider sales as a near‑term negative signal. TipRanks: Coordinated Insider Selling
• Negative Sentiment: Individual SEC‑filed insider sales include EVP Abdellah Merad (~$2.98M), CAO Howard Guild (~$659K) and CFO Stéphane Biguet (>$3M) — these specific filings have been widely reported and are weighing on sentiment. Benzinga: Howard Guild Sale Benzinga: Abdellah Merad Sale
• Negative Sentiment: A Freedom Capital downgrade moved SLB to a “strong sell” designation, creating a direct negative research catalyst amid otherwise bullish analyst activity. Zacks / Freedom Capital Downgrade
• Negative Sentiment: SLB’s JV with Aker Carbon Capture reported a loss on a carbon‑capture project — this may temper near‑term enthusiasm for SLB’s energy‑transition growth narrative. Upstream: Loss on Carbon Capture Project

Analyst Ratings Changes

Several research firms have commented on SLB. Loop Capital set a $48.00 target price on shares of SLB in a research report on Tuesday. Stifel Nicolaus set a $56.00 price objective on SLB in a report on Monday. TD Cowen raised their price objective on SLB from $56.00 to $57.00 and gave the company a “buy” rating in a research note on Thursday, December 11th. Argus raised SLB to a “strong-buy” rating in a research report on Monday. Finally, Piper Sandler increased their price target on SLB from $42.00 to $45.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Three research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.92.

SLB Company Profile

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.