SLB Limited $SLB Holdings Lowered by QRG Capital Management Inc.

QRG Capital Management Inc. decreased its stake in SLB Limited (NYSE:SLB) by 49.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 11,790 shares of the oil and gas company’s stock after selling 11,437 shares during the quarter. QRG Capital Management Inc.’s holdings in SLB were worth $405,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of SLB. Twin Peaks Wealth Advisors LLC acquired a new position in shares of SLB in the second quarter worth about $25,000. Corsicana & Co. acquired a new position in SLB in the 3rd quarter worth approximately $31,000. NewSquare Capital LLC grew its position in SLB by 51.4% during the 2nd quarter. NewSquare Capital LLC now owns 1,004 shares of the oil and gas company’s stock worth $34,000 after purchasing an additional 341 shares in the last quarter. Kennebec Savings Bank raised its stake in SLB by 47.4% during the 3rd quarter. Kennebec Savings Bank now owns 1,390 shares of the oil and gas company’s stock valued at $48,000 after purchasing an additional 447 shares during the period. Finally, Rise Advisors LLC lifted its holdings in shares of SLB by 63.9% in the third quarter. Rise Advisors LLC now owns 1,421 shares of the oil and gas company’s stock valued at $49,000 after purchasing an additional 554 shares in the last quarter. Institutional investors and hedge funds own 81.99% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on SLB shares. Susquehanna upped their price target on SLB from $42.00 to $52.00 and gave the company a “positive” rating in a research report on Wednesday, January 7th. Stifel Nicolaus upped their target price on SLB from $48.00 to $52.00 and gave the company a “buy” rating in a report on Wednesday. Piper Sandler raised their price target on shares of SLB from $42.00 to $45.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Morgan Stanley reaffirmed an “overweight” rating and set a $50.00 price objective on shares of SLB in a research report on Wednesday. Finally, Rothschild & Co Redburn began coverage on shares of SLB in a research note on Monday, November 3rd. They issued a “buy” rating and a $48.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $49.84.

Insiders Place Their Bets

In related news, EVP Abdellah Merad sold 60,000 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $37.69, for a total value of $2,261,400.00. Following the completion of the sale, the executive vice president directly owned 159,371 shares in the company, valued at approximately $6,006,692.99. The trade was a 27.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Peter John Coleman sold 5,500 shares of the stock in a transaction that occurred on Wednesday, November 26th. The shares were sold at an average price of $35.82, for a total value of $197,010.00. Following the transaction, the director owned 18,671 shares in the company, valued at approximately $668,795.22. This trade represents a 22.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 103,947 shares of company stock valued at $3,871,337 over the last quarter. Insiders own 0.22% of the company’s stock.

SLB Trading Down 0.7%

NYSE:SLB opened at $49.00 on Friday. The company has a market capitalization of $73.20 billion, a P/E ratio of 18.92 and a beta of 0.72. The stock’s 50 day moving average price is $40.14 and its 200 day moving average price is $36.70. The company has a debt-to-equity ratio of 0.40, a quick ratio of 1.01 and a current ratio of 1.39. SLB Limited has a 52 week low of $31.11 and a 52 week high of $51.67.

SLB (NYSE:SLB) last posted 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 net margin of 10.34% and a return on equity of 18.97%. The company’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.92 earnings per share. On average, research analysts forecast that SLB Limited will post 3.38 EPS for the current fiscal year.

SLB Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Wednesday, February 11th will be issued a dividend of $0.295 per share. This represents a $1.18 annualized dividend and a yield of 2.4%. This is an increase from SLB’s previous quarterly dividend of $0.29. The ex-dividend date is Wednesday, February 11th. SLB’s dividend payout ratio is 44.02%.

Key Headlines Impacting SLB

Here are the key news stories impacting SLB this week:

• Positive Sentiment: Raised dividend and shareholder returns — SLB increased its quarterly dividend to $0.295 (3.5% raise) and said it plans to return more than $4 billion to shareholders in 2026, supporting income-seeking investors and signaling confidence in cash generation. SLB Raises Dividend 3.5%; Aims to Return More Than $4 Billion to Holders
• Positive Sentiment: Quarterly revenue and EPS modestly beat expectations — Q4 revenue (~$9.74–9.75B) topped estimates and reported EPS ($0.78) beat the consensus of $0.74, showing demand gains in Digital and Production Systems that helped offset weaker areas. SLB Q4 earnings / MarketBeat
• Positive Sentiment: Venezuela growth optionality — Management says SLB can rapidly scale operations in Venezuela if licensing and compliance permit, opening a potentially large incremental market over time. Investors view this as a material upside contingent on geopolitics/regulatory approvals. SLB is poised to rapidly increase activities in Venezuela
• Neutral Sentiment: Analyst coverage and price targets remain constructive but mixed — multiple firms maintain Buy/Outperform ratings with a median target near $52, providing support but also showing a range of views. QuiverQuant analyst/target roundup
• Neutral Sentiment: More color available from the earnings call transcript — analysts and management discuss ChampionX integration, regional recovery and margin dynamics; useful for investors assessing guidance and segment trends. SLB Q4 2025 Earnings Call Transcript
• Negative Sentiment: Profitability and cash-flow weakness — despite top-line growth, gross profit, operating profit and cash from operations declined year‑over‑year, and operating margin fell, raising questions about near-term earnings sustainability. That pressure helps explain cautious selling. Schlumberger Q4 results and cash/margin details
• Negative Sentiment: Insider selling noted — recent filings show several insider sales, which can weigh on sentiment even if not unusual at large firms. QuiverQuant insider activity
• Negative Sentiment: Market reaction reflects mixed messaging — some outlets highlighted sliding profit/revenue dynamics and regional struggles that management says are improving, producing short-term volatility. TipRanks: SLB earnings reaction

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.