Oceaneering International (NYSE:OII) Hits New 12-Month High After Earnings Beat

Oceaneering International, Inc. (NYSE:OII)’s share price reached a new 52-week high on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $35.69 and last traded at $34.8680, with a volume of 451675 shares traded. The stock had previously closed at $33.09.

The oil and gas company reported $0.45 earnings per share for the quarter, beating the consensus estimate of $0.44 by $0.01. Oceaneering International had a return on equity of 23.05% and a net margin of 12.71%.The business had revenue of $668.57 million for the quarter, compared to analysts’ expectations of $678.16 million. During the same period last year, the business earned $0.37 EPS. The business’s revenue was down 6.3% on a year-over-year basis.

Key Stories Impacting Oceaneering International

Here are the key news stories impacting Oceaneering International this week:

• Positive Sentiment: Management projects $390M–$440M of EBITDA for 2026 and singled out ADTech/subsea robotics as a multi-year growth driver — a clear signal of improving margins and higher profitability expectations. Oceaneering projects $390M–$440M EBITDA for 2026 as ADTech drives multiyear growth
• Positive Sentiment: Q4 2025 EPS came in at $0.45, narrowly beating the consensus of $0.44 — the beat supports near-term sentiment and helped lift the stock. Oceaneering International (OII) Q4 Earnings Top Estimates
• Positive Sentiment: Reported net income and reported diluted EPS showed large year-over-year improvement (company reported strong bottom-line metrics and healthy cash balances), which investors are rewarding. Oceaneering International Inc. (OII) stock rises on Q4 2025 Earnings
• Neutral Sentiment: Full earnings call transcripts and management commentary are available for deeper read (useful for investors parsing ADTech rollout timing and segment-level guidance). Oceaneering (OII) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Market commentary highlights investor focus on the company’s subsea robotics outlook — an area that could drive higher-margin service revenue but requires execution. Oceaneering earnings on deck as investors eye subsea robotics outlook
• Negative Sentiment: Revenue missed expectations (≈$668.6M vs. higher consensus) and was down ~6.3% YoY — top-line softness tempers the EPS beat and raises questions about demand trends. Oceaneering International: Q4 Earnings Snapshot
• Negative Sentiment: Several sell-side targets remain well below the current share price (median targets in the mid-$20s), and recent insider sales were reported — factors that can cap near-term upside. Oceaneering International Inc. (OII) stock rises on Q4 2025 Earnings
• Negative Sentiment: Operating profit and operating cash flow declined year-over-year, indicating some margin and cash conversion pressure despite the EBITDA outlook — execution will be key to justify the forward projection. Oceaneering International Inc. (OII) stock rises on Q4 2025 Earnings

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on OII shares. Wall Street Zen lowered Oceaneering International from a “buy” rating to a “hold” rating in a report on Saturday, February 7th. Barclays boosted their price objective on Oceaneering International from $22.00 to $23.00 and gave the stock an “equal weight” rating in a research report on Tuesday, October 28th. TD Cowen raised their target price on Oceaneering International from $25.00 to $27.00 and gave the company a “hold” rating in a research report on Monday, November 3rd. Zacks Research upgraded Oceaneering International from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, November 4th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Oceaneering International in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $25.00.

Insider Transactions at Oceaneering International

In other news, SVP Jennifer Fremont Simons sold 29,155 shares of the company’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $26.35, for a total value of $768,234.25. Following the sale, the senior vice president directly owned 52,344 shares of the company’s stock, valued at $1,379,264.40. This represents a 35.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 2.10% of the company’s stock.

Institutional Investors Weigh In On Oceaneering International

Several hedge funds have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of Oceaneering International by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,154 shares of the oil and gas company’s stock worth $1,312,000 after buying an additional 2,633 shares in the last quarter. Empowered Funds LLC raised its holdings in Oceaneering International by 1.9% in the 1st quarter. Empowered Funds LLC now owns 120,776 shares of the oil and gas company’s stock worth $2,634,000 after purchasing an additional 2,310 shares during the period. Strs Ohio purchased a new position in shares of Oceaneering International during the 1st quarter valued at about $168,000. Vanguard Personalized Indexing Management LLC boosted its position in shares of Oceaneering International by 12.5% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 14,265 shares of the oil and gas company’s stock worth $296,000 after purchasing an additional 1,589 shares during the period. Finally, CWM LLC boosted its holdings in Oceaneering International by 276.4% in the 2nd quarter. CWM LLC now owns 13,680 shares of the oil and gas company’s stock worth $283,000 after buying an additional 10,046 shares during the period. 93.93% of the stock is owned by institutional investors.

Oceaneering International Price Performance

The stock has a market cap of $3.62 billion, a PE ratio of 10.36 and a beta of 1.26. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.97 and a quick ratio of 1.68. The firm has a 50-day moving average of $28.06 and a 200-day moving average of $25.35.

About Oceaneering International

Oceaneering International, Inc is a global provider of engineered services and products primarily to the offshore oil and gas industry, as well as to aerospace, defense, and commercial diving markets. The company specializes in remotely operated vehicles (ROVs), subsea intervention, and inspection services designed to support exploration, production and maintenance activities in challenging underwater environments. In addition to ROV operations, Oceaneering offers asset integrity solutions, specialized tooling, and intervention equipment for pipelines, risers, and flowlines.

Founded in 1964 and headquartered in Houston, Texas, Oceaneering has grown through both organic expansion and strategic acquisitions.