Rakuten Investment Management Inc. Purchases New Position in SLB Limited $SLB

Rakuten Investment Management Inc. acquired a new position in shares of SLB Limited (NYSE:SLB) in the third quarter, Holdings Channel.com reports. The institutional investor acquired 89,664 shares of the oil and gas company’s stock, valued at approximately $3,082,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Hedges Asset Management LLC boosted its holdings in SLB by 0.9% during the 3rd quarter. Hedges Asset Management LLC now owns 35,000 shares of the oil and gas company’s stock worth $1,203,000 after acquiring an additional 300 shares during the last quarter. Legacy Wealth Asset Management LLC lifted its position in shares of SLB by 2.2% during the second quarter. Legacy Wealth Asset Management LLC now owns 14,382 shares of the oil and gas company’s stock valued at $486,000 after purchasing an additional 308 shares in the last quarter. NewSquare Capital LLC boosted its holdings in SLB by 51.4% during the second 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 during the last quarter. Choreo LLC grew its position in SLB by 0.8% in the 2nd quarter. Choreo LLC now owns 45,222 shares of the oil and gas company’s stock worth $1,541,000 after purchasing an additional 357 shares in the last quarter. Finally, Mitchell Mcleod Pugh & Williams Inc. grew its position in SLB by 2.3% in the 2nd quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 16,062 shares of the oil and gas company’s stock worth $543,000 after purchasing an additional 365 shares in the last quarter. 81.99% of the stock is owned by hedge funds and other institutional investors.

SLB Price Performance

Shares of NYSE SLB opened at $49.00 on Friday. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 0.40. The stock has a fifty day simple moving average of $40.14 and a two-hundred day simple moving average of $36.70. SLB Limited has a 1-year low of $31.11 and a 1-year high of $51.67. The firm has a market cap of $73.20 billion, a price-to-earnings ratio of 18.92 and a beta of 0.72.

SLB (NYSE:SLB) last issued its quarterly earnings results on Friday, January 23rd. The oil and gas company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.74 by $0.04. The firm had revenue of $9.75 billion for the quarter, compared to analysts’ expectations of $9.54 billion. SLB had a return on equity of 18.97% and a net margin of 10.34%.The business’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.92 EPS. Analysts anticipate that SLB Limited will post 3.38 earnings per share for the current year.

SLB Increases Dividend

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

Insider Transactions at SLB

In other news, CFO Stephane Biguet sold 38,447 shares of the business’s 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 sale, the chief financial officer owned 175,690 shares of the company’s stock, valued at $6,456,607.50. The trade was a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Peter John Coleman sold 5,500 shares of the firm’s stock in a transaction that occurred on Wednesday, November 26th. The stock was sold at an average price of $35.82, for a total transaction of $197,010.00. Following the completion of the transaction, the director directly owned 18,671 shares of the company’s stock, valued at approximately $668,795.22. This trade represents a 22.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 103,947 shares of company stock worth $3,871,337 over the last quarter. Corporate insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Rothschild Redb raised shares of SLB to a “strong-buy” rating in a research report on Monday, November 3rd. Citigroup increased their price target on SLB from $47.00 to $53.00 and gave the company a “buy” rating in a research report on Thursday, December 11th. Royal Bank Of Canada reiterated an “outperform” rating and set a $51.00 price target on shares of SLB in a report on Thursday, January 15th. Weiss Ratings restated a “hold (c-)” rating on shares of SLB in a research note on Wednesday, October 8th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $50.00 target price on shares of SLB in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $49.84.

Key Stories 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.