Quilter Plc Raises Holdings in SLB Limited $SLB

Quilter Plc lifted its holdings in SLB Limited (NYSE:SLB) by 31.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 54,637 shares of the oil and gas company’s stock after acquiring an additional 13,107 shares during the period. Quilter Plc’s holdings in SLB were worth $1,878,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of SLB by 14.2% during the 2nd quarter. Vanguard Group Inc. now owns 150,317,566 shares of the oil and gas company’s stock worth $5,080,734,000 after purchasing an additional 18,672,021 shares in the last quarter. Franklin Resources Inc. increased its holdings in shares of SLB by 30.4% during the 2nd quarter. Franklin Resources Inc. now owns 20,233,749 shares of the oil and gas company’s stock valued at $683,901,000 after acquiring an additional 4,719,852 shares during the last quarter. Norges Bank bought a new position in shares of SLB in the 2nd quarter valued at approximately $618,697,000. Amundi raised its stake in shares of SLB by 29.9% in the 2nd quarter. Amundi now owns 11,415,740 shares of the oil and gas company’s stock valued at $409,939,000 after acquiring an additional 2,624,679 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in SLB by 1.2% in the 2nd quarter. Legal & General Group Plc now owns 9,681,754 shares of the oil and gas company’s stock worth $327,243,000 after purchasing an additional 114,190 shares during the last quarter. Hedge funds and other institutional investors own 81.99% of the company’s stock.

Insider Buying and Selling at SLB

In other news, EVP Abdellah Merad sold 60,000 shares of SLB stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $37.69, for a total transaction of $2,261,400.00. Following the completion of the sale, the executive vice president owned 159,371 shares in the company, valued at approximately $6,006,692.99. This trade represents a 27.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Peter John Coleman sold 5,500 shares of the stock in a transaction 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 in the company, valued at $668,795.22. The trade was a 22.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 103,947 shares of company stock valued at $3,871,337 in the last 90 days. Corporate insiders own 0.22% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have issued reports on SLB. Rothschild Redb upgraded shares of SLB to a “strong-buy” rating in a report on Monday, November 3rd. Piper Sandler increased their target price on SLB from $42.00 to $45.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Sanford C. Bernstein raised their price objective on SLB from $47.60 to $52.30 and gave the stock an “outperform” rating in a research note on Thursday, December 11th. TD Cowen increased their target price on SLB from $56.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday, December 11th. Finally, JPMorgan Chase & Co. decreased their price objective on SLB from $44.00 to $43.00 and set an “overweight” rating for the company in a report on Monday, October 20th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, SLB currently has a consensus rating of “Moderate Buy” and an average price target of $49.84.

More SLB News

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

SLB Stock Performance

NYSE:SLB opened at $49.00 on Friday. The business has a fifty day simple moving average of $40.14 and a two-hundred day simple moving average of $36.70. 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 company has a market capitalization of $73.20 billion, a P/E ratio of 20.67 and a beta of 0.72. SLB Limited has a 1 year low of $31.11 and a 1 year high of $51.67.

SLB (NYSE:SLB) last posted its earnings results on Friday, January 23rd. The oil and gas company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.74 by $0.04. The business had revenue of $9.75 billion for the quarter, compared to analysts’ expectations of $9.54 billion. SLB had a net margin of 10.34% and a return on equity of 18.97%. The business’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same period in the prior year, the company posted $0.92 EPS. On average, analysts expect 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 paid a $0.295 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $1.18 dividend on an annualized basis and a yield of 2.4%. This is an increase from SLB’s previous quarterly dividend of $0.29. SLB’s dividend payout ratio is currently 48.10%.

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.