Flossbach Von Storch SE Reduces Position in SLB Limited $SLB

Flossbach Von Storch SE decreased its position in SLB Limited (NYSE:SLB) by 23.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,731 shares of the oil and gas company’s stock after selling 14,067 shares during the period. Flossbach Von Storch SE’s holdings in SLB were worth $1,572,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Synergy Asset Management LLC lifted its position in shares of SLB by 100.0% during the 3rd quarter. Synergy Asset Management LLC now owns 80,830 shares of the oil and gas company’s stock valued at $2,732,000 after buying an additional 40,415 shares in the last quarter. Americana Partners LLC raised its position in SLB by 10.1% during the third quarter. Americana Partners LLC now owns 248,057 shares of the oil and gas company’s stock worth $8,526,000 after acquiring an additional 22,706 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in SLB by 13.8% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 210,056 shares of the oil and gas company’s stock valued at $7,220,000 after purchasing an additional 25,417 shares in the last quarter. Bank Pictet & Cie Europe AG grew its position in shares of SLB by 1,937.4% in the third quarter. Bank Pictet & Cie Europe AG now owns 996,948 shares of the oil and gas company’s stock valued at $34,265,000 after purchasing an additional 948,015 shares during the period. Finally, Nordea Investment Management AB increased its stake in shares of SLB by 4.9% during the third quarter. Nordea Investment Management AB now owns 2,157,885 shares of the oil and gas company’s stock worth $72,354,000 after purchasing an additional 100,918 shares in the last quarter. Hedge funds and other institutional investors own 81.99% of the company’s stock.

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

SLB Stock Performance

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

SLB (NYSE:SLB) last posted its quarterly 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 business had revenue of $9.75 billion for the quarter, compared to analyst estimates of $9.54 billion. SLB had a return on equity of 17.45% and a net margin of 9.45%.The company’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.92 EPS. On average, research analysts anticipate that SLB Limited will post 3.38 earnings per share for the current year.

SLB Increases Dividend

The company 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 $0.295 dividend. This represents a $1.18 annualized dividend and a yield of 2.4%. The ex-dividend date is Wednesday, February 11th. This is a positive change from SLB’s previous quarterly dividend of $0.29. SLB’s dividend payout ratio (DPR) is presently 48.10%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on SLB. Barclays raised their price target on shares of SLB from $47.00 to $49.00 and gave the company an “overweight” rating in a research note on Monday. Morgan Stanley reaffirmed an “overweight” rating and issued a $50.00 price target on shares of SLB in a research note on Wednesday, January 21st. Stifel Nicolaus set a $56.00 price objective on SLB in a research note 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 report on Thursday, December 11th. Finally, Bank of America upped their target price on shares of SLB from $50.00 to $55.00 and gave the stock a “buy” rating in a report on Monday. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $51.92.

Insiders Place Their Bets

In related news, EVP Abdellah Merad sold 60,000 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $49.70, for a total value of $2,982,000.00. Following the completion of the transaction, the executive vice president directly owned 140,602 shares in the company, valued at approximately $6,987,919.40. This represents a 29.91% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Dianne B. Ralston sold 18,617 shares of the firm’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $49.50, for a total value of $921,541.50. Following the sale, the insider directly owned 224,097 shares of the company’s stock, valued at approximately $11,092,801.50. This trade represents a 7.67% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 260,849 shares of company stock worth $11,668,003. 0.22% of the stock is currently owned by company insiders.

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.