Hsbc Holdings PLC Has $582,000 Stock Position in Liberty Energy Inc. $LBRT

Hsbc Holdings PLC cut its holdings in Liberty Energy Inc. (NYSE:LBRT) by 47.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,364 shares of the company’s stock after selling 28,020 shares during the quarter. Hsbc Holdings PLC’s holdings in Liberty Energy were worth $582,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. increased its position in Liberty Energy by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 18,096,443 shares of the company’s stock worth $334,060,000 after purchasing an additional 97,998 shares in the last quarter. Round Rock Advisors LLC boosted its position in Liberty Energy by 65.3% in the fourth quarter. Round Rock Advisors LLC now owns 104,213 shares of the company’s stock valued at $1,956,000 after buying an additional 41,163 shares in the last quarter. Strs Ohio boosted its position in Liberty Energy by 122.4% in the fourth quarter. Strs Ohio now owns 168,800 shares of the company’s stock valued at $3,116,000 after buying an additional 92,900 shares in the last quarter. Pekin Hardy Strauss Inc. bought a new stake in shares of Liberty Energy during the fourth quarter worth $629,000. Finally, JPMorgan Chase & Co. grew its stake in shares of Liberty Energy by 23.4% during the third quarter. JPMorgan Chase & Co. now owns 1,876,443 shares of the company’s stock worth $23,155,000 after buying an additional 355,576 shares during the last quarter. Institutional investors own 98.22% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on LBRT shares. Zacks Research upgraded Liberty Energy from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 22nd. The Goldman Sachs Group restated a “neutral” rating and set a $31.00 price objective on shares of Liberty Energy in a research report on Wednesday, June 3rd. Morgan Stanley set a $35.00 target price on Liberty Energy in a report on Wednesday. Stifel Nicolaus increased their target price on Liberty Energy from $28.00 to $37.00 and gave the company a “buy” rating in a research report on Friday, April 24th. Finally, Barclays lifted their price target on Liberty Energy from $29.00 to $32.00 and gave the company an “equal weight” rating in a research note on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, Liberty Energy has a consensus rating of “Moderate Buy” and an average price target of $32.09.

Insider Transactions at Liberty Energy

In other news, CFO Michael Stock sold 9,999 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $25.89, for a total value of $258,874.11. Following the completion of the sale, the chief financial officer owned 773,711 shares of the company’s stock, valued at approximately $20,031,377.79. This represents a 1.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Chairman William F. Kimble sold 7,350 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $33.92, for a total value of $249,312.00. Following the transaction, the chairman owned 89,805 shares of the company’s stock, valued at $3,046,185.60. This trade represents a 7.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,012 shares of company stock worth $1,673,803 in the last quarter. Corporate insiders own 2.00% of the company’s stock.

Liberty Energy Price Performance

LBRT stock opened at $25.17 on Thursday. The company has a market capitalization of $4.11 billion, a P/E ratio of 27.66, a PEG ratio of 1.98 and a beta of 0.54. The company has a fifty day moving average price of $28.65 and a 200-day moving average price of $27.01. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.97 and a current ratio of 2.21. Liberty Energy Inc. has a 52-week low of $9.90 and a 52-week high of $34.48.

Liberty Energy (NYSE:LBRT) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $0.06 earnings per share for the quarter, topping the consensus estimate of ($0.13) by $0.19. The company had revenue of $1.02 billion for the quarter, compared to analysts’ expectations of $954.71 million. Liberty Energy had a net margin of 3.71% and a return on equity of 1.41%. Liberty Energy’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.04 earnings per share. As a group, equities analysts expect that Liberty Energy Inc. will post 0.27 EPS for the current year.

Liberty Energy Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, September 18th. Shareholders of record on Friday, September 4th will be given a $0.09 dividend. This represents a $0.36 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, September 4th. Liberty Energy’s payout ratio is 39.56%.

Key Headlines Impacting Liberty Energy

Here are the key news stories impacting Liberty Energy this week:

• Positive Sentiment: Liberty Energy and SLB formed a strategic alliance to deliver modular infrastructure and integrated power generation for data centers, opening a new growth avenue tied to AI infrastructure demand. SLB, Liberty Energy to Form Strategic Alliance for Data Center Infrastructure and Power
• Positive Sentiment: Liberty Energy announced a quarterly dividend of $0.09 per share, which reinforces shareholder returns and may help cushion sentiment. Liberty Energy Inc. Announces Quarterly Cash Dividend
• Positive Sentiment: Analysts at Zacks said Liberty Energy is expected to beat earnings estimates in its upcoming Q2 report, which could provide a near-term earnings catalyst if results confirm the outlook. Liberty Energy (LBRT) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release
• Positive Sentiment: Seeking Alpha upgraded Liberty Energy to Buy, arguing that its expanding power generation business and SLB partnership could support longer-term growth and higher valuation. Liberty Energy: Oh My, Have Things Changed (Rating Upgrade)
• Neutral Sentiment: Multiple outlets reported the new SLB-Liberty partnership and the broader push to supply behind-the-meter power to data centers, but these are still early-stage developments that need execution before they can materially change earnings. SLB partners with Liberty Energy to supply modular parts, power to data centers
• Neutral Sentiment: Market commentary highlighted Liberty Energy’s pivot toward AI data center power and its upcoming Q2 earnings, but the stock still faces valuation questions and mixed investor sentiment. Liberty Energy stock overview
• Negative Sentiment: The company’s core completion-services business still faces pricing and earnings pressure, and that weakness is weighing on how investors value LBRT despite the new growth initiatives. Liberty Energy Q1 2026 earnings report

Liberty Energy Company Profile

Liberty Energy Inc provides hydraulic services and related technologies to onshore oil and natural gas exploration, and production companies in North America. The company offers hydraulic fracturing services, including complementary services, such as wireline services, proppant delivery solutions, field gas processing and treating, compressed natural gas (CNG) delivery, data analytics, related goods comprising sand mine operations, and technologies; and well site fueling and logistics. As of as of December 31, 2023, the company owned and operated a fleet of approximately 40 active hydraulic fracturing; and two sand mines in the Permian Basin.