Pekin Hardy Strauss Inc. Invests $735,000 in Borr Drilling Limited $BORR

Pekin Hardy Strauss Inc. acquired a new position in shares of Borr Drilling Limited (NYSE:BORR) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 273,250 shares of the company’s stock, valued at approximately $735,000. Pekin Hardy Strauss Inc. owned 0.12% of Borr Drilling as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Oak Thistle LLC acquired a new position in Borr Drilling during the third quarter worth $29,000. Baader Bank Aktiengesellschaft purchased a new stake in shares of Borr Drilling in the 3rd quarter valued at $30,000. Jamison Private Wealth Management Inc. acquired a new position in Borr Drilling during the 3rd quarter worth about $31,000. R Squared Ltd purchased a new position in Borr Drilling during the 2nd quarter valued at about $35,000. Finally, Federated Hermes Inc. acquired a new position in Borr Drilling in the 3rd quarter valued at about $35,000. Hedge funds and other institutional investors own 83.12% of the company’s stock.

Trending Headlines about Borr Drilling

Here are the key news stories impacting Borr Drilling this week:

• Positive Sentiment: Completed acquisition of five premium jack‑up rigs from Noble (purchase price disclosed at $360M, closed Jan 2026), expanding fleet scale and long‑term revenue capacity. Borr Drilling Q4 2025 Results (PR Newswire)
• Positive Sentiment: Very strong operational metrics and backlog: technical utilization ~98.8%, economic utilization ~97.8%, and 24 new contract commitments in 2025 representing ~5,000+ days and ~$649M of dayrate‑equivalent backlog — supports 2026 revenue visibility. Borr Drilling Q4 2025 Results (PR Newswire)
• Neutral Sentiment: Company hosted Q4 presentation/earnings call; full transcripts and slides are available for investors to review management’s guidance and Q&A. Q4 2025 Presentation (PR Newswire)
• Negative Sentiment: Q4 weakness: total operating revenues $259.4M (down vs prior quarter), Q4 net loss ~$1.0M and Adjusted EBITDA down ~22% QoQ; FY‑2025 net income and adjusted EBITDA both declined vs 2024 — results flagged as a sign of near‑term market softness. Borr Drilling Q4 2025 Results (PR Newswire)
• Negative Sentiment: Financing/dilution concerns: company completed a $165M 10.375% senior secured notes offering (due 2030) and an equity offering of 21M shares at $4.00 ($84M gross) to help fund the Noble deal — raises leverage and causes dilution, which likely pressured sentiment. Borr Drilling Q4 2025 Results (PR Newswire)
• Negative Sentiment: Market/sector context: press coverage and analyst commentary highlight market softness for jack‑up rigs and note other drillers’ results slipping into the red — a sector backdrop that amplifies reaction to Borr’s softer quarter. Borr shares fall as Q4 results reflect market softness (Investing.za) Global jack-up driller results slip (UpstreamOnline)

Borr Drilling Price Performance

BORR stock opened at $5.96 on Friday. The business’s 50-day moving average is $4.56 and its two-hundred day moving average is $3.54. The company has a debt-to-equity ratio of 1.70, a current ratio of 1.63 and a quick ratio of 1.63. The firm has a market capitalization of $1.88 billion, a P/E ratio of 35.03 and a beta of 1.11. Borr Drilling Limited has a 1 year low of $1.55 and a 1 year high of $6.07.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on BORR. Weiss Ratings reissued a “hold (c-)” rating on shares of Borr Drilling in a research report on Wednesday, January 21st. Citigroup reaffirmed a “neutral” rating and set a $6.00 target price (up from $4.60) on shares of Borr Drilling in a research note on Thursday, February 12th. Four analysts have rated the stock with a Hold rating, According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $4.20.

About Borr Drilling

Borr Drilling is an international offshore drilling contractor providing premium jack-up drilling services to the oil and gas industry. Established in 2016 and incorporated in Bermuda with headquarters in Hamilton, the company is listed on the New York Stock Exchange under the ticker symbol BORR. Borr Drilling focuses exclusively on the ownership and operation of mobile offshore jack-up rigs, catering to exploration and production drilling projects in both mature and emerging hydrocarbon regions.

The company’s core business activities encompass the long-term contracting of high-specification jack-up rigs suitable for shallow-to-intermediate water depths.