SLB (NYSE:SLB) Posts Earnings Results, Beats Estimates By $0.04 EPS

SLB (NYSE:SLB) announced its earnings results on Friday. The oil and gas company reported $0.78 EPS for the quarter, beating the consensus estimate of $0.74 by $0.04, FiscalAI reports. The business 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 firm’s revenue was up 5.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.92 earnings per share.

SLB Stock Performance

Shares of SLB stock opened at $49.06 on Friday. The business has a 50-day simple moving average of $39.90 and a 200 day simple moving average of $36.61. SLB has a one year low of $31.11 and a one year high of $49.58. 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 firm has a market capitalization of $73.29 billion, a price-to-earnings ratio of 18.94 and a beta of 0.72.

Insider Buying and Selling at SLB

In other news, CFO Stephane Biguet sold 38,447 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The stock was sold at an average price of $36.75, for a total transaction of $1,412,927.25. Following the transaction, the chief financial officer directly owned 175,690 shares of the company’s stock, valued at $6,456,607.50. This represents a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Peter John Coleman sold 5,500 shares of SLB stock in a transaction on Wednesday, November 26th. The shares were sold at an average price of $35.82, for a total transaction of $197,010.00. Following the completion of the sale, the director directly owned 18,671 shares of the company’s stock, valued at approximately $668,795.22. The trade was a 22.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 103,947 shares of company stock valued at $3,871,337. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On SLB

Institutional investors and hedge funds have recently made changes to their positions in the business. Hancock Whitney Corp boosted its stake in SLB by 1.6% during the 3rd quarter. Hancock Whitney Corp now owns 23,186 shares of the oil and gas company’s stock valued at $797,000 after purchasing an additional 356 shares during the last quarter. Scotia Capital Inc. raised its stake in shares of SLB by 0.5% in the third quarter. Scotia Capital Inc. now owns 95,933 shares of the oil and gas company’s stock worth $3,297,000 after purchasing an additional 495 shares during the last quarter. Fiduciary Trust Co lifted its holdings in shares of SLB by 1.3% in the third quarter. Fiduciary Trust Co now owns 41,706 shares of the oil and gas company’s stock valued at $1,433,000 after purchasing an additional 519 shares in the last quarter. Quarry LP boosted its position in shares of SLB by 17.3% during the third quarter. Quarry LP now owns 4,338 shares of the oil and gas company’s stock valued at $149,000 after buying an additional 640 shares during the last quarter. Finally, Diversify Advisory Services LLC grew its holdings in SLB by 7.6% during the second quarter. Diversify Advisory Services LLC now owns 11,326 shares of the oil and gas company’s stock worth $373,000 after buying an additional 799 shares in the last quarter. Institutional investors and hedge funds own 81.99% of the company’s stock.

Trending Headlines about SLB

Here are the key news stories impacting SLB this week:

• Positive Sentiment: Q4 results beat on revenue and management pledged large shareholder returns: SLB reported ~ $9.745B in Q4 revenue (above estimates), reported EPS above consensus in the company release, raised its dividend and committed to return more than $4 billion to shareholders in 2026 — a concrete cash-return plan that supports the stock. SLB Announces Fourth-Quarter and Full-Year 2025 Results, Increases Dividend and Commits to Return More Than $4 Billion to Shareholders in 2026
• Positive Sentiment: Management tone and international opportunity: CEO commentary and press coverage emphasize that 2025 regional struggles are “behind us” and SLB expects lift from expanding international activity — this narrative supports upside expectations. SLB Stock Rises on Earnings. Struggles in Key Regions ‘Are Behind Us,’ Says CEO.
• Positive Sentiment: Analyst support and price-target moves: Stifel raised its price target to $52 and several firms maintain buy/outperform views, lending technical support to the rally. Benzinga – Stifel target raise
• Positive Sentiment: Strategic deal: SLB acquired Resman Energy Technology (adds capabilities/tech and expands SLB’s portfolio), a small positive M&A catalyst. Resman Energy Technology Sold to SLB
• Neutral Sentiment: Regulation FD / disclosure update: SLB filed an 8-K/Regulation FD update to furnish information about the quarter — standard disclosure with limited directional impact. Schlumberger issues Form 8-K Regulation FD disclosure update
• Neutral Sentiment: Momentum/valuation context: The stock recently hit a 52-week high and analysts are re-assessing valuation amid the rally; this can attract momentum flows but raises expectations. Slb stock hits 52-week high
• Negative Sentiment: Profitability and cash-flow softness: third‑party summaries flag notable declines in gross and operating profit, weaker operating cash flow and lower margins year‑over‑year (operating profit and cash from operations pressured), which could curb earnings durability. Schlumberger (SLB) Releases Q4 2025 Earnings: Revenue Slightly Beats, EPS Miss; Operating Profit and Cash Flow Drop
• Negative Sentiment: Insider selling and mixed earnings takes: recent filings note insider sales and some data vendors reported EPS figures below certain estimates — factors that can temper sentiment if operational issues persist. Quiver Quant – insider activity and financial summary

Analyst Ratings Changes

SLB has been the subject of several recent analyst reports. Redburn Partners set a $48.00 price objective on shares of SLB in a research report on Monday, November 3rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of SLB in a report on Wednesday, October 8th. Barclays lowered their price objective on SLB from $48.00 to $47.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $51.00 target price on shares of SLB in a research note on Thursday, January 15th. Finally, TD Cowen lifted their target price on SLB from $56.00 to $57.00 and gave the stock a “buy” rating in a report on Thursday, December 11th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, SLB has an average rating of “Moderate Buy” and a consensus price target of $49.84.

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.