NOV Inc. (NYSE:NOV) Raises Dividend to $0.09 Per Share
NOV Inc. (NYSE:NOV) has announced a quarterly dividend increase to $0.09 per share, up 20% from its previous $0.08, resulting in an annualized dividend of $0.36 and a yield of 1.8%. The ex-dividend date is March 13th. The company's dividend is well-covered by earnings, with a payout ratio of 22.2%, and analysts project a future payout ratio of 18.2% based on expected earnings.
NOV Inc. Announces Resignation of Director Ben A. Guill, Effective February 19, 2026
NOV Inc. announced the resignation of Ben A. Guill from its Board of Directors, effective February 19, 2026, following the company's Board meeting on the same day. Guill cited future personal schedule and other time commitments as reasons for his departure. The announcement was made by S&P Capital IQ.
NOV Announces Resignation of Board Director Ben Guill
NOV Inc. announced the resignation of director Ben A. Guill from its Board of Directors, effective February 19, 2026, due to personal time commitments. The company stated that his departure was not due to any disputes regarding NOV's operations or policies and publicly thanked him for his service. This governance change is expected to have limited immediate impact on NOV's strategic direction, though stakeholders will monitor the process of filling the vacancy.
NOV Secures Contract for Next-Generation GustoMSC NG-16000X Wind Turbine Installation Vessel for Hanwha Ocean
NOV has been awarded a contract to design and supply equipment for a next-generation GustoMSC NG-16000X wind turbine installation vessel to be built by Hanwha Ocean. Scheduled for delivery in 2028, the vessel is designed for extreme water depths and features a 2,600-ton crane to support South Korea's goal of reaching 25 GW of offshore wind capacity by 2035.
Huge CNC machines hit online auction as NOV Dayton factory shuts
Heritage Global Partners and Prestige Auctions will conduct an online auction on March 12, 2026, for the complete plant closure of National Oilwell Varco's (NOV) Dayton Chemineer facility. The auction features late-model CNC machining and fabrication systems, inspection and finishing equipment, and various plant support assets. This event offers a significant opportunity for manufacturers to acquire high-quality, large-capacity industrial equipment.
Traders Buy High Volume of NOV Put Options (NYSE:NOV)
Investors recently bought a significantly higher volume of put options for NOV Inc. (NYSE:NOV), representing a 1,353% increase compared to typical volume. This occurred amidst mixed analyst ratings, with some upgrading price targets and others reiterating "hold" or "sell" ratings, resulting in a consensus "Hold" rating and an average price target of $18.36. The oil and gas exploration company's stock has seen insider stock purchases and institutional investment adjustments, and recently reported quarterly earnings that missed analyst expectations.
Pzena Investment Management LLC Trims Stock Position in NOV Inc. $NOV
Pzena Investment Management LLC reduced its stake in NOV Inc. by 0.7% in Q3 2025, selling 319,057 shares but still owning over 42 million shares. This position represents 11.62% of NOV and is Pzena's 21st largest holding. Despite this trim, other institutional investors have recently increased their positions, and analysts generally rate NOV as a "Hold" with an average target price of $18.36, even after it missed recent EPS estimates but exceeded revenue forecasts.
Heartland Advisors Inc. Sells 682,627 Shares of NOV Inc. $NOV
Heartland Advisors Inc. significantly reduced its stake in NOV Inc. by selling 682,627 shares, decreasing its ownership by 37.8% to 0.31% of the company. This institutional sell-off contrasts with an insider purchase, as director Christian S. Kendall bought 70,000 shares, increasing his holdings by 438.9%. Analysts currently rate NOV Inc. as a "Hold" with an average price target of $18.40, while the company recently missed EPS expectations but exceeded revenue forecasts.
GSA Capital Partners LLP Has $2.69 Million Stock Position in NOV Inc. $NOV
GSA Capital Partners LLP significantly increased its stake in NOV Inc. by 417.4% in the third quarter, now owning 203,251 shares valued at approximately $2.69 million. This move is part of broader institutional investment activity, with other firms also adjusting their positions in the company. Despite a recent insider buy by Director Christian S. Kendall, analysts maintain a consensus "Hold" rating for NOV, which recently missed its quarterly EPS estimates while exceeding revenue expectations.
How Investors Are Reacting To NOV (NOV) Earnings Miss, Impairments, Buybacks And Tighter M&A Focus
NOV Inc. recently reported a Q4 2025 earnings miss, including a net loss and significant impairments, and provided weak Q1 2026 revenue guidance. In response, the company is focusing on portfolio efficiency, tighter acquisition criteria, and has completed a substantial share buyback. This strategy aims to support higher-return growth and potentially amplify future earnings recovery, though investors must weigh risks like accelerating energy transition and market volatility.
NOV Inc. $NOV Stock Position Reduced by LSV Asset Management
LSV Asset Management decreased its stake in NOV Inc. by 3.8% in Q3, selling 84,900 shares and retaining 2,148,100 shares valued at approximately $28.46 million. Despite this, a company director purchased 70,000 shares, increasing insider ownership. NOV reported an EPS miss but beat revenue estimates, with a consensus "Hold" rating and an $18.40 price target from analysts.
How NOV’s Q4 Loss, Buybacks, and Tighter M&A Strategy May Reshape NOV (NOV) Investors
NOV Inc. recently reported a Q4 2025 net loss of US$78 million and anticipates a 1% to 3% year-over-year revenue decline in Q1 2026, leading to pressure on its near-term earnings despite a 10% share buyback. While NOV's new strategy emphasizes tighter acquisition criteria and disciplined capital allocation, its high valuation multiples now contend with weaker earnings trends. The company's future hinges on its ability to convert its existing assets into higher-quality earnings amidst a cautious revenue outlook.
Nov Inc stock hits 52-week high at 19.6 USD By Investing.com
Nov Inc's stock reached a 52-week high of $19.60, reflecting a 26.6% increase over the past year and a 61.9% surge in the last six months. The company boasts a market capitalization of $7.1 billion and a current ratio of 2.42, indicating strong financial stability. While the stock is trading near its Fair Value according to InvestingPro, recent Q4 2025 earnings showed a mixed performance with an EPS miss despite revenue exceeding expectations.
NOV Inc. SEC 10-K Report
NOV Inc. released its 2025 10-K report, detailing a decline in total revenue, gross profit, operating profit, and net income attributed to decreased global activity, inflationary pressures, and a higher effective tax rate. Despite a challenging environment, the company continues to invest in innovative technologies for energy production, streamline operations, and manage capital effectively through share repurchases and dividends. NOV Inc. also faces industry competition, regulatory risks, operational challenges, and cybersecurity threats, which it addresses by focusing on efficiency, technological advancements, and financial resilience.
Nov Inc stock hits 52-week high at 19.6 USD
Nov Inc's stock recently achieved a 52-week high of $19.6 USD, reflecting a strong performance with a 26.6% increase over the past year and a 61.9% surge in the last six months. The company, which has a market capitalization of $7.1 billion and a current ratio of 2.42, reported mixed Q4 2025 earnings with an EPS of 21 cents (missing estimates) but revenues exceeding expectations at $2.28 billion. BMO Capital raised its price target for NOV to $20 from $19, maintaining a Market Perform rating, despite the mixed financial results.
NOV's (NYSE:NOV) Conservative Accounting Might Explain Soft Earnings
NOV Inc.'s recent earnings report, despite appearing lackluster on the surface, is likely underpinned by positive factors, according to Simply Wall St. An analysis of the company's accrual ratio and the impact of unusual items suggests that NOV's statutory earnings do not fully reflect its strong underlying earnings power and cash conversion. The report indicates that the company's free cash flow significantly exceeded its reported profit, partially due to non-recurring unusual expenses.
NOV (NYSE:NOV) Reaches New 12-Month High - Should You Buy?
NOV Inc. (NYSE:NOV) recently hit a new 52-week high of $19.51, despite missing Q4 EPS estimates while exceeding revenue forecasts. Analysts currently hold a "Hold" consensus rating with an average price target of $18.40, though some firms have raised their targets. The company pays a quarterly dividend and a director recently increased their holdings significantly.
Citi Maintains NOV Inc(NOV.US) With Hold Rating, Raises Target Price to $20
Citi analyst Scott Gruber has reiterated a "Hold" rating for NOV Inc (NOV.US) and increased the target price from $17 to $20. According to TipRanks data, Gruber has a 59.2% success rate and a 13.4% average return over the past year. This report highlights key analyst insights and is intended for informational purposes only.
Citigroup Raises Price Target for NOV to $20.00, Maintains Neutral Rating
Citigroup has raised its price target for NOV (National Oilwell Varco) to $20.00 from $17.00, while maintaining a 'Neutral' rating. This adjustment reflects an increased confidence among analysts, who have also made similar price target revisions recently. NOV designs and manufactures equipment for the oil and gas industry, and its average brokerage recommendation is 'Outperform'.
NOV Inc. Balances Cash Strength With Cautious 2026 Outlook
NOV Inc. reported Q4 2025 revenue of $2.28 billion and full-year revenue of $8.74 billion, maintaining strong EBITDA and impressive free cash flow generation despite a net loss. The company's balance sheet remains robust, supporting capital returns and positioning it for an offshore-led upturn later in the decade, although a cautious outlook is provided for 2026 with lower cash conversion and ongoing market pressures.
NOV stock price target raised to $20 from $19 at BMO Capital
BMO Capital has increased its price target for NOV Inc. (NYSE:NOV) to $20 from $19, while maintaining a Market Perform rating. This adjustment follows NOV's fourth-quarter 2025 results, which BMO found positive despite mixed 2026 forecast revisions. Despite a strong past performance and revenue beat, NOV's high P/E ratio and expected flattish operational outlook led BMO to keep a Market Perform rating, anticipating stronger performance from peers.
NOV Analyst Rating: Piper Sandler Raises Price Target to $18.00
Piper Sandler has maintained a Neutral rating for NOV and increased its price target from $17.00 to $18.00, representing a 5.88% rise. This adjustment reflects a positive outlook on the stock, following several other analysts who also recently raised their price targets for NOV. NOV, a leading global supplier of oil and gas drilling equipment, has an average target price of $19.05 from 19 analysts, indicating a slight upside from its current price.
NOV’s Offshore Exposure Should Drive Long-Term Growth, but Producer Efficiencies Pose Headwinds
NOV (National Oilwell Varco) is a significant oilfield services supplier with leading market positions. Despite facing challenges from rising producer efficiencies and a fall in global rig count, the company is expected to benefit from its offshore exposure, driving long-term growth. Cost rationalization initiatives in the early 2020s have begun to turn around previous value destruction.
NOV Inc. Balances Cash Strength With Cautious 2026 Outlook
NOV Inc. concluded its Q4 earnings call with a mixed outlook, showcasing strong cash generation and disciplined capital allocation despite a net loss. The company achieved robust adjusted EBITDA and free cash flow in 2025, buoyed by its Energy Equipment segment and high-growth businesses. However, management projects a cautious 2026, anticipating slightly lower revenue and reduced cash conversion due to ongoing macro headwinds and a transitional period before a potential offshore-led upturn.
NOV stock price target raised to $20 from $19 at BMO Capital
BMO Capital has increased its price target for NOV Inc. (NYSE:NOV) to $20 from $19, while maintaining a Market Perform rating. This adjustment follows NOV's fourth-quarter 2025 results, which BMO viewed positively despite mixed revisions for 2026 forecasts, including reduced EPS estimates due to higher taxes. The outlook suggests flattish to slightly lower activity, revenues, and margins, with an improving industry backdrop expected in 2027, especially in offshore markets.
NOV Inc. (NOV) PT Raised to $20 at BMO Capital
BMO Capital analyst Phillip Jungwirth raised the price target for NOV Inc. (NYSE: NOV) to $20.00 from $19.00. The analyst maintained their previous rating on the stock. The article is premium content, requiring a subscription to read further details.
NOV Inc. price target raised to $18 from $17 at Piper Sandler
Piper Sandler analyst Derek Podhaizer has increased the price target for NOV Inc. (NOV) to $18 from $17, while maintaining a Neutral rating. Despite a strong financial performance including a 9% beat and high free cash flow, the company's B2B ratio declined, and Q1 guidance was below expectations. The anticipated offshore market recovery is still considered distant, with 2026 projected to be another transitional year.
NOV Inc. price target raised to $20 from $19 at BMO Capital
BMO Capital has raised its price target for NOV Inc. (NOV) to $20 from $19, while maintaining a Market Perform rating on the shares. This adjustment follows the company's Q4 results, which showed mixed 2026 revisions, including slightly higher revenues, largely unchanged EBITDA, and reduced EPS due to higher taxes and a trimmed free cash flow outlook.
How NOV’s Q4 Loss, Buybacks, and Tighter M&A Strategy May Reshape NOV (NOV) Investors
NOV Inc. reported a Q4 2025 net loss of US$78 million and expects a revenue decline in Q1 2026. Despite this, the company has completed a significant share buyback and is adopting a stricter M&A strategy, focusing on disciplined capital allocation. This shift, combined with high valuation multiples against weaker earnings, complicates its investment narrative, though some analysts still see potential undervaluation.
NOV Q4 Earnings Miss Estimates, Revenues Beat, Both Decrease Y/Y
NOV Inc. reported Q4 2025 adjusted earnings of 2 cents per share, missing estimates, while revenues of $2.3 billion beat expectations. Both earnings and revenues decreased year-over-year, attributed to reduced global drilling activity and lower price realizations in the Energy Products and Services segment. The company repurchased shares, paid dividends, and highlighted strategic advancements in technology and digital capabilities while providing a cautious outlook for 2026.
NOV: Analyst Stifel Raises Price Target to $21.00, Maintains Buy Rating | NOV Stock News
Stifel has maintained a "Buy" rating for NOV (National Oilwell Varco) and increased its price target from $19.00 to $21.00, reflecting a positive outlook and strong operational performance. This new target represents a 10.53% increase and suggests a potential upside of 0.25% from the current stock price, according to Wall Street analysts. Other firms like Barclays, Susquehanna, and TD Cowen have also recently raised their price targets for NOV, reaffirming its "Outperform" status based on an average brokerage recommendation.
NOV Inc. price target raised to $21 from $20 at Susquehanna
Susquehanna has increased its price target for NOV Inc. (NOV) to $21 from $20, maintaining a Positive rating on the shares. This adjustment follows stronger-than-expected free cash flow reported in NOV Inc.'s Q4 results. The firm's model was updated to reflect these positive outcomes.
NOV Inc. (NYSE:NOV) Q4 2025 Earnings Call Transcript
NOV Inc. reported its Q4 and full-year 2025 earnings, with Q4 revenues of $2.28 billion and a net loss of $78 million, while full-year revenues were $8.74 billion and net income was $145 million. The company highlighted strong free cash flow generation for the second consecutive year and expressed optimism for offshore market recovery in 2027 and beyond, despite near-term market challenges. Jose Bayardo, the new CEO, emphasized ongoing operational efficiencies, strategic growth avenues, and disciplined capital allocation, including a high bar for M&A.
NOV CEO Warns ‘Complacency Kills’ Amid Company’s M&A, Tech Push
The CEO of NOV issued a warning against complacency, emphasizing the company's focus on mergers, acquisitions, and technological advancements. This comes as NOV reported fourth-quarter 2025 revenue of $2.28 billion, showing a 5% sequential increase but a 1% year-on-year decrease. The article highlights the company's strategic push in a dynamic industry.
NOV Inc (NOV) Misses Q4 EPS by 4c; offers outlook
NOV Inc (NYSE: NOV) reported Q4 EPS of $0.21, missing analyst estimates by $0.04, with revenue of $2.28 billion exceeding the consensus of $2.17 billion. For Q1 2026, management anticipates a year-over-year consolidated revenue decline of one to three percent and Adjusted EBITDA between $200 million and $225 million.
Barclays Upgrades NOV (NOV)
Barclays has upgraded its outlook for NOV (NYSE:NOV) from Underweight to Equal-Weight following an analysis by Fintel. Despite the upgrade, the average one-year price target suggests a 5.87% downside from its current closing price. The company anticipates a significant increase in annual revenue and non-GAAP EPS, while institutional ownership data indicates a slightly decreased number of shares held by institutions but an increased portfolio allocation by some major holders.
NOV Inc. Reports Fourth Quarter and Full-Year 2025 Earnings
NOV Inc. has released its financial results for the fourth quarter and full-year 2025, showing $2.28 billion in Q4 revenues—a 5% sequential increase, but a 1% decrease year-over-year—and a net loss of $78 million. For the full year, revenues were $8.74 billion, with a net income of $145 million, significantly down from the previous year. The company returned $505 million to shareholders through share repurchases and dividends and anticipates market rebalancing in the latter half of 2026 after a cautious first half due to an oversupplied oil market.
NOV Inc. (NYSE:NOV) Reports Q4 2025 Revenue Beat but Significant EPS Miss
NOV Inc. reported mixed financial results for Q4 2025, beating revenue estimates with $2.28 billion but significantly missing EPS expectations with just $0.02 against an anticipated $0.25. The market reacted negatively, seeing a 1.2% dip in after-hours trading, despite the company's strong free cash flow generation and growth in offshore and international markets for the full year 2025. Analysts project a strong recovery in profitability for Q1 2026 and the full fiscal year, with EPS estimates significantly higher than the recently reported Q4 figures.
NOV delivers $1.25B 2025 cash flow, returns $505M to investors
NOV (NYSE: NOV) reported full-year 2025 revenue of $8.74 billion, a net income of $145 million, and robust free cash flow of $876 million, with cash from operations totaling $1.25 billion. Despite a Q4 2025 net loss of $78 million and a 1% year-over-year revenue decline, the company returned $505 million to shareholders through dividends and share repurchases. NOV projects a cautious outlook for Q1 2026 with revenues expected to decline 1-3% and Adjusted EBITDA between $200M-$225M, anticipating similar or slightly lower full-year 2026 EBITDA compared to 2025.
NOV upgraded at Barclays as new CEO seeks portfolio reposition (NOV:NYSE)
Barclays has upgraded NOV Inc. to Equal Weight from Underweight, raising its price target to $20 from $15. This upgrade comes as the new CEO, Jose Bayardo, aims to reposition the company's portfolio. NOV Inc. saw a 2.2% increase in Wednesday's trading following the news.
Nov earnings in spotlight as CEO Bayardo details turnaround plan
NOV Inc. is under pressure as its new CEO, Jose Bayardo, prepares to announce Q4 earnings and detail a strategic turnaround plan for the oilfield equipment giant. Analysts and investors are eager to see how Bayardo plans to reposition the company, which has a significant equipment backlog, amidst a challenging industry and supply-chain inflation. The company's Q3 earnings missed expectations, but an upgrade from Barclays reflects some optimism for the new leadership.
Nov Inc.: Fourth Quarter Earnings Overview
NOV Inc. reported a net loss of $78 million for the fourth quarter, or $0.21 per share, missing analyst expectations of $0.25 per share. Despite the earnings miss, the company exceeded revenue forecasts, generating $2.28 billion against an anticipated $2.17 billion. For the full year, NOV Inc. achieved a profit of $145 million on $8.74 billion in revenue.
Nov Inc stock hits 52-week high at 19.22 USD
Nov Inc's stock reached a 52-week high of $19.22, marking a 77% increase from its 52-week low and a 33.85% total return over the past year. This performance, coupled with a "GREAT" financial health score and 17 consecutive years of dividend payments, reflects strong investor confidence. Recent strategic moves include the sale of Shepherd Power, a supply chain agreement with Natura Resources, a dividend declaration, a rating upgrade from Barclays, and a partnership with Armada for AI-driven applications.
Barclays Upgrades NOV, Raises Price Target to $20 | NOV Stock Ne
Barclays has upgraded its rating for NOV (NOV) from 'Underweight' to 'Equal-Weight', increasing its price target from $15.00 to $20.00, a 33.33% rise. This upgrade follows similar positive adjustments from other analysts like Susquehanna and TD Cowen. NOV, a leading supplier of oil and gas drilling rig equipment, has an average target price of $18.16 from 19 analysts, indicating a slight downside from its current price, but GuruFocus estimates a fair value of $18.94, suggesting a small upside.
New York State Common Retirement Fund Sells 217,945 Shares of NOV Inc. $NOV
The New York State Common Retirement Fund reduced its stake in NOV Inc. by 15.2% in the third quarter, selling 217,945 shares and now holding 1,214,648 shares valued at approximately $16.09 million. Despite this institutional sell-off, a company director, Christian S. Kendall, significantly increased his holdings by purchasing 70,000 shares. The article also notes that NOV recently paid a quarterly dividend and carries a consensus "Hold" rating from analysts with an average target price of $16.92.
300,206 Shares in NOV Inc. $NOV Bought by Keybank National Association OH
Keybank National Association OH has acquired a new stake in NOV Inc. (NYSE:NOV), purchasing 300,206 shares valued at approximately $3.98 million during the third quarter. This move is part of a broader trend of institutional investors increasing their holdings in NOV, with total institutional ownership reaching around 93.27%. Analysts currently have a consensus "Hold" rating on NOV stock, with a target price of $16.92.
Greenhaven Associates Inc. Grows Position in NOV Inc. $NOV
Greenhaven Associates Inc. significantly increased its stake in NOV Inc. by 15.4% during the third quarter, making NOV its 14th largest holding. Institutional ownership of NOV is high at 93.27%, and a director recently bought 70,000 shares. Analyst ratings for NOV are mixed, with an average "Hold" rating and a target price of $16.92.
Tejara Capital Ltd Acquires 166,692 Shares of NOV Inc. $NOV
Tejara Capital Ltd significantly increased its stake in NOV Inc. by 33.1% in Q3, purchasing 166,692 shares to bring its total holding to 670,199 shares, now making NOV its fourth-largest holding. Other institutional investors like Gateway Investment Advisers LLC, Voya Investment Management LLC, and HSBC Holdings PLC also boosted their positions, contributing to hedge funds and institutions owning 93.27% of NOV. Furthermore, insider confidence is indicated by Director Christian S. Kendall's acquisition of 70,000 shares, increasing his holding by 438.9%.
NOV’s Cheap Valuation Looks Hard To Ignore
NOV Inc. (NYSE: NOV), an oilfield equipment provider, is showing strong performance with its stock up 27% over the last year, outperforming the S&P 500. Despite slower revenue growth, its valuation appears cheap, trading at 12.8x forward P/E compared to the market average of 26.8x, supported by robust free cash flow, share buybacks, and an offshore backlog. While the company faces risks from cyclical upstream spending, margin pressure, and energy transition, its improving profitability and strong balance sheet present a compelling case for long-term investors.
SummerHaven Investment Management LLC Buys New Position in NOV Inc. $NOV
SummerHaven Investment Management LLC acquired a new stake of 61,818 shares in NOV Inc. (NYSE:NOV) during the third quarter, valued at approximately $819,000. Other institutional investors also increased their holdings, with institutions collectively owning 93.27% of the company's stock. Despite missing Q3 earnings estimates, a director purchased 70,000 shares, indicating insider confidence, and analysts have issued mixed ratings for the stock.
