Foresight Global Investors Inc. Acquires New Stake in Seadrill Limited $SDRL
Foresight Global Investors Inc. has acquired a new stake in Seadrill Limited (NYSE:SDRL), purchasing 94,510 shares valued at approximately $3.57 million, making it their 12th largest position. Other institutional investors like BlackRock Inc. and Elliott Investment Management L.P. have also significantly increased their holdings. Analysts maintain a "Moderate Buy" consensus with an average price target of $55, following Seadrill's recent earnings beat.
Seadrill Limited $SDRL Shares Sold by Bank of America Corp DE
Bank of America Corp DE significantly reduced its stake in Seadrill Limited (NYSE:SDRL) by 40.8% in the first quarter, selling 266,950 shares and retaining 387,160 shares valued at $17.6 million. Despite this, other institutional investors like Edgestream Partners L.P. and Elliott Investment Management L.P. increased their holdings. Seadrill, an offshore drilling services provider, reported strong Q1 earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating among analysts with a target price of $55.00.
The Bull Case For Seadrill (SDRL) Could Change Following Profit Return, Buyback And Higher 2026 Outlook
Seadrill Limited reported strong second-quarter results in August 2026, including a return to net income, higher revenue, and a significant share buyback of US$311.76 million. The company also increased its full-year 2026 total operating revenue guidance to US$1.50 billion–US$1.55 billion, signaling increased management confidence. This positive outlook and reduced share count could significantly alter the investment narrative for Seadrill, despite ongoing concerns about potential contract delays or idle rigs.
72,628 Shares in Seadrill Limited $SDRL Bought by Walleye Capital LLC
Walleye Capital LLC recently acquired 72,628 shares of Seadrill Limited (NYSE:SDRL), valued at approximately $2.75 million, establishing a 0.12% stake in the company. This comes as institutional ownership in Seadrill reaches 95.67%, with other firms also increasing their positions. Seadrill reported strong Q2 earnings, beating analyst estimates for both EPS and revenue, and analysts maintain a "Moderate Buy" rating with an average price target of $55.
Results: Seadrill Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
Seadrill Limited exceeded revenue and EPS expectations in its latest quarterly report, leading to a slight upgrade in revenue forecasts from analysts. Despite the positive results and upgraded revenue outlook, the consensus price target for SDRL was cut by 5.2%, suggesting market pessimism regarding the intrinsic value of the business. Analysts are forecasting a modest 3.6% increase in revenue for 2026 and a significant 3,170% jump in per-share earnings.
Results: Seadrill Limited Exceeded Expectations And The Consensus Has Updated Its Estimates
Seadrill Limited (NYSE:SDRL) recently released its quarterly report, significantly beating revenue and EPS expectations. Despite strong financial results and a slight bump in revenue forecasts, the consensus price target for Seadrill has been cut by 5.2% to US$53.33, indicating that the market may value these earnings less than anticipated. Analysts expect revenue growth to slow down to about the same rate as the wider industry, and while earnings per share are projected to shoot up, the cut in price targets suggests a degree of pessimism about the intrinsic value of the business.
Seadrill Ltd (SDRL) (Q2 2026) Earnings Call Highlights: Strong EBITDA and Raised Guidance ...
Seadrill Ltd (SDRL) reported strong Q2 2026 results with $144 million EBITDA, prompting a second guidance raise for the year. The company achieved high operational performance and secured $200 million in new backlog. Despite positive performance, challenges remain, including limited visibility for some rigs and expected higher maintenance expenses in H2 2026.
SDRL Maintained by BWS Financial -- Price Target Remains at $80
BWS Financial has reiterated its "Buy" rating for Seadrill (SDRL), maintaining a price target of $80.00, despite the stock being identified as 3.5% overvalued by GuruFocus' GF Value™. The company, an offshore drilling contractor, shows moderate overall performance with strengths in momentum and valuation but weaknesses in profitability and growth, and recent insider selling raises some caution for investors.
Seadrill (NYSE:SDRL) Posts Quarterly Earnings Results, Beats Expectations By $0.18 EPS
Seadrill (NYSE:SDRL) reported strong quarterly earnings, beating analysts' expectations with $0.47 EPS against a consensus of $0.29, and revenue of $430 million. The company raised its full-year 2026 guidance for revenue and EBITDA, driven by increased utilization, operating days, and day rates. While deepwater market prospects are favorable, management noted uneven near-term visibility for some rigs and anticipated higher maintenance spending.
SEADRILL Ltd 2026: Revenue $449M, EPS $0.47— 10-Q Summary
SEADRILL Ltd (SDRL) reported its 2026 results, showing revenue of $449M and diluted EPS of $0.47, indicating significant year-over-year improvements. These positive changes were driven by increased dayrates and better rig utilization. The company also expanded its contract backlog to $2.93B with new contracts and improved economic utilization to 95% year-to-date.
Seadrill Swings to Q2 Profit of $29 Million, Lifts Full-Year Revenue Forecast to $1.55 Billion
Seadrill Ltd. reported a significant turnaround in Q2, swinging to a net profit of $29 million, or $0.47 per share, from a loss in the previous year, surpassing analyst expectations. The offshore driller's revenue increased to $449 million and it raised its full-year revenue forecast to between $1.5 billion and $1.55 billion, citing improving market conditions and higher day rates. This positive performance reflects the strengthening offshore drilling market due to higher energy prices and increased capital spending by oil and gas producers.
Seadrill Q2 2026 slides: EBITDA jumps 48%, guidance raised again
Seadrill reported strong second-quarter 2026 results, with EBITDA jumping 48% to $144 million and revenue reaching $449 million, exceeding Wall Street expectations. The company raised its full-year revenue and EBITDA guidance for the second time this year, citing strong operational execution, high fleet utilization, and favorable market conditions in deepwater drilling. Seadrill also resumed shareholder returns with a $20 million share repurchase and strengthened its financial flexibility through a debt refinancing.
Press Release: Seadrill Announces Second Quarter 2026 Results
Seadrill announced its second quarter 2026 results. This press release details the financial performance and operational highlights for the period, providing key insights into the company's recent activities.
Earnings call transcript: Seadrill beats Q2 2026 estimates, shares rise 6.4%
Seadrill reported stronger-than-expected Q2 2026 results, with earnings of $0.47 a share on revenue of $449 million, surpassing analyst estimates. The offshore drilling company raised its full-year guidance for the second time, driven by stronger activity, higher day rates, and exceptional operational execution, leading to a 6.38% increase in its shares during pre-market trading. Management highlighted strong free cash flow generation expected in the second half of 2026 and a tightening deepwater market with drillship utilization potentially reaching the mid-90% range by 2027.
Press Release: Seadrill Announces Second Quarter 2026 Results
This press release announces Seadrill's second-quarter 2026 financial results. It likely details key financial metrics, operational highlights, and potentially an outlook for the remainder of the year. The announcement provides stakeholders with an update on the company's performance.
Seadrill Reports Q2 2026: Revenue $449M, Net Income $29M, Adjusted EBITDA $144M
Seadrill reported strong second-quarter 2026 results, with total operating revenues of $449 million, net income of $29 million, and Adjusted EBITDA of $144 million. The company has raised its full-year 2026 revenue guidance to $1.50–$1.55 billion and Adjusted EBITDA guidance to $420–$450 million. Additionally, Seadrill completed debt refinancing, expanded its revolving credit facility, and extended its share repurchase program.
Seadrill raises 2026 guidance on stronger rig demand and contract coverage
Seadrill has raised its full-year 2026 guidance for total operating revenues to $1.50 billion-$1.55 billion and adjusted EBITDA to $420 million-$450 million, citing stronger rig demand and improved contract coverage. The company reported a significant increase in second-quarter net income and total operating revenues, driven by higher operating days and improved average dayrates for its fleet. Seadrill also announced new contract awards and extensions, adding approximately $187 million to its contract backlog, which now stands at $2.9 billion.
Seadrill Q2 Results: EPS beats estimates, sales rise 19% YoY
Seadrill (NYSE: SDRL) announced strong Q2 results, with EPS reaching $0.47, significantly beating analyst estimates by 123.81% and reversing a prior-year loss. The company's sales rose 19.10% year-over-year to $449 million, also surpassing analyst predictions. This performance highlights improved profitability and robust operational execution, driven by potential margin expansion.
Seadrill Q2 FY26 net income swings to USD 29 million; revenue rises to USD 449 million
Seadrill reported a Q2 FY26 net income of USD 29 million, a swing from a Q1 loss, with diluted EPS of USD 0.47. Total operating revenues increased to USD 449 million due to more operating days and improved dayrates. The company also raised its full-year
Seadrill Adds About $200M Through Drilling Awards, Extensions
Seadrill Limited announced strong second-quarter 2026 results, including securing approximately $200 million in new contract awards and extensions in the U.S. Gulf and Malaysia. The company reported a net income of $29 million and an Adjusted EBITDA of $144 million, leading to an increased full-year 2026 revenue and Adjusted EBITDA guidance. Seadrill also extended its share repurchase program and refinanced senior notes, highlighting strong operational and financial execution.
Press Release: Seadrill Announces Second Quarter 2026 Results
Seadrill announced its second-quarter 2026 financial results through a press release. This release provides an overview of the company's performance and key financial metrics for the quarter.
Seadrill Limited $SDRL Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP significantly increased its stake in Seadrill Limited (NYSE:SDRL) by 91.9% in the first quarter, acquiring an additional 34,436 shares and bringing its total holding to 71,916 shares valued at $3.27 million. This move highlights continued institutional interest, with hedge funds and institutions collectively owning 95.67% of Seadrill's stock. Analysts generally maintain a "Moderate Buy" rating with an average price target of $55, despite the company slightly missing EPS expectations but exceeding revenue estimates in its last quarterly report.
Did Seadrill’s (SDRL) Volatile Q2 2026 Results Just Reframe Its Offshore Drilling Investment Narrative?
Seadrill Limited reported volatile Q2 2026 results amid geopolitical tensions and shifting oil and gas markets, prompting a re-evaluation of its investment narrative. While higher oil prices could support upstream spending, risks like rig oversupply and competitive pressures remain. The company's financial flexibility was recently strengthened with an extended credit facility, yet the impact on its projected revenue and earnings by 2029, and its fair value, is still being assessed against evolving market conditions.
Seadrill Ltd (Hamilton) (SDRL) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Seadrill Ltd (Hamilton) (SDRL), highlighting its current earnings forecast score, average price target of $36.50, and a "Buy" analyst rating based on 11 analysts. It also includes anticipated future revenue, EPS, and a comparison with peer companies in the Oil & Gas Related Equipment and Services industry.
Investors brace for Seadrill earnings as profit return looms By Investing.com
Investors are anticipating Seadrill's second-quarter earnings report, which is expected to show the offshore driller's first quarterly profit in over a year. Analysts project earnings of $0.30 per share on revenue of $387.8 million, driven by strong contract momentum and an improving offshore drilling market. The company's ability to maintain sustained profitability and further increase its guidance will be key factors for investors.
First Trust Advisors LP Sells 31,873 Shares of Seadrill Limited $SDRL
First Trust Advisors LP reduced its stake in Seadrill Limited (NYSE:SDRL) by 24.3% in the first quarter, selling 31,873 shares and retaining 99,315 shares valued at approximately $4.52 million. Seadrill reported quarterly revenue of $358 million, exceeding analyst estimates, but narrowly missed EPS expectations with a loss of $0.11 per share. Despite the share sale, institutional investors hold a significant 95.67% of the stock, and analysts maintain a "Moderate Buy" rating with an average price target of $55.00.
Seadrill Limited (NYSE:SDRL) Receives Consensus Rating of "Moderate Buy" from Brokerages
Seadrill Limited (NYSE:SDRL) has received a consensus "Moderate Buy" rating from nine brokerages, with an average 12-month price target of $55.00 against a current share price of $44.78. Recent analyst actions have been mixed but generally positive, including upgrades from Barclays and Fearnley Fonds. Institutional investors hold a significant 95.67% of Seadrill's shares, and the company recently reported revenue of $358 million, exceeding estimates, but an adjusted loss of $0.11 per share.
Seadrill Ltd (SDRL) Shares Surge 3.7% -- What GF Score of 57 Tells Investors
Seadrill Ltd (SDRL) shares rose 3.7% to $44.84, showing a 29.6% year-to-date increase and a 53.8% rise over the past year. Despite being considered 2.8% undervalued by GF Value™, the company faces challenges with unprofitability, a low GF Score™ of 57/100, and insider selling. Investors are advised to exercise caution due to low profitability and growth ranks, coupled with significant insider sales.
Edgestream Partners L.P. Purchases 61,791 Shares of Seadrill Limited $SDRL
Edgestream Partners L.P. significantly increased its stake in Seadrill Limited (NYSE:SDRL) during the first quarter by purchasing an additional 61,791 shares, bringing its total holdings to 158,279 shares valued at $7.2 million. This move is part of a broader trend of high institutional ownership in Seadrill, which stands at 95.67%. Despite slightly missing first-quarter earnings estimates, analysts maintain a "Moderate Buy" rating with an average price target of $55, indicating positive sentiment for the offshore drilling services provider.
SDRL|Seadrill Ltd (Hamilton)|Price:42.950|Chg%:-1.980
This article provides a comprehensive stock analysis of Seadrill Ltd (Hamilton) (SDRL), highlighting its relatively healthy fundamentals, significant growth potential, and fair valuation. It notes high institutional ownership and recent "Buy" ratings from analysts, despite a projected medium-term downtrend in stock price. The analysis covers the company's detailed stock score, financial health, valuation, earnings forecast, price momentum, institutional confidence, and risk assessment, alongside a description of its operations as an offshore drilling contractor.
Dimensional Fund Advisors LP Has $161.67 Million Stake in Seadrill Limited $SDRL
Dimensional Fund Advisors LP significantly increased its stake in Seadrill Limited (NYSE:SDRL) by 10.1% in the first quarter, now owning 3,553,281 shares valued at $161.67 million. Other institutional investors have also adjusted their positions, and 95.67% of the stock is held by institutional investors and hedge funds. Seadrill recently reported a quarterly EPS of ($0.11), missing estimates, and analysts have a "Moderate Buy" consensus rating with a target price of $55.00.
Seadrill Ltd (Hamilton) (SDRL) Valuation: PE, PB & Fair Value Analysis
This article provides a valuation analysis of Seadrill Ltd (Hamilton) (SDRL), noting its current valuation score of 9.54, which places it 7th out of 88 companies in the Oil & Gas Related Equipment and Services industry. The company's P/E ratio is reported as -38.07, indicating it is significantly below its recent high and above its recent low. However, key valuation metrics like P/B, P/S, and P/CF have not yet been disclosed by Seadrill Ltd.
Seadrill Ltd (Hamilton) (SDRL) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a revenue breakdown for Seadrill Ltd (Hamilton) (SDRL), detailing its revenue by region and indicating that business segment data has not yet been disclosed. As of the specified update, the company generated its highest revenues from Brazil, followed by the United States, Angola, and Norway. The financial data presented for Q1-Q4 2025 and earlier years states that relevant data has not been disclosed by the company yet.
Seadrill Ltd (Hamilton) (SDRL) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Seadrill Ltd (Hamilton) (SDRL), indicating an earnings forecast score of 8.20 and an average price target of $36.50 based on 11 analyst ratings. The company's expected revenue for the next quarter is $377.52 million, with an anticipated EPS of $0.22. Most analysts recommend a "Buy" trend for SDRL stock.
Seadrill Ltd (Hamilton) (SDRL) Institutional Confidence
The article provides an institutional confidence report for Seadrill Ltd (Hamilton) (SDRL), indicating a strong score of 10.00, placing it first in its industry. The institutional shareholding proportion has increased by 2.46% quarter-over-quarter, with Azvalor Blue Chips FI being the largest shareholder. The report also details the shareholdings and activity of other major institutional investors.
Orvieto Partners L.P. Cuts Stock Position in Seadrill Limited $SDRL
Orvieto Partners L.P. significantly reduced its stake in Seadrill Limited, selling 44,500 shares and leaving it with 55,000 shares valued at approximately $2.5 million. Despite this, other institutional investors have acquired new positions in Seadrill, and hedge funds now own 95.67% of the company's stock. Analysts generally maintain a "Moderate Buy" rating for Seadrill with an average price target of $55, higher than its current trading price.
Walleye Capital LLC Cuts Stake in Seadrill Limited $SDRL
Walleye Capital LLC significantly reduced its stake in Seadrill Limited by 88.7% in the first quarter, selling 824,568 shares and ending with 104,524 shares valued at approximately $4.8 million. Other institutional investors like Elliott Investment Management and Vanguard Group increased their holdings during the same period. Seadrill's stock recently rose 2.3% to $44.95, with analysts maintaining a "Moderate Buy" rating and a consensus price target of $55.00.
Goehring & Rozencwajg Associates LLC Acquires 529,884 Shares of Seadrill Limited $SDRL
Goehring & Rozencwajg Associates LLC increased its stake in Seadrill Limited (NYSE:SDRL) by 27.6% in the first quarter, purchasing an additional 529,884 shares and bringing its total holdings to over 2.4 million shares valued at $111.455 million. Institutional investors collectively own 95.67% of Seadrill's stock. The company recently reported a smaller-than-expected loss but stronger-than-expected revenue, and analysts have a "Moderate Buy" consensus rating with a $55.00 price target.
Seadrill's Q2 results call will stream live on Aug. 10
Seadrill Limited (NYSE: SDRL) is scheduled to release its second-quarter 2026 results on Monday, August 10, before the NYSE opens for trading. The company will host a conference call on the same day at 08:00 CT / 15:00 CET to discuss the results, with a live webcast available on its investor relations website. Interested participants can join by dialing +1 (833) 461-5787.
Press Release: Seadrill Schedules Second Quarter 2026 Earnings Release and Conference Call
Seadrill Limited has announced its second-quarter 2026 earnings release and conference call schedule. The press release will be issued on Wednesday, August 20, 2026, followed by a conference call and webcast on Thursday, August 21, 2026, at 16:00 CEST / 10:00 EST.
Seadrill announces Q2FY26 earnings release date
Seadrill Limited will announce its Q2FY26 financial results on Monday, August 10, before the NYSE opens. The company will host a conference call at 08:00 CT / 15:00 CET on the same day to discuss the results. Interested participants can join the call by dialing the provided number, and a webcast replay will be available on Seadrill's investor relations website.
Seadrill Schedules Second Quarter 2026 Earnings Release and Conference Call
Seadrill Limited (NYSE: SDRL) announced it will report its second quarter 2026 results on Monday, August 10, before the NYSE opening. The company will also host a conference call on the same day at 08:00 CT / 15:00 CET to discuss the results, with details provided for participation and webcast access. Seadrill specializes in deepwater oil and gas drilling.
Seadrill Limited (NYSE:SDRL) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Nine brokerage firms have issued an average recommendation of "Moderate Buy" for Seadrill Limited (NYSE:SDRL), with an average 1-year price target of $55.00. The company recently reported Q1 EPS of -$0.11, missing expectations, but revenue exceeded forecasts at $358.0 million. Institutional investors hold 95.67% of the stock, and several analysts have upgraded their ratings or increased price targets.
Seadrill (SDRL) Is Up 5.1% After Broad Russell Index Removal Reshapes Its Investor Base
Seadrill Limited (NYSE: SDRL) saw its stock rise by 5.1% despite its recent removal from several Russell indices in late June 2026. This index removal could shift its investor base but does not fundamentally alter its near-term prospects tied to contract execution and backlog growth, nor its risks like legal exposures. The company's share buyback program extension through year-end 2026 signals management confidence amidst ongoing investments and a projected significant increase in revenue and earnings by 2029.
Seadrill (SDRL) Is Up 5.1% After Broad Russell Index Removal Reshapes Its Investor Base
Seadrill (SDRL) saw a 5.1% increase after its removal from several Russell growth indices in late June 2026, a move that typically leads to mechanical selling but did not fundamentally alter its investment narrative. While the index removal could affect short-term trading, the company's management is confident in its liquidity and future cash generation, evidenced by an extended share buyback program. Investors should consider the ongoing legal and Brazil-related risks alongside the company's growth forecasts.
Capital One Initiates Seadrill at Overweight With $55 Price Target
Capital One has initiated coverage on Seadrill (NYSE: SDRL) with an "Overweight" rating and set a price target of $55. This indicates a positive outlook from the firm regarding Seadrill's stock performance.
[8-K] SEADRILL Ltd Reports Material Event
Seadrill Ltd, through its subsidiary Seadrill Finance Limited, issued $700 million of 6.750% Senior Notes due 2034. The proceeds were primarily used to redeem its existing 8.375% Senior Secured Second Lien Notes due 2030, totaling approximately $575 million. Additionally, Seadrill amended its Senior Secured Revolving Credit Agreement, increasing the revolving commitments from $225 million to $300 million, which remain undrawn.
Seadrill Prices $700 Million 6.75% Notes, Redeems 2030 Bonds and Ups Revolver to $300 Million
Seadrill has issued $700 million in 6.750% Senior Notes due 2034, strengthening its balance sheet and liquidity. The company used part of the proceeds to redeem its 8.375% Senior Secured Second Lien Notes due 2030 and amended its revolving credit facility to increase commitments to $300 million. These actions aim to extend maturities, simplify debt structure, and enhance financial flexibility.
Seadrill Ltd Announces $700 Million 6.750% Senior Notes Due 2034 Offering and Indenture Agreement
Seadrill Limited has announced the issuance of $700 million in 6.750% Senior Notes due 2034 through its subsidiary, Seadrill Finance Limited. This significant debt offering involves detailed redemption features, change of control provisions, and restrictive covenants impacting the company's financial structure and operational flexibility. Shareholders are advised to monitor the implications of increased leverage and potential equity dilution.
Implied Volatility Surging for Seadrill Stock Options
Implied volatility for Seadrill Limited (SDRL) stock options, particularly the Dec. 18, 2026 $17.50 Call, is surging, indicating that the market anticipates a significant price movement. Despite this, Seadrill currently holds a Zacks Rank #4 (Sell), with analysts revising earnings estimates downwards, suggesting a potential trading opportunity for those looking to sell premium on high implied volatility.