Insider Trading January 27, 2026

SLB Chief Accounting Officer Disposes $659K in Stock; Holdings and Analyst Views Remain Mixed

Howard Guild sells 13,268 SLB shares on Jan. 26, 2026 as company posts strong Q4 results and analysts adjust price targets

By Marcus Reed SLB
SLB Chief Accounting Officer Disposes $659K in Stock; Holdings and Analyst Views Remain Mixed
SLB

SLB LIMITED/NV (NYSE: SLB) Chief Accounting Officer Howard Guild sold 13,268 shares on January 26, 2026 for $659,419 while also recording other related equity movements tied to performance share vesting. The stock has risen to $50.66 and trades near its 52-week high amid a wave of analyst target revisions following better-than-expected fourth-quarter 2025 results.

Key Points

  • Insider transaction details: Howard Guild sold 13,268 SLB shares on January 26, 2026 at a weighted average price of $49.70, totaling $659,419.
  • Equity movements tied to performance units: Guild’s filing also shows acquisition of 11,860 shares at $0 and disposal of 4,639 shares at $50.25 for $233,109, reflecting vesting tied to performance criteria; post-transactions he directly owns 22,407 shares.
  • Analyst reactions and market context: SLB’s Q4 2025 results led to multiple price-target increases (Stifel $56, Raymond James $57, BMO $55) while one firm downgraded the stock (Freedom Capital Markets to Sell, PT $48); JPMorgan maintained Overweight and raised its target to $54. SLB trades near its 52-week high and is valued at $75.8 billion.

SLB LIMITED/NV (NYSE: SLB) Chief Accounting Officer Howard Guild executed a sale of company stock on January 26, 2026, disposing of 13,268 shares of common stock at a weighted average price of $49.70. Reported trade prices fell within a narrow band of $49.70 to $49.705, producing a total reported transaction value of $659,419.

The company’s share price has subsequently moved higher to $50.66, and SLB has delivered a 45% price gain over the past six months. According to InvestingPro data cited in the filing, the stock is trading close to its 52-week high of $51.67.

The same regulatory filing reports additional equity movements for Guild on the identical date. He acquired 11,860 shares that are recorded with a total value of $0 at a price of $0. In addition, the filing shows disposal of 4,639 shares at a price of $50.25, representing proceeds of $233,109. The document states these instruments were associated with performance share units that vested following the achievement of specified performance criteria.

After accounting for the January 26 transactions, Guild is listed as the direct owner of 22,407 shares of SLB LIMITED/NV common stock.

The filing situates these insider moves against a backdrop of company financial metrics and market commentary. SLB is reported to have a market value of $75.8 billion. InvestingPro metrics characterize the company’s overall financial health as "GREAT," and analysts cited in the filing are forecasting continued profitability for the current year. InvestingPro analysis also places the stock close to its Fair Value and highlights additional research coverage available in a Pro Research Report.

Recent company fundamentals and earnings developments are also summarized in the filing. SLB reported stronger-than-expected results for the fourth quarter of 2025, prompting several brokerages to revisit price targets and ratings. Stifel moved its price target to $56 while keeping a Buy rating, citing the company’s strong earnings and the acquisition of ChampionX. Raymond James raised its target to $57, pointing to solid quarterly performance that was driven in part by SLB’s Digital and Production Systems segments. BMO Capital increased its price target to $55 after SLB’s results exceeded both the firm’s and consensus expectations for revenues and earnings per share.

Not all analyst responses were uniformly positive. Freedom Capital Markets downgraded SLB from Hold to Sell, even as it modestly raised its price target to $48, citing continued pressure from weak global drilling activity that affected the company’s fourth-quarter showing. In contrast, JPMorgan preserved an Overweight rating and lifted its price target to $54, encouraged by SLB’s positive 2026 outlook and anticipated operational improvements internationally, notably in Saudi Arabia, Mexico, and deepwater regions. The filing characterizes these moves as reflecting a mixed but generally optimistic set of analyst views on SLB’s near-term prospects.

The regulatory disclosure provides a snapshot of an insider transaction coinciding with a moment of elevated market interest and analyst reappraisals following the company’s quarterly results. The filing documents the mechanical details of share sales, acquisitions tied to vested performance units, and the post-transaction ownership stake for the officer involved, without offering commentary beyond the recorded figures and the cited analyst reactions.


Clear summary

On January 26, 2026, SLB Chief Accounting Officer Howard Guild sold 13,268 shares at an average of $49.70 for $659,419, recorded additional share acquisitions and disposals tied to vested performance units, and now holds 22,407 shares. SLB shares have climbed to $50.66, sit near a 52-week high of $51.67, and analyst responses to the company’s stronger-than-expected Q4 2025 results range from upgraded price targets to a single downgrade.

Risks

  • Ongoing weakness in global drilling activity - noted by Freedom Capital Markets as a factor that pressured SLB’s fourth-quarter results and influenced its downgrade; this risk primarily impacts the oilfield services and broader energy sectors.
  • Market valuation sensitivity - SLB is trading near its 52-week high and close to Fair Value per InvestingPro, which could increase exposure to price volatility in equity markets if earnings expectations shift; this affects equity investors and financial markets.
  • Concentration of analyst views - while several firms raised price targets after the Q4 report, the presence of a downgrade and mixed commentary highlights uncertainty in consensus forecasts and could influence investment sentiment in energy and industrial sectors.

More from Insider Trading

Stifel Financial President Sells Small Stake, Exercises Options in Separate Transactions Feb 2, 2026 Corning Executive Sells $558,231 in Stock as Company Posts Slight Q4 Beat Feb 2, 2026 Mentor Capital CEO Makes Small Direct Purchases; Audit Firm Change Announced Feb 2, 2026 RENN Fund President Murray Stahl Purchases 1,154 Shares Valued at $2,971 Feb 2, 2026 Graco Director Disposes $1.25M in Stock After Exercising Options; Q4 Results Align with Expectations Feb 2, 2026