Insider Trading January 27, 2026

SLB Legal Chief Sells $921,541 in Stock Amid Recent Analyst Revisions

Insider disposals, PSU vesting and a string of analyst price-target moves follow SLB's stronger-than-expected Q4 2025 results

By Avery Klein SLB
SLB Legal Chief Sells $921,541 in Stock Amid Recent Analyst Revisions
SLB

Dianne B. Ralston, SLB's Chief Legal Officer and Secretary, reported a sale of 18,617 shares on January 26, 2026 for $49.50 per share, valued at $921,541. The Form 4 filing also shows a separate disposition of 17,667 shares to cover tax obligations at $50.25, and the vesting-related acquisition of 47,437 shares on January 23, 2026 tied to performance share units. These filings arrive as SLB disclosed fourth-quarter 2025 results that beat BMO Capital and consensus expectations, prompting mixed but generally constructive analyst reactions and a range of price-target adjustments.

Key Points

  • SLB Chief Legal Officer Dianne B. Ralston sold 18,617 shares on January 26, 2026 at $49.50 per share, totaling $921,541, and separately disposed of 17,667 shares at $50.25 to cover tax obligations totaling $887,766.
  • Ralston acquired 47,437 shares on January 23, 2026 tied to the vesting of performance share units.
  • SLB posted fourth-quarter 2025 results that beat BMO Capital and consensus estimates, prompting several analysts to adjust ratings and price targets for the company - reactions that include both upgrades and a downgrade based on differing views of drilling activity and international prospects.

Dianne B. Ralston, who serves as Chief Legal Officer and Secretary of SLB LIMITED/NV, executed an open-market sale of company stock on January 26, 2026, according to a Form 4 filed with the U.S. Securities and Exchange Commission. The filing shows Ralston sold 18,617 shares of common stock at $49.50 per share, a transaction that produced proceeds totaling $921,541.

The same filing records an additional disposition related to tax obligations. Ralston transferred 17,667 shares at a price of $50.25 per share to cover tax liabilities, with that transaction valued at $887,766.

Prior to those sales, the filing notes Ralston acquired 47,437 shares of common stock on January 23, 2026. That acquisition was connected to performance share units, indicating the vesting of equity awards rather than a separate open-market purchase.


These insider transactions come amid a notable earnings release from SLB for the fourth quarter of 2025. The company reported results that outpaced both BMO Capital's estimates and consensus expectations for revenue and earnings per share. The stronger-than-expected performance has spurred several analysts to revisit their ratings and targets for the company.

Brokerage responses were varied but leaned toward optimism in several cases. Stifel held its Buy rating and raised its price target to $56, citing the company's robust earnings and the recent ChampionX acquisition. Raymond James lifted its price target to $57, pointing to a solid quarterly showing, with particular strength noted in SLB's Digital and Production Systems segments. JPMorgan also increased its price target to $54 while retaining an Overweight rating - its rationale referenced a favorable 2026 outlook and expected improvements in international operations in Saudi Arabia, Mexico and deepwater areas.

Not all analysts moved in the same direction. Freedom Capital Markets downgraded SLB from Hold to Sell despite a modest uptick in its price target to $48, attributing the decision to weak global drilling activity that affected the company's fourth-quarter results. BMO Capital raised its price target to $55 and kept an Outperform rating following the strong quarter.

Collectively, these developments - the insider share activity and the cluster of analyst adjustments - present a mixed but generally constructive market response to SLB's Q4 2025 performance. The filings document the specifics of Ralston's transactions and the earnings-driven reassessments made by research analysts.

Risks

  • Weak global drilling activity negatively affected SLB's fourth-quarter results, a factor cited by Freedom Capital Markets in its downgrade - this poses downside risk to near-term operational performance in the energy and oilfield services sectors.
  • Analyst views remain mixed despite the earnings beat, introducing uncertainty around consensus sentiment and valuation assumptions - changes in analyst ratings and targets could influence investor perceptions in the oilfield services sector.
  • Anticipated improvements in international operations - specifically in Saudi Arabia, Mexico and deepwater areas - are projections cited by JPMorgan; the realization of these improvements carries execution risk that could affect future forecasts for SLB.

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