Marathon Capital Management Has $2.25 Million Holdings in SLB Limited $SLB

Key Points

• Marathon Capital cut its stake in SLB by 56.4%, selling 76,021 shares and leaving a holding of 58,735 shares valued at about $2.25 million per its latest SEC filing.
• SLB's Q1 results were mixed — EPS of $0.52 narrowly beat estimates while revenue of $8.72 billion missed slightly and EPS fell year‑over‑year amid Middle East disruptions; the company also declared a $0.295 quarterly dividend (≈2.1% yield).
• Insiders have sold significant stock recently (about 156,902 shares worth ~$7.8M), even as analysts raise price targets and the company benefits from digital growth, ChampionX contributions, regional-driven exploration spending tailwinds, and rumors of a strategic software acquisition.

Marathon Capital Management cut its holdings in SLB Limited (NYSE:SLB - Free Report) by 56.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 58,735 shares of the oil and gas company's stock after selling 76,021 shares during the period. Marathon Capital Management's holdings in SLB were worth $2,254,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the business. Foster Victor Wealth Advisors LLC grew its stake in shares of SLB by 3.0% in the fourth quarter. Foster Victor Wealth Advisors LLC now owns 8,281 shares of the oil and gas company's stock valued at $318,000 after acquiring an additional 238 shares in the last quarter. apricus wealth LLC grew its stake in shares of SLB by 0.3% in the fourth quarter. apricus wealth LLC now owns 84,740 shares of the oil and gas company's stock valued at $3,252,000 after acquiring an additional 270 shares in the last quarter. Private Trust Co. NA grew its stake in shares of SLB by 9.2% in the fourth quarter. Private Trust Co. NA now owns 3,277 shares of the oil and gas company's stock valued at $126,000 after acquiring an additional 277 shares in the last quarter. Howard Capital Management Inc. grew its stake in shares of SLB by 3.2% in the third quarter. Howard Capital Management Inc. now owns 9,165 shares of the oil and gas company's stock valued at $315,000 after acquiring an additional 288 shares in the last quarter. Finally, Daymark Wealth Partners LLC grew its stake in shares of SLB by 3.2% in the fourth quarter. Daymark Wealth Partners LLC now owns 9,380 shares of the oil and gas company's stock valued at $360,000 after acquiring an additional 290 shares in the last quarter. 81.99% of the stock is currently owned by institutional investors and hedge funds.

Key SLB News

Here are the key news stories impacting SLB this week:

• Positive Sentiment: SLB declared a quarterly dividend of $0.295 per share (annualized yield ~2.1%), with record/ex-dividend dates set — supports income investors and signals confidence in cash flow.
• Positive Sentiment: Company highlighted digital revenue growth and contributions from ChampionX, which helped Q1 results and underpins higher-margin service mix. SLB Q1 Earnings Beat on Digital Growth & ChampionX Contributions
• Positive Sentiment: SLB and peers say the Iran/region conflict is tightening supply and should push higher exploration and production spending — a potential multi-quarter demand tailwind for SLB’s services. SLB, Baker Hughes see oil exploration spending rising as Iran war disrupts supply
• Positive Sentiment: Market reports that SLB is seen as a potential acquirer of S&P Global’s subsurface oil software business — a strategic move that could expand software/digital recurring revenue (rumor-driven upside). SLB Seen Acquiring S&P Global’s Subsurface Oil Software Business
• Neutral Sentiment: Full Q1 earnings call transcript is available — useful for investors to assess management tone and any updated guidance. SLB N.V. (SLB) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: SLB filed an 8-K updating its regulatory approach — routine disclosure that may matter to institutional holders but is not an immediate earnings driver. Schlumberger Highlights Regulatory Approach in Latest 8-K Disclosure
• Negative Sentiment: Reported EPS was down year-over-year and some outlets note SLB missed the consensus cited by certain providers, with management calling it a “challenging start” as Middle East disruptions hit operations — this raises short-term outlook risk. Oilfield services provider SLB posts lower quarterly profit on Iran war hit
• Negative Sentiment: Headline coverage emphasized a Q1 profit decline and management caution, which initially pressured shares in some outlets despite the subsequent rally — highlights execution and regional-risk sensitivity. SLB Stock Tumbles on Earnings as CEO Cites ‘Challenging Start to the Year'

Insider Transactions at SLB

In other news, CAO Howard Guild sold 13,268 shares of the stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $49.70, for a total value of $659,419.60. Following the completion of the transaction, the chief accounting officer owned 22,407 shares of the company's stock, valued at approximately $1,113,627.90. This represents a 37.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Abdellah Merad sold 60,000 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $49.70, for a total transaction of $2,982,000.00. Following the completion of the transaction, the executive vice president directly owned 140,602 shares of the company's stock, valued at $6,987,919.40. This trade represents a 29.91% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 156,902 shares of company stock valued at $7,796,666. 0.16% of the stock is owned by company insiders.

SLB Stock Up 2.7%

SLB stock opened at $56.20 on Friday. The stock has a market capitalization of $84.44 billion, a P/E ratio of 23.71, a price-to-earnings-growth ratio of 3.76 and a beta of 0.69. The company has a current ratio of 1.33, a quick ratio of 0.98 and a debt-to-equity ratio of 0.36. SLB Limited has a 12 month low of $31.64 and a 12 month high of $56.90. The firm has a 50-day moving average price of $50.27 and a 200-day moving average price of $43.66.

SLB (NYSE:SLB - Get Free Report) last posted its earnings results on Friday, April 24th. The oil and gas company reported $0.52 EPS for the quarter, topping analysts' consensus estimates of $0.51 by $0.01. The firm had revenue of $8.72 billion during the quarter, compared to analysts' expectations of $8.76 billion. SLB had a net margin of 9.45% and a return on equity of 17.45%. The business's revenue for the quarter was up 2.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.72 earnings per share. As a group, equities research analysts anticipate that SLB Limited will post 2.67 EPS for the current fiscal year.

SLB Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Stockholders of record on Wednesday, June 3rd will be issued a $0.295 dividend. The ex-dividend date of this dividend is Wednesday, June 3rd. This represents a $1.18 dividend on an annualized basis and a dividend yield of 2.1%. SLB's dividend payout ratio is 49.79%.

Analyst Ratings Changes

SLB has been the topic of several research reports. The Goldman Sachs Group upped their price target on shares of SLB from $53.00 to $60.00 and gave the company a "buy" rating in a research note on Wednesday, March 4th. Citigroup upped their price objective on shares of SLB from $53.00 to $56.00 and gave the stock a "buy" rating in a research report on Monday, January 26th. Piper Sandler upped their price objective on shares of SLB from $53.00 to $59.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 15th. Freedom Capital cut shares of SLB from a "hold" rating to a "strong sell" rating in a research report on Tuesday, January 27th. Finally, Bank of America upped their price objective on shares of SLB from $50.00 to $55.00 and gave the stock a "buy" rating in a research report on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, SLB presently has an average rating of "Moderate Buy" and an average price target of $54.27.

SLB 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.

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