Sei Investments Co. Grows Stake in Seadrill Limited $SDRL

Sei Investments Co. grew its stake in shares of Seadrill Limited (NYSE:SDRL) by 65.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 32,540 shares of the oil and gas company’s stock after acquiring an additional 12,905 shares during the quarter. Sei Investments Co.’s holdings in Seadrill were worth $1,481,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Farther Finance Advisors LLC boosted its stake in Seadrill by 20.2% in the 4th quarter. Farther Finance Advisors LLC now owns 2,508 shares of the oil and gas company’s stock worth $87,000 after purchasing an additional 422 shares in the last quarter. Osaic Holdings Inc. increased its stake in Seadrill by 18.8% during the 2nd quarter. Osaic Holdings Inc. now owns 3,521 shares of the oil and gas company’s stock valued at $92,000 after purchasing an additional 558 shares in the last quarter. Swiss National Bank increased its stake in Seadrill by 0.5% during the 1st quarter. Swiss National Bank now owns 117,200 shares of the oil and gas company’s stock valued at $5,333,000 after purchasing an additional 600 shares in the last quarter. Alliancebernstein L.P. raised its holdings in Seadrill by 1.0% in the third quarter. Alliancebernstein L.P. now owns 72,020 shares of the oil and gas company’s stock worth $2,176,000 after buying an additional 700 shares during the last quarter. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its holdings in Seadrill by 4.0% in the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 18,556 shares of the oil and gas company’s stock worth $642,000 after buying an additional 716 shares during the last quarter. Hedge funds and other institutional investors own 95.67% of the company’s stock.

Key Seadrill News

Here are the key news stories impacting Seadrill this week:

• Positive Sentiment: Quarterly results materially exceeded expectations. Seadrill reported adjusted earnings of $0.47 per share, above the $0.29 consensus estimate and sharply better than the $0.68-per-share loss recorded a year earlier. Revenue reached $430 million, beating expectations of approximately $388.5 million. Seadrill Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Seadrill increased its full-year 2026 guidance. The company now expects revenue of $1.5 billion to $1.6 billion, compared with analyst expectations centered near $1.5 billion. The higher outlook supports the view that operating performance is strengthening. Seadrill Announces Second Quarter 2026 Results
• Positive Sentiment: The earnings call reinforced a potential turnaround narrative. Coverage of management’s call characterized the results and outlook as signals of a strong turnaround, which may encourage investors to reassess Seadrill’s earnings trajectory and valuation. Seadrill Limited Earnings Call Signals Strong Turnaround
• Neutral Sentiment: Profitability remains uneven. Despite the quarterly earnings beat, Seadrill still reported a negative net margin and negative return on equity, indicating that the turnaround has not yet translated into consistently positive overall profitability. Seadrill Earnings Report

Seadrill Stock Performance

NYSE SDRL opened at $46.65 on Tuesday. The firm has a market cap of $2.92 billion, a price-to-earnings ratio of -41.65 and a beta of 1.21. The company has a quick ratio of 1.94, a current ratio of 1.94 and a debt-to-equity ratio of 0.22. The business has a 50-day moving average price of $42.03 and a 200-day moving average price of $44.11. Seadrill Limited has a twelve month low of $28.02 and a twelve month high of $55.47.

Seadrill (NYSE:SDRL) last issued its earnings results on Monday, August 10th. The oil and gas company reported $0.47 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.29 by $0.18. The company had revenue of $430.00 million for the quarter, compared to the consensus estimate of $388.46 million. Seadrill had a negative return on equity of 1.84% and a negative net margin of 4.79%. As a group, equities research analysts predict that Seadrill Limited will post 0.37 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research analysts have recently issued reports on the stock. BTIG Research upped their target price on shares of Seadrill from $50.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, April 17th. Fearnley Fonds upgraded shares of Seadrill from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Barclays upgraded shares of Seadrill from an “equal weight” rating to an “overweight” rating and boosted their price objective for the stock from $41.00 to $59.00 in a report on Thursday, May 7th. BWS Financial reaffirmed a “buy” rating and issued a $80.00 price objective on shares of Seadrill in a research report on Monday, June 29th. Finally, Capital One Financial set a $55.00 target price on Seadrill and gave the company an “overweight” rating in a research note on Wednesday, July 1st. Three equities research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Seadrill has a consensus rating of “Moderate Buy” and an average price target of $55.00.

Seadrill Profile

Seadrill Limited, trading on the New York Stock Exchange under the symbol SDRL, is a leading provider of offshore drilling services to the global oil and gas industry. The company specializes in the design, construction, deployment and operation of mobile offshore drilling units, serving major exploration and production companies with turnkey drilling solutions.

Seadrill’s fleet comprises ultra-deepwater drillships, semi-submersible rigs and high-specification jack-up units capable of operating in some of the world’s most challenging offshore environments.