Halliburton Ownership

HAL Stock  USD 30.47  0.02  0.07%   
Halliburton has a total of 878.5 Million outstanding shares. The majority of Halliburton outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Halliburton to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Halliburton. Please pay attention to any change in the institutional holdings of Halliburton as this could imply that something significant has changed or is about to change at the company. Please note that on January 17, 2024, Senator Jerry Moran of US Senate acquired $15k to $50k worth of Halliburton's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
886 M
Current Value
881 M
Avarage Shares Outstanding
751.3 M
Quarterly Volatility
218.4 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Halliburton in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Halliburton, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Halliburton's Dividend Yield is quite stable compared to the past year. Dividend Payout Ratio is expected to rise to 0.23 this year, although the value of Dividends Paid will most likely fall to about 335 M. Net Income Applicable To Common Shares is expected to rise to about 1.5 B this year, although the value of Common Stock Shares Outstanding will most likely fall to about 831.2 M.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Halliburton. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
For more information on how to buy Halliburton Stock please use our How to buy in Halliburton Stock guide.

Halliburton Stock Ownership Analysis

About 86.0% of the company shares are owned by institutional investors. The book value of Halliburton was currently reported as 11.73. The company has Price/Earnings To Growth (PEG) ratio of 1.75. Halliburton last dividend was issued on the 4th of December 2024. The entity had 2:1 split on the 17th of July 2006. Halliburton Company provides products and services to the energy industry worldwide. Halliburton Company was founded in 1919 and is based in Houston, Texas. Halliburton operates under Oil Gas Equipment Services classification in the United States and is traded on New York Stock Exchange. It employs 40000 people. To learn more about Halliburton call Jeffrey Miller at 281 871 2699 or check out https://www.halliburton.com.
Besides selling stocks to institutional investors, Halliburton also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Halliburton's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Halliburton's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Halliburton Quarterly Liabilities And Stockholders Equity

25.33 Billion

Halliburton Insider Trades History

Less than 1% of Halliburton are currently held by insiders. Unlike Halliburton's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Halliburton's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Halliburton's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Halliburton Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Halliburton is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Halliburton backward and forwards among themselves. Halliburton's institutional investor refers to the entity that pools money to purchase Halliburton's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Dimensional Fund Advisors, Inc.2024-09-30
10.6 M
Boston Partners Global Investors, Inc2024-06-30
10.2 M
Wellington Management Company Llp2024-06-30
8.4 M
Northern Trust Corp2024-09-30
7.9 M
Amvescap Plc.2024-06-30
7.8 M
Legal & General Group Plc2024-06-30
7.7 M
Bank Of New York Mellon Corp2024-06-30
7.3 M
Goldman Sachs Group Inc2024-06-30
5.8 M
Ubs Asset Mgmt Americas Inc2024-09-30
5.7 M
Capital World Investors2024-09-30
114.2 M
Vanguard Group Inc2024-09-30
105.2 M
Note, although Halliburton's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Halliburton Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Halliburton insiders, such as employees or executives, is commonly permitted as long as it does not rely on Halliburton's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Halliburton insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Halliburton's latest congressional trading

Congressional trading in companies like Halliburton, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Halliburton by those in governmental positions are based on the same information available to the general public.
2024-01-17Senator Jerry MoranAcquired $15K to $50KVerify
2024-01-16Senator Jerry MoranAcquired $15K to $50KVerify

Halliburton Outstanding Bonds

Halliburton issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Halliburton uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Halliburton bonds can be classified according to their maturity, which is the date when Halliburton has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Halliburton Corporate Filings

13A
12th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
8K
7th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
31st of October 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
26th of September 2024
Other Reports
ViewVerify

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When determining whether Halliburton is a strong investment it is important to analyze Halliburton's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Halliburton's future performance. For an informed investment choice regarding Halliburton Stock, refer to the following important reports:
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Halliburton. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
For more information on how to buy Halliburton Stock please use our How to buy in Halliburton Stock guide.
You can also try the Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
Is Oil & Gas Equipment & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Halliburton. If investors know Halliburton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Halliburton listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.18)
Dividend Share
0.67
Earnings Share
2.86
Revenue Per Share
26.012
Quarterly Revenue Growth
(0.02)
The market value of Halliburton is measured differently than its book value, which is the value of Halliburton that is recorded on the company's balance sheet. Investors also form their own opinion of Halliburton's value that differs from its market value or its book value, called intrinsic value, which is Halliburton's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Halliburton's market value can be influenced by many factors that don't directly affect Halliburton's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Halliburton's value and its price as these two are different measures arrived at by different means. Investors typically determine if Halliburton is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Halliburton's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.