United Capital Financial Advisors LLC Makes New $2.25 Million Investment in Halliburton Company $HAL

United Capital Financial Advisors LLC acquired a new stake in Halliburton Company (NYSE:HAL) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 66,243 shares of the oilfield services company’s stock, valued at approximately $2,249,000.

Other institutional investors have also added to or reduced their stakes in the company. Hamilton Capital LLC bought a new stake in shares of Halliburton in the 2nd quarter valued at about $357,000. Equitable Holdings Inc. purchased a new position in shares of Halliburton in the second quarter worth $290,000. Coastal Bridge Advisors LLC bought a new stake in Halliburton during the 2nd quarter valued at $381,000. Public Employees Retirement System of Ohio bought a new position in shares of Halliburton during the second quarter valued at about $13,022,000. Finally, MASTERINVEST Kapitalanlage GmbH bought a new position in Halliburton during the 2nd quarter valued at approximately $600,000. 85.23% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Halliburton

Here are the key news stories impacting Halliburton this week:

• Positive Sentiment: Halliburton is reportedly in talks to supply equipment and services for the possible redevelopment of Venezuelan oil fields as U.S. companies discuss multibillion-dollar investments in the country’s energy sector. A successful agreement could create new equipment, drilling and production-service revenue opportunities. Chevron, Other U.S. Firms Near Deal to Invest Billions in Venezuelan Oil Fields
• Positive Sentiment: Halliburton recently won an integrated contract from BP for the first appraisal campaign at the Bumerangue field offshore Brazil. The project includes drilling, evaluation, automation and remote operations, supporting expectations for continued deepwater activity and international revenue growth. Why Halliburton (HAL) Stock Is Up Today
• Positive Sentiment: Call-option activity was unusually strong, with investors buying 25,477 calls—approximately 45% above average volume—indicating increased short-term bullish positioning, though options activity can also amplify volatility.
• Neutral Sentiment: Halliburton is hiring a senior offshore-leasing official from the Trump administration, a move that could strengthen government and regulatory expertise but does not immediately change earnings expectations. Trump’s Head of Offshore Leasing Leaving for Oilfield Services Firm Halliburton
• Negative Sentiment: Reported insider trading was one-sided over the past six months, with multiple executives and directors selling shares and no listed insider purchases. This may weigh on sentiment, although such sales can reflect compensation, diversification or scheduled transactions rather than a change in business outlook.

Analysts Set New Price Targets

HAL has been the subject of several research reports. Barclays decreased their price objective on shares of Halliburton from $55.00 to $53.00 and set an “overweight” rating for the company in a report on Wednesday, July 22nd. Morgan Stanley reduced their price target on shares of Halliburton from $41.00 to $40.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 22nd. Susquehanna decreased their price target on shares of Halliburton from $45.00 to $42.00 and set a “positive” rating for the company in a research note on Wednesday, July 8th. Rothschild & Co Redburn raised their price objective on shares of Halliburton from $40.00 to $49.00 and gave the stock a “buy” rating in a report on Friday, May 15th. Finally, UBS Group cut their price objective on Halliburton from $40.00 to $39.00 and set a “neutral” rating on the stock in a research report on Monday, July 27th. Eighteen research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $43.10.

Insiders Place Their Bets

In other Halliburton news, CFO Eric Carre sold 24,778 shares of the business’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $35.89, for a total transaction of $889,282.42. Following the completion of the sale, the chief financial officer directly owned 148,520 shares in the company, valued at approximately $5,330,382.80. The trade was a 14.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Jeffrey Shannon Slocum sold 52,572 shares of the stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $35.09, for a total value of $1,844,751.48. Following the transaction, the chief operating officer directly owned 118,730 shares in the company, valued at $4,166,235.70. The trade was a 30.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.57% of the stock is currently owned by insiders.

Halliburton Stock Up 2.0%

Shares of NYSE:HAL opened at $36.19 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.50 and a debt-to-equity ratio of 0.64. The stock has a fifty day simple moving average of $33.82 and a two-hundred day simple moving average of $36.54. Halliburton Company has a 12-month low of $21.40 and a 12-month high of $43.59. The stock has a market capitalization of $30.15 billion, a price-to-earnings ratio of 18.95, a PEG ratio of 2.22 and a beta of 0.73.

Halliburton (NYSE:HAL) last released its earnings results on Tuesday, July 21st. The oilfield services company reported $0.55 EPS for the quarter, topping analysts’ consensus estimates of $0.54 by $0.01. The firm had revenue of $5.71 billion for the quarter, compared to analysts’ expectations of $5.50 billion. Halliburton had a return on equity of 18.71% and a net margin of 7.16%.The company’s quarterly revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.55 earnings per share. On average, research analysts anticipate that Halliburton Company will post 2.34 earnings per share for the current fiscal year.

Halliburton Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 23rd. Shareholders of record on Wednesday, September 2nd will be given a $0.17 dividend. This represents a $0.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Wednesday, September 2nd. Halliburton’s payout ratio is 35.60%.

Halliburton Profile

Halliburton is one of the world’s largest providers of products and services to the energy industry, offering a broad portfolio that supports the lifecycle of oil and gas reservoirs from exploration and drilling through production and abandonment. Founded in 1919 by Erle P. Halliburton as an oil-well cementing company, the firm is headquartered in Houston, Texas and has developed into an integrated oilfield services company serving upstream operators globally.

The company’s activities encompass drilling and evaluation, well construction and completion, production enhancement and well intervention.