Seadrill Limited (SDRL)

In the past six months, Seadrill's stock has been influenced by the announcement of Second and Third Quarter 2025 results, contract awards in Angola and the U.S. Gulf, multiple contract awards, and a West Saturn contract extension. Seadrill also scheduled its Fourth Quarter 2025 earnings release and conference call, with shares hitting a new 52-week high. Analyst ratings have seen changes, including upgrades and increased price objectives, while Greenlight Capital exited its position in Seadrill.

The offshore drilling market, in which Seadrill operates, can experience seasonality in demand, influenced by oil and gas prices, exploration and production budgets, and global energy demand. The demand for high-spec drillships and jack-up rigs remains robust, with operators actively seeking high-quality assets. Contract awards and extensions indicate ongoing demand for its services, while limited newbuilds and high construction costs suggest persistent supply constraints.

Seadrill Limited is an offshore drilling contractor providing drilling services to the global oil and gas industry, owning and operating drillships, semi-submersible rigs, and jack-up rigs for shallow, mid, deep, and ultra-deepwater operations in various environments, serving oil super-majors, state-owned national oil companies, and independent oil and gas companies within the Energy sector, specifically in the Contract Drilling industry.

Seadrill Limited has a worldwide offshore presence and onshore network, operating globally in geographical segments including the United States, Brazil, Angola, Norway, and Canada, with the United States generating the maximum revenue, and emphasizing operations in the "Golden Triangle" region, with a fleet portfolio including various drillships and rigs.

Within the past year, information directly impacting Seadrill's brand reputation in a negative light is not prominently featured. The company emphasizes its commitment to safety, efficiency, and responsible operations, adhering to ISO certifications. Recent news focuses on contract awards and financial performance rather than reputation-damaging events.

Seadrill Limited's ownership structure is primarily composed of institutional investors, holding approximately 78.3% to 92.14% of the company's stock, with major institutional owners including BlackRock, Inc., Canyon Capital Advisors LLC, and Vanguard Group Inc. Retail investors also hold a significant portion, estimated at around 71.92%. Joshua Friedman is noted as owning the most shares among individual investors.