Seadrill Limited (SDRL)

Over the past six months, Seadrill's stock price has experienced fluctuations, declining by 25.62% from November 25, 2024, to November 21, 2025. In Q3 2025, Seadrill reported mixed results with revenues outperforming expectations but a surprise loss due to unplanned downtime in Brazil and ongoing legal challenges. Earlier in 2025, Seadrill announced its Q4 and full-year 2024 results, securing long-term contracts and divesting the West Prospero rig, while also repurchasing shares.

The demand for Seadrill's offshore drilling services is influenced by various factors rather than strict seasonality. The offshore drilling sector is currently experiencing strong demand, particularly in the United States, and an uptick in global tendering activity. However, the industry is also subject to volatility due to global macroeconomic uncertainty and decisions by OPEC, which can impact client investment confidence.

Seadrill Limited is an offshore drilling contractor providing drilling services to the oil and gas industry globally, operating a modern fleet of drilling rigs designed for various environments and serving a diverse client base with managed services.

Seadrill Limited has a global presence with operations in the Americas, Europe, Africa, the Middle East, and Asia-Pacific, supported by regional offices in key locations and headquartered in Hamilton, Bermuda.

In the past year, Seadrill's brand reputation has been influenced by positive operational achievements and ongoing legal and operational challenges. The company's Quenguela rig was awarded "TotalEnergies Rig of the Year for 2024" and has maintained exceptional operational performance. However, the company's reputation has also faced scrutiny due to unplanned downtime for rigs offshore Brazil and ongoing legal disputes.

Seadrill Limited's ownership is predominantly institutional, with institutions holding approximately 87.4% of the company's shares, hedge funds owning about 12.3%, and individual insiders holding a smaller percentage. Major institutional owners include BlackRock, Inc., Canyon Capital Advisors LLC, and The Vanguard Group, Inc., with BlackRock, Inc. being the largest individual shareholder.