First Pacific Advisors, LP has added 3,526,754 shares of $NOV to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NOV.
NATIONAL OILWELL VARCO Hedge Fund Activity
We have seen 222 institutional investors add shares of NATIONAL OILWELL VARCO stock to their portfolio, and 221 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PACER ADVISORS, INC. removed 7,358,552 shares (-59.8%) from their portfolio in Q1 2025, for an estimated $111,997,161
- AMERIPRISE FINANCIAL INC removed 5,087,705 shares (-89.0%) from their portfolio in Q1 2025, for an estimated $77,434,870
- BANK OF NEW YORK MELLON CORP removed 4,657,393 shares (-51.8%) from their portfolio in Q1 2025, for an estimated $70,885,521
- FIRST PACIFIC ADVISORS, LP added 3,526,754 shares (+101.0%) to their portfolio in Q2 2025, for an estimated $43,837,552
- AQR CAPITAL MANAGEMENT LLC added 3,362,853 shares (+88.9%) to their portfolio in Q1 2025, for an estimated $51,182,622
- FIRST TRUST ADVISORS LP added 3,292,990 shares (+220.1%) to their portfolio in Q1 2025, for an estimated $50,119,307
- ARIEL INVESTMENTS, LLC removed 2,294,639 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $34,924,405
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NATIONAL OILWELL VARCO Analyst Ratings
Wall Street analysts have issued reports on $NOV in the last several months. We have seen 5 firms issue buy ratings on the stock, and 3 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 07/30/2025
- Susquehanna issued a "Positive" rating on 07/30/2025
- RBC Capital issued a "Outperform" rating on 07/30/2025
- Wells Fargo issued a "Underweight" rating on 06/05/2025
- Morgan Stanley issued a "Overweight" rating on 05/16/2025
- Barclays issued a "Underweight" rating on 04/30/2025
- Goldman Sachs issued a "Sell" rating on 04/10/2025
To track analyst ratings and price targets for NATIONAL OILWELL VARCO, check out Quiver Quantitative's $NOV forecast page.
NATIONAL OILWELL VARCO Price Targets
Multiple analysts have issued price targets for $NOV recently. We have seen 11 analysts offer price targets for $NOV in the last 6 months, with a median target of $15.0.
Here are some recent targets:
- Arun Jayaram from JP Morgan set a target price of $15.0 on 07/30/2025
- Charles Minervino from Susquehanna set a target price of $17.0 on 07/30/2025
- Keith Mackey from RBC Capital set a target price of $18.0 on 07/30/2025
- James West from Evercore ISI Group set a target price of $14.0 on 07/30/2025
- Stephen Gengaro from Stifel set a target price of $20.0 on 07/30/2025
- Roger Read from Wells Fargo set a target price of $10.0 on 06/05/2025
- Elizabeth Porter from Morgan Stanley set a target price of $15.0 on 05/16/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NOV ticker page for more data.
