NATIONAL OILWELL VARCO ($NOV) posted quarterly earnings results for Q1 2026 on Monday, April 27th. The company reported earnings of $0.15 per share, missing estimates of $0.16 by $0.01. The company also reported revenue of $2,052,000,000, missing estimates of $2,075,164,856 by $-23,164,856.
Stock price change since market close: -6.22%
You can see Quiver Quantitative's $NOV stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NATIONAL OILWELL VARCO Insider Trading Activity
NATIONAL OILWELL VARCO insiders have traded $NOV stock on the open market 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NOV stock by insiders over the last 6 months:
- JOSEPH W ROVIG (President - Energy Equipment) sold 151,086 shares for an estimated $3,046,694
- CRAIG L. WEINSTOCK (Sr. VP. & Gen. Counsel) has made 0 purchases and 4 sales selling 70,000 shares for an estimated $1,405,421.
- CHRISTIAN S KENDALL has made 2 purchases buying 70,000 shares for an estimated $1,012,200 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
NATIONAL OILWELL VARCO Hedge Fund Activity
We have seen 193 institutional investors add shares of NATIONAL OILWELL VARCO stock to their portfolio, and 226 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 7,280,774 shares (-18.3%) from their portfolio in Q4 2025, for an estimated $113,798,497
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,785,015 shares (+1743.9%) to their portfolio in Q4 2025, for an estimated $74,789,784
- PZENA INVESTMENT MANAGEMENT LLC removed 4,628,779 shares (-11.0%) from their portfolio in Q1 2026, for an estimated $87,067,332
- PACER ADVISORS, INC. removed 3,267,354 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $51,068,743
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,970,048 shares (-76.2%) from their portfolio in Q4 2025, for an estimated $46,421,850
- ROYAL BANK OF CANADA removed 2,473,483 shares (-98.0%) from their portfolio in Q4 2025, for an estimated $38,660,539
- BANK OF AMERICA CORP /DE/ removed 1,435,821 shares (-26.9%) from their portfolio in Q4 2025, for an estimated $22,441,882
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
NATIONAL OILWELL VARCO Analyst Ratings
Wall Street analysts have issued reports on $NOV in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Underweight" rating on 10/30/2025
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 10 analysts offer price targets for $NOV in the last 6 months, with a median target of $20.0.
Here are some recent targets:
- Stephen Gengaro from Stifel set a target price of $23.0 on 04/20/2026
- Daniel Kutz from Morgan Stanley set a target price of $20.0 on 04/15/2026
- Keith Bachman from RBC Capital set a target price of $21.0 on 04/14/2026
- Charles Minervino from Susquehanna set a target price of $22.0 on 04/07/2026
- Neil Mehta from Goldman Sachs set a target price of $20.0 on 03/04/2026
- Scott Gruber from Citigroup set a target price of $20.0 on 02/11/2026
- Luke Lemoine from Piper Sandler set a target price of $18.0 on 02/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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