NATIONAL OILWELL VARCO ($NOV) posted quarterly earnings results for Q2 2026 on Tuesday, July 28th. The company reported earnings of $0.31 per share, beating estimates of $0.17 by $0.14. The company also reported revenue of $2,134,000,000, beating estimates of $2,106,610,237 by $27,389,763.
Stock price change since market close: +5.85%
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 5 times in the past 6 months. Of those trades, 0 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.
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 insider transaction endpoint.
NATIONAL OILWELL VARCO Hedge Fund Activity
We have seen 249 institutional investors add shares of NATIONAL OILWELL VARCO stock to their portfolio, and 149 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC removed 17,546,054 shares (-54.0%) from their portfolio in Q1 2026, for an estimated $330,041,275
- PZENA INVESTMENT MANAGEMENT LLC removed 4,628,779 shares (-11.0%) from their portfolio in Q1 2026, for an estimated $87,067,332
- JUPITER ASSET MANAGEMENT LTD added 1,955,112 shares (+inf%) to their portfolio in Q1 2026, for an estimated $36,775,656
- PRICE T ROWE ASSOCIATES INC /MD/ added 1,862,465 shares (+36.8%) to their portfolio in Q1 2026, for an estimated $35,032,966
- FIRST PACIFIC ADVISORS, LP removed 1,773,052 shares (-21.9%) from their portfolio in Q1 2026, for an estimated $33,351,108
- SQUAREPOINT OPS LLC removed 1,763,129 shares (-87.2%) from their portfolio in Q1 2026, for an estimated $33,164,456
- OLDFIELD PARTNERS LLP removed 1,692,752 shares (-33.6%) from their portfolio in Q2 2026, for an estimated $31,400,549
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 13F endpoint.
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 $21.0.
Here are some recent targets:
- Charles Minervino from Susquehanna set a target price of $22.0 on 07/08/2026
- Scott Gruber from Citigroup set a target price of $22.0 on 06/18/2026
- David Anderson from Barclays set a target price of $21.0 on 05/08/2026
- James West from Evercore ISI Group set a target price of $22.0 on 04/29/2026
- Keith Mackey from RBC Capital set a target price of $22.0 on 04/29/2026
- 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
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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