Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$34.61
Open:$34.40
Day's Low:$33.99
Day's High:$34.90
Bid / Ask:-
Market Cap:28.18B
Enterprise Value:35.02B
52-Week Range
52-Week Low:$24.92
52-Week High:$43.59
Current position in 52-week range
52w Low-52w High
50-Day Avg:$34.25
200-Day Avg:$35.85
Volume
Volume Today:8,314,410
Avg Volume (3m):10,456,168
Avg Volume (10d):11,318,060
52-Week Change:+29.09%
vs S&P 500, 52 weeks:-
Beta:0.75
Valuation Multiples
P/E (trailing):14.32
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Dec 31, 2025, more than 120 days ago.
P/E (forward):11.60
PEG Ratio:0.70
Price / Book:2.53
Price / Sales (TTM):1.25
EV / Revenue:1.56
EV / EBITDA:8.46
Dividends
Current yield:1.96%
Annual Dividend Rate:$0.68
Dividend Trailing:$0.68
Yield Trailing:1.96%
5-Year Avg Yield:1.51%
Payout Ratio:28.57%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
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Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):22.48B
Gross Profit:3.33B
EBITDA:4.14B
Net Income (TTM):2.00B
Rev Growth (YoY):+1.80%
Earnings Growth (YoY):+2,400.00%
Quarterly earnings growth (YoY):+2,216.70%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$2.38
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Dec 31, 2025, more than 120 days ago.
EPS Forward (Est.):$2.94
Revenue Per Share:$26.87
Cash Per Share:-
Book Value:$13.44
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:1.84B
Total Debt:8.20B
Net Debt (Debt - Cash):6.36B
Debt / Equity:73.45%
Current Ratio:2.02
Quick Ratio:1.22
Cash Flows
Operating Cash Flow:2.63B
Free Cash Flow (FCF):1.63B
FCF Yield (FCF / Market Cap):-
Enterprise Value:35.02B
EV / Revenue:1.56
EV / EBITDA:8.46
Profitability
ROE (Return on Equity):18.78%
ROA (Return on Assets):7.23%
P/E (trailing):14.32
P/E (forward):11.60
Price / Book:2.53
PEG Ratio:0.70
52-Week Change:+29.09%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$2.38
12-month EPS and P/E from the market data provider (Yahoo Finance), not from the SEC: the latest quarter with EPS at the SEC ended Dec 31, 2025, more than 120 days ago.
EPS Forward (Est.):$2.94
P/E (forward):11.60
PEG Ratio:0.70
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$26.87
Cash Per Share:-
Book Value:$13.44
Cash Flows (TTM)
Free Cash Flow:1.63B
Operating Cash Flow:2.63B
EBITDA:4.14B
Total Revenue (TTM):22.48B
Net Income (TTM):2.00B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:827,126,342
Float (free shares):822,610,232
Short interest (shares):33,066,392
Short % of float:-
Short Ratio (days to cover):3.40
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Halliburton Company (HAL) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Halliburton Company provides products and services to the energy industry worldwide. It operates in two segments, Completion and Production, and Drilling and Evaluation. The Completion and Production segment offers production enhancement services that include stimulation and sand control services; cementing services, such as well bonding and casing, and casing equipment; and completion tools that offer downhole solutions and services, including well completion products and services, intelligent well completions, liner hanger systems, sand control systems, multilateral systems, and service tools. This segment also provides electrical submersible pumps, as well as artificial lift services; production solutions comprising coiled tubing, hydraulic workover units, downhole tools, and pumping and nitrogen services; pipeline and process services, such as pre-commissioning, commissioning, maintenance, and decommissioning; and specialty chemicals and services. The Drilling and Evaluation segment offers drilling fluid systems, performance additives, completion fluids, solids control, specialized testing equipment, and waste management services; drilling systems and services; wireline and perforating services consisting of open-hole logging, and cased-hole and slickline; and drill bits and services comprising roller cone bits, fixed cutter bits, hole enlargement, and related downhole tools and services, as well as coring equipment and services. This segment also provides cloud based digital services and artificial intelligence solutions on an open architecture for subsurface insights, integrated well construction, and reservoir and production management; testing and subsea services, such as acquisition and analysis of reservoir information and optimization solutions; and project management and integrated asset management services. Halliburton Company was founded in 1919 and is based in Houston, Texas.
Senior Vice President of Internal Assurance Services
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Halliburton Company (HAL): Quantitative Analysis
Halliburton Company (HAL) — Energy — Oil & Gas Equipment & Services. HAL is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, HAL has returned +22.4% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
HAL ranks 298 of 461 on today's multifactor score, and 21 of the 21 Energy companies that score. Its strongest factor is momentum (Z 0.37, ranked 151 of 494); its weakest is growth (Z -1.14, ranked 481 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Halliburton (HAL)
When does Halliburton report earnings?
Halliburton has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 20, 2026). HAL earnings dates and times, quarter by quarter →
What is Halliburton's P/E ratio?
Halliburton's P/E (price over earnings per share for the last twelve months) is 14.3 at the Nov 3, 2026 close. That EPS is the 12-month figure from the market data provider (Yahoo Finance), not the SEC one. The median of the 21 Energy companies with a P/E is 14.3, and the S&P 500's, 23.5: Halliburton sits right at its sector median. Energy stocks, company by company →
Where does Halliburton rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Halliburton ranks 298 of 461, and 21 of the 21 Energy companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Halliburton insiders bought or sold shares?
SEC Form 4 shows no open-market purchase of Halliburton shares from August 2025 through Nov 3, 2026. The latest sale was on Aug 31, 2026, by an officer, for $929k. In total, from August 2025 through Nov 3, 2026: 0 purchases and 21 sales by directors, officers and large shareholders. All HAL insider trades →
Does Halliburton pay a dividend?
Yes. Its dividend yield is 1.96% at the Nov 3, 2026 close (annual dividend of $0.68 per share). The latest recorded ex-dividend date is Sep 2, 2026.
What sector is Halliburton in, and which index?
Halliburton is classified in the Energy sector (industry: Oil & Gas Equipment & Services), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 21 S&P 500 companies in that sector. Energy stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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