75,181 Shares in Halliburton Company $HAL Purchased by Total Wealth Planning & Management Inc.

Posted by Geri Gentry on Jun 5th, 2026

Total Wealth Planning & Management Inc. purchased a new position in shares of Halliburton Company (NYSE:HAL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 75,181 shares of the oilfield services company’s stock, valued at approximately $2,125,000. Halliburton accounts for approximately 1.6% of Total Wealth Planning & Management Inc.’s investment portfolio, making the stock its 10th largest holding.

A number of other large investors have also recently made changes to their positions in HAL. Nvest Wealth Strategies Inc. purchased a new position in shares of Halliburton during the 4th quarter worth about $25,000. Kelleher Financial Advisors bought a new stake in Halliburton during the 3rd quarter valued at about $25,000. Newbridge Financial Services Group Inc. bought a new stake in Halliburton during the 2nd quarter valued at about $25,000. Strive Asset Management LLC bought a new stake in Halliburton during the 3rd quarter valued at about $31,000. Finally, Rakuten Securities Inc. lifted its holdings in Halliburton by 547.3% during the 2nd quarter. Rakuten Securities Inc. now owns 1,586 shares of the oilfield services company’s stock valued at $32,000 after buying an additional 1,341 shares in the last quarter. 85.23% of the stock is owned by hedge funds and other institutional investors.

Halliburton Trading Up 0.5%

NYSE:HAL opened at $41.23 on Friday. Halliburton Company has a one year low of $19.90 and a one year high of $43.59. The company has a debt-to-equity ratio of 0.65, a quick ratio of 1.54 and a current ratio of 2.08. The firm has a market cap of $34.45 billion, a P/E ratio of 22.66, a P/E/G ratio of 1.77 and a beta of 0.69. The firm has a 50-day simple moving average of $39.76 and a 200-day simple moving average of $34.52.

Halliburton (NYSE:HAL – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The oilfield services company reported $0.55 EPS for the quarter, beating the consensus estimate of $0.50 by $0.05. Halliburton had a net margin of 6.95% and a return on equity of 19.04%. The business had revenue of $5.40 billion during the quarter, compared to analyst estimates of $5.37 billion. During the same quarter in the previous year, the business posted $0.60 EPS. The company’s quarterly revenue was down .3% compared to the same quarter last year. Equities analysts anticipate that Halliburton Company will post 2.34 EPS for the current fiscal year.

Halliburton Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 24th. Stockholders of record on Wednesday, June 3rd will be issued a $0.17 dividend. The ex-dividend date is Wednesday, June 3rd. This represents a $0.68 annualized dividend and a dividend yield of 1.6%. Halliburton’s payout ratio is currently 37.36%.

Insiders Place Their Bets

In other news, Director Tobi M. Young sold 6,125 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $41.72, for a total value of $255,535.00. Following the completion of the sale, the director owned 15,250 shares in the company, valued at approximately $636,230. The trade was a 28.65% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Van H. Beckwith sold 198,349 shares of the business’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $41.29, for a total transaction of $8,189,830.21. Following the completion of the sale, the executive vice president owned 146,186 shares of the company’s stock, valued at approximately $6,036,019.94. This represents a 57.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 416,991 shares of company stock worth $16,846,948. 0.57% of the stock is owned by corporate insiders.

Analyst Ratings Changes

HAL has been the subject of a number of research analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Halliburton in a report on Friday, April 10th. Royal Bank Of Canada lifted their price objective on shares of Halliburton from $43.00 to $44.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. HSBC lifted their price objective on shares of Halliburton from $40.00 to $46.00 and gave the company a “buy” rating in a report on Wednesday, April 22nd. Wall Street Zen lowered shares of Halliburton from a “strong-buy” rating to a “buy” rating in a report on Sunday, May 3rd. Finally, UBS Group lifted their price objective on shares of Halliburton from $35.00 to $39.00 and gave the company a “neutral” rating in a report on Tuesday, April 7th. Eighteen investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Halliburton currently has a consensus rating of “Moderate Buy” and a consensus price target of $43.27.

View Our Latest Analysis on HAL

Halliburton Company Profile

(Free Report)

Halliburton is one of the world’s largest providers of products and services to the energy industry, offering a broad portfolio that supports the lifecycle of oil and gas reservoirs from exploration and drilling through production and abandonment. Founded in 1919 by Erle P. Halliburton as an oil-well cementing company, the firm is headquartered in Houston, Texas and has developed into an integrated oilfield services company serving upstream operators globally.

The company’s activities encompass drilling and evaluation, well construction and completion, production enhancement and well intervention.