Insider Trading January 26, 2026

Halliburton CEO Miller Sells $5.98 Million in Stock After Exercising Options

Transaction executed under a prearranged trading plan as firm posts stronger-than-expected Q4 2025 results and draws analyst target adjustments

By Derek Hwang HAL
Halliburton CEO Miller Sells $5.98 Million in Stock After Exercising Options
HAL

Halliburton Chief Executive Officer Jeffrey Allen Miller sold 171,200 shares on January 23, 2026, generating $5.98 million, after simultaneously exercising options to acquire the same number of shares. The move was made under a Rule 10b5-1 plan adopted in February 2025 and follows a quarter that beat revenue and earnings estimates, prompting mixed analyst target revisions.

Key Points

  • CEO Jeffrey Allen Miller sold 171,200 Halliburton shares on January 23, 2026, at $34.96 per share, totaling $5.98 million.
  • Miller exercised options for 171,200 shares at $31.44 the same day for a cost of $5.38 million and now holds 1,101,243.02 shares directly.
  • Halliburton posted Q4 2025 adjusted EPS of $0.69 and revenues of $5.66 billion, beating UBS and Street estimates, prompting mixed analyst target adjustments.

Jeffrey Allen Miller, Halliburton's director, president and chief executive officer, sold 171,200 shares of the company's common stock on January 23, 2026, at a per-share price of $34.96, resulting in proceeds of $5.98 million. On the same day he exercised options to acquire 171,200 shares at an exercise price of $31.44, for an aggregate exercise cost of $5.38 million.

The sale was carried out under a pre-established Rule 10b5-1 trading plan that Miller adopted on February 13, 2025. After completing the sale, Miller's direct ownership in Halliburton stood at 1,101,243.02 shares.

Halliburton shares were trading close to their 52-week high of $35.55 at the time of the transaction, and the stock has exhibited notable momentum, rising more than 53% over the past six months. The company is currently valued at $28.67 billion, trades at a price-to-earnings ratio of 22.75 and yields approximately 2% in dividends, having maintained dividend payments for 55 consecutive years according to available data.


Analyst context and available research

Analyst price targets for Halliburton span a wide range, from $28 on the low end to $46.48 on the high end. Additionally, there are 11 further analyst tips and pieces of comprehensive analysis covering Halliburton, including a financial health rating and a Pro Research Report that forms part of broader coverage across over 1,400 U.S. equities.


Recent financial results that preceded the updates

Halliburton reported fourth-quarter 2025 adjusted earnings per share of $0.69, surpassing both UBS's estimate of $0.56 and the Street consensus of $0.55. Revenue for the quarter came in at $5.66 billion, above UBS's forecast of $5.43 billion and other analysts' projection of $5.41 billion.

In the wake of those results, several firms revised their price targets. BMO Capital raised its target to $39 from $36 while retaining a Market Perform rating. RBC Capital increased its target to $38, citing stronger-than-expected performance in the Completion and Production segment. Evercore ISI set its target at $36, noting an improved margin outlook. At the same time, UBS and Piper Sandler held onto Neutral ratings with price targets of $32 and $30, respectively. These updates reflect differing interpretations of Halliburton's recent operating results and near-term margin trajectory.


Implications and market setting

The insider transaction occurred as the company posted quarterly results that outpaced select analyst forecasts and as the stock hovered near its annual high. The combination of an option exercise and an immediate sale under a prearranged plan is consistent with standard executive equity-management practices. Market participants continue to parse the earnings beat, the revenue overperformance and the analyst target revisions when assessing Halliburton's outlook.

Note: The article reports the transaction details, company metrics, analyst ranges and recent earnings and revenue figures as provided. It does not infer future stock performance or additional motives beyond the stated facts.

Risks

  • Analyst disagreement - Price targets range widely from $28 to $46.48, indicating divergent views on Halliburton's near-term valuation and sector outlook; this affects equity investors and energy sector sentiment.
  • Execution and margin uncertainty - While some firms raised targets citing stronger segments and margin outlooks, others maintained Neutral ratings, reflecting uncertainty about sustaining performance; this impacts the oilfield services sector.
  • Insider transaction timing - The CEO's simultaneous option exercise and share sale under a Rule 10b5-1 plan may prompt investor scrutiny regarding executive equity plans and dilution, relevant to corporate governance observers.

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