Insider Trading April 1, 2026

Oil States director sells $493k in stake as company posts mixed quarterly results and leadership change

Director Darrell E. Hollek reduces holdings after a year of strong share gains; company beat EPS expectations but narrowly missed revenue estimates

By Marcus Reed OIS
Oil States director sells $493k in stake as company posts mixed quarterly results and leadership change
OIS

Darrell E. Hollek, a director at Oil States International (NYSE: OIS), disposed of 42,511 shares on March 31, 2026, receiving about $493,552 at a weighted average price of $11.61 per share. The transaction left Hollek with 104,073 shares. The sale comes amid substantial stock appreciation over the past year and mixed fourth-quarter 2025 results for the company, which topped EPS forecasts but fell slightly short on revenue. Management turnover was also announced, with a CEO succession set for May 1, 2026.

Key Points

  • Director Darrell E. Hollek sold 42,511 shares on March 31, 2026, at a weighted average price of $11.61, realizing about $493,552; he retains 104,073 shares.
  • Oil States beat fourth-quarter 2025 EPS expectations with adjusted net income of $0.13 per share but missed revenue estimates narrowly, reporting $178.46 million versus $178.92 million expected.
  • Management change announced - Cindy Taylor will retire as President and CEO, with Lloyd Hajdik set to succeed her effective May 1, 2026; Stifel raised its price target to $15 from $10 and maintained a Buy rating.

Insider transaction details

Director Darrell E. Hollek sold 42,511 shares of Oil States International common stock on March 31, 2026, according to a recent SEC filing. The shares were disposed of at a weighted average price of $11.61 per share, yielding proceeds of approximately $493,552. The per-share prices on the trades ranged from $11.51 to $11.70. After the sale, Hollek is reported to directly hold 104,073 shares of Oil States International.


Share performance context

Oil States International shares have experienced substantial appreciation recently, rising 124% over the trailing 12 months and 90% over the prior six months. The insider sale occurred against that backdrop of strong market gains for the stock.


Quarterly results and analyst response

In its fourth-quarter 2025 report, Oil States International recorded an adjusted net income of $0.13 per share, beating the EPS estimate of $0.10. Revenue for the quarter was $178.46 million, narrowly missing the expected $178.92 million. Following the earnings release and the company’s 2026 guidance, Stifel raised its price target on the shares to $15 from $10 and kept a Buy rating.


Leadership transition

The company also disclosed a planned change at the top. Cindy Taylor will retire from her role as President and Chief Executive Officer, and Lloyd Hajdik will succeed her effective May 1, 2026. Hajdik will join Oil States’ Board of Directors upon taking the CEO position. Taylor will remain engaged with the company in a consulting capacity through October 31, 2026.


Valuation signal

According to InvestingPro analysis cited in the filing, the stock appears undervalued at current price levels, with an additional 10 ProTips reported available to subscribers. The InvestingPro view is noted alongside the other company disclosures but is presented as an external valuation opinion rather than a corporate claim.


What this means

The disclosed insider sale, recent earnings mix, analyst target adjustment and CEO succession together outline a period of active corporate developments for Oil States. Market participants will likely monitor how the leadership change and the company’s offshore and international focus influence future operating results and valuation narratives.

Risks

  • Revenue for Q4 2025 modestly missed expectations, indicating potential near-term demand or timing variability that could affect energy and oilfield services sector results.
  • A leadership transition at the CEO level introduces execution and governance uncertainty during the handover - relevant to investors in the oilfield services and broader energy equipment markets.
  • Insider selling amid a period of strong stock appreciation may be interpreted variously by the market and could influence short-term investor sentiment in the equity and capital markets.

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