your badges 52W Range $47–$114 47% of range Analyst Rating HOLD 18 analysts Price Target $67 P/E 5.9 ROE 33.9% Net Profit Margin 44.0%

VAL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $78.39
Market Cap (MRQ) $5.43B
P/E (TTM) 5.9
EPS (TTM) $13.26
Revenue (TTM) $2.14B
ROE (TTM) 33.9%
Debt/Equity (MRQ) 0.3
52W Range $47–$114

VAL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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About Valaris Limited Common Shares Company overview from Wikipedia

05 · wikidata

Valaris Limited (previously ENSCO-Rowan plc) is an offshore drilling contractor headquartered in Houston, Texas, and incorporated in Bermuda. It is the largest offshore drilling and well drilling company in the world. As of February 2025, it owned 52 rigs, including 36 offshore jackup rigs, 11 drillships, and 5 semi-submersible platform drilling rigs.

In 2024, the company's largest customer was BP (17% of revenues) and the company's 5 largest customers accounted for 49% of revenues.

## History

In 1975, after the 1973 oil crisis, John R. Blocker bought Choya Energy, a six-rig contract drilling company based in Alice, Texas, and renamed the company Blocker Energy.

In 1980, the company became a public company via an initial public offering.

In 1981 and early 1982, the company borrowed heavily to expand its fleet to 54 rigs.

However, in late 1982, the price of oil plunged and, to avoid bankruptcy, Blocker Energy restructured, giving 64% of the company to its banks in exchange for $240 million in debt forgiveness. By 1983, the company was only operating 6 rigs, although that number increased to 24 in 1984. By 1985, the worldwide employee count of the company was down to 500.

Richard Rainwater's BEC Ventures made an investment in the company in 1986 and chose Carl F. Thorne to run the company, which he did until his retirement 20 years later.

In 1987, the company changed its name to Energy Service Company (Ensco).

In 1990, in a transaction orchestrated by Rainwater, who owned 21% of the company, the company acquired Penrod, previously controlled by Ray Lee Hunt, which added 19 rigs to its fleet.

In 2010, the company moved its headquarters to London and became a UK-registered company.

In May 2011, the company acquired Pride International. The company closed its Dallas office and consolidated it into its Houston office.

In October 2017, the company acquired Atwood Oceanics for $860 million and became the largest owner of jackup fleets worldwide.

In 2019, the company merged with Rowan Companies and changed its name to Valaris plc.

In August 2020, the company filed for a prearranged bankruptcy. It emerged from bankruptcy in May 2021.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorEnergy industryEnergy employees3,800 countryBM

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.37B
2017-12-31 → 2025-12-31
EPS$13.86
2020-12-31 → 2025-12-31
Free Cash Flow$203M
2017-12-31 → 2025-12-31
Net margin44.0%
2018-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend VAL 5Y avg Peer Median Verdict
P/E (TTM) 5.95Y avg ≈11.8 ≈11.8 · ·
P/S (TTM) 2.55Y avg ≈1.9 ≈1.9 · ·
P/B (MRQ) 1.75Y avg ≈1.7 ≈1.7 · ·
EV / EBITDA 12.45Y avg ≈40.2 ≈40.2 · ·
Price / FCF (TTM) -225.45Y avg ≈-8.6 ≈-8.6 · ·
Price / Cash Flow (TTM) 15.25Y avg ≈11.3 ≈11.3 · ·
EV / Revenue 2.55Y avg ≈2.1 ≈2.1 · ·
EV / FCF 29.25Y avg ≈-10.6 ≈-10.6 · ·
Price / Tangible Book 1.75Y avg ≈1.7 ≈1.7 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 284.1%
Next Report Oct 27, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 28, 2026 $0.72 $0.42 71.8%
March 31, 2026 $-0.24 $-0.12 -95.3%
Dec. 31, 2025 $10.26 $0.63 1519.3%
Sept. 30, 2025 $2.65 $1.17 126.1%
June 30, 2025 $1.61 $1.27 26.5%
March 31, 2025 $1.93 $1.24 56.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 2025202420232022202120202019201820172016
Revenue $2.37B$2.36B$1.78B$1.60B·$1.43B$2.05B$1.71B$1.84B$2.78B
Cost of Revenue $1.63B$1.76B$1.54B$1.38B··$1.81B$1.32B$1.19B·
SG&A Expense $97M$116M$99M$81M·$215M$189M$103M$158M$101M
Operating Expenses $1.90B$2.00B$1.74B$1.59B·$1.47B$1.81B$1.32B$1.19B$1.85B
Operating Income $477M$352M$54M$37M·$-4.33B$-670M$-236M$-132M$929M
Interest Expense ·····$291M$428M$283M$224M$229M
Other Non-op $103M$17M$-2M$168M·$16M$1.01B$-35M$134M$283M
Pretax Income $552M$370M$84M$225M·$-5.12B$-64M$-539M$-196M$998M
Income Tax $-427M$400.0K$-783M$43M·$-259M$128M$90M$109M$108M
Net Income $983M$373M$865M$176M·$-4.86B$-198M$-640M$-304M$890M
EPS (Basic) $13.92$5.18$11.68$2.35·$-24.42····
EPS (Diluted) $13.86$5.12$11.51$2.33·$-24.42····
Shares (Basic) 70,600,00072,100,00074,100,00075,100,000·198,900,000····
Shares (Diluted) 70,900,00072,900,00075,200,00075,600,000199,600,000198,900,000····
EBITDA $477M$352M$54M$37M·$-4.32B$-668M$-236M$-132M$929M
Balance Sheet 29
Metric Trend 2025202420232022202120202019201820172016
Cash & Equivalents $599M$368M$620M$724M$609M$326M$97M$275M$445M$1.16B
Short-term Investments ····$0·$0$329M$440M$1.44B
Receivables $475M$571M$459M$449M$444M$449M$521M$345M$345M$361M
Inventory ····$0$279M$340M$268M$279M$225M
Prepaid Expense $145M$127M$177M$149M$23M$43M$14M$15M$14M$8M
Other Current Assets $145M$139M$177M$149M$118M$386M$446M$361M$381M$316M
Current Assets $1.23B$1.08B$1.27B$1.35B$1.21B$1.17B$1.06B$1.31B$1.61B$3.28B
PP&E (Net) $2.09B$1.93B$1.63B$977M$891M$10.96B$15.10B$12.62B$12.87B$10.92B
PP&E (Gross) $2.60B$2.31B$1.89B$1.13B$957M$13.21B$18.39B$15.52B$15.33B$12.99B
Accum. Depreciation $510M$376M$255M$157M$66M$2.25B$3.30B$2.90B$2.46B$2.07B
Intangibles ·····$2M$12M$2M$16M$300.0K
Other Non-current Assets $160M$149M$154M$117M$170M$176M$188M$98M$140M$176M
Total Assets $5.30B$4.42B$4.32B$2.86B$2.60B$12.87B$16.93B$14.02B$14.63B$14.37B
Accounts Payable $348M$328M$400M$256M$226M$176M$288M$210M$433M$146M
Current Liabilities $692M$680M$744M$504M$422M$427M$831M$528M$758M$854M
Capital Leases $37M$57M$49M$14M$12M$22M$52M$0··
Deferred Tax $30M$30M$30M$16M·$14M$99M$71M$18M$5M
Other Non-current Liabilities $326M$383M$472M$500M$558M$762M$867M$396M$387M$322M
Total Liabilities $2.13B$2.18B$2.33B$1.56B······
Long-term Debt ····$545M$0$6.05B$5.01B$4.75B$5.39B
Total Debt $1.09B$1.08B$1.08B$542M$545M$0$6.05B$5.01B$4.75B$5.27B
Common Stock ····$800.0K$0····
Paid-in Capital $1.13B$1.11B$1.12B$1.10B$1.08B$8.64B$8.63B$7.22B$7.20B$6.40B
Retained Earnings $2.38B$1.40B$1.03B$160M$-16M$-4.18B$672M$874M$1.53B$1.86B
Treasury Stock $425M$325M$200M$0$0$76M$77M$72M$69M$66M
AOCI $61M$34M$25M$15M$-9M$-88M$6M$18M$29M$19M
Stockholders' Equity $3.17B$2.24B$1.99B$1.29B$1.07B$4.37B$9.31B$8.09B$8.73B$8.25B
Liabilities + Equity $5.30B$4.42B$4.32B$2.86B$2.60B$12.87B$16.93B$14.02B$14.63B$14.37B
Shares Outstanding 69,200,00071,000,00072,400,00075,200,000······
Cash Flow 14
Metric Trend 2025202420232022202120202019201820172016
Stock-based Comp $25M$28M$27M$17M·$21M$37M$30M$34M$40M
Deferred Tax $-515M$6M$-786M$8M·$-106M$24M$57M$55M$29M
Operating Cash Flow $546M$355M$268M$127M·$-252M$-277M$-56M$259M$1.08B
CapEx $344M$455M$696M$207M·$94M$227M$427M$537M$322M
Investing Cash Flow $-206M$-452M$-666M$-17M·$-42M$1.05B$-305M··
Net Debt Issued $0$0$-572M$0·$-10M$-928M$-771M$-537M$-864M
Stock Repurchased $100M$126M$199M$0······
Net Stock Activity $-100M$-126M$-199M·······
Dividends Paid ·····$0$4M$18M$14M$12M
Financing Cash Flow $-104M$-158M$286M$-6M·$522M$-952M$188M$-570M$529M
Net Change in Cash $237M$-255M$-113M$104M·$229M$-178M$-170M$-714M$1.04B
Taxes Paid $62M$56M$-8M$6M·$48M····
Free Cash Flow $203M$-100M$-429M$-80M·$-346M$-504M$-482M$-277M$755M
Levered FCF ·····$-621M$-1.79B$-812M$-626M$551M
Profitability 7
Metric Trend 2025202420232022202120202019201820172016
Operating Margin 20.1%14.9%3.0%2.3%·-302.9%-32.5%-13.8%··
Net Margin 41.5%15.8%48.5%11.0%·-340.2%-9.6%-37.5%··
Pretax Margin 23.3%15.7%4.7%14.0%·-358.5%-3.1%-31.6%··
EBITDA Margin 20.1%14.9%3.0%2.3%·-302.9%-32.5%-13.8%··
ROA 20.2%8.5%24.1%6.5%·-32.6%-1.3%-4.5%-2.1%6.4%
ROE 36.4%17.7%52.8%14.9%·-71.0%-2.3%-7.6%-3.6%12.1%
ROIC 19.9%10.6%18.0%1.6%·-93.8%-13.1%-2.1%-1.5%6.1%
Liquidity & Solvency 5
Metric Trend 2025202420232022202120202019201820172016
Current Ratio 1.81.61.72.72.92.71.32.52.13.8
Quick Ratio 1.61.41.52.32.51.80.71.81.63.5
Debt / Equity 0.30.50.50.40.50.00.60.60.50.6
LT Debt / Equity 0.30.50.50.40.50.00.60.60.50.6
Interest Coverage ·····-14.9-1.6-0.8-0.64.1
Efficiency 3
Metric Trend 2025202420232022202120202019201820172016
Asset Turnover 0.50.50.50.6·0.10.10.1··
Inventory Turnover ······5.9···
Receivables Turnover 4.54.63.93.6·2.94.74.9··
Per Share 6
Metric Trend 2025202420232022202120202019201820172016
Book Value / Share $45.80$31.53$27.45·······
Revenue / Share $33.41$32.41$23.73$21.20······
Cash Flow / Share $7.70$4.88$3.56$1.69······
Cash / Share $8.66$5.19$8.57·······
Dividend Paid / Share ······$40000.00$0.16$0.04$0.04
EPS (TTM) $13.86$5.12$11.51$2.33·$-24.42$-16.88$-16.88$-16.88$-16.88
Growth Rates 7
Metric Trend 2025202420232022202120202019201820172016
Revenue YoY 0.27%32.4%11.3%·······
Revenue CAGR 3Y 13.9%·7.7%·······
Revenue CAGR 5Y 10.7%·········
EPS YoY 170.7%-55.5%394.0%·······
EPS CAGR 3Y 81.2%·········
Net Income YoY 163.2%-56.9%390.3%·······
Net Income CAGR 3Y 77.2%·········
Valuation (TTM) 16
Metric Trend 2025202420232022202120202019201820172016
Revenue TTM $2.37B$2.36B$1.78B$1.60B·$1.43B$2.05B$1.71B$1.84B$2.78B
Net Income TTM $983M$373M$865M$176M·$-4.86B$-198M$-640M$-304M$890M
Market Cap $3.49B$3.14B$4.96B·······
Enterprise Value $3.97B$3.86B$5.42B·······
P/E 3.68.66.029.0······
P/S 1.51.32.8·······
P/B 1.11.42.5·······
P / Tangible Book 1.11.42.5·······
P / Cash Flow 6.48.818.6·······
P / FCF 17.2-31.5-11.6·······
EV / EBITDA 8.310.9101.4·······
EV / FCF 19.6-38.7-12.7·······
EV / Revenue 1.71.63.0·······
Earnings Yield 27.5%11.6%16.8%3.5%······
Payout Ratio ·····0.00%-2.3%-2.8%-4.5%1.3%
Annual Payout ·····$0$4M$18M$14M$12M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.37B $2.36B $1.78B $1.60B ·
Operating Margin % 20.1% 14.9% 3.0% 2.3% ·
Net Income $983M $373M $865M $176M ·
Diluted EPS $13.86 $5.12 $11.51 $2.33 ·

Institutional owners (13F) 382 filers · $5.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 382
Value held $5.1B
New positions 45
Exited positions 62
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
45 (-60 vs prior Q) 62 (-5 vs prior Q) 103 (-2 vs prior Q) 146 (+19 vs prior Q) +147K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $596,289,479 8,213,354 11.65% Shares
VANGUARD GROUP INC $293,413,529 5,821,697 5.73% Shares
OAK HILL ADVISORS LP $283,559,773 3,905,782 5.54% Shares
DIMENSIONAL FUND ADVISORS LP $247,094,290 3,403,354 4.83% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $210,868,007 2,904,518 4.12% Shares
VANGUARD CAPITAL MANAGEMENT LLC $189,071,309 2,604,288 3.69% Shares
STATE STREET CORP $183,070,483 2,521,632 3.58% Shares
Lingotto Investment Management LLP $175,074,392 2,411,493 3.42% Shares
MORGAN STANLEY $164,392,991 2,264,366 3.21% Shares
GEODE CAPITAL MANAGEMENT, LLC $161,578,211 2,059,146 3.16% Shares
GOLDMAN SACHS GROUP INC $138,066,324 1,901,740 2.70% Shares
AMERICAN CENTURY COMPANIES INC $116,716,552 1,607,666 2.28% Shares
HBK INVESTMENTS L P $114,355,382 1,575,143 2.23% Shares
Goehring & Rozencwajg Associates, LLC $102,623,149 1,413,542 2.00% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $91,572,195 1,261,325 1.79% Shares
Condire Management, LP $77,464,926 1,067,010 1.51% Shares
MILLENNIUM MANAGEMENT LLC $77,233,985 1,063,829 1.51% Shares
AQR Arbitrage LLC $76,201,468 1,049,607 1.49% Shares
VAN ECK ASSOCIATES CORP $73,557,812 1,013,193 1.44% Shares
ANTIPODES PARTNERS Ltd $72,342,270 996,450 1.41% Shares
WHITEBOX ADVISORS LLC $61,760,530 850,696 1.21% Shares
UBS Group AG $60,775,492 837,128 1.19% Shares
BANK OF AMERICA CORP /DE/ $58,019,379 799,165 1.13% Shares
NORTHERN TRUST CORP $57,863,507 797,018 1.13% Shares
CITIGROUP INC $57,320,386 789,537 1.12% Shares
NORGES BANK $51,325,369 706,961 1.00% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $47,546,974 654,917 0.93% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $47,407,800 653,000 0.93% Call option
W1M Investment Management Ltd $46,995,530 963,912 0.92% Shares
CITADEL ADVISORS LLC $38,555,900 531,073 0.75% Shares
THIRD AVENUE MANAGEMENT LLC $37,484,324 516,313 0.73% Shares
Capula Management Ltd $37,091,195 510,898 0.72% Shares
Man Group plc $36,477,870 502,450 0.71% Shares
Magnetar Financial LLC $35,865,126 494,010 0.70% Shares
JPMORGAN CHASE & CO $35,386,546 472,165 0.69% Shares
ALPINE ASSOCIATES MANAGEMENT INC. $34,147,337 470,349 0.67% Shares
Verition Fund Management LLC $33,319,697 458,949 0.65% Shares
Bank of New York Mellon Corp $33,218,266 457,552 0.65% Shares
Balyasny Asset Management L.P. $33,139,069 456,461 0.65% Shares
VANGUARD FIDUCIARY TRUST CO $30,768,533 423,809 0.60% Shares
D. E. Shaw & Co., Inc. $28,821,910 396,996 0.56% Shares
EDMOND DE ROTHSCHILD HOLDING S.A. $23,595,000 325,000 0.46% Shares
Invesco Ltd. $23,415,533 322,528 0.46% Shares
Bridgewater Associates, LP $23,356,364 321,713 0.46% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $21,293,580 293,300 0.42% Put option
JANE STREET GROUP, LLC $20,727,300 285,500 0.40% Call option
Hosking Partners LLP $18,524,616 255,160 0.36% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $17,424,000 240,000 0.34% Shares
Squarepoint Ops LLC $17,311,107 238,445 0.34% Shares
TORONTO DOMINION BANK $17,061,839 235,012 0.33% Shares

Show all 382 institutional owners →

Activists & 5%+ owners 6 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
OAK HILL ADVISORS LP ×3 filings Aug. 12, 2026 4.38% Amendment · SEC
Famatown Finance Limited, Greenwich Holdings Limited, C.K. Limited ×8 filings Feb. 11, 2026 11.23% Amendment · SEC
Oak Hill Advisors, L.P. ×2 filings Aug. 9, 2023 · Initial filing · SEC
Luminus Management, LLC, Luminus Energy Partners Master Fund, Ltd., Jonathan Barrett ×9 filings Sept. 15, 2020 · Initial filing · SEC
Undisclosed reporting person May 21, 2002 · Initial filing M&A / sale SEC
Richard E. Rainwater, Rainwater, Inc. July 27, 2001 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 71 insiders · 34 officers · 32 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Anton Dibowitz President & CEO April 7, 2026 F 254,607 0 0 $0
Thomas Peter Burke President and CEO July 19, 2021 A 115,047 0 0 $0
Christopher T Weber SVP - CFO April 7, 2026 F 62,433 0 0 $0
Darin Gibbins Interim CFO and VP July 19, 2022 F 19,495 0 0 $0
Jonathan Baksht Executive Vice President & CFO July 19, 2021 A 43,695 0 0 $0
Gilles Luca SVP - COO April 7, 2026 F 83,551 0 0 $0
Patrick Carey Lowe EVP & Chief Operating Officer May 2, 2019 F 133,098 0 0 $0
John Mark Burns Executive Vice President & COO Sept. 4, 2015 F 172,803 0 0 $0
William S Chadwick JR Executive Vice President & COO Aug. 31, 2012 F 153,969 0 0 $0
Melissa Barron Controller July 3, 2026 F 17,742 0 0 $0
Matthew Lyne SVP - CCO April 7, 2026 F 33,652 0 0 $0
Davor Vudakin SVP & General Counsel April 7, 2026 F 19,707 0 0 $0
Colleen Grable VP - Controller Aug. 9, 2023 S 15,074 0 0 $0
Alan Quintero SVP-Business Development July 19, 2021 A 29,424 0 0 $0
Michael Mcguinty SVP-General Counsel/Secretary April 30, 2021 J 0 0 0 $0
Tommy Darby Vice President - Finance May 17, 2020 D 3,730 0 0 $0
Carl Trowell Executive Chairman March 6, 2020 F 225,402 0 0 $0
Steven Joseph Brady Sr. VP - Eastern Hemisphere March 6, 2019 F 304,729 0 0 $0
John Stokes Knowlton Sr. Vice President - Technical March 6, 2019 F 289,516 0 0 $0
Robert W Edwards III Vice President - Finance June 1, 2017 M 28,532 0 0 $0
David Ethan Hensel Sr. Vice President - Marketing Nov. 8, 2015 F 71,670 0 0 $0
Brady K Long VP - General Counsel/Secretary Feb. 23, 2015 A 50,738 0 0 $0
Kevin C Robert Sr. Vice President - Marketing Jan. 10, 2014 · 0 0 $0
Douglas John Manko Controller Sept. 16, 2012 F 19,252 0 0 $0
Sean Patrick O'Neill Vice President May 2, 2011 D 23,854 0 0 $0
Michael Brian Howe Treasurer May 2, 2011 D 24,302 0 0 $0
Cary A Moomjian JR Vice President and Secretary March 24, 2011 S 51,003 0 0 $0
Michael Kent Wiley Vice President - HR & Security March 21, 2011 M 40,363 0 0 $0
David A Armour Vice President - Finance March 1, 2011 A 34,507 0 0 $0
Herman E Malone JR Vice President Feb. 7, 2011 A 43,356 0 0 $0
Phillip J Saile Senior Vice President July 31, 2009 I 5,379 0 0 $0
Richard A Leblanc Vice President June 1, 2009 F 6,301 0 0 $0
Robert O Isaac Assistant Secretary March 23, 2007 M 17,617 0 0 $0
Jon C Cole Senior Vice President Aug. 17, 2004 A · 0 0 $0
Kristian Johansen Director June 10, 2026 M 9,548 0 0 $0
Catherine Hughes Director June 10, 2026 F 15,448 0 0 $0
Joseph Goldschmid Director June 10, 2026 A 38,560 0 0 $0
Elizabeth Leykum Director June 10, 2026 A 43,019 0 0 $0
Dick Fagerstal Director June 10, 2026 A 28,017 0 0 $0
Deepak Munganahalli Director June 15, 2024 F 27,739 0 0 $0
Gunnar W. Eliassen Director June 9, 2022 A 9,068 0 0 $0
Georges J. Lambert Director April 30, 2021 J · 0 0 $0
Mary Francis Director April 30, 2021 J 15,386 0 0 $0
William E Albrecht Director April 30, 2021 J 0 0 0 $0
Thierry Pilenko Director April 30, 2021 J 687 0 0 $0
Charles L Szews Director April 30, 2021 J 38,751 0 0 $0
Paul E Rowsey III Director April 30, 2021 J 57,426 0 0 $0
Adam Weitzman Director Aug. 28, 2020 S 12,750,000 0 0 $0
Keith O Rattie Director June 15, 2020 D 42,880 0 0 $0
Christopher C Gaut Director Nov. 12, 2019 M 47,411 0 0 $0
James Roderick Clark Director Nov. 12, 2019 M 46,185 0 0 $0
Jack E Golden Director April 11, 2019 M 28,768 0 0 $0
Roxanne J Decyk Director April 11, 2019 M 18,193 0 0 $0
WEDEMEYER PHIL D Director April 11, 2019 M 26,620 0 0 $0
Francis S Kalman Director April 11, 2019 M 28,630 0 0 $0
Gerald W Haddock Director April 11, 2019 M 30,453 0 0 $0
Daniel Wayne Rabun Director May 11, 2015 F 162,580 0 0 $0
David A B Brown Director May 19, 2014 M 15,318 0 0 $0
Thomas L Kelly II Director May 20, 2013 M 45,438 0 0 $0
Rita M Rodriguez Director May 20, 2013 M 21,318 0 0 $0
David M Carmichael Director May 25, 2010 J 12,320 0 0 $0
Joel V Staff Director May 23, 2008 M 6,887 0 0 $0
Morton H Meyerson Director May 23, 2008 M 30,000 0 0 $0
Oak Hill Advisors, L.P. 10% owner Aug. 7, 2023 S 4,766,016 0 0 $0
James W Swent III · June 13, 2024 A 31,147 0 0 $0
Frederick Arnold · April 30, 2021 J · 0 0 $0
Suzanne P Nimocks · April 30, 2021 J 20,457 0 0 $0
Ramon Yi · Oct. 27, 2008 F 15,965 0 0 $0
Paul Mars · July 3, 2008 J 46,331 0 0 $0
Charles A Mills · June 30, 2008 J 21,725 0 0 $0
Carl F Thorne · May 22, 2007 A 781,639 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 72 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EZA · iShares, Inc. 4.50% 286,941 SH Sept. 11, 2026 Daily
IEZ · iShares Trust 2.83% 124,919 SH Sept. 11, 2026 Daily
RFG · Invesco Exchange-Traded Fund Trust 1.68% 70,825 SH Oct. 1, 2026 Daily
GRPM · Invesco Exchange-Traded Fund Trust 1.61% 100,870 SH Oct. 1, 2026 Daily
PICK · iShares, Inc. 1.40% 403,546 SH Sept. 11, 2026 Daily
PXH · Invesco Exchange-Traded Fund Trust … 0.52% 135,423 SH Oct. 1, 2026 Daily
LDEM · iShares Trust 0.50% 1,883 SH Sept. 11, 2026 Daily
ESGE · iShares, Inc. 0.45% 356,725 SH Sept. 11, 2026 Daily
EMXF · iShares Trust 0.41% 7,604 SH Sept. 11, 2026 Daily
DFSV · Dimensional ETF Trust 0.26% 264,754 NS July 31, 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.24% 63,549 SH Aug. 19, 2026 Daily
EMXC · iShares, Inc. 0.24% 677,775 SH Sept. 11, 2026 Daily
VDE · VANGUARD WORLD FUND 0.23% 343,464 SH Aug. 19, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.22% 41,534 SH Aug. 19, 2026 Daily
DFAT · Dimensional ETF Trust 0.22% 395,988 NS July 31, 2026 N-PORT
CCNR · Financial Investors Trust 0.20% 10,678 NS July 31, 2026 N-PORT
EEM · iShares, Inc. 0.19% 669,929 SH Sept. 11, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.18% 62,080 SH Oct. 1, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.17% 8,718 SH Oct. 1, 2026 Daily
IEMG · iShares, Inc. 0.17% 3,033,387 SH Sept. 11, 2026 Daily
IWM · iShares Trust 0.16% 1,471,663 SH Sept. 11, 2026 Daily
ISCG · iShares Trust 0.16% 17,922 SH Sept. 11, 2026 Daily
RSSL · Global X Funds 0.15% 27,554 NS July 31, 2026 N-PORT
VWO · VANGUARD INTERNATIONAL EQUITY INDEX… 0.14% 3,667,320 SH Aug. 19, 2026 Daily
IGE · iShares Trust 0.13% 12,536 SH Sept. 11, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.13% 103,908 SH Aug. 19, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.13% 331,208 SH Aug. 19, 2026 Daily
DFAS · Dimensional ETF Trust 0.12% 232,328 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.11% 734,801 SH Aug. 19, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.11% 945 NS July 31, 2026 N-PORT
EMGF · iShares, Inc. 0.10% 22,328 SH Sept. 11, 2026 Daily
VYMI · VANGUARD WHITEHALL FUNDS 0.09% 280,109 SH Aug. 19, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.08% 13,167 SH Oct. 1, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.07% 2,507 SH Oct. 1, 2026 Daily
ACWX · iShares Trust 0.06% 87,628 SH Sept. 11, 2026 Daily
ESML · iShares Trust 0.06% 19,726 SH Sept. 11, 2026 Daily
IWO · iShares Trust 0.06% 93,737 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.05% 368,181 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.05% 739,453 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.05% 1,270,789 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.05% 53,147 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.04% 3,419 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.04% 3,890,198 SH Aug. 19, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.04% 618,537 SH Aug. 19, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS 0.04% 10,534 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.04% 2,617 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 147,502 NS July 31, 2026 N-PORT
ACWI · iShares Trust 0.02% 79,585 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 274,013 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.02% 7,639 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.02% 58,024 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.01% 3,397 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 16,307 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 1,759,664 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 4,731 SH Aug. 19, 2026 Daily
DFUV · Dimensional ETF Trust 0.01% 19,547 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.01% 84,358 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 16,145 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 17,638 NS July 31, 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0.00% 172,000 SH Sept. 9, 2026 Daily
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VSDB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
IJH · iShares Trust · 2,259,925 SH Sept. 11, 2026 Daily
IJK · iShares Trust · 373,144 SH Sept. 11, 2026 Daily
IWN · iShares Trust · 448,031 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 8,721 SH Sept. 8, 2026 Daily
SVAL · iShares Trust · 5,966 SH Sept. 3, 2026 Daily
ISCB · iShares Trust · 2,540 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 12,744 SH Sept. 11, 2026 Daily

VAL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 18 analysts HOLD
Median target $60.00 -23.5%
0 0.0% Strong Buy
0 0.0% Buy
12 66.7% Hold
5 27.8% Sell
1 5.6% Strong Sell

12-Month Price Target

7 analysts · 2026-09-30

Mean target $67.43 -14.0%

Now Current price $78.39
Low$45.00 Mean$67.43 High$99.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
VAL $3.49B 3.6 0.27% 41.5% 36.4% ·
SDRL · -58.6 3.8% -5.4% -2.7% ·
SDRL · -58.6 3.8% -5.4% -2.7% ·
NBR · 3.1 8.7% 9.0% 79.0% ·
BORR $1.24B 23.7 · 4.4% 4.1% ·

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25
BLUECHIP_DIP Stopped out Sep 9
risk 1 reward 5.00
entry $87.42 R:R 5.00

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

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Source: SEC 10-Q filed Aug 6, 2026