HAL at a glance
Halliburton (HAL, SEC CIK 45012) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as September 30, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Halliburton (HAL) reported revenue of $22.2 billion (down 3.3% from FY2024) and net income of $1.3 billion.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Halliburton (HAL) shares worth $12.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Carre Eric on August 31, 2026 of 24,777 shares at $37.50 per share.
- In the last 90 days, HAL insiders reported 0 open-market purchases ($0) and 4 open-market sales ($7.7M) on Form 4, a net sale of $7.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $22.2B
- −3.3% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$7.7M
- 13F holders
- 49 funds
- $12.5B · +1 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Management Discussion & Analysis
- Revenue and profitability data not disclosed in the provided MD&A excerpt
- Forward-looking statements emphasize inherent risks; no specific guidance or quantitative outlook provided
Business Overview
- Core business: Provider of oilfield services and products supporting exploration, development, and production of oil and natural gas
- Highlight on new Zeus electric fracturing systems with increased focus on sourcing electric power and infrastructure support
- Strategic shift toward integrated project management under long-term fixed-price contracts, assuming additional cost and operational risks
- Risk impact from recent U.S. trade policy changes including 10% baseline tariffs and unpredictable reciprocal tariffs from August 2025
- Emphasis on increasing risks from climate change-related severe weather and regulatory environment on hydraulic fracturing operations
AI summary of the HAL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Forward-looking disclaimer only; no quarterly revenue figures disclosed
- No profitability, margin, segment, or product-line results provided
- Management provided no near-term outlook, guidance update, or quantified headwind beyond general risk warnings
AI summary of the HAL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Maurice S. Smith elected Lead Independent Director effective September 15, 2026
- Robert A. Malone remains a Halliburton director after relinquishing the lead independent role
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026
- Press release and conference call include non-GAAP performance measures
Item 8.01: Other Events
- Director Abdulaziz F. Al Khayyal died June 24, 2026, creating a Halliburton board vacancy
- Board service since 2014; membership on Audit and Health, Safety and Environment committees
AI summaries of HAL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HAL
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- Fund moves. Which tracked funds opened, added or cut HAL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Smith Maurice S | A | Sep 30, 2026 | 1,162.045 | - |
| Carre Eric | Sell | Aug 31, 2026 | 24,777 | $37.50 |
| Slocum Jeffrey Shannon | Sell | Aug 19, 2026 | 52,572 | $35.09 |
| Miller Jeffrey Allen | Sell | Aug 18, 2026 | 124,483 | $35.00 |
| Slocum Jeffrey Shannon | Sell | Aug 18, 2026 | 16,121 | $35.08 |
| Smith Maurice S | A | Jun 30, 2026 | 1,079.638 | - |
| Carre Eric | Sell | Jun 18, 2026 | 24,778 | $35.89 |
| Beckwith Van H. | Sell | May 15, 2026 | 198,349 | $41.29 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $23.0B | $22.9B | $22.2B | |
| Operating Income | $4.1B | $3.8B | $2.3B | |
| Net Income | $2.6B | $2.5B | $1.3B | |
| Op. Margin | 17.7% | 16.7% | 10.2% | |
| Net Margin | 11.5% | 10.9% | 5.8% | |
| Balance Sheet | ||||
| Total Assets | $24.7B | $25.6B | $25.0B | |
| Equity | $9.4B | $10.5B | $10.5B | |
| ROE | 28.1% | 23.8% | 12.3% | |
| Cash Flow | ||||
| Operating CF | $3.5B | $3.9B | $2.9B | |
Source: XBRL data in Halliburton (HAL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HAL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $12.51B |
| Q1 2026 | 48 | $13.29B |
| Q4 2025 | 45 | $9.41B |
| Q3 2025 | 48 | $8.74B |
| Q2 2025 | 44 | $7.49B |
| Q1 2025 | 41 | $7.02B |
| Q4 2024 | 38 | $6.27B |
| Q3 2024 | 36 | $3.45B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 349 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HAL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 30, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-Q | Jul 24, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jun 30, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 6, 2026 | - | - | |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 24, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 30, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 17, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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HAL SEC filings: frequently asked questions
Are HAL insiders buying or selling?
In the last 90 days, Halliburton (HAL) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $7.7 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HAL stock?
As of June 30, 2026, the largest Halliburton (HAL) holders among the 13F filers tracked by SignalX were BlackRock ($2.8 billion), State Street Corp ($1.9 billion), Vanguard Capital Management LLC ($1.8 billion), Vanguard Portfolio Management LLC ($1.4 billion), Morgan Stanley ($565.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HAL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Halliburton (HAL) reported revenue of $22.2 billion (down 3.3% from FY2024) and net income of $1.3 billion. The figures come from the XBRL data in the 10-K.
What did HAL report in its latest 8-K?
Halliburton (HAL) filed an 8-K on September 16, 2026 reporting Item 8.01 (Other Events). Maurice S. Smith elected Lead Independent Director effective September 15, 2026.
What are the latest HAL SEC filings?
Halliburton (HAL) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 24, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on September 30, 2026.
What is HAL's SEC CIK number?
Halliburton (HAL)'s SEC Central Index Key (CIK) is 45012. EDGAR lists every HAL filing under that number.
Ask anything about HAL
The research agent reads HAL's filings, financials, insider trades and 13F holders, then answers with sources.