Halliburton Shares Owned by Institutions
| HAL Stock | USD 40.79 0.19 0.46% |
Halliburton fundamentals help investors to digest information that contributes to Halliburton's financial success or failures. It also enables traders to predict the movement of Halliburton Stock. The fundamental analysis module provides a way to measure Halliburton's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Halliburton stock.
Halliburton | Shares Owned by Institutions |
Halliburton Shares Owned by Institutions Analysis
Halliburton's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
More About Shares Owned by Institutions | All Equity Analysis
| 2020 | 2021 | 2022 | 2023 (projected) | Enterprise Value | 25.41 B | 28.14 B | 42.71 B | 38.74 B | Average Equity | 5.55 B | 5.75 B | 7.43 B | 8.35 B |
Shares Held by Institutions | = | Funds and Banks | + | Firms |
Current Halliburton Shares Owned by Institutions | 86.78 % |
Most of Halliburton's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Halliburton is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Halliburton Shares Owned by Institutions Driver Correlations
Understanding the fundamental principles of building solid financial models for Halliburton is extremely important. It helps to project a fair market value of Halliburton Stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since Halliburton's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Halliburton's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Halliburton's interrelated accounts and indicators.
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Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
| Competition |
Based on the latest financial disclosure, 86% of Halliburton are shares owned by institutions. This is 127.83% higher than that of the Energy Equipment & Services sector and 36.49% higher than that of the Energy industry. The shares owned by institutions for all United States stocks is 121.32% lower than that of the firm.
Halliburton Shares Owned by Institutions Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Halliburton's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Halliburton could also be used in its relative valuation, which is a method of valuing Halliburton by comparing valuation metrics of similar companies.Halliburton is currently under evaluation in shares owned by institutions category among related companies.
Halliburton Current Valuation Drivers
We derive many important indicators used in calculating different scores of Halliburton from analyzing Halliburton's financial statements. These drivers represent accounts that assess Halliburton's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Halliburton's important valuation drivers and their relationship over time.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 (projected) | ||
| Net Income Per Employee | 27.6 K | (20.56 K) | (73.42 K) | 36.42 K | 34.93 K | 37.69 K | |
| Revenue Per Employee | 399.92 K | 407.42 K | 360.14 K | 382.38 K | 451.04 K | 396.53 K | |
| Average Assets | 25.67 B | 26.51 B | 21.57 B | 21.21 B | 22.58 B | 22.94 B | |
| Earnings Before Interest Taxes and Depreciation Amortization EBITDA | 3.97 B | 1.07 B | (1.66 B) | 2.61 B | 3.4 B | 2.79 B | |
| Earnings Before Interest Taxes and Depreciation Amortization USD | 3.97 B | 1.07 B | (1.66 B) | 2.61 B | 3.4 B | 2.79 B | |
| Earnings before Tax | 1.81 B | (1.12 B) | (3.22 B) | 1.24 B | 2.09 B | 2.25 B | |
| Average Equity | 8.93 B | 9.22 B | 5.55 B | 5.75 B | 7.43 B | 8.35 B | |
| Enterprise Value | 31.69 B | 31.19 B | 25.41 B | 28.14 B | 42.71 B | 38.74 B | |
| Free Cash Flow | 1.35 B | 1.1 B | 1.44 B | 1.46 B | 1.43 B | 1.28 B | |
| Invested Capital | 26.66 B | 26.78 B | 21.73 B | 22.34 B | 21.68 B | 22.45 B | |
| Invested Capital Average | 26.45 B | 28.51 B | 23.25 B | 21.91 B | 21.95 B | 22.47 B | |
| Market Capitalization | 23.29 B | 21.48 B | 16.71 B | 20.47 B | 35.73 B | 32 B | |
| Tangible Asset Value | 23.16 B | 22.57 B | 17.88 B | 19.48 B | 20.43 B | 20.98 B | |
| Working Capital | 6.35 B | 6.33 B | 5.05 B | 5.64 B | 5.61 B | 6.13 B |
Halliburton ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Halliburton's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Halliburton's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Halliburton Institutional Holders
Institutional Holdings refers to the ownership stake in Halliburton that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Halliburton's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Halliburton's value.| Last Transaction | Type | Shares | Value | Vanguard Group Inc | 2023-06-30 | Common Shares | 99.2 M | 3.3 B | State Street Corp | 2023-06-30 | Common Shares | 57.2 M | 1.9 B | Sanders Capital Llc | 2023-06-30 | Common Shares | 22.7 M | 749.3 M | Morgan Stanley | 2023-06-30 | Common Shares | 18.9 M | 623.3 M | Norges Bank | 2022-12-31 | Common Shares | 11.6 M | 457.2 M | Wellington Management Group Llp | 2023-06-30 | Common Shares | 10.8 M | 356.1 M | Northern Trust Corp | 2023-06-30 | Common Shares | 8.9 M | 294.8 M | Van Eck Associates Corp | 2023-06-30 | Common Shares | 8.4 M | 278.2 M | Price T Rowe Associates Inc | 2023-06-30 | Common Shares | 7.6 M | 250.5 M | Pzena Investment Management Llc | 2023-06-30 | Common Shares | 7.4 M | 244.4 M | Legal General Group Plc | 2023-06-30 | Common Shares | 6.7 M | 219.8 M |
Halliburton Fundamentals
| Return On Equity | 0.31 | |||
| Return On Asset | 0.11 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 43.63 B | |||
| Shares Outstanding | 898.55 M | |||
| Shares Owned by Insiders | 0.37 % | |||
| Shares Owned by Institutions | 86.78 % | |||
| Number of Shares Shorted | 22.35 M | |||
| Price to Earning | 18.84 X | |||
| Price to Book | 4.36 X | |||
| Price to Sales | 1.75 X | |||
| Revenue | 20.3 B | |||
| Gross Profit | 3.24 B | |||
| EBITDA | 3.42 B | |||
| Net Income | 1.59 B | |||
| Cash and Equivalents | 2.35 B | |||
| Cash per Share | 2.18 X | |||
| Total Debt | 8.94 B | |||
| Debt to Equity | 1.17 % | |||
| Current Ratio | 2.10 X | |||
| Book Value Per Share | 9.68 X | |||
| Cash Flow from Operations | 2.24 B | |||
| Short Ratio | 3.42 X | |||
| Earnings Per Share | 2.71 X | |||
| Price to Earnings To Growth | 0.93 X | |||
| Target Price | 47.42 | |||
| Number of Employees | 47 K | |||
| Beta | 2.19 | |||
| Market Capitalization | 36.51 B | |||
| Total Asset | 23.25 B | |||
| Retained Earnings | 10.57 B | |||
| Working Capital | 5.61 B | |||
| Current Asset | 5.56 B | |||
| Current Liabilities | 3.27 B | |||
| Z Score | 4.73 | |||
| Annual Yield | 0.0157 % | |||
| Five Year Return | 2.29 % | |||
| Net Asset | 23.25 B | |||
| Last Dividend Paid | 0.56 |
About Halliburton Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Halliburton's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Halliburton using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Halliburton based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Halliburton Company provides products and services to the energy industry worldwide. Halliburton Company was founded in 1919 and is based in Houston, Texas. Halliburton operates under Oil Gas Equipment Services classification in the United States and is traded on New York Stock Exchange. It employs 40000 people.
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Check out Halliburton Piotroski F Score and Halliburton Altman Z Score analysis. For more information on how to buy Halliburton Stock please use our How to buy in Halliburton Stock guide. Note that the Halliburton information on this page should be used as a complementary analysis to other Halliburton's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Complementary Tools for Halliburton Stock analysis
When running Halliburton's price analysis, check to measure Halliburton's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Halliburton is operating at the current time. Most of Halliburton's value examination focuses on studying past and present price action to predict the probability of Halliburton's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Halliburton's price. Additionally, you may evaluate how the addition of Halliburton to your portfolios can decrease your overall portfolio volatility.
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Is Halliburton's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Halliburton. If investors know Halliburton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Halliburton listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 4.642 | Dividend Share 0.56 | Earnings Share 2.71 | Revenue Per Share 24.794 | Quarterly Revenue Growth 0.143 |
The market value of Halliburton is measured differently than its book value, which is the value of Halliburton that is recorded on the company's balance sheet. Investors also form their own opinion of Halliburton's value that differs from its market value or its book value, called intrinsic value, which is Halliburton's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Halliburton's market value can be influenced by many factors that don't directly affect Halliburton's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Halliburton's value and its price as these two are different measures arrived at by different means. Investors typically determine if Halliburton is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Halliburton's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.