HAL Halliburton Company
XNYS
33.99
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
HAL
$33.99
—
Key stats
$33.99
Pre-market
$34.40
+1.21%
- 52-Week Range
- $24.92 – $43.59
- YTD
- +14.83%
- IV Rank (30D)
- 18.94
- Straddle Price
- $2.67
- P/C Vol Ratio
- 0.17
- Market Cap
- $28.0B
- Open
- $33.51
- Day Range
- $33.28 – $34.02
- Volume
- 12,082,209
- Prev Close
- $33.59
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.84 |
| Cost of Equity (CAPM) | 9.36% (VRP-adj) |
| WACC | 8.53% |
| Volatility Risk Premium | +18.2pp (IV − HV30) |
| Effective Tax Rate | 22.8% |
| Rev. Growth (YoY, DCF input) | +2.0% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.02 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $1.7B |
| Return on Equity (TTM) | 14.5% |
| Book / Price | 38.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 15.1% |
| FCF Margin (TTM) | 7.7% |
| Debt / Equity | 0.64 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +5.8% (reverse-DCF on current price) |
| SMA 50 | $34.13 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $32.63 |
| Bollinger Width / SMA20 | 23.3% (drives anchor stability) |
| Net Debt | $5.0B |
| Market Cap | $29B |
Peers used for multiples: COP, CVX, NE, PSX, SLB, VLO, XOM
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
36%
20-Day Fair Value
≈ by Nov 20, 2026
$34.03
α +0.1%
rank 14%
conviction
8%
40-Day Fair Value
≈ by Dec 21, 2026
$34.30
α +0.9%
rank 11%
conviction
28%
60-Day Fair Value
≈ by Jan 19, 2027
$34.33
α +1.0%
rank 18%
conviction
36%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $28.04 | 19% | |
| DDM (Gordon) | $9.47 | 15% | |
| Peer P/E | $41.68 | 6% | median 21.5× · 7 peers |
| Peer EV/EBITDA | $42.09 | 6% | median 9.7× · 7 peers |
| Peer P/B | $35.05 | 6% | median 2.7× · 7 peers |
| Peer P/S | $55.11 | 6% | median 2.0× · 7 peers |
| Market Anchor (SMA50) | $34.13 | 23% | stability 61% (BB-width) |
| Options Expected (B-L 30d) | $34.08 | 19% | 25 strikes · skew +1.06 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- OIL & GAS FIELD SERVICES, NEC (1389) · industry map
- Exchange
- XNYS
- Market Cap
- $28.0B
- Employees
- 46,000
- List Date
- 1948-09-15
- CIK
- 0000045012
- Headquarters
- Houston, TX
- Homepage
- https://www.halliburton.com
Halliburton is North America's largest oilfield-services company as measured by market share. Despite industry fragmentation, it holds a leading position in the hydraulic fracturing and completions market, which makes up nearly half of its revenue. It also holds strong positions in other service offerings like drilling and completions fluids, which leverages its expertise in material science, as well as the directional drilling market. While we consider SLB the global leader in reservoir evaluation, we think Halliburton leads in any activity from the reservoir to the wellbore. Halliburton's in…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -6.37% | 28.14% | 9.45% | -1.30% | -6.17% | 13.24% | 6.17% |
| Feb | 22.23% | 6.89% | -11.29% | -1.02% | 3.37% | 9.66% | 4.97% |
| Mar | -6.74% | 17.94% | -15.65% | 10.61% | 1.44% | 8.40% | 2.67% |
| Apr | -10.77% | -7.67% | -3.96% | -6.16% | -22.43% | 11.32% | -6.61% |
| May | 8.66% | 12.63% | -11.98% | 1.02% | -1.71% | -6.75% | 0.31% |
| Jun | -0.94% | -24.25% | 9.97% | -2.76% | 1.85% | -13.72% | -4.98% |
| Jul | -13.11% | -6.78% | 16.21% | 3.74% | 5.61% | -2.61% | 0.51% |
| Aug | -0.89% | 6.88% | -1.66% | -6.47% | 5.23% | 15.55% | 3.11% |
| Sep | 9.80% | -14.93% | 1.73% | -2.68% | 8.42% | -13.59% | -1.88% |
| Oct | 12.16% | 38.06% | -1.08% | -7.32% | 7.79% | 6.62%* | 9.37% |
| Nov | -15.60% | 3.81% | -6.06% | 15.10% | -3.53% | -- | -1.26% |
| Dec | 8.13% | 3.85% | -4.14% | -13.85% | 6.12% | -- | 0.02% |
| Total | -0.78% | 60.53% | -21.15% | -13.56% | 1.59% | 25.00% | 8.60% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $32.63
SMA 50: $34.13
SMA 200: $35.72
Current: $33.99
EMA 12: $33.11
EMA 26: $33.25
MACD: -0.1319 | Signal: 0.2518
BEARISH
ADX (14): 21.15
WEAK TREND
+DI: 20.21
−DI: 23.45
Momentum Oscillators
RSI (14): 56.86
NEUTRAL
Stoch %K: 86.45
Stoch %D: 84.37
Williams %R: -1.34
Volume & Volatility
BB Upper: $33.87
BB Lower: $31.39
OVERBOUGHT
OBV: 102,043,207
Vol SMA 20: 9,885,547
Vol ROC: 7.50%
ATR: $0.87
True Range: $0.74
HV 20: 24.3%
HV 30: 26.0%
HV 60: 29.1%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: HAL
Executive Summary: BULLISH (confidence level: 7/10)
Key Drivers: Strong recent news sentiment, technical momentum indicators aligning with fundamental trends.
Primary Risks: Low volatility and market correlation may lead to underperformance relative to the sector. Options market indicates a potential $3.08 move by expiration, but this could be tempered if the stock experiences mean reversion.
Investment Thesis: HAL is poised for continued growth as recent news highlights its strong fundamentals and technical momentum indicators confirm the uptrend. While there are some risks, such as low volatility and market correlation, the overall bullish sentiment outweighs these concerns.
Recent News Sentiment Impact: Positive sentiment from news headlines 3, 5, and 6 has contributed to the stock's upward trajectory.
Technical Analysis:
Trend Direction: Short-term (1-4 weeks): Bullish; Medium-term (1-3 months): Bullish; Long-term (3-12 months): Bullish
Support/Resistance Levels: SMA 20: $35.43 SMA 50: $38.71 SMA 200: $32.98 Upper Bollinger Band: $39.83
Momentum Signals: RSI (14): Neutral (38.73) MACD: Bearish (-1.47 / Signal: 0.07 / Histogram: -1.54)
Volume Analysis: Volume is declining, indicating a potential mean reversion. On-Balance Volume (OBV) is rising, supporting the bullish trend.
Risk & Volatility Assessment:
Beta Interpretation: Low risk relative to market (beta: 0.36).
Volatility Regime: Low volatility - stock moves less than market.
Options Market Signals: IV Rank: Low; Current IV: 57.8% (reflecting historically low volatility); Expected Move: $3.08 (29 DTE), 7-DTE: $1.48.
Downside Protection: Support levels include SMA 20 and SMA 50, while the Bollinger Bands indicate a neutral to bearish momentum signal.
Market Context & Positioning:
Sector Performance: HAL is outperforming its sector peers.
Institutional Activity: Moderate institutional interest, as seen in rising volume flow.
Correlation Analysis: Low correlation with the market (R-squared interpretation).
Relative Valuation: HAL is positioned near the upper end of its trading range, indicating potential mean reversion.
Key Levels & Action Items:
Critical Price Levels: SMA 20 ($35.43) and SMA 50 ($38.71) serve as support levels. Breakout/Breakdown Levels: Upper Bollinger Band ($39.83) represents a potential resistance level. Time-Sensitive Catalysts: No immediate catalysts; medium-term focus on earnings announcements.
Risk Management: Stop-loss levels should be set near SMA 20 and SMA 50 to limit potential losses. Position sizing should consider the low volatility and market correlation.
This comprehensive analysis provides an objective assessment of HAL's stock performance, highlighting both bullish and bearish cases. The report references actual numbers from technical indicators, recent news headlines, and risk metrics to inform investment decisions.
Generated
News
All HAL news →
Structural cost cuts and Venezuela re-entry are poised to drive half of the margin expansion in 2027, independent of North American fracturing recovery.
International growth offsets North America pressure pumping declines.
Halliburton Co. is predicting years of growth for oil field service work as nations replenish crude reserves and the Middle East rebuilds infrastructure damaged in the Iran war.
The Houston oil-services company posted a third-quarter profit of $417 million, or 50 cents a share, compared with $18 million, or 2 cents a share, a year ago.
Showing 1–10 of 19
Page 1 of 2
Earnings History
20 of 23 under expected move
Avg Expected Move
4.91%
Avg Actual Move
3.29%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-04-21 | Pre-Market | 5.20% | 3.58% | 0.69x | Within |
| 2021-07-20 | Pre-Market | 6.15% | 3.67% | 0.60x | Within |
| 2021-10-19 | Pre-Market | 4.38% | 0.35% | 0.08x | Within |
| 2022-01-24 | Pre-Market | 5.99% | 3.81% | 0.64x | Within |
| 2022-04-19 | Pre-Market | 5.31% | 0.79% | 0.15x | Within |
| 2022-07-19 | Pre-Market | 6.62% | 2.11% | 0.32x | Within |
| 2022-10-25 | Pre-Market | 6.02% | 1.16% | 0.19x | Within |
| 2023-01-24 | Pre-Market | 4.58% | 1.80% | 0.39x | Within |
| 2023-04-25 | Pre-Market | 4.26% | 3.54% | 0.83x | Within |
| 2023-07-19 | Pre-Market | 3.96% | 2.89% | 0.73x | Within |
| 2023-10-24 | Pre-Market | 4.18% | 3.41% | 0.82x | Within |
| 2024-01-23 | Pre-Market | 3.69% | 2.53% | 0.69x | Within |
| 2024-04-23 | Pre-Market | 4.03% | 0.34% | 0.08x | Within |
| 2024-07-19 | Pre-Market | 3.32% | 5.60% | 1.69x | Exceeded |
| 2024-11-07 | Pre-Market | 4.25% | 3.11% | 0.73x | Within |
| 2025-01-22 | Pre-Market | 4.15% | 3.56% | 0.86x | Within |
| 2025-04-22 | Pre-Market | 6.41% | 5.57% | 0.87x | Within |
| 2025-07-22 | Pre-Market | 5.00% | 0.99% | 0.20x | Within |
| 2025-10-21 | Pre-Market | 5.15% | 11.58% | 2.25x | Exceeded |
| 2026-01-21 | Pre-Market | 4.59% | 4.05% | 0.88x | Within |
| 2026-04-21 | Pre-Market | 5.29% | 4.01% | 0.76x | Within |
| 2026-07-21 | Pre-Market | 5.11% | 5.47% | 1.07x | Exceeded |
| 2026-10-20 | Pre-Market | 5.25% | 1.85% | 0.35x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
HAL Options Activity & IV Rank
HAL IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 34.5%
7-DTE IV: 39.0%
Expected Move: $2.67
7-DTE Move: $1.67
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 3,934
Put Volume: 650
P/C Volume: 0.165
BULLISH
Call OI: 39,665
Put OI: 6,831
P/C OI: 0.172
Total OI: 46,496
ATM Options Pricing
ATM Call: $1.35
ATM Put: $1.31
Call %: 4.0%
Put %: 3.9%
Chain Summary
Chain Volume: 25,000
Chain OI: 427,673
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 92nd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
92%
vs own history
GEX tilt
+0.50
OI-weighted, today
Vanna tilt
+0.49
δ-sensitivity to IV
Charm tilt
-0.48
δ-decay vs time
Vanna tilt +0.49: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.48: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 155 ATM contracts, 205k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
44%
+3.8
pts
EXTREME
as of Oct 21 · ATM 34.6% / Wing 38.4%
30 DTE / 10d
35%
+3.5
pts
EXTREME
as of Oct 21 · ATM 34.5% / Wing 38.0%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)20.9LowOct 21
IV Rank (30 DTE)18.9LowOct 21
Straddle Price (30 DTE)$2.67Oct 21
Beta Analysis
Risk Metrics
Beta: 0.0994
Alpha: 33.73%
Correlation: 0.0386
R-Squared: 0.1%
Stock Volatility: 32.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own HAL
6 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $219.6M | #174 of 6285 | +37.7% | 13F | |
| Point72 Hedge fund Steve Cohen | $143.4M | #105 of 1945 | +397.2% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $54.0M | #70 of 997 | +5441.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $44.7M | #668 of 3716 | -57.5% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $20.9M | #679 of 3138 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $7.0M | #834 of 4729 | +9.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
HAL Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 845,000,000 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
38 filers$722.10M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $108.10M | 14.97% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $97.23M | 13.46% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $90.41M | 12.52% | 2026-06-30 |
| 4 | UBS Group AG Custodian | $77.40M | 10.72% | 2026-06-30 |
| 5 | Scion Asset Management, LLC | $61.50M | 8.52% | 2025-09-30 |
| 6 | Parallax Volatility Advisers, L.P. | $31.00M | 4.29% | 2026-06-30 |
| 7 | Walleye Trading LLC | $26.91M | 3.73% | 2026-06-30 |
| 8 | Wells Fargo & Company Custodian | $26.31M | 3.64% | 2026-06-30 |
| 9 | Barclays PLC Custodian | $25.46M | 3.53% | 2026-06-30 |
| 10 | Alphadyne Asset Management LP | $19.23M | 2.66% | 2026-06-30 |
| 11 | Citigroup Inc. Custodian | $17.14M | 2.37% | 2026-06-30 |
| 12 | Millennium Management LLC Custodian | $15.82M | 2.19% | 2026-06-30 |
| 13 | Wolverine Trading, LLC Custodian | $14.03M | 1.94% | 2025-09-30 |
| 14 | Royal Bank of Canada Custodian | $13.58M | 1.88% | 2026-06-30 |
| 15 | Point72 Asset Management, L.P. | $13.30M | 1.84% | 2026-06-30 |
| 16 | Walleye Capital LLC | $8.09M | 1.12% | 2026-06-30 |
| 17 | Cubist Systematic Strategies, LLC | $7.79M | 1.08% | 2025-09-30 |
| 18 | Oribel Capital Management, LP | $7.76M | 1.07% | 2026-06-30 |
| 19 | CAPSTONE INVESTMENT ADVISORS, LLC | $7.45M | 1.03% | 2026-06-30 |
| 20 | Goldman Sachs Group Inc Custodian | $6.79M | 0.94% | 2026-06-30 |
| 21 | CAPITAL FUND MANAGEMENT S.A. | $6.57M | 0.91% | 2026-06-30 |
| 22 | BNP Paribas Financial Markets Custodian | $6.07M | 0.84% | 2026-06-30 |
| 23 | TORONTO DOMINION BANK | $5.77M | 0.80% | 2026-06-30 |
| 24 | Squarepoint Ops LLC | $5.48M | 0.76% | 2026-06-30 |
| 25 | PEAK6 LLC | $5.11M | 0.71% | 2026-06-30 |
41 filers$549.45M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $99.10M | 18.04% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $90.00M | 16.38% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $76.47M | 13.92% | 2026-06-30 |
| 4 | UBS Group AG Custodian | $28.98M | 5.27% | 2026-06-30 |
| 5 | Millennium Management LLC Custodian | $28.90M | 5.26% | 2026-06-30 |
| 6 | Walleye Trading LLC | $28.68M | 5.22% | 2026-06-30 |
| 7 | Royal Bank of Canada Custodian | $26.32M | 4.79% | 2026-06-30 |
| 8 | Point72 Asset Management, L.P. | $15.23M | 2.77% | 2026-06-30 |
| 9 | Alphadyne Asset Management LP | $14.80M | 2.69% | 2026-06-30 |
| 10 | Wells Fargo & Company Custodian | $14.26M | 2.60% | 2026-06-30 |
| 11 | CAPITAL FUND MANAGEMENT S.A. | $13.59M | 2.47% | 2026-06-30 |
| 12 | Parallax Volatility Advisers, L.P. | $12.59M | 2.29% | 2026-06-30 |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | $11.45M | 2.08% | 2026-06-30 |
| 14 | Wolverine Trading, LLC Custodian | $9.73M | 1.77% | 2025-09-30 |
| 15 | Cubist Systematic Strategies, LLC | $9.52M | 1.73% | 2025-09-30 |
| 16 | Goldman Sachs Group Inc Custodian | $8.49M | 1.54% | 2026-06-30 |
| 17 | BNP Paribas Financial Markets Custodian | $7.64M | 1.39% | 2026-06-30 |
| 18 | Qube Research & Technologies Ltd | $6.57M | 1.20% | 2026-06-30 |
| 19 | Citigroup Inc. Custodian | $6.38M | 1.16% | 2026-06-30 |
| 20 | Balyasny Asset Management L.P. | $6.37M | 1.16% | 2026-06-30 |
| 21 | Squarepoint Ops LLC | $5.34M | 0.97% | 2026-06-30 |
| 22 | Arosa Capital Management LP | $4.07M | 0.74% | 2026-06-30 |
| 23 | TUDOR INVESTMENT CORP ET AL | $3.82M | 0.70% | 2026-06-30 |
| 24 | HSBC Holdings plc Custodian | $2.83M | 0.52% | 2026-06-30 |
| 25 | D. E. Shaw & Co., Inc. Custodian | $2.55M | 0.46% | 2026-06-30 |
HAL Insider Trading (Form 4)
Latest: 2026-09-30Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Maurice S Smith | Director | Grant (A) | +1,162 RSU | — | EDGAR | |
| 2026-09-01 | Eric Carre | EVP & Chief Financial Officer | Sell (S) | −24,777 | $37.50 | -$929.1K | EDGAR |
| 2026-08-20 | Jeffrey Shannon Slocum | Director, EVP and COO | Sell (S) | −52,572 | $35.09 | -$1.84M | EDGAR |
| 2026-08-19 | Jeffrey Allen Miller | Director, President & CEO | Sell (S) | −124,483 | $35.00 | -$4.36M | EDGAR |
| 2026-08-19 | Jeffrey Shannon Slocum | Director, EVP and COO | Sell (S) | −16,121 | $35.08 | -$565.6K | EDGAR |
| 2026-06-22 | Eric Carre | EVP & Chief Financial Officer | Sell (S) | −24,778 | $35.89 | -$889.3K | EDGAR |
| 2026-05-18 | Van H. Beckwith | EVP, Secretary and CLO | Sell (S) | −198,349 | $41.29 | -$8.19M | EDGAR |
| 2026-05-06 | Michael Casey Maxwell | President - Western Hemisphere | Sell (S) | −20,348 | $41.89 | -$852.4K | EDGAR |
| 2026-05-01 | Timothy McKeon | Senior VP and Treasurer | Sell (S) | −8,655 | $42.00 | -$363.5K | EDGAR |
| 2026-05-01 | Tobi M. Young | Director | Sell (S) | −6,125 | $41.72 | -$255.5K | EDGAR |
| 2026-03-31 | Maurice S Smith | Director | Grant (A) | +827 RSU | — | EDGAR | |
| 2026-03-30 | Jeffrey Allen Miller | Director, President & CEO | Sell (S) | −158,455 | $40.00 | -$6.34M | EDGAR |
| 2026-03-17 | Jeffrey Shannon Slocum | Director, EVP and COO | Sell (S) | −5,441 | $33.82 | -$184.0K | EDGAR |
| 2026-03-17 | Van H. Beckwith | EVP, Secretary and CLO | Sell (S) | −19,618 | $33.82 | -$663.5K | EDGAR |
| 2026-03-09 | Timothy McKeon | Senior VP and Treasurer | Sell (S) | −3,846 | $34.37 | -$132.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
HAL Insider Holdings
22 insiders · @ $33.99
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeffrey Allen Miller | Director, President & CEO | 889,388 | $30.23M | -$57.38M | 95 | 2026-08-19 |
| 2 | Murry Gerber | Director | 580,688 | $19.74M | $5.01M | 33 | 2025-12-09 |
| 3 | Mark Richard | President - Western Hemisphere | 480,691 | $16.34M | -$5.55M | 41 | 2026-01-09 |
| 4 | Lawrence J Pope | EVP and Chief Admin Officer | 433,254 | $14.73M | -$19.15M | 150 | 2026-03-06 |
| 5 | Rami Yassine | President - Eastern Hemisphere | 162,061 | $5.51M | $0 | 5 | 2026-03-06 |
| 6 | Van H. Beckwith | EVP, Secretary and CLO | 146,186 | $4.97M | -$14.46M | 41 | 2026-05-18 |
| 7 | Eric Carre | EVP & Chief Financial Officer | 124,104 | $4.22M | -$17.57M | 68 | 2026-09-01 |
| 8 | Jeffrey Shannon Slocum | Director, EVP and COO | 118,729 | $4.04M | -$4.80M | 20 | 2026-08-20 |
| 9 | Charles Geer Jr. | SVP & Chief Accounting Officer | 110,416 | $3.75M | -$956.7K | 50 | 2025-03-07 |
| 10 | Michael Casey Maxwell | President - Western Hemisphere | 93,762 | $3.19M | -$852.4K | 1 | 2026-05-06 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
HAL Board & Officers
As of SEC filings through Oct 20, 2026Directors 14
- Alan M Bennett · since May 17, 2006
- Robert A Malone · since May 20, 2009
- Murry Gerber · since Jan 10, 2012
- Khayyal Abdulaziz Fahd Al · since Dec 4, 2014
- Jeffrey Allen Miller · listed since Mar 2015
- William E Albrecht · since Jul 12, 2016
- Margaret Katherine Banks · since Feb 13, 2019
- Earl M Cummings · since Feb 22, 2022
- Tobi M. Young · since Feb 22, 2022
- Janet L Weiss · since Feb 22, 2023
- Maurice S Smith · since Feb 22, 2023
- Timothy A Leach · since Dec 2, 2025
- Jeffrey Shannon Slocum · listed since Jan 2026
- David Christopher Hernandez · since Oct 15, 2026
Officers 11
- Jeffrey Allen Miller · Director, President & CEO · listed since Jun 2017
- Mark Richard · President - Western Hemisphere · since Feb 12, 2019
- Rami Yassine · President - Eastern Hemisphere · since Jan 1, 2026
- Michael Casey Maxwell · President - Western Hemisphere · since Feb 1, 2026
- Eric Carre · EVP & Chief Financial Officer · listed since Dec 2022
- Jeffrey Shannon Slocum · Director, EVP and COO · listed since Jan 2026
- Stephanie Spoelker Holzhauser · SVP & Chief Accounting Officer · since Jul 16, 2025
- Lawrence J Pope · EVP and Chief Admin Officer · listed since Jan 2026
- Van H. Beckwith · EVP, Secretary and CLO · since Dec 2, 2020
- Jill D. Sharp · SVP Internal Assurance Svcs. · since Jan 3, 2022
- Timothy McKeon · Senior VP and Treasurer · listed since Jan 2022
Changes in the last 10 years (35)
| Oct 15, 2026 | David Christopher Hernandez became a director |
| Feb 1, 2026 | Michael Casey Maxwell became President - Western Hemisphere |
| Jan 12, 2026 | Jeffrey Shannon Slocum listed as Director, EVP and COO (previously President - Eastern Hemisphere) in SEC filings |
| Jan 6, 2026 | Lawrence J Pope listed as EVP and Chief Admin Officer (previously EVP Administration & CHRO) in SEC filings |
| Jan 5, 2026 | Jeffrey Shannon Slocum first listed as a director in an SEC filing |
| Jan 1, 2026 | Rami Yassine became President - Eastern Hemisphere |
| Dec 2, 2025 | Timothy A Leach became a director |
| Jul 16, 2025 | Stephanie Spoelker Holzhauser became SVP & Chief Accounting Officer |
| Jul 8, 2025 | The company announced the departure of Charles Geer Jr. as SVP & Chief Accounting Officer in an SEC filing |
| Jan 6, 2025 | The company announced the departure of Bhavesh V. Patel from the board in an SEC filing |
| Feb 13, 2024 | The company announced the departure of Milton Carroll from the board in an SEC filing |
| Mar 13, 2023 | Jeffrey Shannon Slocum became President - Eastern Hemisphere |
| Feb 22, 2023 | Maurice S Smith became a director |
| Feb 22, 2023 | Janet L Weiss became a director |
| Dec 8, 2022 | Eric Carre listed as EVP & Chief Financial Officer (previously EVP, Global Business Lines) in SEC filings |
| May 2, 2022 | The company announced the departure of Lance Loeffler as EVP & Chief Financial Officer in an SEC filing |
| Feb 22, 2022 | Tobi M. Young became a director |
| Feb 22, 2022 | The company announced the departure of Patricia Hemingway Hall from the board in an SEC filing |
| Feb 22, 2022 | Earl M Cummings became a director |
| Jan 5, 2022 | Timothy McKeon listed as Senior VP and Treasurer (previously SVP and Treasurer) in SEC filings |
| Jan 3, 2022 | Jill D. Sharp became SVP Internal Assurance Svcs. |
| Dec 10, 2021 | Charles Geer Jr. listed as SVP & Chief Accounting Officer (previously VP and Corporate Controller) in SEC filings |
| Dec 9, 2021 | Timothy McKeon listed as SVP and Treasurer (previously Vice Pres and Treasurer) in SEC filings |
| Feb 17, 2021 | Bhavesh V. Patel became a director |
| Dec 2, 2020 | Van H. Beckwith became EVP, Secretary and CLO |
| Feb 13, 2019 | Patricia Hemingway Hall became a director |
| Feb 13, 2019 | Margaret Katherine Banks became a director |
| Feb 12, 2019 | Mark Richard became President - Western Hemisphere |
| Dec 7, 2018 | Lance Loeffler listed as EVP & Chief Financial Officer (previously Chief Financial Officer) in SEC filings |
| Nov 12, 2018 | Lance Loeffler became Chief Financial Officer |
| Sep 21, 2017 | Robb L. Voyles listed as EVP, Sec & General Counsel (previously Exec VP, Sec and Gen Counsel) in SEC filings |
| Jun 22, 2017 | Christopher T Weber became EVP & Chief Financial Officer |
| Jun 5, 2017 | Jeffrey Allen Miller listed as Director, President & CEO (previously President) in SEC filings |
| Jun 5, 2017 | David J Lesar listed as Exec Chairman of the Board (previously Chairman and CEO) in SEC filings |
| Mar 7, 2017 | Anne L. Beaty became Senior VP, Finance |
Not reported recently (13)
- Myrtle L Jones · Last reported as Senior Vice Pres - Tax in an SEC filing dated Dec 10, 2024
- Joe D Rainey · Last reported as Pres., Eastern Hemisphere in an SEC filing dated Mar 6, 2023
- Anne L. Beaty · Last reported as Senior VP, Finance in an SEC filing dated Dec 10, 2021
- Nance K Dicciani · Last reported as a director in an SEC filing dated Apr 2, 2021
- Robb L. Voyles · Last reported as EVP, Sec & General Counsel in an SEC filing dated Dec 7, 2020
- James R Boyd · Last reported as a director in an SEC filing dated Apr 2, 2019
- Jose C Grubisich · Last reported as a director in an SEC filing dated Jan 3, 2019
- David J Lesar · Last reported as a director in an SEC filing dated Dec 12, 2018
- James S Brown · Last reported as President - Western Hemisphere in an SEC filing dated Dec 12, 2018
- Debra L Reed · Last reported as a director in an SEC filing dated Aug 3, 2018
- Christopher T Weber · Last reported as EVP & Chief Financial Officer in an SEC filing dated Jul 2, 2018
- J Landis Martin · Last reported as a director in an SEC filing dated Apr 2, 2018
- Mark A McCollum · Last reported as EVP - Chief Intergration Ofc in an SEC filing dated Mar 1, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
HAL Proposed Insider Sales (Form 144)
Latest: 2026-08-31
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
4 filings
· $7.7M notice value
· 3 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Miller Jeffrey Allen (1, $4.4M) · Slocum Jeffrey Shannon (2, $2.4M) · Carre Eric (1, $929K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-31 | Carre Eric | Officer | 24,777 | $929.1K | 2026-08-31 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-19 | Slocum Jeffrey Shannon | Officer, Director | 52,572 | $1.84M | 2026-08-19 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-18 | Slocum Jeffrey Shannon | Officer, Director | 16,121 | $565.6K | 2026-08-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-18 | Miller Jeffrey Allen | Officer, Director | 124,483 | $4.36M | 2026-08-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-18 | Carre Eric | Officer | 24,778 | $889.3K | 2026-06-18 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-26 | BENNETT ALAN M | Former Director | 25,236 | $1.04M | 2026-05-26 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-15 | Beckwith Van H. | Officer | 198,349 | $8.17M | 2026-05-15 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-05-05 | Maxwell Michael Casey | Officer | 20,348 | $852.4K | 2026-05-05 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-30 | McKeon Timothy | Officer | 8,655 | $363.5K | 2026-04-30 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-04-30 | Young Tobi M. | Director | 6,125 | $255.5K | 2026-04-30 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-20
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-20 | 0000045012-26-000045 | EDGAR |
| 2026-04-21 | 0000045012-26-000036 | EDGAR |
| 2026-01-21 | 0000045012-26-000008 | EDGAR |
| 2026-01-14 | 0000045012-26-000003 | EDGAR |
| 2025-12-04 | 0000045012-25-000077 | EDGAR |
| 2025-12-02 | 0000045012-25-000074 | EDGAR |
| 2025-10-21 | 0000045012-25-000068 | EDGAR |
| 2025-10-14 | 0000045012-25-000067 | EDGAR |
| 2025-08-20 | 0000045012-25-000062 | EDGAR |
| 2025-07-22 | 0000045012-25-000053 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-06 | 0000045012-26-000015 | EDGAR |
| 2025-02-12 | 0000045012-25-000010 | EDGAR |
| 2024-02-06 | 0000045012-24-000007 | EDGAR |
| 2023-02-07 | 0000045012-23-000011 | EDGAR |
| 2022-02-04 | 0000045012-22-000013 | EDGAR |
| 2021-02-05 | 0000045012-21-000009 | EDGAR |
| 2020-02-11 | 0000045012-20-000031 | EDGAR |
| 2019-02-13 | 0000045012-19-000044 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-24 | 0000045012-26-000039 | EDGAR |
| 2025-10-24 | 0000045012-25-000069 | EDGAR |
| 2025-07-25 | 0000045012-25-000057 | EDGAR |
| 2025-04-25 | 0000045012-25-000035 | EDGAR |
| 2024-11-07 | 0000045012-24-000063 | EDGAR |
| 2024-07-29 | 0000045012-24-000043 | EDGAR |
| 2024-04-24 | 0000045012-24-000015 | EDGAR |
| 2023-10-25 | 0000045012-23-000056 | EDGAR |
| 2023-07-26 | 0000045012-23-000046 | EDGAR |
| 2023-04-26 | 0000045012-23-000027 | EDGAR |
ETF Holders
331 ETFs hold HAL
25 shown · $5.17B total exposure · 0.09% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.03% | $756.8M | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.04% | $695.8M | — | 2026-09-30 |
| 3 | XLE State Street® Energy Select Sector SPDR® ETF | SPDR (State Street) | 1.35% | $607.3M | $44.9B | 2026-10-20 |
| 4 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.24% | $510.6M | — | 2026-09-30 |
| 5 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.04% | $372.0M | $890.4B | 2026-10-20 |
| 6 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.04% | $346.1M | $818.4B | 2026-10-20 |
| 7 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.09% | $227.1M | — | 2026-09-30 |
| 8 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.18% | $177.5M | — | 2026-10-20 |
| 9 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.41% | $148.9M | — | 2026-09-30 |
| 10 | DGRW WisdomTree U.S. Quality Dividend Growth Fund | Nport | 0.84% | $139.7M | — | 2026-06-30 |
| 11 | VDE Vanguard Energy ETF | Vanguard | 1.05% | $133.5M | — | 2026-09-30 |
| 12 | COWZ Pacer US Cash Cows 100 ETF | Nport | 0.69% | $125.3M | — | 2026-04-30 |
| 13 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.21% | $117.2M | $57.3B | 2026-10-20 |
| 14 | OIH VanEck Oil Services ETF | VanEck | 6.51% | $116.6M | $1.8B | 2026-10-20 |
| 15 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.11% | $107.8M | — | 2026-09-30 |
| 16 | IEMG iShares Core MSCI Emerging Markets ETF | iShares (BlackRock) | 0.07% | $102.3M | $153.2B | 2026-10-20 |
| 17 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.04% | $77.3M | $183.5B | 2026-10-20 |
| 18 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.07% | $65.8M | — | 2026-10-20 |
| 19 | AVLV Avantis U.S. Large Cap Value ETF | Avantis | 0.30% | $65.7M | $22.3B | 2026-10-20 |
| 20 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.07% | $62.5M | $84.5B | 2026-10-20 |
| 21 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.09% | $46.4M | $50.4B | 2026-10-20 |
| 22 | VXUS Vanguard Total International Stock ETF | Vanguard | 0.01% | $46.3M | — | 2026-09-30 |
| 23 | QUAL iShares MSCI USA Quality Factor ETF | iShares (BlackRock) | 0.09% | $44.8M | $48.7B | 2026-10-20 |
| 24 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.27% | $42.6M | $15.6B | 2026-10-20 |
| 25 | INDA iShares MSCI India ETF | iShares (BlackRock) | 0.66% | $38.3M | $5.8B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
—
TTM Diluted EPS
$1.90
TTM Revenue
$22.37B
TTM Net Income
$1.60B
TTM Op. Cash Flow
$2.75B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $5.71B | $534.00M | $0.64 | $824.00M |
| Q1 '26 | 2026-03-31 | $5.40B | $461.00M | $0.55 | $273.00M |
| Q4 '25 | 2025-12-31 | $5.66B | $589.00M | $0.69 | $1.17B |
| Q3 '25 | 2025-09-30 | $5.60B | $18.00M | $0.02 | $488.00M |
| Q2 '25 | 2025-06-30 | $5.51B | $472.00M | $0.55 | $896.00M |
| Q1 '25 | 2025-03-31 | $5.42B | $204.00M | $0.24 | $377.00M |
| Q4 '24 | 2024-12-31 | $5.61B | $615.00M | $0.70 | $1.46B |
| Q3 '24 | 2024-09-30 | $5.70B | $571.00M | $0.65 | $841.00M |
| Q2 '24 | 2024-06-30 | $5.83B | $709.00M | $0.80 | $1.08B |
| Q1 '24 | 2024-03-31 | $5.80B | $606.00M | $0.68 | $487.00M |
| Q4 '23 | 2023-12-31 | $5.74B | $661.00M | $0.73 | $1.41B |
| Q3 '23 | 2023-09-30 | $5.80B | $716.00M | $0.80 | $874.00M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-24
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
17.89
P/B
2.60
P/S
1.28
EV/EBITDA
8.22
EV/Sales
1.51
ROE
14.5%
ROA
6.2%
Div Yield
2.04%
FCF Yield
9.57%
Debt/Equity
0.64
Current Ratio
—
Market Cap
$28.72B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
34.03M
SI % of Float
4.56%
Days to Cover
3.00
Short Vol Ratio
60.9%
Free Float
746.82M
Float %
89.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07