NYSE · Energy

NOBLE CORP PLC NE

Noble Corporation plc operates as an offshore drilling contractor for the oil and gas industry worldwide. It provides contract drilling services through its fleet of mobile offshore drilling units. The company also operates drilling rigs, such as floaters and jackups.

Oil & Gas Production

Company profile

Business mix

  • It provides contract drilling services through its fleet of mobile offshore drilling units. The company also operates drilling rigs, such as floaters and jackups.
  • It serves its fleets in Africa, the Far East Asia, the North Sea, the Oceania, South America, and the United States Gulf of America.
  • Noble Corporation plc was founded in 1921 and is headquartered in Houston, Texas.

Current key questions

  • How sensitive are revenue and cash flow to commodity prices, production volumes, and demand in oil & gas drilling?
  • Can capital spending, reserves, decline rates, and operating costs support durable free cash flow?
  • Do balance-sheet discipline and shareholder returns remain resilient across the energy cycle?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 31.75 FCF 6.13% Buyback -2.76%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 0.9% $665.5M 2026-03-31
Tweedy, Browne Company 0.2% $2.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $69.5M Estimated from net added shares
Reduction amount $45.9M Estimated from net reduced shares
Net share change / base shares -2.2% -313,197 / 13,929,477
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor increase Shares 0.0% 13F value change +$21.1M
13F 2025-12-31 Filed 2026-02-04
Minor increase Shares 0.2% 13F value change +$349,741
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 11.2% 13F value change +$321.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 12,166,096 Last 3 periods +1,395,750 (+11.5%) Total shares 13,561,846 Value $665.5M
Tweedy, Browne Company 1 filing periods
13F 2026-03-31 Filed 2026-05-06
Major increase Shares 57.2% 13F value change +$1.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 34,637 Last 3 periods +19,797 (+57.2%) Total shares 54,434 Value $2.7M
Pabrai Investment Funds / Dalal Street Mohnish Pabrai 3 filing periods
13F 2025-06-30 Filed 2025-08-13
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -86.2% 13F value change -$39.1M
13F 2025-12-31 Filed 2026-02-13
Sold out Shares -100.0% 13F value change -$6.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 1,728,744 Last 3 periods -1,728,744 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.