Insider Trading February 17, 2026

Noble Corp SVP Disposes About $1.01M in Shares as RSU Settlements and Withholdings Complete

Senior vice president Denton Blake reduced his direct stake after exercising performance-vested awards; company also reported mixed Q4 2025 results

By Hana Yamamoto NOA NE
Noble Corp SVP Disposes About $1.01M in Shares as RSU Settlements and Withholdings Complete
NOA NE

Noble Corp PLC senior vice president Denton Blake sold 23,255 shares on February 17, 2026, for roughly $1,011,592 at a weighted average of $43.50. Earlier in the month Blake received 19,846 shares tied to performance-vested RSUs granted in 2023, and 7,810 shares were withheld to meet tax obligations. Following these moves Blake directly owns 79,261 shares. Noble’s Q4 2025 results included an EPS shortfall against estimates but a revenue beat; third-party analysis flagged the stock as potentially overvalued.

Key Points

  • Denton Blake sold 23,255 Noble Corp shares on February 17, 2026, realizing about $1,011,592 at a weighted average price of $43.50.
  • On February 12, 2026, Blake acquired 19,846 shares tied to performance-vested RSUs granted February 3, 2023, and 7,810 shares were withheld to cover taxes, valued at $42.10 per share for a total of $328,801.
  • Noble’s Q4 2025 results showed an EPS of $0.09 versus an expected $0.16 (a 43.75% negative surprise), while revenue of $764.41 million surpassed the forecast of $729.89 million by 4.73%.

Transaction overview

Senior Vice President Denton Blake of Noble Corp PLC (XETRA:NOA) sold 23,255 company shares on February 17, 2026, generating approximately $1,011,592 in proceeds. The shares were disposed at a weighted average price of $43.50, with individual sale prices in the range of $43.32 to $43.79.


Recent RSU settlement and tax withholding

According to a Form 4 filed with the Securities and Exchange Commission, Blake also received 19,846 shares on February 12, 2026. Those shares were the result of performance-vested Restricted Stock Units (RSUs) originally granted on February 3, 2023. On the same settlement date, Noble Corp withheld 7,810 shares to satisfy tax obligations associated with the RSU vesting. The withheld shares were valued at $42.10 apiece, representing a total withholding value of $328,801.


Post-transaction ownership

After accounting for the February purchases, settlements, withholdings and the February 17 sale, Blake directly holds 79,261 shares of Noble Corp PLC.


Share price backdrop and valuation note

At the time of the sale, Noble’s share price was trading near its 52-week high of $46.31 and the stock has appreciated 60.87% over the prior year. An InvestingPro analysis cited in the filing materials indicates that, at current price levels, the company appears overvalued.


Recent quarterly results

Noble Corp reported fourth-quarter 2025 financial results that showed a mixed picture. The company posted earnings per share of $0.09, missing the analyst consensus expectation of $0.16 - a negative surprise of 43.75%. Revenue for the quarter came in at $764.41 million, ahead of the forecasted $729.89 million, amounting to a 4.73% positive surprise.


Market and investor context

Although the company beat revenue expectations, the EPS shortfall and the InvestingPro valuation assessment have been focal points for market participants. The results and the insider activity have attracted attention among investors and analysts, who may weigh both the revenue strength and the earnings miss when forming future evaluations of the stock.


What is known and what remains open

The public filings and reported quarterly figures establish the sequence of insider transfers, RSU settlements, tax withholdings and the company’s most recently reported operating results. The implications of these developments for future analyst coverage, investor positioning and the security’s valuation will depend on subsequent disclosures and market reaction.


Summary of the key transactions and results is drawn from the company’s SEC Form 4 filing and the company’s fourth-quarter 2025 financial release.

Risks

  • Valuation risk - InvestingPro’s analysis flags the company as appearing overvalued at current price levels, which could affect investor sentiment and market valuation.
  • Earnings risk - The company missed consensus EPS estimates in Q4 2025, introducing uncertainty about near-term profitability trends and analyst expectations.
  • Market reaction risk - Mixed financial results coupled with notable insider transactions could prompt varying responses from investors and analysts, influencing short-term trading dynamics.

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