Insider Trading February 17, 2026

Noble Corp SVP of HR Disposes $150K in Shares as Company Posts Mixed Q4 Results

Ipsen Mikkel sells 3,453 shares while prior Form 4 shows an earlier acquisition and tax-withheld shares; Noble reports a revenue beat but an EPS shortfall for Q4 2025

By Marcus Reed NE
Noble Corp SVP of HR Disposes $150K in Shares as Company Posts Mixed Q4 Results
NE

Noble Corp PLC senior human resources executive Ipsen Mikkel sold 3,453 shares on February 17, 2026, for $150,412. A Form 4 filing also shows an earlier acquisition and tax-withheld shares on February 12. The company reported fourth-quarter 2025 results that beat revenue expectations but missed on earnings per share.

Key Points

  • Ipsen Mikkel sold 3,453 Noble Corp shares on Feb. 17, 2026 for $150,412.
  • A Form 4 shows Ipsen acquired 10,824 shares and had 4,260 shares withheld for taxes on Feb. 12; remaining direct holdings total 11,854 shares.
  • Noble Corp’s Q4 2025 results combined an EPS shortfall ($0.09 vs $0.16 expected, -43.75%) with a revenue beat ($764.41M vs $729.89M expected, +4.73%).

Ipsen Mikkel, senior vice president of human resources at Noble Corp PLC (NE), executed a sale of company stock valued at $150,412 on February 17, 2026. The transaction consisted of 3,453 shares sold at $43.56 per share, according to regulatory filings.

Records filed with the Securities and Exchange Commission show additional activity earlier in the week. On February 12, Ipsen acquired 10,824 shares, and on that same date the issuer withheld 4,260 shares to cover tax obligations at a reported price of $42.10 per share, with the withheld portion carrying a total value of $179,346.

After accounting for the February transactions, Ipsen Mikkel directly holds 11,854 shares of Noble Corp PLC.


Company financials and market context

In concurrent company reporting, Noble Corp released fourth-quarter 2025 financial results that presented a mixed picture. The company recorded earnings per share of $0.09, short of analysts' expectations of $0.16, representing a negative surprise of 43.75% versus forecasts. At the same time, Noble produced revenue of $764.41 million, exceeding the consensus forecast of $729.89 million - a positive surprise of 4.73%.

The filings and earnings update did not include any disclosures of mergers or acquisitions during the period. Similarly, there were no reported analyst upgrades or downgrades mentioned in connection with the company’s reported results.


Summary of the transactions and results

  • Insider sale: 3,453 shares sold on February 17, 2026 at $43.56 per share for $150,412.
  • Prior activity: On February 12, Ipsen acquired 10,824 shares; 4,260 shares were withheld for taxes at $42.10 per share (total value $179,346).
  • Post-transaction holdings: Ipsen directly owns 11,854 shares of Noble Corp PLC.
  • Quarterly results: Q4 2025 EPS $0.09 vs. expected $0.16 (negative surprise 43.75%); revenue $764.41 million vs. expected $729.89 million (positive surprise 4.73%).
  • No reported mergers, acquisitions, or recent analyst rating changes accompanying these disclosures.

This account is based on the Form 4 filing and the company's published fourth-quarter results. Where the filings and reports provide limited context, the presentation here reflects only the information disclosed in those documents.

Risks

  • The notable EPS miss could weigh on investor sentiment and equity performance until further clarification arrives - impacting public equity markets tied to the company.
  • Insider transactions provide limited directional signal on executive conviction when acquisitions and withholdings occur close together, creating uncertainty for shareholders interpreting the moves - affecting corporate governance assessments.
  • Absence of any reported mergers, acquisitions, or analyst rating changes during the period leaves fewer external catalysts for reassessing the company’s near-term outlook - influencing capital markets and investor decision-making.

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