NESRNasdaqOil & Gas Field Services, NECFiscal year ends December 31
National Energy Services Reunited Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 10, 2026
$18.98+0.25 (+1.33%)
Close on Oct 19, 2026
- Market cap
- $1.96B
- P/E (TTM)
- 20.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.6%
70M of 101M shares
Institutional holders
226
66 new, 25 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $141.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 9,177,042 | 9.10% | 13G (passive) amendment | Mar 31, 2026 |
| Encompass Capital Advisors LLC | 7,103,284 | 7.08% | 13G (passive) amendment | Dec 31, 2025 |
| Hilal Al Busaidi | 5,146,010 | 5.10% | 13D (active) amendment | Aug 21, 2025 |
| Olayan Financing Company | 17,025,258 | 19.10% | 13D (active) amendment | Oct 31, 2024 |
| Abigail P. Johnson | 10,203,889 | 10.10% | 13G (passive) amendment | Apr 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NESR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 10,918,231 | 10.83% | $326.78M | +1,741,189 | 0.01% |
| BlackRock, Inc. | 4,847,106 | 4.81% | $145.07M | +1,151,090 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 3,942,487 | 3.91% | $118.00K | +681,900 | 0.08% |
| Encompass Capital Advisors LLC | 3,102,538 | 3.08% | $92.86M | −1,158,851 | 3.30% |
| Dimensional Fund Advisors LP | 2,976,034 | 2.95% | $89.06M | +1,015,447 | 0.02% |
| Boston Partners | 2,140,325 | 2.12% | $63.99M | −72,994 | 0.06% |
| Alyeska Investment Group, L.P. | 1,912,961 | 1.90% | $57.25M | +1,366,511 | 0.15% |
| Holocene Advisors, LP | 1,844,619 | 1.83% | $55.21M | +896,618 | 0.12% |
| Geode Capital Management, LLC | 1,807,629 | 1.79% | $54.11M | +888,102 | 0.00% |
| Ameriprise Financial Inc | 1,724,379 | 1.71% | $51.61M | +390,725 | 0.01% |
| Goldman Sachs Group Inc | 1,694,314 | 1.68% | $50.71M | +834,574 | 0.00% |
| Dodge & Cox | 1,595,994 | 1.58% | $47.77M | −4,000 | 0.03% |
| Citadel Advisors LLC | 1,540,888 | 1.53% | $46.12M | +548,348 | 0.01% |
| Voya Investment Management LLC | 1,477,163 | 1.46% | $44.21M | +1,466,243 | 0.04% |
| State Street Corp | 1,422,960 | 1.41% | $42.59M | +385,059 | 0.00% |
| Vanguard Portfolio Management LLC | 1,265,571 | 1.25% | $37.88M | +448,363 | 0.00% |
| Nuveen, LLC | 1,231,993 | 1.22% | $36.87M | +455,603 | 0.01% |
| Millennium Management LLC | 1,227,885 | 1.22% | $36.75M | +416,487 | 0.01% |
| Jacobs Levy Equity Management, Inc | 1,181,631 | 1.17% | $35.37M | +341,669 | 0.13% |
| Morgan Stanley | 1,160,714 | 1.15% | $34.74M | +358,998 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 226 | 70M | 69.6% | 66 / 79 | 65 / 25 | 20M | 12M |
| Q1 2026 | 189 | 62M | 61.4% | 62 / 69 | 49 / 16 | 23M | 19M |
| Q4 2025 | 145 | 59M | 58.2% | 38 / 58 | 35 / 15 | 14M | 6M |
| Q3 2025 | 122 | 50M | 49.5% | 40 / 37 | 33 / 13 | 10M | 8M |
| Q2 2025 | 95 | 48M | 47.1% | 43 / 22 | 19 / 26 | 14M | 8M |
| Q1 2025 | 79 | 41M | 40.7% | 26 / 21 | 19 / 8 | 3M | 2M |
| Q4 2024 | 61 | 39M | 39.0% | 60 / 1 | 0 / 0 | 39M | 0M |
| Q3 2024 | 1 | 1M | 0.7% | 0 / 1 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 1M | 0.7% | 0 / 1 | 0 / 0 | 0M | 0M |
| Q1 2024 | 1 | 1M | 0.6% | 0 / 0 | 1 / 1 | 0M | 1M |
| Q4 2023 | 2 | 2M | 1.9% | 1 / 1 | 0 / 0 | 1M | 0M |
| Q3 2023 | 1 | 1M | 0.6% | 0 / 0 | 0 / 5 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NESR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Emerging Markets Stock Fund | 1,542,730 | 1.53% | $46.17M | 3.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 682,196 | 0.68% | $20.42M | 0.02% | Jun 30, 2026 |
| Vanguard Explorer Fund | 442,912 | 0.44% | $11.94M | 0.05% | Jul 31, 2026 |
| Boston Partners Small Cap Value Fund II | 397,827 | 0.39% | $9.69M | 1.19% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 392,428 | 0.39% | $10.58M | 0.07% | Jul 31, 2026 |
| Column Small Cap Select Fund | 379,120 | 0.38% | $9.23M | 0.49% | May 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 377,338 | 0.37% | $11.29M | 0.01% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 370,660 | 0.37% | $9.99M | 0.25% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 358,063 | 0.36% | $9.65M | 0.06% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 345,733 | 0.34% | $8.42M | 0.05% | May 31, 2026 |
| Dimensional US Small Cap Value ETF | 204,330 | 0.20% | $5.51M | 0.07% | Jul 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 174,700 | 0.17% | $4.71M | 0.18% | Jul 31, 2026 |
| WPG Partners Select Small Cap Value Fund | 149,848 | 0.15% | $3.65M | 1.56% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 142,085 | 0.14% | $3.83M | 0.01% | Jul 31, 2026 |
| Small Company Growth Portfolio | 128,397 | 0.13% | $3.84M | 0.23% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Sherif Foda | Chief Executive Officer, Director | 3,084,643 | 3.06% | Sep 2, 2026 |
| Stefan Angeli | Chief Financial Officer | 549,763 | 0.55% | Aug 21, 2026 |
| Mejia Antonio J. Campo | Director | 696,398 | 0.69% | Sep 11, 2026 |
| Maen Razouqi | Director | 2,800 | 0.00% | Aug 17, 2026 |
| Lisa A. Pollina | Director | 5,000 | 0.00% | Aug 17, 2026 |
| Anthony R. Chase | Director | 15,000 | 0.01% | Aug 17, 2026 |
| Yousif Mohammed Ali Nasser Al-Nowais | Director | 229,198 | 0.23% | Jun 29, 2026 |
| Andrew L. Waite | Director | 62,103 | 0.06% | Jan 2, 2026 |
| Financing Co Olayan | 10% owner | 17,325,258 | 17.18% | May 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Mejia Antonio J. Campo Director | Sep 9, 2026 | Sale | −63,324 | $35.45 | $2.24M | 696,398 |
| Sherif Foda Chief Executive Officer, Director | Sep 2, 2026 | Gift | −675,000 | – | – | 2,409,643 |
| Sherif Foda Chief Executive Officer, Director | Sep 2, 2026 | Gift | +675,000 | – | – | 675,000 |
| Sherif Foda Chief Executive Officer, Director | Aug 31, 2026 | Sale | −100,000 | $35.00 | $3.50M | 3,084,643 |
| Stefan Angeli Chief Financial Officer | Aug 18, 2026 | Sale | −13,570 | $35.12 | $476.58K | 549,763 |
| Maen Razouqi Director | Aug 14, 2026 | Award | +2,800 | – | – | 2,800 |
| Anthony R. Chase Director | Aug 14, 2026 | Award | +15,000 | – | – | 15,000 |
| Anthony R. Chase Director | Aug 14, 2026 | Award | +2,800 | – | – | 17,800 |
| Lisa A. Pollina Director | Aug 14, 2026 | Award | +5,000 | – | – | 5,000 |
| Lisa A. Pollina Director | Aug 14, 2026 | Award | +2,800 | – | – | 7,800 |
| Mejia Antonio J. Campo Director | Aug 14, 2026 | Award | +2,800 | – | – | 759,722 |
| Mejia Antonio J. Campo Director | Aug 14, 2026 | Award | +10,000 | – | – | 756,922 |
| Stefan Angeli Chief Financial Officer | Aug 14, 2026 | Award | +33,333 | – | – | 533,333 |
| Stefan Angeli Chief Financial Officer | Aug 14, 2026 | Award | +30,000 | – | – | 563,333 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 25, 2026 | Sale | −1,919,594 | $26.80 | $51.45M | 229,198 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 13, 2026 | Sale | −6,471 | $27.61 | $178.66K | 2,148,792 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 13, 2026 | Sale | −326,386 | $26.89 | $8.78M | 2,155,263 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 12, 2026 | Sale | −117,762 | $26.54 | $3.13M | 2,481,649 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 12, 2026 | Sale | −950,831 | $26.08 | $24.80M | 2,599,411 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 9, 2026 | Sale | −200 | $25.55 | $5.11K | 3,550,242 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | Jun 8, 2026 | Sale | −5,526 | $25.53 | $141.08K | 3,550,442 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 26, 2026 | Sale | −457,391 | $26.12 | $11.95M | 3,555,968 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 22, 2026 | Sale | −242,497 | $26.14 | $6.34M | 4,013,359 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 20, 2026 | Sale | −573,544 | $26.14 | $14.99M | 4,255,856 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 19, 2026 | Sale | −3,500 | $26.13 | $91.46K | 4,829,400 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 18, 2026 | Sale | −220,568 | $26.06 | $5.75M | 4,832,900 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 14, 2026 | Sale | −81,302 | $26.35 | $2.14M | 5,053,468 |
| Yousif Mohammed Ali Nasser Al-Nowais Director | May 13, 2026 | Sale | −223,626 | $26.85 | $6.00M | 5,134,770 |
| Stefan Angeli Chief Financial Officer | Mar 16, 2026 | Award | +33,334 | – | – | 500,000 |
| Mejia Antonio J. Campo Director | Jun 6, 2018 | Buy | +131,144 | $10.00 | $1.31M | 131,144 |
| Saudi Holding Co Olayan Director, 10% owner | Jun 6, 2018 | Award | +53,362 | $11.24 | $599.79K | 16,393,810 |
| Saudi Holding Co Olayan Director, 10% owner | Jun 6, 2018 | Conversion | +13,340,448 | – | – | 16,340,448 |
| Thomas D. Wood Director | Jun 6, 2018 | Buy | +54,643 | $10.00 | $546.43K | 5,790,568 |
| Investments Co Establishment Olayan – | May 18, 2018 | Other | −3,000,000 | – | – | 0 |
| Thomas D. Wood Director | May 15, 2018 | Buy | +5,500 | $10.08 | $55.44K | 5,735,925 |
| Thomas D. Wood CFO, Director, 10% owner | May 30, 2017 | Other | −307,075 | – | – | 5,730,425 |
| Sherif Foda CEO, Director, 10% owner | May 30, 2017 | Other | −307,075 | – | – | 5,730,425 |
| Holdings Ltd. NESR 10% owner | May 30, 2017 | Other | −307,075 | – | – | 5,730,425 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. Campo Mejia Antonio Director | Sep 2, 2026 | 150,000 | $5.32M | Sep 2, 2026 | Issuer exchange offer for warrants |
| Foda Sherif Director, Officer | Sep 1, 2026 | 100,000 | $3.50M | Aug 31, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 26, 2026 | 457,391 | $11.84M | May 26, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 22, 2026 | 242,497 | $6.25M | May 22, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 20, 2026 | 573,544 | $14.99M | May 20, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 19, 2026 | 3,500 | $91.46K | May 19, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 18, 2026 | 220,568 | $5.75M | May 18, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 14, 2026 | 81,302 | $2.14M | May 14, 2026 | SPAC IPO |
| Nowais Investments LLC Al Director | May 13, 2026 | 223,626 | $6.00M | May 13, 2026 | SPAC IPO |