Borr Drilling Ltd(BORR)Stock Analysis
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Rank #1,633 of 2,962 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Unusual Activity in BORR
Events flagged as statistical outliers against BORR's own multi-year baseline — not fixed dollar thresholds.
- Insider cluster2026-08-25
2 insiders bought $9,606,408 of BORR in 30 days — 2.9σ above this company's 2-year norm
View source filing → - Record insider buy2026-08-13
Largest insider buy on record for BORR: Troim Tor Olav (Director) purchased $6,036,750
View source filing → - Insider cluster2026-08-13
2 insiders bought $6,538,388 of BORR in 30 days — 3.0σ above this company's 2-year norm
View source filing →
BORR Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Borr Drilling Ltd (BORR), a Energy sector company. 13F Pro's AI-powered ranking engine scores BORR at 49.9/100 on a 32-signal composite quality model, placing it at rank #1,633 of 2,962 stocks — the bottom half of the AI-ranked universe. Based on the latest XBRL financial filings (FY 2025), Borr Drilling Ltd reports quarterly revenue of $1.0B, net income of $45.0M, an operating margin of 31.6%. Top institutional holders of BORR by reported 13-F value include BlackRock, D. E. Shaw, SONA ASSET MANAGEMENT (US), based on the most recent SEC filings. BORR trades on the NYSE exchange and files with the SEC under CIK 1715497. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BORR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Borr Drilling Ltd directly from SEC EDGAR. Borr Drilling Ltd's 13F Pro composite quality score has ranged between 43 and 52 since 2026, currently 49.9 — an improving long-term trajectory across 47 quarterly and live scoring snapshots.
Revenue
FY 2025
$1.0B
Net Income
FY 2025
$45.0M
Operating Margin
FY 2025
31.6%
ROIC
FY 2025
9.6%
D/E Ratio
FY 2025
1.76
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+1.0% YoYNet Income
-45.2% YoYOperating Income
-13.9% YoYEPS (Diluted)
-46.9% YoYTotal Assets
+6.0% YoYTotal Debt
+1.9% YoYOp. Cash Flow
+225.9% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.02B +1.0% | $1.01B +31.0% | $771.6M +73.9% | $443.8M +80.9% | $245.3M -20.2% | $307.5M |
| Net Income | $45.0M -45.2% | $82.1M +271.5% | $22.1M +107.5% | $-292.8M -51.7% | $-193.0M +39.2% | $-317.6M |
| Operating Income | $322.1M -13.9% | $374.2M +49.4% | $250.4M +345.7% | $-101.9M -15.4% | $-88.3M +53.0% | $-188.0M |
| EPS (Diluted) | $0.17 -46.9% | $0.32 +255.6% | $0.09 +105.5% | $-1.64 -14.7% | $-1.43 +66.1% | $-4.22 |
| Total Assets | $3.63B +6.0% | $3.42B +11.0% | $3.08B +2.6% | $3.00B -2.6% | $3.08B -2.9% | $3.17B |
| Total Debt | $2.15B +1.9% | $2.11B +24.0% | $1.70B +4.0% | $1.64B -14.6% | $1.92B +0.5% | $1.91B |
| Operating Cash Flow | $251.9M +225.9% | $77.3M +252.5% | $-50.7M -181.1% | $62.5M +206.1% | $-58.9M -7.5% | $-54.8M |
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Top Institutional Holders of BORR
BlackRock, Inc.
$60.7M14,686,129 shD. E. Shaw & Co., Inc.
$29.9M7,248,907 shSONA ASSET MANAGEMENT (US) LLC
$25.0M6,050,000 shGOLDMAN SACHS GROUP INC
$22.6M5,465,185 shSTATE STREET CORP
$18.0M4,352,212 shDIMENSIONAL FUND ADVISORS LP
$16.9M4,082,220 shUBS Group AG
$16.1M3,893,876 shBARCLAYS PLC
$14.4M3,477,785 shGEODE CAPITAL MANAGEMENT, LLC
$13.1M3,182,542 shCapital International Investors
$12.3M2,975,334 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $60.7M | 14,686,129 |
| D. E. Shaw & Co., Inc. | $29.9M | 7,248,907 |
| SONA ASSET MANAGEMENT (US) LLC | $25.0M | 6,050,000 |
| GOLDMAN SACHS GROUP INC | $22.6M | 5,465,185 |
| STATE STREET CORP | $18.0M | 4,352,212 |
| DIMENSIONAL FUND ADVISORS LP | $16.9M | 4,082,220 |
| UBS Group AG | $16.1M | 3,893,876 |
| BARCLAYS PLC | $14.4M | 3,477,785 |
| GEODE CAPITAL MANAGEMENT, LLC | $13.1M | 3,182,542 |
| Capital International Investors | $12.3M | 2,975,334 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is BORR a good stock to buy?
13F Pro's AI-powered analysis of Borr Drilling Ltd (BORR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BORR are available on the BORR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BORR is classified as a small company.
Which hedge funds own BORR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BORR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Borr Drilling Ltd's investment landscape.