AUG 17·SEC EDGARLow
Troim Tor Olav purchased $2.2M of BORR (indirect holdings)
Troim Tor Olav purchased 500,000 indirectly-held shares of Borr Drilling Ltd (BORR) at $4.39 ($2.19M total) on 2026-08-14.
StockNYSE · US · USDEnergy · Oil & Gas Drilling
$BORR
Borr Drilling Ltd
Price · $BORRvia TradingView
AI sentiment · 7d14 articles
- Bullish
- 4
- Neutral
- 7
- Bearish
- 3
Insider · 30dAll trades →
- Buys
- $8.7M 3 txs
- Sells
- — 0 txs
Troim Tor Olav2× · $8.2M
10b5-1 share of filings0%
Top stories · $BORRMore →
AUG 14·offshore-mag.com
Borr delays Odin jackup’s US Gulf startup amid hurricane-season concerns
Borr Drilling delayed the US Gulf startup of its Odin jackup, citing regulatory approval delays and hurricane-season constraints. The rig will start a two-well program for an undisclosed operator, then move to a campaign with Houston-based Cantium. Borr expects 23 rigs active this quarter and added eight contract commitments for over 2,100 days of backlog; its JV bought five premium jackups from Fontis.
AUG 14·stocktitan.net
Granular Capital (BORR) discloses 40.1M-share, 13.01% holding in Borr Drilling
Granular Capital Ltd filed an amended Schedule 13G/A reporting beneficial ownership of 40,145,132 shares of Borr Drilling Ltd common stock, or 13.01% of the outstanding class. The firm states it has sole power to vote and dispose of the shares, with no shared voting or dispositive power.
BORR sentiment & insider activity
Over the past 7 days, alphai's AI scored 14 news stories mentioning BORR (Borr Drilling Ltd). Coverage has skewed bullish: 4 bullish, 7 neutral, and 3 bearish.
Recent BORR coverage spans insider activity, earnings and financial news.
In the last 30 days, BORR insiders filed 3 SEC Form 4 transactions — 3 purchases ($8.7M) and no sales. The most active reporter was Troim Tor Olav with 2 filings.
What's driving BORR
The filing is a director open-market purchase, which can be read as a modest bullish signal, but it is not a fundamental catalyst like guidance or a deal.
Schedule delay for Odin’s first US Gulf campaign, partially offset by continued fleet activity and new contract commitments.
A new/updated 13G/A stake disclosure signals a meaningful institutional position, but the filing alone does not indicate a near-term operational or control change.
Oil-price and shipping-risk repricing likely driving the move, with volatility suggesting traders are reacting to risk-premium changes.
Near-term momentum is supported by contract-win optimism and fleet growth narrative, but the earnings miss and leverage keep downside risk elevated.
alphai scores every news story that mentions BORR with an AI model for sentiment and relevance, and aggregates insider trades from Borr Drilling Ltd's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $BORR
Score
Troim Tor Olav purchased $2.2M of BORR (indirect holdings)
Troim Tor Olav purchased 500,000 indirectly-held shares of Borr Drilling Ltd (BORR) at $4.39 ($2.19M total) on 2026-08-14.
1 min read
Borr delays Odin jackup’s US Gulf startup amid hurricane-season concerns
Borr Drilling delayed the US Gulf startup of its Odin jackup, citing regulatory approval delays and hurricane-season constraints. The rig will start a two-well program for an undisclosed operator, then move to a campaign with Houston-based Cantium. Borr expects 23 rigs active this quarter and added eight contract commitments for over 2,100 days of backlog; its JV bought five premium jackups from Fontis.
3 min readGranular Capital (BORR) discloses 40.1M-share, 13.01% holding in Borr Drilling
Granular Capital Ltd filed an amended Schedule 13G/A reporting beneficial ownership of 40,145,132 shares of Borr Drilling Ltd common stock, or 13.01% of the outstanding class. The firm states it has sole power to vote and dispose of the shares, with no shared voting or dispositive power.
2 min readPeabody Energy, Borr Drilling, Texas Pacific Land, Halliburton, and Transocean Stocks Trade Up, What You Need To Know
Stocks including Peabody Energy (BTU), Borr Drilling (BORR), Texas Pacific Land (TPL), Halliburton (HAL) and Transocean (RIG) rose after crude prices climbed on Middle East geopolitical tensions. WTI rose above $81 and Brent neared $90 amid reports of stalled Iran ceasefire talks and a possible naval blockade. The article cites Hormuz supply risk and notes BORR up 4.8% to 9.8% in the session.
6 min read
BORR Extends Mexican Rig Bet As Earnings Momentum Stumbles
Borr Drilling Limited (NYSE: BORR) shares rose about 9% after contract wins. The article cites Q2 2026 results with revenue of $232.3M versus $247.6M and adjusted EBITDA of $43.8M. It also says BORR completed a $287M purchase of five jack-up rigs via its 50:50 Mexican JV BC Ventures, expanding its fleet to 34.
6 min readTroim Tor Olav purchased $6.0M of BORR (indirect holdings)
Troim Tor Olav purchased 1,500,000 indirectly-held shares of Borr Drilling Ltd (BORR) at $4.02 ($6.04M total) on 2026-08-13.
1 min readCurrie Jeffrey purchased $502K of BORR
Currie Jeffrey purchased 125,000 shares of Borr Drilling Ltd (BORR) at $4.01 ($0.50M total) on 2026-08-13.
2 min read
Borr Drilling Q2 Earnings Call Highlights
Borr Drilling (NYSE:BORR) reported Q2 cost increases, including higher rig operating and maintenance expenses tied mainly to the Odin, and delays from later-than-expected regulatory approvals. The company expects mid-$70,000/day Odin operating costs once fully operational and additional $6m-$9m in Q3. Borr also refinanced debt, issued notes, and reported $223.6m cash at June 30.
4 min read
Why Borr Drilling Stock Withered on Wednesday
Borr Drilling (BORR) shares fell about 4% after the company reported Q2 results. Revenue was just over $232 million, down 13% year over year, and it posted a net loss of over $241 million, or $0.79 per share. The loss included a $176 million debt extinguishment charge and higher rig preparation, insurance, and fuel costs tied to the U.S.-Iran conflict.
4 min read
Borr Drilling Ltd (BORR) (Q2 2026) Earnings Call Highlights: Strong Operational Performance
Borr Drilling (BORR) Q2 2026 earnings call: CEO Bruno Moran said Q3 assumes 23 average operating rigs based on existing contracts, with Odin mobilization adjusted for year-round approvals amid hurricane season. CFO Magnus Valler said Fontis JV needs about $15m working capital in Q3 and no further major funding; CapEx guidance is $60-$70m. Deleveraging continues after refinancing.
6 min read