Noble Corp plc had an amended Schedule 13G/A filed showing First Eagle Investment Management, LLC as beneficial owner of 14,062,928 shares representing 8.8% (reported as 8.82%) of common stock. The filing lists First Eagle Global Fund with 9,907,985 shares (6.21%).
The filing states these shares are held by or at the direction of First Eagle and/or its adviser subsidiaries principally on behalf of advisory clients; clients retain the right to receive dividends and sale proceeds. The CUSIP shown is G65431127 and the amendment is signed by David O'Connor as General Counsel on 05/13/2026.
Positive
None.
Negative
None.
Insights
First Eagle reports a sizable passive stake in Noble Corp.
First Eagle Investment Management reports beneficial ownership of 14,062,928 shares, or 8.8%, via advisory accounts and related entities. The filing characterizes the position as held on behalf of clients rather than for the advisers proprietary account.
That ownership level can create investor scrutiny around voting power and potential engagement, but the filing states voting/dispositive rights are primarily exercised by the adviser on clients' behalf. Subsequent filings would show any changes to the stake.
Amendment clarifies beneficial-owner percentages and client attribution.
The Schedule 13G/A attributes 9,907,985 shares to the First Eagle Global Fund and explains clients may have dividend and sale rights. The filing follows 13G mechanics for passive investors with disclosure of sole voting and dispositive power counts.
Filing dates and signatures are provided; any change in intent or increase above thresholds would require an updated disclosure under the Exchange Act rules.
Key Figures
Beneficial ownership (First Eagle):14,062,928 sharesPercent of class (First Eagle):8.8%First Eagle Global Fund holdings:9,907,985 shares+3 more
Percent of class (First Eagle)8.8%Percent of class reported in Item 4 (also noted as 8.82%)
First Eagle Global Fund holdings9,907,985 sharesAmount attributed to First Eagle Global Fund (6.21%)
Sole voting power13,468,133Sole power to vote listed in ownership table
CUSIPG65431127Identifier for Noble Corp common stock
Signature date05/13/2026Signed by General Counsel David O'Connor
Key Terms
Schedule 13G/A, beneficial ownership, sole dispositive power
3 terms
Schedule 13G/Aregulatory
"Amendment No. 1 N obe Corp plc Common Stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial ownershipregulatory
"Amount beneficially owned: 14,062,928 (b) Percent of class: 8.8 %"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole dispositive powerregulatory
"Sole power to dispose or to direct the disposition of: 14,062,928"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 1)
Noble Corp plc
(Name of Issuer)
Common Stock
(Title of Class of Securities)
G65431127
(CUSIP Number)
03/31/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
schemaVersion:
SCHEDULE 13G
CUSIP Number(s):
G65431127
1
Names of Reporting Persons
First Eagle Investment Management, LLC
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
13,468,133.49
6
Shared Voting Power
0.00
7
Sole Dispositive Power
14,062,927.52
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
14,062,927.52
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.8 %
12
Type of Reporting Person (See Instructions)
IA
SCHEDULE 13G
CUSIP Number(s):
G65431127
1
Names of Reporting Persons
FIRST EAGLE GLOBAL FUND
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
DELAWARE
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
9,907,985.00
6
Shared Voting Power
0.00
7
Sole Dispositive Power
9,907,985.00
8
Shared Dispositive Power
0.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
9,907,985.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.2 %
12
Type of Reporting Person (See Instructions)
IV
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Noble Corp plc
(b)
Address of issuer's principal executive offices:
2101 CITY WEST BOULEVARD, 2101 CITY WEST BOULEVARD, HOUSTON, NEW YORK, 77042
Item 2.
(a)
Name of person filing:
First Eagle Investment Management, LLC
(b)
Address or principal business office or, if none, residence:
1345 Avenue of the Americas
New York, NY 10105
(c)
Citizenship:
Delaware
(d)
Title of class of securities:
Common Stock
(e)
CUSIP No.:
G65431127
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
14,062,928
(b)
Percent of class:
8.8 %
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
13,468,133
(ii) Shared power to vote or to direct the vote:
0
(iii) Sole power to dispose or to direct the disposition of:
14,062,928
(iv) Shared power to dispose or to direct the disposition of:
0
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.
Securities reported on this Schedule 13G as being beneficially owned by First Eagle Investment Management, LLC are held by or at the direction of First Eagle Investment Management, LLC and/or one or more of its investment adviser subsidiaries, which may include First Eagle Separate Account Management, LLC, principally on behalf of investment advisory clients, which may include investment companies registered under the Investment Company Act, employee benefit plans, pension funds, other institutional clients, or separate accounts, but sometimes for its own account.
First Eagle Investment Management, LLC (FEIM), an investment adviser registered under Section 203 of the Investment Advisers Act of 1940, is deemed to be the beneficial owner of 14,062,927.52 shares, or 8.82% of the common stock believed to be outstanding as a result of acting as investment adviser to various clients. Clients of FEIM have the right to receive and the ultimate power to direct the receipt of dividends from, or the proceeds of the sale of, such securities. The First Eagle Global Fund, a registered investment company for which FEIM acts as investment adviser, may be deemed to beneficially own 9,907,985 of these 14,062,927.52 shares, or 6.21% of the Company's Common Stock.
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
What stake does First Eagle hold in Noble Corp (NE)?
First Eagle Investment Management reports beneficial ownership of 14,062,928 shares, representing 8.8% of Noble Corp common stock. The filing lists the advisers sole dispositive power as 14,062,928 shares.
How many shares does First Eagle Global Fund hold in Noble Corp?
The filing shows the First Eagle Global Fund beneficially owns 9,907,985 shares, equal to 6.21% of the company's common stock, as reported in the amendment.
Are these shares held personally by First Eagle or for clients?
The filing states the shares are held by or at the direction of First Eagle and/or its adviser subsidiaries principally on behalf of investment advisory clients, who retain rights to dividends and sale proceeds.
Who signed the Schedule 13G/A amendment for First Eagle?
David O'Connor, General Counsel, signed the amendment on 05/13/2026, as shown at the end of the filing excerpt provided.
What CUSIP and class are reported in the filing?
The filing identifies the security as Common Stock with CUSIP G65431127 and cites an ownership snapshot tied to that class of securities.
