Q2 EPS Forecast for Helmerich & Payne Decreased by Analyst

Helmerich & Payne, Inc. (NYSE:HP) – Stock analysts at Zacks Research dropped their Q2 2025 earnings per share (EPS) estimates for Helmerich & Payne in a research report issued on Wednesday, February 19th. Zacks Research analyst N. Choudhury now expects that the oil and gas company will post earnings of $0.67 per share for the quarter, down from their previous estimate of $0.68. The consensus estimate for Helmerich & Payne’s current full-year earnings is $2.95 per share. Zacks Research also issued estimates for Helmerich & Payne’s Q3 2025 earnings at $0.63 EPS, Q4 2025 earnings at $0.66 EPS, FY2025 earnings at $2.67 EPS, Q1 2026 earnings at $0.66 EPS and Q3 2026 earnings at $0.76 EPS.

Other analysts have also issued research reports about the company. Argus raised Helmerich & Payne to a “hold” rating in a research note on Tuesday, February 11th. Evercore ISI reaffirmed an “in-line” rating and issued a $39.00 price objective (down previously from $48.00) on shares of Helmerich & Payne in a research note on Wednesday, January 15th. Barclays reduced their target price on shares of Helmerich & Payne from $36.00 to $24.00 and set an “equal weight” rating on the stock in a report on Wednesday. Royal Bank of Canada lowered their price target on shares of Helmerich & Payne from $41.00 to $35.00 and set a “sector perform” rating for the company in a research note on Friday, February 7th. Finally, Benchmark restated a “hold” rating on shares of Helmerich & Payne in a research report on Thursday, November 21st. One analyst has rated the stock with a sell rating, six have issued a hold rating and three have issued a buy rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $37.25.

Helmerich & Payne Stock Performance

NYSE HP opened at $27.13 on Friday. Helmerich & Payne has a 52-week low of $25.69 and a 52-week high of $44.11. The company has a fifty day moving average of $31.74 and a 200-day moving average of $32.97. The company has a market capitalization of $2.70 billion, a P/E ratio of 8.92, a P/E/G ratio of 3.32 and a beta of 1.37. The company has a debt-to-equity ratio of 0.60, a quick ratio of 2.52 and a current ratio of 2.81.

Helmerich & Payne (NYSE:HP) last announced its earnings results on Wednesday, February 5th. The oil and gas company reported $0.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.02. Helmerich & Payne had a net margin of 11.02% and a return on equity of 11.31%.

Helmerich & Payne Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, February 14th will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 3.69%. The ex-dividend date of this dividend is Friday, February 14th. Helmerich & Payne’s payout ratio is 32.89%.

Insider Activity

In related news, Director Belgacem Chariag purchased 37,356 shares of the business’s stock in a transaction that occurred on Monday, February 10th. The shares were acquired at an average price of $27.08 per share, for a total transaction of $1,011,600.48. Following the completion of the acquisition, the director now directly owns 54,606 shares in the company, valued at approximately $1,478,730.48. The trade was a 216.56 % increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO John W. Lindsay acquired 20,000 shares of Helmerich & Payne stock in a transaction on Monday, February 10th. The shares were bought at an average cost of $27.55 per share, for a total transaction of $551,000.00. Following the completion of the transaction, the chief executive officer now owns 691,214 shares in the company, valued at approximately $19,042,945.70. This trade represents a 2.98 % increase in their position. The disclosure for this purchase can be found here. Insiders own 4.51% of the company’s stock.

Institutional Investors Weigh In On Helmerich & Payne

Several institutional investors and hedge funds have recently modified their holdings of HP. State of New Jersey Common Pension Fund D raised its stake in Helmerich & Payne by 18.1% in the third quarter. State of New Jersey Common Pension Fund D now owns 58,634 shares of the oil and gas company’s stock worth $1,784,000 after buying an additional 9,004 shares in the last quarter. Legato Capital Management LLC raised its position in shares of Helmerich & Payne by 93.9% in the 4th quarter. Legato Capital Management LLC now owns 76,064 shares of the oil and gas company’s stock worth $2,436,000 after acquiring an additional 36,828 shares in the last quarter. Petrus Trust Company LTA bought a new position in shares of Helmerich & Payne in the 3rd quarter worth approximately $619,000. Hara Capital LLC lifted its stake in shares of Helmerich & Payne by 519.3% in the 4th quarter. Hara Capital LLC now owns 61,114 shares of the oil and gas company’s stock valued at $1,957,000 after purchasing an additional 51,245 shares during the period. Finally, FMR LLC boosted its position in shares of Helmerich & Payne by 510.7% during the third quarter. FMR LLC now owns 140,655 shares of the oil and gas company’s stock valued at $4,279,000 after purchasing an additional 117,624 shares in the last quarter. 96.05% of the stock is owned by hedge funds and other institutional investors.

Helmerich & Payne Company Profile

Founded in 1920, Helmerich & Payne, Inc (H&P) (NYSE: HP) is committed to delivering industry leading levels of drilling productivity and reliability. H&P operates with the highest level of integrity, safety and innovation to deliver superior results for its customers and returns for shareholders.