Zacks Research Analysts Lower Earnings Estimates for HP

Helmerich & Payne, Inc. (NYSE:HP) – Investment analysts at Zacks Research cut their Q2 2025 earnings per share estimates for Helmerich & Payne in a research report issued on Thursday, March 27th. Zacks Research analyst N. Choudhury now expects that the oil and gas company will post earnings of $0.63 per share for the quarter, down from their previous estimate of $0.67. The consensus estimate for Helmerich & Payne’s current full-year earnings is $2.93 per share. Zacks Research also issued estimates for Helmerich & Payne’s Q3 2025 earnings at $0.60 EPS, Q4 2025 earnings at $0.63 EPS, FY2025 earnings at $2.57 EPS, Q1 2026 earnings at $0.62 EPS, Q2 2026 earnings at $0.62 EPS, Q3 2026 earnings at $0.73 EPS, Q4 2026 earnings at $0.69 EPS and FY2026 earnings at $2.66 EPS.

Other analysts have also recently issued reports about the company. Morgan Stanley restated an “underweight” rating and set a $27.00 price target on shares of Helmerich & Payne in a report on Thursday, March 27th. Royal Bank of Canada dropped 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. Argus raised shares of Helmerich & Payne to a “hold” rating in a research note on Tuesday, February 11th. Barclays lowered their target price on Helmerich & Payne from $36.00 to $24.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 19th. Finally, Evercore ISI reiterated an “in-line” rating and issued a $39.00 price target (down previously from $48.00) on shares of Helmerich & Payne in a research report on Wednesday, January 15th. Two research analysts have rated the stock with a sell rating, six have assigned a hold rating and three have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Helmerich & Payne presently has an average rating of “Hold” and a consensus price target of $36.11.

Helmerich & Payne Stock Up 1.4 %

Shares of NYSE:HP opened at $26.50 on Monday. Helmerich & Payne has a 52-week low of $23.80 and a 52-week high of $44.11. The company has a fifty day moving average of $27.62 and a 200-day moving average of $31.57. The company has a debt-to-equity ratio of 0.60, a quick ratio of 2.52 and a current ratio of 2.81. The company has a market capitalization of $2.63 billion, a PE ratio of 8.72, a price-to-earnings-growth ratio of 3.52 and a beta of 1.43.

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

Hedge Funds Weigh In On Helmerich & Payne

Several institutional investors have recently made changes to their positions in the stock. Summit Investment Advisors Inc. increased its position in Helmerich & Payne by 4.1% in the 4th quarter. Summit Investment Advisors Inc. now owns 10,113 shares of the oil and gas company’s stock valued at $324,000 after buying an additional 395 shares in the last quarter. LPL Financial LLC grew its stake in Helmerich & Payne by 1.9% in the fourth quarter. LPL Financial LLC now owns 21,763 shares of the oil and gas company’s stock valued at $697,000 after acquiring an additional 408 shares during the period. Napatree Capital LLC increased its holdings in shares of Helmerich & Payne by 2.5% during the fourth quarter. Napatree Capital LLC now owns 20,847 shares of the oil and gas company’s stock valued at $668,000 after acquiring an additional 511 shares in the last quarter. Franklin Resources Inc. lifted its holdings in shares of Helmerich & Payne by 0.4% in the 3rd quarter. Franklin Resources Inc. now owns 157,568 shares of the oil and gas company’s stock worth $4,793,000 after purchasing an additional 666 shares in the last quarter. Finally, Kestra Investment Management LLC acquired a new stake in Helmerich & Payne in the 4th quarter valued at $27,000. Institutional investors and hedge funds own 96.05% of the company’s stock.

Insider Activity at Helmerich & Payne

In other Helmerich & Payne news, Director Belgacem Chariag purchased 37,356 shares of the business’s stock in a transaction on Monday, February 10th. The shares were purchased at an average cost of $27.08 per share, for a total transaction of $1,011,600.48. Following the acquisition, the director now owns 54,606 shares of the company’s stock, valued at approximately $1,478,730.48. This represents a 216.56 % increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO John W. Lindsay acquired 20,000 shares of Helmerich & Payne stock in a transaction dated Monday, February 10th. The shares were bought at an average cost of $27.55 per share, with a total value of $551,000.00. Following 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 ownership of the stock. The disclosure for this purchase can be found here. 4.51% of the stock is owned by corporate insiders.

Helmerich & Payne Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 30th. Investors of record on Thursday, May 15th will be given a dividend of $0.25 per share. The ex-dividend date is Thursday, May 15th. This represents a $1.00 annualized dividend and a dividend yield of 3.77%. Helmerich & Payne’s payout ratio is 32.89%.

About Helmerich & Payne

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.