Q2 EPS Forecast for Helmerich & Payne Lowered by Analyst

Helmerich & Payne, Inc. (NYSE:HP) – Seaport Res Ptn cut their Q2 2025 earnings per share estimates for Helmerich & Payne in a research note issued to investors on Tuesday, February 11th. Seaport Res Ptn analyst T. Curran now anticipates that the oil and gas company will post earnings per share of $0.59 for the quarter, down from their prior forecast of $0.67. The consensus estimate for Helmerich & Payne’s current full-year earnings is $3.11 per share. Seaport Res Ptn also issued estimates for Helmerich & Payne’s Q3 2026 earnings at $0.65 EPS, Q4 2026 earnings at $0.78 EPS and Q1 2027 earnings at $0.83 EPS.

Helmerich & Payne (NYSE:HP) last released its quarterly earnings results on Wednesday, February 5th. The oil and gas company reported $0.71 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%.

A number of other equities analysts also recently issued reports on the company. Barclays reduced their price target on Helmerich & Payne from $39.00 to $36.00 and set an “equal weight” rating on the stock in a research report on Wednesday, November 20th. Royal Bank of Canada reduced their target price on Helmerich & Payne from $41.00 to $35.00 and set a “sector perform” rating on the stock in a research report on Friday, February 7th. Argus raised Helmerich & Payne to a “hold” rating in a report on Tuesday. Citigroup upgraded Helmerich & Payne from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $33.00 to $40.00 in a research note on Friday, January 10th. Finally, Evercore ISI reaffirmed an “in-line” rating and issued a $39.00 price objective (down from $48.00) on shares of Helmerich & Payne in a research report on Wednesday, January 15th. One analyst has rated the stock with a sell rating, six have assigned a hold rating and three have issued a buy rating to the company. According to MarketBeat.com, Helmerich & Payne currently has a consensus rating of “Hold” and an average target price of $38.75.

Helmerich & Payne Trading Down 1.0 %

NYSE:HP opened at $26.96 on Thursday. The stock has a market capitalization of $2.68 billion, a price-to-earnings ratio of 8.87, a PEG ratio of 3.41 and a beta of 1.37. Helmerich & Payne has a 52 week low of $26.35 and a 52 week high of $44.11. The company has a quick ratio of 2.40, a current ratio of 2.81 and a debt-to-equity ratio of 0.60. The firm has a 50 day moving average of $32.64 and a 200 day moving average of $33.44.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the stock. ARGA Investment Management LP boosted its position in Helmerich & Payne by 42.5% in the 4th quarter. ARGA Investment Management LP now owns 2,686,215 shares of the oil and gas company’s stock worth $86,013,000 after purchasing an additional 801,000 shares in the last quarter. Norges Bank acquired a new position in shares of Helmerich & Payne in the 4th quarter valued at $21,572,000. ExodusPoint Capital Management LP purchased a new stake in Helmerich & Payne during the fourth quarter worth $10,931,000. Van ECK Associates Corp grew its position in Helmerich & Payne by 27.7% during the fourth quarter. Van ECK Associates Corp now owns 1,522,144 shares of the oil and gas company’s stock valued at $48,739,000 after buying an additional 329,734 shares during the period. Finally, American Century Companies Inc. increased its holdings in Helmerich & Payne by 14.0% in the fourth quarter. American Century Companies Inc. now owns 2,658,356 shares of the oil and gas company’s stock valued at $85,121,000 after buying an additional 327,374 shares in the last quarter. 96.05% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Helmerich & Payne news, CEO John W. Lindsay purchased 20,000 shares of the stock in a transaction on 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 completion of the acquisition, the chief executive officer now owns 691,214 shares in the company, valued at $19,042,945.70. This trade represents a 2.98 % increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Belgacem Chariag acquired 37,356 shares of Helmerich & Payne stock in a transaction on Monday, February 10th. The shares were bought at an average price of $27.08 per share, with a total value of $1,011,600.48. Following the purchase, 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 disclosure for this purchase can be found here. 4.51% of the stock is owned by corporate insiders.

Helmerich & Payne Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Investors of record on Friday, February 14th will be given a $0.25 dividend. The ex-dividend date is Friday, February 14th. This represents a $1.00 dividend on an annualized basis and a yield of 3.71%. Helmerich & Payne’s dividend payout ratio is currently 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.