Helmerich & Payne JV Gets $1B Contract Renewal from BP in Caspian Sea
BP has renewed a $1 billion contract with a joint venture involving Helmerich & Payne (H&P) for operations in the Caspian Sea. This indicates BP's continued investment in Azerbaijan. Helmerich & Payne is an oilfield services company based in Tulsa, Oklahoma.
Public Sector Pension Investment Board Buys 49,460 Shares of Helmerich & Payne, Inc. $HP
The Public Sector Pension Investment Board increased its stake in Helmerich & Payne, Inc. by 14.6% during the third quarter, acquiring 49,460 additional shares and bringing its total holdings to 387,865 shares valued at approximately $8.57 million. This move comes as Helmerich & Payne recently missed quarterly EPS estimates despite a significant revenue increase, announced a $0.25 quarterly dividend, and maintains a "Hold" consensus analyst rating.
Helmerich & Payne, Inc. $HP Shares Acquired by Advisors Asset Management Inc.
Advisors Asset Management Inc. significantly increased its stake in Helmerich & Payne (NYSE:HP) by 61.5% in Q3, acquiring 117,958 shares valued at $2.61 million, representing approximately 0.12% ownership. Concurrently, Director Hans Helmerich sold 75,000 shares for $2.11 million, reducing his position by 13.12%. Helmerich & Payne reported an EPS miss of -$0.15 against an expected $0.12, but revenue increased by 50.2% to $1.02 billion, and the company declared a quarterly dividend of $0.25 (a ~3.0% yield).
Does Helmerich & Payne's (HP) Revenue-Loss Split Recast Its Technology-Led Drilling Strategy?
Helmerich & Payne (HP) reported increased revenue but a net loss in Q1 2025, yet analysts remain optimistic due to its focus on advanced drilling technology. The company's strategy hinges on translating higher revenue into sustained profitability by deploying its upgraded rig fleet, despite risks from an oversupplied North American rig market. Analyst price target hikes suggest confidence that technology-led efficiency gains can offset current losses and improve utilization.
|Analysts Offer Insights on Energy Companies: Williams Co (WMB) and Helmerich & Payne (HP)
|Analysts have issued new ratings for energy companies Williams Co (WMB) and Helmerich & Payne (HP). Jefferies reiterated a Buy rating on Williams Co with a $78.00 price target, while RBC Capital maintained a Hold rating on Helmerich & Payne with a target of $36.00. Both companies have an analyst consensus indicating a positive outlook.
Analysts Offer Insights on Energy Companies: Williams Co (WMB) and Helmerich & Payne (HP)
Jefferies analyst Julien Dumoulin Smith reiterated a Buy rating on Williams Co (WMB) with a $78.00 price target. RBC Capital's Keith Mackey maintained a Hold rating on Helmerich & Payne (HP) with a $36.00 price target. The article details analyst consensus ratings and price targets for both energy companies.
Citigroup Updates Helmerich & Payne (HP) Price Target to $38 | H
Citigroup has raised its price target for Helmerich & Payne (HP) to $38 from $33, while maintaining a Neutral rating. Other analysts from Barclays, Piper Sandler, TD Cowen, RBC Capital, and Susquehanna have also recently updated their price targets for HP with varied ratings. The consensus among 14 analysts suggests an average target price of $35.43 for HP, implying a 1.40% upside from its current price, and the overall brokerage recommendation is "Hold."
Cash Dividend On The Way From Helmerich & Payne (HP)
Helmerich & Payne, Inc. (HP) will trade ex-dividend on February 13, 2026, for its quarterly dividend of $0.25 per share. This dividend represents approximately 0.72% of its recent stock price of $34.92. The article also notes HP's stock performance, currently up about 2% in Wednesday trading, and its 52-week trading range.
Helmerich & Payne Debt Cut Highlights Cash Generation And Dividend Resilience
Helmerich & Payne (NYSE:HP) recently reduced its term loan significantly by US$260 million ahead of schedule, showcasing strong free cash flow generation despite rig reactivation costs and a soft rig market. This move highlights the company's balance sheet strength, capital discipline, and resilience in maintaining dividends, which is a notable development for investors considering the volatile energy sector. The debt reduction and ongoing international growth efforts in markets like Saudi Arabia position the company with greater flexibility, though earnings volatility and operational complexity in new markets remain key areas to watch.
A Glimpse Into The Expert Outlook On Helmerich & Payne Through 16 Analysts
Over the past three months, 16 analysts have provided ratings for Helmerich & Payne (NYSE: HP), culminating in an average 12-month price target of $32.44, a 19.31% increase from the previous average. The company's financials show strong revenue growth of 50.16% and an excellent net margin of -9.55%, though its ROE and ROA are below industry averages. Analysts have recently raised price targets and reaffirmed ratings, reflecting evolving sentiment on the company.
Piper Sandler Raises Price Target for Helmerich & Payne (HP) to $40 | HP Stock News
Piper Sandler has increased its price target for Helmerich & Payne (HP) to $40, maintaining an "Overweight" rating. This adjustment reflects a 14.29% rise from the previous target of $35. Other analysts have also recently raised their price targets for HP, and the consensus among 17 brokerage firms indicates a "Hold" status with an average target price of $34.50.
Helmerich & Payne (NYSE:HP) Price Target Raised to $38.00 at TD Cowen
TD Cowen increased its price objective for Helmerich & Payne (NYSE:HP) from $35.00 to $38.00, maintaining a "hold" rating, suggesting a potential upside of 5.56%. This adjustment comes despite the company missing EPS expectations in its latest quarter, reporting a loss of $0.15 against an expected $0.12, although revenue climbed significantly to $1.02 billion. Other analysts have offered mixed ratings, with a consensus "Hold" and target price of $34.18 based on MarketBeat data.
Helmerich & Payne Maintains Stable Risk Profile With No Material Changes in 2025 10-K Disclosures
Helmerich & Payne (HP) has reported no material changes to the risk factors previously disclosed in its 2025 Form 10-K, indicating a stable overall risk profile. The company's strategic, operational, financial, and regulatory risks remain consistent with prior reports. Wall Street currently holds a Moderate Buy consensus rating on HP stock.
Helmerich & Payne, Inc.'s (NYSE:HP) Share Price Could Signal Some Risk
Helmerich & Payne (NYSE:HP) has a price-to-sales (P/S) ratio of 0.9x, which appears average for the U.S. Energy Services industry, despite its strong recent revenue growth of 48%. However, analysts predict a revenue decrease of 0.3% per annum over the next three years, contrasting with the industry's expected 4.1% growth. This discrepancy suggests investors might be overlooking future revenue declines, potentially making the current P/S ratio unsustainable.
Analysts Have Conflicting Sentiments on These Energy Companies: Helmerich & Payne (HP), Conocophillips (COP) and Shell (SHEL)
This article summarizes analyst ratings for three energy companies: Helmerich & Payne (HP), Conocophillips (COP), and Shell (SHEL). RBC Capital maintained a Hold rating on Helmerich & Payne, while TipRanks – OpenAI downgraded it to Hold. RBC Capital maintained a Buy rating on Conocophillips, and TipRanks – DeepSeek upgraded it to Buy. Wells Fargo maintained a Hold rating on Shell.
Helmerich & Payne : Earnings Call Prepared Remarks (Fiscal 1Q 2026 Helmerich Payne Prepared Remarks )
Helmerich & Payne (H&P) reported strong first-quarter fiscal 2026 results, with adjusted EBITDA exceeding expectations at $230 million, driven by robust performance in its North American and Offshore Solutions segments, and better-than-anticipated results internationally. CEO John Lindsay, in his final earnings call, reflected on 39 years with the company and 12 years as CEO, emphasizing H&P's resilience and commitment to long-term growth as Trey Adams prepares to take over as CEO. The company anticipates a cautiously positive but uneven energy landscape for 2026, with North America remaining restrained in the near term but international markets showing greater resilience, particularly in the Middle East, and continued strong demand for LNG and AI-driven power influencing gas markets positively.
Helmerich & Payne Q1 Earnings Miss Estimates, Revenues Beat
Helmerich & Payne (HP) reported a first-quarter fiscal 2026 adjusted net loss of 15 cents per share, missing the Zacks Consensus Estimate of a 12-cent net income and significantly down from the prior year's profit, largely due to weakness in its North America Solutions segment and a $103 million impairment charge. Despite the earnings miss, operating revenues of $1 billion surpassed the Zacks Consensus Estimate, driven by strong performance in Drilling Services and international solutions. The company also provided guidance for Q2 and fiscal 2026, highlighting expected direct margins for its various segments and financial outlays.
Helmerich & Payne Q1 Earnings Miss Estimates, Revenues Beat
Helmerich & Payne reported a significant miss on Q1 fiscal 2026 adjusted net earnings, posting a loss of 15 cents per share against an estimated 12 cents profit, primarily due to weakness in its North America Solutions segment and a $103 million impairment charge. Despite the earnings miss, the company's operating revenues of $1 billion surpassed the Zacks Consensus Estimate, driven by stronger-than-expected performance in international solutions. The company also provided guidance for Q2 and fiscal 2026, outlining expectations for direct margins across its segments and various expenses.
Helmerich & Payne (HP) EPS Loss In Q1 2026 Tests Profitability Recovery Narratives
Helmerich & Payne (HP) reported an EPS loss of US$0.97 in Q1 2026, with revenue around US$1.0 billion, making it the third consecutive quarter of losses. This challenges the company's profitability recovery narrative, despite forecasts of 152.5% EPS growth per year, as trailing losses have widened to US$316.6 million. Investors will be scrutinizing the company's ability to stabilize margins and cover its interest expenses and dividends from current earnings.
RBC Raises Price Target on Helmerich & Payne to $36 From $34, Keeps Sector Perform Rating
RBC Capital has increased its price target for Helmerich & Payne (NYSE:HP) from $34 to $36, while maintaining a "Sector Perform" rating on the stock. This adjustment follows recent financial news, including the company's Q1 2026 earnings call, where it reported a fiscal Q1 loss despite a rise in revenue. The article also provides a company profile, financial data, analyst consensus, and a list of recent news about Helmerich & Payne.
Helmerich & Payne, Inc. (NYSE:HP) Q1 2026 Earnings Call Transcript
Helmerich & Payne (NYSE:HP) reported strong Q1 2026 results, with adjusted EBITDA exceeding expectations at $230 million, primarily driven by resilient North America and Offshore Solutions, and stronger international performance. This earnings call also marks CEO John Lindsay's last, as he transitions leadership to Trey Adams, who outlined a vision for continued international growth, North American market leadership, and a focus on deleveraging and enterprise optimization. The company provided guidance for Q2, expecting some seasonality and cost lumpiness but remains optimistic for the full fiscal year, aiming for increased activity and margin progression in the latter half of 2026.
Helmerich & Payne outlines $45M+ quarterly margin target for international segment as FlexRobotics and Saudi reactivations drive optimism
Helmerich & Payne (H&P) is targeting over $45 million in quarterly segment operating margin for its international segment, driven by new FlexRig designs incorporating robotic features and reactivations in Saudi Arabia. The company sees significant tailwinds from these initiatives and expects to reactivate additional rigs globally. Additionally, H&P plans to monetize its automation software in Saudi Arabia through a licensing model.
Helmerich & Payne, Inc. Announces Fiscal First Quarter Results
Helmerich & Payne, Inc. reported a consolidated net loss of $(97) million, or $(0.98) per share, for the fiscal first quarter ended December 31, 2025, which includes a non-cash impairment charge of $103 million. Adjusted earnings were $(14) million, or $(0.15) per share. CEO John Lindsay highlighted strong operational and financial results across all segments, including the successful deployment of FlexRobotics™ Technology in the Permian Basin and continued progress in international markets.
Qualcomm, Wolfspeed, Helmerich and Payne And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
Several major stocks, including Qualcomm, Wolfspeed, and Helmerich and Payne, are experiencing significant declines in Thursday's pre-market session due to various factors. Qualcomm's shares dropped after reporting mixed Q1 results and issuing lower-than-expected Q2 guidance. Other companies like Cerence, Wolfspeed, Kemper, and Fluence Energy are also down after reporting financial results that disappointed investors or analysts.
Helmerich & Payne: Fiscal Q1 Earnings Snapshot
Helmerich & Payne Inc. (HP) reported a fiscal first-quarter loss of $96.7 million, or 98 cents per share, which adjusted to 15 cents per share when accounting for one-time items. This performance fell short of analyst expectations of 12 cents per share. Despite the loss, the oil and gas well-drilling contractor exceeded revenue forecasts, posting $1.02 billion against an expected $986.4 million.
Helmerich & Payne (HP) Reports Q1 Loss, Beats Revenue Estimates
Helmerich & Payne (HP) reported a Q1 loss of $0.15 per share, missing the Zacks Consensus Estimate of $0.12, and significantly down from $0.71 per share a year ago. Despite the earnings miss, the company surpassed revenue expectations, posting $1.02 billion against an estimate of $969.99 million. The stock currently holds a Zacks Rank #3 (Hold), indicating it is expected to perform in line with the market.
Helmerich & Payne: Overview of Fiscal First Quarter Results
Helmerich & Payne Inc. reported a net loss of $96.7 million for its fiscal first quarter, resulting in a per-share loss of 98 cents, or 15 cents adjusted. These figures fell below analysts' expectations, who had projected earnings of 12 cents per share. Despite the loss, the company generated $1.02 billion in revenue, exceeding the forecasted $986.4 million.
Helmerich & Payne, Inc. Announces Fiscal First Quarter Results
Helmerich & Payne, Inc. reported a consolidated net loss of $(97) million, or $(0.98) per share, for the fiscal first quarter ended December 31, 2025, which included a $103 million non-cash impairment charge. Adjusted earnings per share were $(0.15). The company highlighted strong operational performance across its North America, International, and Offshore Solutions segments, the successful deployment of FlexRobotics™ Technology, and accelerated debt repayment.
Earnings Flash (HP) Helmerich & Payne Posts Fiscal Q1 Adjusted Loss $0.15, vs. FactSet Est of $0.09 EPS
Helmerich & Payne (HP) reported a fiscal Q1 adjusted loss of $0.15 per share, which was wider than the FactSet estimate of a $0.09 EPS. The company's revenue for the quarter was $1.0 million, compared to the FactSet estimate of $989.3 million. This announcement follows several analyst rating changes and leadership announcements for the oil and gas drilling company.
A Look At Helmerich & Payne (HP) Valuation As Earnings And CEO Transition Draw Market Attention
Helmerich & Payne (HP) is facing a busy period with upcoming fiscal first-quarter earnings and a CEO transition, alongside rig reactivations in Saudi Arabia. While the stock has seen recent positive momentum, its current price of US$34.25 suggests a 36.47% estimated intrinsic discount, raising questions about whether it's still a value opportunity. The most followed valuation narrative suggests the company is 13.2% overvalued at $30.27, although the P/S ratio indicates potential value, prompting investors to consider various factors for future growth and risks.
A Look At Helmerich & Payne (HP) Valuation After CEO Transition And Saudi Rig Reactivations
Helmerich & Payne (HP) is gaining attention due to a CEO transition and plans to reactivate seven drilling rigs in Saudi Arabia, which has positively impacted its recent stock performance. Despite a market narrative suggesting it's 13.2% overvalued at $34.25 with a fair value of $30.27, a Discounted Cash Flow (DCF) model points to a higher intrinsic value of $53.91, creating a mixed signal for investors. The company's international expansion efforts and high-spec rigs in a geopolitically unstable environment are key factors influencing its valuation.
Helmerich & Payne, Inc. (NYSE:HP) Given Average Rating of "Hold" by Brokerages
Helmerich & Payne, Inc. (NYSE:HP) has received a consensus "Hold" rating from thirteen brokerages, with an average 12-month target price of $33.00. The company recently missed quarterly EPS estimates but exceeded revenue expectations, reporting $1.01 billion, a 45.8% increase year-over-year. Helmerich & Payne also declared a $0.25 quarterly dividend, and institutional investors hold approximately 96% of the stock.
Helmerich & Payne to Post Q1 Earnings: Here's What to Expect
Helmerich & Payne (HP) is scheduled to release its fiscal first-quarter 2026 earnings on February 4th. The Zacks Consensus Estimate projects earnings of 12 cents per share on revenues of $986.41 million, indicating a significant year-over-year decrease in earnings but a substantial increase in revenues. While the company's past earnings have been inconsistent, its market share growth, strong demand, and advanced drilling technologies are expected to drive revenue growth.
Helmerich & Payne to Post Q1 Earnings: Here's What to Expect
Helmerich & Payne (HP) is expected to announce its fiscal first-quarter 2026 earnings, with analysts projecting earnings of 12 cents per share on revenues of $986.41 million. While earnings are anticipated to decrease year-over-year, revenue is expected to increase significantly, driven by growth in its International Solutions, Offshore Solutions, and Other segments. The company's model predicts an earnings beat for HP, which holds an Earnings ESP of +22.11% and a Zacks Rank #2.
Mitsubishi UFJ Trust & Banking Corp Has $1.04 Million Stock Position in Helmerich & Payne, Inc. $HP
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Helmerich & Payne, Inc. (NYSE:HP) by 398.3% in the third quarter, now owning 47,073 shares valued at $1.04 million. Despite institutional ownership of 96.05%, Wall Street analysts largely rate the stock a "Hold" with a consensus target price of $33.00, while the company trades around $33.90. Helmerich & Payne recently announced a quarterly dividend of $0.25, and a director sold a substantial number of shares, indicating mixed insider sentiment.
Helmerich & Payne (HP) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
Helmerich & Payne (HP) is expected to announce its Q1 earnings, with analysts predicting a year-over-year decline in EPS but an increase in revenue. The company has a Zacks Rank #3 and a positive Earnings ESP of +18.64%, suggesting a high likelihood of beating consensus EPS estimates. Investors are advised to consider these factors alongside other market conditions ahead of the earnings release.
Universal Beteiligungs und Servicegesellschaft mbH Increases Stake in Helmerich & Payne, Inc. $HP
Universal Beteiligungs und Servicegesellschaft mbH has significantly increased its stake in Helmerich & Payne, Inc. (NYSE:HP) by 27.4% to 181,027 shares, now valued at approximately $3.999 million. This increase comes amidst various institutional investor activity and director Hans Helmerich selling shares worth $2.109 million. Analysts currently rate Helmerich & Payne as "Hold" with a consensus target price of $33.00, while the company also announced a quarterly dividend of $0.25 per share.
Helmerich & Payne (HP) Projected to Post Earnings on Wednesday
Helmerich & Payne (HP) is projected to release its Q1 2026 earnings after market close on Wednesday, February 4th, with analysts expecting $0.12 EPS and $990.1640 million in revenue. The company previously missed Q4 2025 earnings estimates, reporting ($0.01) EPS against a $0.26 consensus. Helmerich & Payne also recently announced a quarterly dividend of $0.25 per share, payable on February 27th.
Helmerich & Payne (NYSE:HP) Has Announced A Dividend Of $0.25
Helmerich & Payne (NYSE:HP) has declared a dividend of $0.25 per share, resulting in a 3.1% dividend yield. While the company is currently unprofitable, analysts expect higher EPS next year, potentially leading to a sustainable payout ratio of 8.0%. However, the dividend has shown volatility and an overall decline in the past decade, posing a challenge for consistent growth despite impressive EPS growth over the last five years.
Helmerich & Payne (NYSE:HP) Has Announced A Dividend Of $0.25
Helmerich & Payne (NYSE:HP) has declared a dividend of $0.25 per share, resulting in a 3.1% dividend yield. While the company is currently unprofitable, analysts project higher EPS for the next year, which could make the dividend more sustainable. However, the company has a history of dividend cuts, and its current payment level might be challenging to maintain long-term despite strong EPS growth in recent years.
CEO transition and pay plan on ballot at Helmerich & Payne (HP) 2026 meeting
Helmerich & Payne, Inc. has announced its 2026 Annual Meeting where stockholders will vote on several key proposals, including the election of directors, ratification of auditors, an advisory vote on executive compensation, and approval of an amended incentive plan. A significant leadership transition is also on the agenda, with CEO John W. Lindsay retiring after the meeting and President Raymond John "Trey" Adams III stepping into the role of President and CEO. The proxy statement highlights a transformative fiscal year 2025, marked by the acquisition of KCA Deutag, strengthening the balance sheet, and strong operational performance across its North American and international segments.
Assessing Helmerich & Payne (HP) Valuation After Shifting US Policy Toward Venezuela
Recent shifts in US policy towards Venezuela have directed investor attention to Helmerich & Payne (HP), prompting an assessment of its valuation given potential access to Venezuelan oil reserves and recovery of seized assets. While the most popular narrative suggests HP is 7% overvalued with a fair value of US$30.27, a Discounted Cash Flow (DCF) model indicates it may be undervalued by 41% with an estimated fair value of US$54.80. The company's growing international footprint and new opportunities contrast with concerns about rig overcapacity and reliance on US shale in the long term.
How Does HP’s Venezuela Dispute Spotlight Reframe Its Balance Sheet Strength and International Risk Profile?
Helmerich & Payne, Inc. (HP) is facing renewed attention regarding US$90 million in unpaid invoices and 11 seized rigs in Venezuela, which resurfaces questions about its balance sheet strength and international exposure. The company, an unprofitable rig contractor focusing on high-spec technology and international growth, is set to discuss its fiscal first-quarter 2026 results on February 5, 2026. This event, alongside the Venezuelan asset recovery developments, offers watchpoints for investors to assess potential changes in perception of the company's financial resilience, legal, and geopolitical risks.
How Does HP’s Venezuela Dispute Spotlight Reframe Its Balance Sheet Strength and International Risk Profile?
Helmerich & Payne (HP) will host a conference call on February 5, 2026, to discuss its fiscal first-quarter results, bringing renewed attention to $90 million in unpaid invoices and 11 seized rigs in Venezuela. This unresolved dispute highlights the company's international risk and balance sheet strength, alongside its focus on high-spec technology, disciplined capital use, and international growth. Investors are encouraged to consider diverse fair value estimates and key warning signs before making investment decisions regarding HP.
Helmerich & Payne, Inc. Schedules Fiscal First Quarter 2026 Conference Call and Webcast
Helmerich & Payne, Inc. (NYSE: HP) will host a conference call on Thursday, February 5, 2026, at 11 a.m. ET to discuss its fiscal first quarter 2026 results. The call will be led by CEO John Lindsay, President Trey Adams, and SVP and CFO Kevin Vann. Investors can access the earnings release, presentation, and webcast details on the company's website.
Helmerich & Payne, Inc. Schedules Fiscal First Quarter 2026 Conference Call and Webcast
Helmerich & Payne, Inc. a drilling productivity company, announced its fiscal first quarter 2026 earnings conference call and webcast. The call is scheduled for Thursday, February 5, 2026, at 11 a.m. ET, and will include CEO John Lindsay, President Trey Adams, and SVP & CFO Kevin Vann. The earnings release and presentation will be available on the company's website.
Helmerich & Payne (HP) price target raised to $35
This article indicates that the price target for Helmerich & Payne (HP) has been increased to $35. No further details or analysis are provided in this extremely brief content snippet.
Helmerich & Payne Inc (HP) Shares Up 3.07% on Jan 13
Shares of Helmerich & Payne Inc (HP) rose 3.07% on January 13, settling at $31.52. This price is 15.50% below its 52-week high and 115.15% above its 52-week low. Wall Street analysts have an average target price of $31.07 for HP, suggesting a slight downside, while GuruFocus estimates a one-year fair value of $53.09, indicating significant upside.
Helmerich & Payne (HP) Price Target Raised to $35
TD Cowen analyst Marc Bianchi raised the price target for Helmerich & Payne (HP) from $33 to $35, maintaining a 'Hold' rating. This adjustment follows news of potential US action in Venezuela, which could provide American oil companies access to significant oil reserves. Helmerich & Payne itself is still seeking payment for invoices and the return of drilling rigs seized by Venezuela in 2010.
Helmerich & Payne (HP) Price Target Raised to $35
TD Cowen analyst Marc Bianchi raised the price target for Helmerich & Payne (NYSE:HP) from $33 to $35, while maintaining a 'Hold' rating. This adjustment comes after the firm's Q4 preview, indicating a potential upside of over 14% from current levels. The analyst noted that recent US actions in Venezuela might benefit American oil companies, including HP, which is seeking to recover seized drilling rigs and unpaid invoices from the country.
