Inside the research
Helmerich & Payne, Inc.
HP Research profile · latest available data
Price overview
$38.57
▼ -1.25 (-3.1%)
| 52w hi | $47.64 |
|---|---|
| 52w lo | $21.23 |
| Vol | 1.06M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.21
| Short | +0.37 |
|---|---|
| Medium | +0.31 |
| Long | -0.31 |
computed 2026-09-27
Key fundamentals
Helmerich & Payne, Inc.
Energy · Oil & Gas Drilling
| Market cap | $3.85B |
|---|---|
| Enterprise value | $5.58B |
| Forward P/E | 26.09x |
| EV / EBITDA | 6.74x |
| P / S (ttm) | 0.96x |
| Profit margin | -3.4% |
| Return on equity | -4.6% |
| Revenue growth | -0.6% |
| Debt / equity | 69.73 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | -0.05 | |
| Sector | +0.09 | |
| Technical | +0.25 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Helmerich & Payne, Inc., together with its subsidiaries, provides drilling solutions and technologies for oil and gas exploration and production companies. The company operates through North America Solutions, Offshore Solutions, and International Solutions segments. The North America Solutions segment conducts operations primarily in Texas. The Offshore Solutions segment has drilling operations in Louisiana and in U.S. federal waters the North Sea and Norwegian Sea off the coast of Norway, Caspian Sea and other international waters. The International Solutions segment conducts drilling operations in Saudi Arabia, Argentina, Bahrain, Oman, Germany, and Kuwait. The company focuses on developing, promoting, and commercializing technologies designed to enhance the drilling operations, as well as wellbore quality and placement. It also owns and operates commercial real estate properties. In addition, the company's real estate investments include a shopping center. Helmerich & Payne, Inc. was founded in 1920 and is headquartered in Tulsa, Oklahoma.
Risk Metrics
| Beta vs SPX | 1.09 |
|---|---|
| Corr SPX | 0.35 |
| Annual vol | 50.0% |
| Annual ret | +21.0% |
| Sharpe | 0.42 |
| Max DD | -58.8% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-06-03 | Other Material Event | read |
| 2026-05-06 | Earnings Release, Exhibits | read |
| 2026-03-16 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-03-06 | Officer / Director Change, Shareholder Vote | read |
| 2026-03-04 | Other Material Event | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-12-11 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-12-09 | Other Material Event | read |
| 2025-11-17 | Earnings Release, Exhibits | read |
| 2025-09-29 | Officer / Director Change, Reg FD Disclosure… | read |
| 2025-09-09 | Other Material Event | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Lennox Michael | Officer, EVP, WESTERN HEM | Sell | 5.00K | $200.00K |
| 2026-07-31 | Scruggs Todd N. | Officer, SVP, CFO | Withheld for tax | 2.15K | $74.33K |
| 2026-07-22 | Lennox Michael | Officer, EVP, WESTERN HEM | Sell | 5.00K | $175.00K |
| 2026-06-04 | Momper Sara Marie | Officer, VP, CAO | Withheld for tax | 440 | $17.42K |
| 2026-05-18 | Hair Cara M. | Officer, SVP, CORP. SERVI | Sell | 28.34K | $1.17M |
| 2026-03-19 | Hair Cara M. | Officer, SVP, CORP. SERVI | Sell | 58.77K | $2.15M |
| 2026-03-05 | ZEGLIS JOHN D | Director | Grant | 5.27K | — |
| 2026-03-05 | Killinger Elizabeth R | Director | Grant | 5.27K | — |
| 2026-03-05 | HELMERICH HANS | Director | Grant | 7.91K | — |
Flow & Concentration
| Insider 180d net | -$1.55M |
|---|---|
| Insider buys / sells | 0 / 3 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 93.8% |
| HHI | 3,403 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $148.08M | 4.52M |
| Citadel Advisors | $67.66M | 2.07M |
| Capital Research / Capital World | $24.33M | 743.13K |
| Bridgewater Associates | $15.49M | 472.99K |
| Fidelity / FMR LLC | $11.46M | 349.99K |
| Millennium Management | $8.39M | 256.41K |
| AQR Capital Management | $4.70M | 143.56K |
| Renaissance Technologies | $4.56M | 139.20K |
| T. Rowe Price Group | $4.66K | 142.25K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2009–2025 · 17 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.86B | +3.6% | |
| Operating income | $457.45M | -2.7% | |
| Net income | -$163.69M | +16.3% | |
| Cash from ops | $684.66M | -1.7% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $39.40 | $40.04 | $38.55 | $38.57 | 1.06M |
| Sep 24 | $39.98 | $40.03 | $39.01 | $39.82 | 865.50K |
| Sep 23 | $40.19 | $40.84 | $39.24 | $39.56 | 1.10M |
| Sep 22 | $39.72 | $40.78 | $39.55 | $39.79 | 932.00K |
| Sep 21 | $40.44 | $40.85 | $39.70 | $40.29 | 729.90K |
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