HP
Helmerich & Payne, Inc.
$39.14
+4.48%
$3.8B
No data for this timeframe.
Vol
Market Cap$3.8B
Cap SizeMid Cap
Analyst ConsensusBuy (56%)
Inst. Holders10 funds
Inst. Value$469.0M
Inst. Activity1 buys / 0 sells
Insider Activity0B / 2S
Insider Net $-$3.3M
Reddit Sentiment54° Neutral
SEC Reports2
Recent Activity
Jun 4, 2026
Insider
Momper Sara Marie sold 440 shares
VP, CAO @ $39.60 ($17.4K)
May 18, 2026
Insider
Hair Cara M. sold 28,345 shares
SVP, CORP. SERVICES & CLO @ $41.45 ($1.2M)
May 7, 2026
short_volume
Short Volume: HP — 71.6% short (0.7M / 1.0M)
Short: 727,854 | Exempt: 11,836 | TRF Vol: 1,017,012 | Short Ratio: 71.6% | Off-exchange volume (dar
May 6, 2026
SEC
HP reported fiscal Q2 2026 revenue of $932M, down 8.2% YoY, and a GAAP net loss of $0.59 per share, compared to a $0.01
8-K — Impact 6/10
Mar 19, 2026
Insider
Hair Cara M. sold 58,771 shares
SVP, CORP. SERVICES & CLO @ $36.62 ($2.2M)
Mar 4, 2026
SEC
Helmerich & Payne, Inc. declared a quarterly cash dividend of $0.25 per share on its common stock, payable on June 1, 20
8-K — Impact 3/10
Inst.
NORGES BANK — NEW
145,256 shares ($4.2M)
Inst.
MORGAN STANLEY — ADD
2,836,634 shares ($62.7M)
Price Targets
$41.20
+8.7% upside
Buy
Current $37.91
Low $30.00
Median $43.00
High $47.00
15 analysts
$30.00
$47.00
Analyst Ratings
4Strong Buy
10Buy
9Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Goldman Sachs | MAINTAIN | Neutral → Neutral |
| May 18, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Underweight → Underweight |
| May 8, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| May 8, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.08 ▼ -3.4% | $0.01 — $0.13 | -62% YoY | 7 |
| Next Q | $0.20 ▲ +14.5% | $0.11 — $0.37 | 2146% YoY | 7 |
| Current FY | $-0.06 ▼ -119.2% | $-0.43 — $0.38 | -107% YoY | 8 |
| Next FY | $1.38 ▲ +20.4% | $0.42 — $2.21 | 2322% YoY | 11 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $308.6M | — |
| MORGAN STANLEY | $67.2M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $36.3M | NEW |
| BANK OF AMERICA CORP | $23.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | $13.5M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Momper Sara | F | $17.4K |
| May 18, 2026 | Hair Cara | SELL | $1.2M |
| Mar 19, 2026 | Hair Cara | SELL | $2.2M |
| Mar 5, 2026 | Cramton Kevin | A | $0.00 |
| Mar 5, 2026 | Chariag Belgacem | A | $0.00 |
Reddit Sentiment
54°▼
Neutral
Bearish
Neutral
Bullish
10 institutional holders with $469.0M total value (16,353,832 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,759,269 | $308.6M | 65.8% | — |
| 2 | MORGAN STANLEY | 2,344,793 | $67.2M | 14.3% | ADD +28.3% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,266,272 | $36.3M | 7.7% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 801,346 | $23.0M | 4.9% | — |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 471,100 | $13.5M | 2.9% | DOUBLED +104.2% |
| 6 | FMR LLC | 336,247 | $9.6M | 2.1% | TRIM -47.1% |
| 7 | WELLS FARGO & COMPANY/MN | 186,994 | $5.4M | 1.1% | — |
| 8 | NORGES BANK | 145,256 | $4.2M | 0.9% | NEW |
| 9 | Tweedy, Browne Co LLC | 30,709 | $880.7K | 0.2% | DOUBLED +105.7% |
| 10 | Cullen Capital Management, LLC | 11,846 | $339.7K | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 145,256 | — | $4.2M | 2025-Q4 |
| MORGAN STANLEY | ADD | 2,211,250 | 2,836,634 | +28.3% | $62.7M | 2025-Q3 |
| UBS Group AG | ADD | 793,183 | 1,034,554 | +30.4% | $22.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 239,000 | 488,100 | +104.2% | $10.8M | 2025-Q3 |
| FMR LLC | TRIM | 530,354 | 280,695 | -47.1% | $6.2M | 2025-Q3 |
| Tweedy, Browne Co LLC | DOUBLED | 12,826 | 26,389 | +105.7% | $582.9K | 2025-Q3 |
| Cullen Capital Management, LLC | NEW | — | 11,846 | — | $261.7K | 2025-Q3 |
| NORGES BANK | EXIT | 697,322 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | TRIM | 1,313,307 | 793,183 | -39.6% | $12.0M | 2025-Q2 |
| NORGES BANK | NEW | — | 697,322 | — | $10.6M | 2025-Q2 |
| FMR LLC | ADD | 414,757 | 530,354 | +27.9% | $8.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 93,600 | 239,000 | +155.3% | $3.6M | 2025-Q2 |
| Tweedy, Browne Co LLC | NEW | — | 12,826 | — | $194.4K | 2025-Q2 |
| UBS Group AG | DOUBLED | 195,841 | 1,313,307 | +570.6% | $34.3M | 2025-Q1 |
| FMR LLC | DOUBLED | 149,481 | 414,757 | +177.5% | $10.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 1,234,793 | 212,100 | -82.8% | $5.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 12,600 | 93,600 | +642.9% | $2.4M | 2025-Q1 |
| NORGES BANK | EXIT | 673,692 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 96,096 | 195,841 | +103.8% | $6.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 241,201 | 12,600 | -94.8% | $403.5K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,504,654 | — | $45.8M | 2024-Q3 |
11 unique insiders with 2 transactions. Net insider value: -$3.3M ($0.00 bought, $3.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Momper Sara Marie | VP, CAO | F | 440 | $39.60 | $17.4K |
| May 18, 2026 | Hair Cara M. | SVP, CORP. SERVICES & CLO | SELL | 28,345 | $41.45 | $1.2M |
| Mar 19, 2026 | Hair Cara M. | SVP, CORP. SERVICES & CLO | SELL | 58,771 | $36.62 | $2.2M |
| Mar 5, 2026 | Cramton Kevin G. | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | Chariag Belgacem | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | Killinger Elizabeth R | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | Foutch Randy A | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | MAS JOSE RAMON | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | ZEGLIS JOHN D | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | HELMERICH HANS | Director | A | 7,910 | $0.00 | $0.00 |
| Mar 5, 2026 | Robillard Donald F JR | Director | A | 5,273 | $0.00 | $0.00 |
| Mar 5, 2026 | Bellinger Delaney Murchison | Director | A | 5,273 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 25 analysts: 4 strong buy, 10 buy, 9 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$41.20 mean target
+8.7% upside
Buy (2.50)
$30.00 Low
$47.00 High
| Metric | Value |
|---|---|
| Current Price | $37.91 |
| Target Low | $30.00 |
| Target Mean | $41.20 |
| Target Median | $43.00 |
| Target High | $47.00 |
| # Analysts | 15 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.08 | $0.01 | $0.13 | -61.9% | -3.4% | 5↑ 0↓ | $1.0B | -5.3% | 7 |
| Next Q 2026-09-30 |
$0.20 | $0.11 | $0.37 | 2146.1% | +14.5% | 5↑ 0↓ | $1.0B | 1.9% | 7 |
| Current FY 2026-09-30 |
$-0.06 | $-0.43 | $0.38 | -106.6% | -119.2% | 1↑ 4↓ | $4.0B | 6.0% | 8 |
| Next FY 2027-09-30 |
$1.38 | $0.42 | $2.21 | 2322.1% | +20.4% | 6↑ 0↓ | $4.2B | 6.5% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.084 | |
| 7d ago | $0.089 | -0.006 |
| 30d ago | $0.087 | -0.003 |
| 60d ago | $0.112 | -0.028 |
| 90d ago | $0.112 | -0.028 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| May 18, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| May 14, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| May 8, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Apr 15, 2026 | Morgan Stanley | MAINTAIN | Underweight | Underweight |
| Apr 15, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Apr 7, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Feb 11, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 9, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Feb 9, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 7, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 7, 2026 | Susquehanna | MAINTAIN | Positive | Positive |
| Dec 18, 2025 | Piper Sandler | UPGRADE | Neutral | Overweight |
| Dec 17, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 10 | 9 | 2 | 0 | 56% | |
| May 1, 2026 | 4 | 9 | 10 | 2 | 0 | 52% | |
| Apr 1, 2026 | 4 | 10 | 9 | 2 | 0 | 56% | |
| Mar 1, 2026 | 4 | 10 | 9 | 2 | 0 | 56% | |
| Feb 1, 2026 | 4 | 10 | 9 | 2 | 0 | 56% | |
| Jan 1, 2026 | 4 | 10 | 10 | 2 | 0 | 54% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
54°
Neutral
Bearish
Neutral
Bullish
21 mentions
4 bullish
2 bearish
20 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 1, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 1, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 26, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 30, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 30, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Apr 8, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 31, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 31, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 23, 2026 | 2 | 50° Neutral | 0 | 0 | 2 |
| Mar 23, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
May 7, 2026
short_volume
Short Volume: HP — 71.6% short (0.7M / 1.0M)
Short: 727,854 | Exempt: 11,836 | TRF Vol: 1,017,012 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: HP — 68.5% short (0.4M / 0.5M)
Short: 353,274 | Exempt: 1,483 | TRF Vol: 515,627 | Short Ratio: 68.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
HP Q2 2026 Earnings After Market Close — 2026-05-06
Apr 21, 2026
short_volume
Short Volume: HP — 67.8% short (0.4M / 0.7M)
Short: 444,424 | Exempt: 50 | TRF Vol: 655,296 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
short_interest
FTD: HP — 54,339 shares ($1.9M) failed to deliver
Settlement: 20260413, Price: $34.68, FTD Value: $1,884,476.52, HELMERICH & PAYNE INC
Apr 8, 2026
short_volume
Short Volume: HP — 59.4% short (0.4M / 0.6M)
Short: 376,876 | Exempt: 208 | TRF Vol: 634,247 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_volume
Short Volume: HP — 71.5% short (0.4M / 0.5M)
Short: 372,021 | Exempt: 926 | TRF Vol: 519,994 | Short Ratio: 71.5% | Off-exchange volume (dark pool + OTC)
Mar 31, 2026
short_volume
Short Volume: HP — 72.9% short (0.4M / 0.6M)
Short: 425,884 | Exempt: 2,684 | TRF Vol: 583,843 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Mar 27, 2026
short_volume
Short Volume: HP — 70.3% short (0.6M / 0.8M)
Short: 582,303 | Exempt: 37 | TRF Vol: 827,730 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_interest
FTD: HP — 30,352 shares ($1.1M) failed to deliver
Settlement: 20260326, Price: $36.36, FTD Value: $1,103,598.72, HELMERICH & PAYNE INC
Mar 25, 2026
short_volume
Short Volume: HP — 67.0% short (0.4M / 0.5M)
Short: 357,343 | Exempt: 810 | TRF Vol: 533,290 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_volume
Short Volume: HP — 59.1% short (0.3M / 0.6M)
Short: 342,500 | Exempt: 1,593 | TRF Vol: 579,066 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Feb 6, 2026
short_interest
FTD: HP — 19,185 shares ($0.7M) failed to deliver
Settlement: 20260206, Price: $34.53, FTD Value: $662,458.05, HELMERICH & PAYNE INC