Seaport Res Ptn Has Pessimistic Outlook of HP Q3 Earnings

Helmerich & Payne, Inc. (NYSE:HP) – Equities research analysts at Seaport Res Ptn dropped their Q3 2025 earnings per share (EPS) estimates for shares of Helmerich & Payne in a research note issued on Tuesday, February 11th. Seaport Res Ptn analyst T. Curran now anticipates that the oil and gas company will post earnings per share of $0.52 for the quarter, down from their previous estimate of $0.84. 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 Q4 2025 earnings at $0.45 EPS, Q1 2026 earnings at $0.51 EPS, Q2 2026 earnings at $0.51 EPS and FY2026 earnings at $2.45 EPS.

Helmerich & Payne (NYSE:HP) last announced its earnings results on Wednesday, February 5th. The oil and gas company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.02. Helmerich & Payne had a return on equity of 11.31% and a net margin of 11.02%.

HP has been the subject of several other reports. Barclays reduced their price target on Helmerich & Payne from $39.00 to $36.00 and set an “equal weight” rating for the company in a report on Wednesday, November 20th. Benchmark reissued a “hold” rating on shares of Helmerich & Payne in a report on Thursday, November 21st. Citigroup raised Helmerich & Payne from a “neutral” rating to a “buy” rating and raised their price target for the company from $33.00 to $40.00 in a report on Friday, January 10th. Royal Bank of Canada reduced their price target on Helmerich & Payne from $41.00 to $35.00 and set a “sector perform” rating for the company in a report on Friday, February 7th. Finally, Argus raised Helmerich & Payne to a “hold” rating in a report on Tuesday. One analyst has rated the stock with a sell rating, six have issued a hold rating and three have given a buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $38.75.

Helmerich & Payne Trading Down 2.8 %

Shares of HP stock opened at $26.53 on Friday. The company has a current ratio of 2.81, a quick ratio of 2.40 and a debt-to-equity ratio of 0.60. The business’s 50 day moving average is $32.35 and its two-hundred day moving average is $33.31. The company has a market capitalization of $2.64 billion, a P/E ratio of 8.73, a price-to-earnings-growth ratio of 3.41 and a beta of 1.37. Helmerich & Payne has a twelve month low of $26.32 and a twelve month high of $44.11.

Helmerich & Payne Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, February 14th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Friday, February 14th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 3.77%. Helmerich & Payne’s dividend payout ratio (DPR) is 32.89%.

Insider Transactions at Helmerich & Payne

In related news, Director Belgacem Chariag purchased 37,356 shares of the business’s stock in a transaction dated Monday, February 10th. The stock was bought at an average cost of $27.08 per share, with a total value of $1,011,600.48. Following the completion of the acquisition, the director now directly owns 54,606 shares in the company, valued at $1,478,730.48. The trade was a 216.56 % increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO John W. Lindsay purchased 20,000 shares of the business’s stock in a transaction dated Monday, February 10th. The stock was 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 of the company’s stock, valued at approximately $19,042,945.70. The trade was a 2.98 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders own 4.51% of the company’s stock.

Institutional Investors Weigh In On Helmerich & Payne

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Ameritas Investment Partners Inc. grew its position in shares of Helmerich & Payne by 4.1% in the fourth quarter. Ameritas Investment Partners Inc. now owns 10,113 shares of the oil and gas company’s stock valued at $324,000 after purchasing an additional 395 shares during the period. LPL Financial LLC grew its position in shares of 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 purchasing an additional 408 shares during the period. Napatree Capital LLC grew its position in shares of Helmerich & Payne by 2.5% in the fourth quarter. Napatree Capital LLC now owns 20,847 shares of the oil and gas company’s stock valued at $668,000 after purchasing an additional 511 shares during the period. KBC Group NV grew its position in shares of Helmerich & Payne by 20.3% in the third quarter. KBC Group NV now owns 3,130 shares of the oil and gas company’s stock valued at $95,000 after purchasing an additional 529 shares during the period. Finally, Covestor Ltd grew its position in shares of Helmerich & Payne by 76.9% in the third quarter. Covestor Ltd now owns 1,479 shares of the oil and gas company’s stock valued at $45,000 after purchasing an additional 643 shares during the period. Hedge funds and other institutional investors own 96.05% of the company’s stock.

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.