What is Seaport Res Ptn’s Estimate for HP Q2 Earnings?

Helmerich & Payne, Inc. (NYSE:HP) – Equities research analysts at Seaport Res Ptn reduced their Q2 2025 earnings per share (EPS) estimates for Helmerich & Payne in a report issued on Tuesday, February 11th. Seaport Res Ptn analyst T. Curran now forecasts that the oil and gas company will post earnings of $0.59 per share 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 issued its quarterly earnings results on Wednesday, February 5th. The oil and gas company reported $0.71 EPS for the quarter, topping 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 brokerages have also weighed in on HP. Argus raised shares of Helmerich & Payne to a “hold” rating in a research note on Tuesday. Evercore ISI restated an “in-line” rating and issued a $39.00 target price (down previously from $48.00) on shares of Helmerich & Payne in a research report on Wednesday, January 15th. Benchmark reiterated a “hold” rating on shares of Helmerich & Payne in a research report on Thursday, November 21st. Royal Bank of Canada decreased their price objective on Helmerich & Payne from $41.00 to $35.00 and set a “sector perform” rating on the stock in a report on Friday, February 7th. Finally, Citigroup raised shares of Helmerich & Payne from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $33.00 to $40.00 in a research note on Friday, January 10th. One research 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. According to data from MarketBeat.com, Helmerich & Payne has a consensus rating of “Hold” and an average target price of $38.75.

Helmerich & Payne Stock Down 1.0 %

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

Helmerich & Payne Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, February 14th will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 3.71%. The ex-dividend date is Friday, February 14th. Helmerich & Payne’s dividend payout ratio (DPR) is presently 32.89%.

Insiders Place Their Bets

In other Helmerich & Payne news, CEO John W. Lindsay acquired 20,000 shares of the firm’s stock in a transaction that occurred on Monday, February 10th. The shares were purchased at an average cost of $27.55 per share, for a total transaction 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 position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Belgacem Chariag acquired 37,356 shares of the stock in a transaction that occurred on Monday, February 10th. The stock was acquired at an average price of $27.08 per share, with a total value of $1,011,600.48. Following the completion of the transaction, the director now directly owns 54,606 shares of the company’s stock, valued at $1,478,730.48. This trade represents a 216.56 % increase in their position. The disclosure for this purchase can be found here. Corporate insiders own 4.51% of the company’s stock.

Institutional Investors Weigh In On Helmerich & Payne

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Russell Investments Group Ltd. increased its position in shares of Helmerich & Payne by 21.1% during the fourth quarter. Russell Investments Group Ltd. now owns 216,867 shares of the oil and gas company’s stock valued at $6,944,000 after acquiring an additional 37,842 shares during the last quarter. Wells Fargo & Company MN boosted its position in shares of Helmerich & Payne by 3.3% during the 4th quarter. Wells Fargo & Company MN now owns 163,845 shares of the oil and gas company’s stock worth $5,246,000 after purchasing an additional 5,207 shares during the period. ExodusPoint Capital Management LP acquired a new stake in Helmerich & Payne in the 4th quarter valued at approximately $10,931,000. O Shaughnessy Asset Management LLC raised its position in Helmerich & Payne by 28.5% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 28,699 shares of the oil and gas company’s stock valued at $919,000 after purchasing an additional 6,365 shares during the period. Finally, Schroder Investment Management Group acquired a new position in Helmerich & Payne during the fourth quarter worth $435,000. Hedge funds and other institutional investors own 96.05% of the company’s stock.

Helmerich & Payne Company Profile

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.