HPNYSEDrilling Oil & Gas WellsFiscal year ends September 30
Helmerich & Payne, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$38.20+0.77 (+2.06%)
Close on Oct 19, 2026
- Market cap
- $3.82B
- P/E (TTM)
- –
- Dividend yield
- 0.65%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
102M of 100M shares
Institutional holders
373
53 new, 49 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $11.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| and State Farm Mutual Automobile Insurance Company | 8,257,200 | 8.30% | 13G (passive) amendment | Feb 12, 2024 |
| Vanguard Portfolio Management | 6,141,499 | 6.15% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 5,165,265 | 5.20% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 14,358,239 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 15,679,163 | 15.69% | $513.34M | +406,065 | 0.01% |
| State Farm Mutual Automobile Insurance Co | 7,841,430 | 7.85% | $256.73M | – | 0.18% |
| Vanguard Portfolio Management LLC | 6,176,754 | 6.18% | $202.23M | +94,268 | 0.01% |
| Dimensional Fund Advisors LP | 5,907,212 | 5.91% | $193.41M | +171,447 | 0.04% |
| State Street Corp | 4,522,913 | 4.53% | $148.08M | +132,754 | 0.00% |
| Vanguard Capital Management LLC | 4,166,781 | 4.17% | $136.42M | +13,002 | 0.00% |
| American Century Companies Inc | 3,847,788 | 3.85% | $125.98M | +142,345 | 0.06% |
| Invesco Ltd. | 3,749,623 | 3.75% | $122.76M | +499,533 | 0.01% |
| Geode Capital Management, LLC | 2,852,442 | 2.85% | $93.40M | +419,661 | 0.00% |
| Earnest Partners LLC | 2,749,682 | 2.75% | $90.02M | −89,954 | 0.32% |
| Morgan Stanley | 2,549,076 | 2.55% | $83.46M | −111,434 | 0.00% |
| Victory Capital Management Inc | 2,183,854 | 2.19% | $71.50M | +566,452 | 0.04% |
| Citadel Advisors LLC | 1,900,404 | 1.90% | $62.22M | −758,205 | 0.01% |
| Van Eck Associates Corp | 1,798,141 | 1.80% | $58.87M | −624,645 | 0.04% |
| Fisher Asset Management, LLC | 1,584,368 | 1.59% | $51.87M | −274,139 | 0.02% |
| Alyeska Investment Group, L.P. | 1,526,707 | 1.53% | $49.98M | +1,045,727 | 0.13% |
| Bnp Paribas Arbitrage, Snc | 1,413,448 | 1.41% | $46.28M | +238,616 | 0.02% |
| Northern Trust Corp | 1,349,754 | 1.35% | $44.19M | +61,197 | 0.01% |
| Goldman Sachs Group Inc | 1,340,382 | 1.34% | $43.88M | −1,282,177 | 0.00% |
| Bank Of America Corp /De/ | 1,324,683 | 1.33% | $43.37M | −351,486 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 373 | 102M | 100.0% | 53 / 121 | 126 / 49 | 8M | 9M |
| Q1 2026 | 375 | 103M | 100.0% | 65 / 129 | 110 / 43 | 25M | 10M |
| Q4 2025 | 360 | 99M | 99.0% | 64 / 112 | 124 / 36 | 10M | 9M |
| Q3 2025 | 338 | 97M | 97.5% | 51 / 119 | 116 / 51 | 9M | 10M |
| Q2 2025 | 341 | 98M | 98.4% | 65 / 128 | 104 / 71 | 11M | 11M |
| Q1 2025 | 352 | 100M | 99.6% | 45 / 129 | 126 / 62 | 9M | 12M |
| Q4 2024 | 375 | 103M | 100.0% | 54 / 125 | 139 / 59 | 7M | 10M |
| Q3 2024 | 386 | 106M | 100.0% | 56 / 132 | 137 / 51 | 24M | 8M |
| Q2 2024 | 384 | 107M | 100.0% | 38 / 131 | 150 / 52 | 6M | 7M |
| Q1 2024 | 402 | 107M | 100.0% | 62 / 134 | 156 / 48 | 8M | 8M |
| Q4 2023 | 393 | 107M | 100.0% | 67 / 137 | 127 / 45 | 14M | 5M |
| Q3 2023 | 375 | 98M | 97.8% | 48 / 123 | 138 / 32 | 10M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HP | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,020,931 | 6.02% | $197.13M | 0.18% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 3,140,503 | 3.14% | $119.81M | 0.44% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,853,842 | 2.86% | $93.43M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,527,426 | 2.53% | $82.75M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,060,982 | 2.06% | $67.48M | 0.04% | Jun 30, 2026 |
| VanEck Oil Services ETF | 1,525,759 | 1.53% | $49.95M | 2.51% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,361,679 | 1.36% | $47.07M | 0.24% | Jul 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 1,333,000 | 1.33% | $43.64M | 0.93% | Jun 30, 2026 |
| Invesco Main Street Small Cap Fund | 1,205,952 | 1.21% | $39.48M | 1.48% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,145,767 | 1.15% | $37.51M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,077,445 | 1.08% | $37.25M | 0.11% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 919,909 | 0.92% | $30.12M | 0.18% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 753,607 | 0.75% | $26.05M | 0.15% | Jul 31, 2026 |
| Harbor Small Cap Value Fund | 713,186 | 0.71% | $24.65M | 0.98% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 709,782 | 0.71% | $24.54M | 0.17% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John W. Lindsay | Chief Executive Officer, Director | 756,532 | 0.76% | Jan 14, 2026 |
| Michael Lennox | EVP, WESTERN HEMISPHERE LAND | 171,037 | 0.17% | Sep 2, 2026 |
| Sara Marie Momper | VP, CAO | 16,958 | 0.02% | Aug 18, 2026 |
| Cara M. Hair | SVP, CORP. SERVICES & CLO | 136,095 | 0.14% | Aug 18, 2026 |
| Todd N. Scruggs | SVP, CFO | 39,981 | 0.04% | Aug 3, 2026 |
| Raymond John Adams III | President | 134,606 | 0.13% | Jan 14, 2026 |
| John R. Bell | EVP, EASTERN HEMISPHERE LAND | 256,982 | 0.26% | Jan 14, 2026 |
| J. Kevin Vann | SENIOR VP AND CFO | 64,398 | 0.06% | Dec 12, 2025 |
| Hans Helmerich | Director | 1,952,689 | 1.95% | Aug 24, 2026 |
| John D. Zeglis | Director | 73,442 | 0.07% | Mar 6, 2026 |
| Donald F. Robillard JR | Director | 10,997 | 0.01% | Mar 6, 2026 |
| Elizabeth R. Killinger | Director | 15,844 | 0.02% | Mar 6, 2026 |
| Randy A. Foutch | Director | 35,897 | 0.04% | Mar 6, 2026 |
| Belgacem Chariag | Director | 67,056 | 0.07% | Mar 6, 2026 |
| Delaney Murchison Bellinger | Director | 3,669 | 0.00% | Mar 6, 2026 |
| Jose Ramon Mas | Director | 43,297 | 0.04% | Mar 6, 2026 |
| Kevin G. Cramton | Director | 43,297 | 0.04% | Mar 6, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Sep 1, 2026 | Sale(10b5-1 plan) | −10,000 | $45.00 | $450.00K | 171,037 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −25,000 | $43.90 | $1.10M | 471,735 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −4,470 | $43.90 | $196.23K | 20,000 |
| Hans Helmerich Director | Aug 20, 2026 | Sale | −65,000 | $43.90 | $2.85M | 1,150,915 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Aug 17, 2026 | Sale | −11,149 | $44.27 | $493.57K | 136,095 |
| Sara Marie Momper VP, CAO | Aug 14, 2026 | Sale | −5,054 | $44.28 | $223.79K | 16,958 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Aug 10, 2026 | Sale(10b5-1 plan) | −5,000 | $40.00 | $200.00K | 181,037 |
| Todd N. Scruggs SVP, CFO | Jul 31, 2026 | Tax withholding | −2,150 | $34.57 | $74.33K | 39,981 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jul 22, 2026 | Sale(10b5-1 plan) | −5,000 | $35.00 | $175.00K | 186,037 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jul 22, 2026 | Sale(10b5-1 plan) | −5,000 | $35.00 | $175.00K | 186,037 |
| Sara Marie Momper VP, CAO | Jun 4, 2026 | Tax withholding | −440 | $39.60 | $17.42K | 22,012 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | May 18, 2026 | Sale | −28,345 | $41.45 | $1.17M | 147,244 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Mar 19, 2026 | Sale | −58,771 | $36.62 | $2.15M | 175,589 |
| Hans Helmerich Director | Mar 5, 2026 | Award | +7,910 | – | – | 138,009 |
| Jose Ramon Mas Director | Mar 5, 2026 | Award | +5,273 | – | – | 43,297 |
| John D. Zeglis Director | Mar 5, 2026 | Award | +5,273 | – | – | 73,442 |
| Belgacem Chariag Director | Mar 5, 2026 | Award | +5,273 | – | – | 67,056 |
| Elizabeth R. Killinger Director | Mar 5, 2026 | Award | +5,273 | – | – | 15,844 |
| Kevin G. Cramton Director | Mar 5, 2026 | Award | +5,273 | – | – | 43,297 |
| Randy A. Foutch Director | Mar 5, 2026 | Award | +5,273 | – | – | 35,897 |
| John W. Lindsay Chief Executive Officer, Director | Jan 12, 2026 | Award | +11,003 | – | – | 221,388 |
| John W. Lindsay Chief Executive Officer, Director | Jan 12, 2026 | Tax withholding | −3,410 | $30.58 | $104.28K | 217,978 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Jan 12, 2026 | Tax withholding | −1,045 | $30.58 | $31.96K | 234,360 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Jan 12, 2026 | Award | +3,062 | – | – | 235,405 |
| Raymond John Adams III President | Jan 12, 2026 | Award | +2,004 | – | – | 134,606 |
| Raymond John Adams III President | Jan 12, 2026 | Tax withholding | −684 | $30.58 | $20.92K | 133,922 |
| Sara Marie Momper VP, CAO | Jan 12, 2026 | Award | +426 | – | – | 22,597 |
| Sara Marie Momper VP, CAO | Jan 12, 2026 | Tax withholding | −145 | $30.58 | $4.43K | 22,452 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jan 12, 2026 | Tax withholding | −831 | $30.58 | $25.41K | 191,037 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Jan 12, 2026 | Award | +2,436 | – | – | 191,868 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Jan 12, 2026 | Tax withholding | −874 | $30.58 | $26.73K | 255,226 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Jan 12, 2026 | Award | +2,562 | – | – | 256,100 |
| John W. Lindsay Chief Executive Officer, Director | Dec 19, 2025 | Gift | −526,123 | – | – | 210,385 |
| Hans Helmerich Director | Dec 19, 2025 | Sale | −50,000 | $28.13 | $1.41M | 1,215,915 |
| Hans Helmerich Director | Dec 19, 2025 | Sale | −25,000 | $28.10 | $702.50K | 496,735 |
| Sara Marie Momper VP, CAO | Dec 11, 2025 | Tax withholding | −321 | $30.85 | $9.90K | 22,171 |
| Raymond John Adams III President | Dec 11, 2025 | Tax withholding | −2,721 | $30.85 | $83.94K | 132,602 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 11, 2025 | Tax withholding | −2,976 | $30.85 | $91.81K | 253,538 |
| J. Kevin Vann SENIOR VP AND CFO | Dec 11, 2025 | Tax withholding | −2,858 | $30.85 | $88.17K | 61,098 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 11, 2025 | Tax withholding | −4,033 | $30.85 | $124.42K | 232,343 |
| John W. Lindsay Chief Executive Officer, Director | Dec 11, 2025 | Tax withholding | −12,268 | $30.85 | $378.47K | 736,508 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 11, 2025 | Tax withholding | −2,912 | $30.85 | $89.84K | 189,432 |
| J. Kevin Vann SENIOR VP AND CFO | Dec 10, 2025 | Award | +34,494 | – | – | 63,956 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 10, 2025 | Award | +32,194 | – | – | 192,344 |
| Raymond John Adams III President | Dec 10, 2025 | Award | +37,943 | – | – | 135,323 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 10, 2025 | Award | +32,194 | – | – | 256,514 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 10, 2025 | Award | +32,194 | – | – | 236,376 |
| John W. Lindsay Chief Executive Officer, Director | Dec 10, 2025 | Award | +77,818 | – | – | 748,776 |
| Sara Marie Momper VP, CAO | Dec 10, 2025 | Award | +7,790 | – | – | 22,492 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 9, 2025 | Tax withholding | −1,926 | $29.75 | $57.30K | 160,150 |
| Raymond John Adams III President | Dec 9, 2025 | Tax withholding | −1,585 | $29.75 | $47.15K | 97,380 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 9, 2025 | Tax withholding | −2,025 | $29.75 | $60.24K | 224,320 |
| Cara M. Hair SVP, CORP. SERVICES & CLO | Dec 9, 2025 | Tax withholding | −2,420 | $29.75 | $72.00K | 204,182 |
| John W. Lindsay Chief Executive Officer, Director | Dec 9, 2025 | Tax withholding | −8,692 | $29.75 | $258.59K | 670,958 |
| Sara Marie Momper VP, CAO | Dec 9, 2025 | Tax withholding | −223 | $29.75 | $6.63K | 14,702 |
| Raymond John Adams III President | Dec 5, 2025 | Tax withholding | −2,295 | $29.88 | $68.57K | 98,965 |
| Sara Marie Momper VP, CAO | Dec 5, 2025 | Tax withholding | −302 | $29.88 | $9.02K | 14,925 |
| Michael Lennox EVP, WESTERN HEMISPHERE LAND | Dec 5, 2025 | Tax withholding | −2,754 | $29.88 | $82.29K | 162,076 |
| John R. Bell EVP, EASTERN HEMISPHERE LAND | Dec 5, 2025 | Tax withholding | −2,816 | $29.88 | $84.14K | 226,345 |
| John W. Lindsay Chief Executive Officer, Director | Dec 5, 2025 | Tax withholding | −11,564 | $29.88 | $345.53K | 679,650 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael Lennox Officer | Sep 1, 2026 | 10,000 | $450.00K | Sep 1, 2026 | Restricted Stock Vesting |
| Helmerich Hans Board member | Aug 20, 2026 | 94,470 | $4.14M | Aug 20, 2026 | stock option exercise |
| Cara M. Hair Officer | Aug 17, 2026 | 11,149 | $493.58K | Aug 17, 2026 | Restricted Stock Vesting |
| Sara Marie Momper Officer | Aug 14, 2026 | 5,054 | $223.80K | Aug 14, 2026 | Restricted Stock Vesting |
| Michael Lennox Officer | Aug 10, 2026 | 5,000 | $200.00K | Aug 10, 2026 | Restricted Stock Vesting |
| Michael Lennox Officer | Jul 22, 2026 | 5,000 | $175.00K | Jul 22, 2026 | Restricted Stock Vesting |
| Cara M. Hair Officer | May 18, 2026 | 28,345 | $1.17M | May 18, 2026 | Restricted Stock Vesting |
| Cara M. Hair Officer | Mar 19, 2026 | 58,771 | $2.15M | Mar 19, 2026 | Restricted Stock Vesting |
| Helmerich Hans board member | Dec 19, 2025 | 75,000 | $4.34M | Dec 19, 2025 | stock option exercise |
| Sara Marie Momper Officer | Dec 3, 2025 | 6,681 | $201.94K | Dec 3, 2025 | Restricted Stock Vesting |
| Sara Marie Momper Officer | Aug 18, 2025 | 6,700 | $119.46K | Aug 18, 2025 | Restricted Stock Vesting |
| Mark W. Smith Former Officer | Jan 24, 2025 | 6,000 | $211.04K | Jan 24, 2025 | Restricted Stock Vesting |
| Cara M. Hair Officer | Apr 29, 2024 | 9,910 | $398.60K | Apr 29, 2024 | Restricted Stock Vesting |
| Mark W. Smith Officer | Apr 29, 2024 | 16,000 | $647.91K | Apr 29, 2024 | Restricted Stock Vesting |
| Michael Lennox Officer | Mar 1, 2024 | 2,324 | $90.20K | Mar 1, 2024 | Restricted Stock Vesting |