UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $5.19 Million Holdings in Helmerich & Payne, Inc. $HP

Posted by Geri Gentry on Sep 9th, 2026

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its position in Helmerich & Payne, Inc. (NYSE:HP – Free Report) by 34.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 158,621 shares of the oil and gas company’s stock after selling 82,303 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.16% of Helmerich & Payne worth $5,193,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. bought a new stake in Helmerich & Payne during the second quarter worth $513,336,000. Dimensional Fund Advisors LP increased its stake in shares of Helmerich & Payne by 11.0% during the 1st quarter. Dimensional Fund Advisors LP now owns 5,735,765 shares of the oil and gas company’s stock worth $206,660,000 after purchasing an additional 570,500 shares during the last quarter. State Street Corp increased its stake in shares of Helmerich & Payne by 0.8% during the 4th quarter. State Street Corp now owns 4,222,536 shares of the oil and gas company’s stock worth $121,102,000 after purchasing an additional 33,193 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Helmerich & Payne by 15.5% in the 4th quarter. Invesco Ltd. now owns 3,468,526 shares of the oil and gas company’s stock valued at $99,477,000 after purchasing an additional 465,440 shares during the period. Finally, Balyasny Asset Management L.P. raised its holdings in shares of Helmerich & Payne by 4.3% in the 3rd quarter. Balyasny Asset Management L.P. now owns 2,132,265 shares of the oil and gas company’s stock valued at $47,102,000 after purchasing an additional 87,882 shares during the period. 96.05% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Helmerich & Payne news, SVP Cara Hair sold 11,149 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $44.27, for a total transaction of $493,566.23. Following the transaction, the senior vice president owned 136,095 shares in the company, valued at $6,024,925.65. This trade represents a 7.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Sara Momper sold 5,054 shares of Helmerich & Payne stock in a transaction on Friday, August 14th. The stock was sold at an average price of $44.28, for a total value of $223,791.12. Following the sale, the chief accounting officer directly owned 16,958 shares of the company’s stock, valued at $750,900.24. This represents a 22.96% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 110,673 shares of company stock worth $4,864,590 in the last 90 days. Company insiders own 4.40% of the company’s stock.

Helmerich & Payne Trading Down 1.6%

Shares of NYSE:HP opened at $43.67 on Wednesday. Helmerich & Payne, Inc. has a 12-month low of $19.91 and a 12-month high of $48.17. The business has a 50 day moving average of $38.05 and a 200-day moving average of $37.15. The company has a quick ratio of 1.55, a current ratio of 1.96 and a debt-to-equity ratio of 0.69. The stock has a market cap of $4.36 billion, a PE ratio of -30.97 and a beta of 0.66.

Helmerich & Payne (NYSE:HP – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The oil and gas company reported ($0.11) earnings per share for the quarter, missing the consensus estimate of $0.09 by ($0.20). The firm had revenue of $1.03 billion for the quarter, compared to analyst estimates of $987.70 million. Helmerich & Payne had a negative return on equity of 2.35% and a negative net margin of 3.43%.The business’s revenue for the quarter was down .6% on a year-over-year basis. During the same period in the previous year, the business posted $0.22 earnings per share. As a group, equities research analysts forecast that Helmerich & Payne, Inc. will post -0.18 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on HP shares. Wall Street Zen upgraded Helmerich & Payne from a “sell” rating to a “hold” rating in a report on Saturday, August 15th. Weiss Ratings lowered Helmerich & Payne from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, August 27th. Susquehanna raised their price objective on Helmerich & Payne from $40.00 to $44.00 and gave the company a “positive” rating in a research report on Friday, August 7th. Barclays lifted their target price on Helmerich & Payne from $47.00 to $50.00 and gave the stock an “overweight” rating in a research note on Monday, August 10th. Finally, Morgan Stanley boosted their target price on Helmerich & Payne from $36.00 to $41.00 and gave the stock an “underweight” rating in a report on Thursday, August 20th. Five research analysts have rated the stock with a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $42.20.

View Our Latest Stock Report on HP

Helmerich & Payne Profile

(Free Report)

Helmerich & Payne, Inc is a leading provider of contract drilling services to the oil and gas industry, specializing primarily in onshore drilling operations. The company designs, engineers and operates a fleet of advanced drilling rigs, including its proprietary FlexRigs, which are engineered for high efficiency, safety and rapid mobilization. Alongside core drilling services, Helmerich & Payne offers well intervention, workover and coiled tubing services, positioning itself as a comprehensive drilling solutions partner for exploration and production companies worldwide.

Founded in 1920 and headquartered in Tulsa, Oklahoma, Helmerich & Payne has grown through innovation and strategic expansion to serve diverse hydrocarbon basins.