Analysts have raised their price target for Helmerich & Payne from $21.31 to $22.47, citing modest improvements in projected revenue growth and a lower discount rate, despite slightly lower profit margin expectations.
What's in the News
- The board of Helmerich & Payne approved a quarterly cash dividend of $0.25 per share. The dividend is payable on December 2, 2025, to shareholders of record as of November 18, 2025. (Board Meeting)
- The company completed the repurchase of 15,313,775 shares, representing 14.55%, for $550.5 million under its ongoing buyback program. There were no additional shares repurchased in the latest tranche covering April to June 2025. (Buyback Tranche Update)
- Helmerich & Payne reported a goodwill impairment charge of $173,258,000 for the third quarter ended June 30, 2025. (Impairments/Write Offs)
Valuation Changes
- Consensus Analyst Price Target: Increased from $21.31 to $22.47, reflecting an improved outlook.
- Discount Rate: Decreased from 10.05% to 9.45%, indicating a lower perceived risk in future cash flows.
- Revenue Growth: Increased slightly from 4.32% to 4.35%.
- Net Profit Margin: Declined from 7.09% to 5.20%, suggesting lower profitability expectations.
- Future P/E: Increased from 10.40x to 14.68x, indicating higher valuation multiples being applied to future earnings.
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