Helmerich & Payne（HP）株式概要
ヘルメリッヒ＆ペイン社はその子会社とともに、石油・ガス探査・生産会社向けに掘削ソリューションと技術を提供している。 詳細
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Analyst Price Targets
Helmerich & Payne, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$37.91 |
| 52週高値 | US$41.82 |
| 52週安値 | US$15.08 |
| ベータ | 0.57 |
| 1ヶ月の変化 | 0.34% |
| 3ヶ月変化 | 9.12% |
| 1年変化 | 100.79% |
| 3年間の変化 | 7.52% |
| 5年間の変化 | 9.76% |
| IPOからの変化 | 4,954.67% |
最新ニュース
ナラティブの更新 • Jun 05
HP: Geothermal Collaboration And Leadership Transition Will Support Future Upside
Analysts have raised their price target for Helmerich & Payne from $44.00 to $47.00. They cite updated assumptions about revenue growth, profit margins, discount rate, and future P/E that they believe now better reflect current expectations.
ナラティブの更新 • May 20
HP: CEO And CFO Transitions Will Limit Long Term Upside
Analysts now see Helmerich & Payne's fair value at about $31.83, up from $30.00. This reflects slightly adjusted assumptions on discount rate, revenue trends, profit margins and future P/E expectations.Recent updates
ナラティブの更新 • Jun 05
HP: Geothermal Collaboration And Leadership Transition Will Support Future Upside
Analysts have raised their price target for Helmerich & Payne from $44.00 to $47.00. They cite updated assumptions about revenue growth, profit margins, discount rate, and future P/E that they believe now better reflect current expectations.ナラティブの更新 • May 20
HP: CEO And CFO Transitions Will Limit Long Term Upside
Analysts now see Helmerich & Payne's fair value at about $31.83, up from $30.00. This reflects slightly adjusted assumptions on discount rate, revenue trends, profit margins and future P/E expectations.分析記事 • May 11
Earnings Update: Helmerich & Payne, Inc. (NYSE:HP) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Helmerich & Payne, Inc. ( NYSE:HP ) released its quarterly result to the market...
ナラティブの更新 • May 01
HP: New Leadership And Dividend Plans Will Support Fairly Valued Shares
Analysts have nudged their price target for Helmerich & Payne slightly higher to about $38.40, reflecting updated views on discount rates, revenue growth, profit margins, and the future P/E assumption. What's in the News Trey Adams was appointed President and Chief Executive Officer on March 4, 2026.ナラティブの更新 • Apr 15
HP: Leadership Transition And Capital Returns Will Support Fairly Valued Shares
Analysts have raised their price target on Helmerich & Payne to roughly align with a fair value estimate of about $38.33, up from about $30.27. They cite an updated view that combines slightly lower assumed revenue growth with a higher profit margin and a modestly higher future P/E multiple.ナラティブの更新 • Apr 01
HP: Leadership Changes And Capital Returns Will Support Future Upside
Analysts now see fair value for Helmerich & Payne at about $44.00 per share. This modest adjustment reflects slightly higher assumed profit margins, along with a small tweak to the discount rate and future P/E expectations.ナラティブの更新 • Mar 18
HP: Leadership Transition And Capital Returns Will Support Future Upside
Analysts have adjusted their price target on Helmerich & Payne from roughly $36 to about $44 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and a higher future P/E, which together suggest a different balance of risk and reward for shareholders. What's in the News Helmerich & Payne announced that Senior Vice President and Chief Financial Officer Kevin Vann will retire from his role effective June 30, 2026, and will continue as a senior advisor through December 31, 2026, to support the transition.ナラティブの更新 • Mar 04
HP: CEO Transition And Higher Assumed P/E Will Restrain Future Upside
Analysts have lifted their price target on Helmerich & Payne from about $25.59 to $30.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E that modestly adjust their outlook for the shares. What's in the News CEO John Lindsay plans to retire following the Annual Meeting of Stockholders on March 4, 2026, with President Raymond John “Trey” Adams set to become CEO and stand for election to the Board at that meeting.Seeking Alpha • Feb 19
Helmerich & Payne: Not Time To Dive In Quite Yet
Summary Helmerich & Payne has rallied sharply, but current levels appear fully valued, with a Hold consensus and a $36 median price target. HP's investment thesis centers on global reach, advanced FlexRig and FlexRobotics technology, and enterprise optimization, but near-term growth is likely priced in. Q1 revenue exceeded $1B with $230M EBITDA, but YoY declines and margin pressure in North America and international segments temper near-term optimism. I recommend waiting for a substantial price pullback—mid-$20s entry—given valuation, sector cyclicality, and oil price risks impacting rig reactivations. Read the full article on Seeking Alphaナラティブの更新 • Feb 18
HP: CEO Transition And Weaker Long Term Revenue Outlook Will Limit Upside
Analysts have lifted their fair value estimate for Helmerich & Payne from about $23.33 to roughly $25.59, citing expectations for stronger profit margins and a lower future P/E, which they note would offset softer assumed revenue growth. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting, with current President Raymond John “Trey” Adams set to become CEO and stand for election to the Board at that meeting, while Lindsay stays on as senior advisor through December 2026 (Key Developments).ナラティブの更新 • Feb 03
HP: Future Saudi Rig Restart And CEO Transition Will Restrain Upside
Analysts have lifted their fair value estimate for Helmerich & Payne from about US$17.00 to roughly US$23.33, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting, with current President Raymond John "Trey" Adams set to take over as CEO and stand for election to the Board.ナラティブの更新 • Jan 20
HP: Saudi Rig Reactivations And Leadership Transition Will Support Future Upside
Narrative Update Analysts kept their fair value estimate for Helmerich & Payne steady at US$36.00. They cited updated assumptions around a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a reduced future P/E outlook that collectively support this unchanged target.ナラティブの更新 • Jan 06
HP: Saudi Rig Reactivations And Leadership Transition Will Support Fairly Valued Shares
Analysts have lifted their price target for Helmerich & Payne from about US$27.20 to roughly US$30.27, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting.ナラティブの更新 • Dec 17
HP: Middle East Rig Ramp And Leadership Transition Will Support Upside
Analysts have raised their fair value estimate for Helmerich & Payne from approximately 27 dollars per share to about 36 dollars per share, citing a lower perceived risk profile from a reduced discount rate and expectations for stronger profitability despite slightly tempered revenue growth assumptions. What's in the News CEO John Lindsay will retire following the March 4, 2026 Annual Meeting, with current President Raymond John Trey Adams slated to assume the CEO role and join the Board.分析記事 • Dec 14
Helmerich & Payne (NYSE:HP) Is Due To Pay A Dividend Of $0.25
Helmerich & Payne, Inc. ( NYSE:HP ) will pay a dividend of $0.25 on the 27th of February. This makes the dividend yield...ナラティブの更新 • Dec 03
HP: Saudi Rig Reactivations Will Offset Margin Pressure And Support Shares
Analysts have raised their price target on Helmerich & Payne from approximately $24.00 to about $27.20, citing expectations for stronger top line growth and a higher future earnings multiple, even though projected profit margins are slightly lower. What's in the News Notice received to recommence operations on seven suspended land rigs in Saudi Arabia, with staged reactivations planned through the first half of 2026 (Key Developments) Suspension days for each Saudi rig will be added to its remaining contract term, extending contracted backlog in the region (Key Developments) H&P expects to operate 24 rigs in Saudi Arabia by mid 2026, including eight proprietary FlexRigs and 16 rigs from the KCA Deutag acquisition, highlighting its growing Eastern Hemisphere footprint (Key Developments) Board meeting scheduled for September 9, 2025, to consider declaring a quarterly cash dividend of $0.25 per share, payable December 2, 2025, to shareholders of record on November 18, 2025 (Key Developments) Valuation Changes The Fair Value estimate has risen moderately from approximately $24.00 to about $27.20, reflecting a higher intrinsic valuation per share.ナラティブの更新 • Nov 19
HP: Extended Revenue Slowdown Will Pressure Shares Despite Market Expansion
Analysts have lowered their price target for Helmerich & Payne from $26.60 to $24.00. They cited slower expected revenue growth and a reduced fair value calculation, despite marginal improvements in both profit margin and projected price-to-earnings ratio.分析記事 • Nov 12
Helmerich & Payne, Inc. (NYSE:HP) Looks Just Right With A 27% Price Jump
Helmerich & Payne, Inc. ( NYSE:HP ) shares have continued their recent momentum with a 27% gain in the last month...ナラティブの更新 • Nov 05
HP: Fair Value Seen Amid Buyback Completion and Dividend Outlook Update
Narrative Update on Helmerich & Payne Analysts have raised their price target for Helmerich & Payne from $23.80 to $26.60. They cite improved valuation estimates, supported by a lower discount rate and a slightly higher expected future price-to-earnings ratio.ナラティブの更新 • Oct 22
Analysts Raise Helmerich and Payne Price Target as Profit Margins Improve and Buyback Program Ends
Analysts have raised their price target for Helmerich & Payne from $22.47 to $23.80 per share, citing slight improvements in projected profit margins and a marginally reduced discount rate in their valuation models. What's in the News The Board of Directors has scheduled a meeting on September 9, 2025, to declare a quarterly cash dividend of $0.25 per share.ナラティブの更新 • Oct 08
Digital Operations And Global Expansion Will Forge Future Success
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.分析記事 • Oct 07
Helmerich & Payne (NYSE:HP) Is Paying Out A Dividend Of $0.25
Helmerich & Payne, Inc.'s ( NYSE:HP ) investors are due to receive a payment of $0.25 per share on 2nd of December...分析記事 • Sep 13
Helmerich & Payne (NYSE:HP) Is Paying Out A Dividend Of $0.25
Helmerich & Payne, Inc. ( NYSE:HP ) has announced that it will pay a dividend of $0.25 per share on the 2nd of...分析記事 • Aug 06
These 4 Measures Indicate That Helmerich & Payne (NYSE:HP) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jul 16
Helmerich & Payne, Inc. (NYSE:HP) Looks Inexpensive But Perhaps Not Attractive Enough
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Jun 25
Helmerich & Payne (NYSE:HP) Is Experiencing Growth In Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...分析記事 • Apr 09
Helmerich & Payne, Inc. (NYSE:HP) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Helmerich & Payne, Inc. ( NYSE:HP ) share price has dived 26% in the last...分析記事 • Mar 27
Is Helmerich & Payne (NYSE:HP) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 13
Helmerich & Payne: Transformative Acquisition Isn't Priced In
Summary Helmerich & Payne's stock has dropped over 30%, now presenting a potential buying opportunity. The transformative acquisition of KCA Deutag enhances international growth, scale, and cash flow, yet the market hasn't priced in these benefits. Despite short-term headwinds and a credit rating downgrade, the company's efficient, high-tech rigs and resilient margins signal long-term profitability. I rate Helmerich & Payne a buy with a $35 price target, considering their cost and technological leadership and potential industry rebound. Read the full article on Seeking Alpha分析記事 • Mar 03
Helmerich & Payne (NYSE:HP) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...分析記事 • Jan 05
Investors Don't See Light At End Of Helmerich & Payne, Inc.'s (NYSE:HP) Tunnel
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...分析記事 • Dec 18
Does Helmerich & Payne (NYSE:HP) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...株主還元
| HP | US Energy Services | US 市場 | |
|---|---|---|---|
| 7D | -3.7% | -2.0% | -3.3% |
| 1Y | 100.8% | 68.1% | 22.3% |
業界別リターン: HP過去 1 年間で68.1 % の収益を上げたUS Energy Services業界を上回りました。
リターン対市場: HP過去 1 年間で22.3 % の収益を上げたUS市場を上回りました。
価格変動
| HP volatility | |
|---|---|
| HP Average Weekly Movement | 6.1% |
| Energy Services Industry Average Movement | 7.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: HP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: HPの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1920 | 15,700 | Trey Adams | www.hpinc.com |
ヘルメリッヒ＆ペイン社は、その子会社とともに、石油・ガス開発会社向けに掘削ソリューションと技術を提供している。同社は北米ソリューション部門、オフショアソリューション部門、国際ソリューション部門を通じて事業を展開している。北米ソリューション部門は主にテキサス州で事業を行っている。オフショア・ソリューション部門は、ルイジアナ州および米国連邦水域、ノルウェー沖の北海およびノルウェー海、カスピ海、その他の国際水域で掘削事業を展開している。インターナショナル・ソリューション部門は、サウジアラビア、アルゼンチン、バーレーン、オマーン、ドイツ、クウェートで掘削事業を行っている。同社は、掘削作業や掘削孔の品質・配置を向上させる技術の開発・普及・商業化に注力している。また、商業用不動産の所有・運営も行っている。さらに、同社の不動産投資にはショッピングセンターが含まれる。ヘルメリッヒ＆ペイン社は1920年に設立され、オクラホマ州タルサに本社を置く。
Helmerich & Payne, Inc. 基礎のまとめ
| HP 基礎統計学 | |
|---|---|
| 時価総額 | US$3.91b |
| 収益（TTM） | -US$376.94m |
| 売上高(TTM) | US$4.00b |
0.9x
P/Sレシオ-10.1x
PER（株価収益率HP は割高か？
公正価値と評価分析を参照収益と収入
| HP 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.00b |
| 売上原価 | US$2.74b |
| 売上総利益 | US$1.26b |
| その他の費用 | US$1.64b |
| 収益 | -US$376.94m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -3.77 |
| グロス・マージン | 31.47% |
| 純利益率 | -9.42% |
| 有利子負債／自己資本比率 | 76.1% |
HP の長期的なパフォーマンスは？
過去の実績と比較を見る| Helmerich & Payne 配当日 | |
|---|---|
| 配当落ち日 | Aug 18 2026 |
| 配当支払日 | Sep 01 2026 |
| 配当落ちまでの日数 | 68 days |
| 配当支払日までの日数 | 82 days |
HP 配当は確実ですか？
HP 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 20:46 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Helmerich & Payne, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42
| アナリスト | 機関 |
|---|---|
| William Selesky | Argus Research Company |
| James West | Barclays |
| Sungeun Kim | Barclays |