Helmerich Ownership
| HP Stock | USD 25.33 0.13 0.51% |
Shares in Circulation | First Issued 1985-09-30 | Previous Quarter 99 M | Current Value 99.2 M | Avarage Shares Outstanding 122 M | Quarterly Volatility 64.5 M |
Helmerich |
Helmerich Stock Ownership Analysis
About 96.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.85. Some equities with similar Price to Book (P/B) outperform the market in the long run. Helmerich and Payne last dividend was issued on the 15th of May 2025. The entity had 2:1 split on the 10th of July 2006. Helmerich Payne, Inc., together with its subsidiaries, provides drilling services and solutions for exploration and production companies. The company was founded in 1920 and is headquartered in Tulsa, Oklahoma. Helmerich Payne operates under Oil Gas Drilling classification in the United States and is traded on New York Stock Exchange. It employs 5932 people. To learn more about Helmerich and Payne call John Lindsay at 918 742 5531 or check out https://www.helmerichpayne.com.Besides selling stocks to institutional investors, Helmerich also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Helmerich's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Helmerich's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Helmerich Quarterly Liabilities And Stockholders Equity |
|
Helmerich Insider Trades History
Roughly 4.0% of Helmerich and Payne are currently held by insiders. Unlike Helmerich's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Helmerich's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Helmerich's insider trades
Helmerich Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Helmerich is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Helmerich and Payne backward and forwards among themselves. Helmerich's institutional investor refers to the entity that pools money to purchase Helmerich's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 2.1 M | Northern Trust Corp | 2024-12-31 | 1.7 M | Charles Schwab Investment Management Inc | 2024-12-31 | 1.6 M | Van Eck Associates Corporation | 2024-12-31 | 1.5 M | Fisher Asset Management, Llc | 2024-12-31 | 1.4 M | Btim Corp | 2024-12-31 | 1.3 M | Lsv Asset Management | 2024-12-31 | 1.3 M | Manufacturers Life Insurance Co | 2024-12-31 | 1.3 M | Bank Of New York Mellon Corp | 2024-12-31 | 1.1 M | Blackrock Inc | 2024-12-31 | 15.5 M | Vanguard Group Inc | 2024-12-31 | 11 M |
Helmerich and Payne Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Helmerich insiders, such as employees or executives, is commonly permitted as long as it does not rely on Helmerich's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Helmerich insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Helmerich's latest congressional trading
Congressional trading in companies like Helmerich and Payne, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Helmerich by those in governmental positions are based on the same information available to the general public.
| 2022-01-06 | Representative Earl Blumenauer | Acquired $15K to $50K | Verify | ||
| 2021-10-17 | Representative Ken Buck | Acquired Under $15K | Verify |
Helmerich Outstanding Bonds
Helmerich issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Helmerich and Payne uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Helmerich bonds can be classified according to their maturity, which is the date when Helmerich and Payne has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| HP 29 29 SEP 31 Corp BondUS423452AG66 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Helmerich Corporate Filings
F4 | 7th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 6th of March 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of February 2025 Other Reports | ViewVerify | |
| 22nd of January 2025 Other Reports | ViewVerify |
Pair Trading with Helmerich
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Helmerich position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Helmerich will appreciate offsetting losses from the drop in the long position's value.Moving together with Helmerich Stock
| 0.87 | NE | Noble plc | PairCorr |
| 0.94 | NBR | Nabors Industries | PairCorr |
| 0.91 | PDS | Precision Drilling | PairCorr |
| 0.86 | RIG | Transocean Aggressive Push | PairCorr |
Moving against Helmerich Stock
| 0.69 | EC | Ecopetrol SA ADR | PairCorr |
| 0.61 | BP | BP PLC ADR | PairCorr |
| 0.56 | AM | Antero Midstream Partners | PairCorr |
| 0.54 | E | Eni SpA ADR | PairCorr |
The ability to find closely correlated positions to Helmerich could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Helmerich when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Helmerich - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Helmerich and Payne to buy it.
The correlation of Helmerich is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Helmerich moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Helmerich and Payne moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Helmerich can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Helmerich Stock Analysis
When running Helmerich's price analysis, check to measure Helmerich's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Helmerich is operating at the current time. Most of Helmerich's value examination focuses on studying past and present price action to predict the probability of Helmerich's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Helmerich's price. Additionally, you may evaluate how the addition of Helmerich to your portfolios can decrease your overall portfolio volatility.