12 Stocks with Heavy Insider Buying in 2025

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6. Helmerich & Payne, Inc. (NYSE:HP)

Number of Hedge Fund Holders: 30

Helmerich & Payne, Inc. (NYSE:HP) is a leading provider of drilling solutions and technologies for oil and gas exploration and production companies. The company operates through three primary segments: North America Solutions, Offshore Gulf of Mexico, and International Solutions. In North America, HP focuses on operating its AC drive drilling rig fleet across various states, including Texas, Oklahoma, and New Mexico. Internationally, the company conducts drilling operations in countries such as Saudi Arabia, Argentina, and Colombia. Renowned for its FlexRig technology, HP has significantly contributed to drilling unconventional shale formations, enhancing efficiency and performance in the industry.

Helmerich & Payne, Inc. (NYSE:HP) continued to execute at a high level during Q1 2025, with North America Solutions segment delivering industry-leading operational and financial results. The company made significant progress on its international growth strategy by completing the exportation of 8 FlexRigs into Saudi Arabia for unconventional natural gas drilling and closing the KCA Deutag acquisition. In North America, HP maintains over 35% market share with its super-spec FlexRig fleet and has a strong presence across all major basins, particularly in the Permian with around 100 rigs running. The company’s disciplined approach has enabled consistent margin generation and market share accretion despite industry rig count declines in 2024.

The KCA Deutag acquisition positions Helmerich & Payne, Inc. (NYSE:HP) as a global leader in onshore drilling with a solid backlog of approximately $5.5 billion supported by blue-chip customers. While facing near-term headwinds related to rig suspensions in Saudi Arabia and start-up costs, these challenges are viewed as temporary and do not reflect the long-term value creation potential. The company maintains a strong financial position with a focus on debt reduction, investing in the business for the long term, and providing shareholder returns. The heavy insider buying in the last six months, with at least two insiders buying more than $500,000 worth of company stock, is a strong signal in favor of the current headwinds being temporary.

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