Helmerich & Payne, Inc. (NYSE:HP) Q1 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Helmerich & Payne Fiscal First Quarter Earnings Call. [Operator Instructions] Please note, this call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Encompass Capital Advisors Todd J. Kantor | 2,081,644 | $59,701,550 | +166% | 2.44% |
| 2. | Citadel Investment Group Ken Griffin | 1,866,081 | $53,519,203 | +1027% | 0.01% |
| 3. | Fisher Asset Management Ken Fisher | 1,731,208 | $49,651,054 | +2% | 0.02% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 1,417,942 | $40,666,577 | -34% | 0.05% |
| 5. | Fairfax Financial Holdings Prem Watsa | 1,174,105 | $33,661,590 | 1.62% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.25 | 3,800 | $99,750.00 | 30,624 | 2025-02-18 | Filing | |
| $27.08 | 37,356 | $1,011,600.48 | 54,606 | 2025-02-10 | Filing | |
| $27.55 | 20,000 | $551,000.00 | 691,214 | 2025-02-10 | Filing | |
| $30.19 | 3,300 | $99,627.00 | 3,300 | 2024-09-27 | Filing | |
| $20.21 | 10,000 | $202,100.00 | 49,297 | 2020-03-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.13 | 50,000 | $1,406,500.00 | 1,215,915 | 2025-12-19 | Filing | |
| $28.10 | 25,000 | $702,500.00 | 496,735 | 2025-12-19 | Filing | |
| $30.23 | 6,681 | $201,966.63 | 15,227 | 2025-12-03 | Filing | |
| $17.83 | 6,700 | $119,461.00 | 21,908 | 2025-08-18 | Filing | |
| $40.49 | 16,000 | $647,840.00 | 144,870 | 2024-04-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,726,559 | $422,357,716 | 0.01% | |
| 2. | 10,759,269 | $308,575,834 | 0% | |
| 3. | 7,841,430 | $224,892,212 | 0.18% | |
| 4. | 5,165,265 | $148,141,149 | 0.03% | |
| 5. | 4,222,536 | $121,102,332 | 0% |