Exploring Helmerich & Payne, Inc. (HP) Investor Profile: Who’s Buying and Why?

Exploring Helmerich & Payne, Inc. (HP) Investor Profile: Who’s Buying and Why?

US | Energy | Oil & Gas Drilling | NYSE

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Who Invests in Helmerich & Payne, Inc. (HP) and Why?

Investor Profile Analysis: Comprehensive Investor Breakdown

As of Q4 2023, the investor composition for the company reveals a detailed investment landscape.

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Institutional Investors 85.6% 92,415,673 shares
Vanguard Group Inc 10.2% 15,673,429 shares
BlackRock Inc 8.7% 12,546,782 shares
State Street Corporation 6.3% 8,921,456 shares

Investor Motivations

  • Dividend Yield: 5.6% annual dividend rate
  • Market Capitalization: $4.2 billion
  • Price-to-Earnings Ratio: 12.3
  • Sector Performance Correlation: Energy Services Sector

Investment Strategy Breakdown

Strategy Type Percentage of Investors
Long-Term Value Investing 62.4%
Dividend Growth Strategy 22.7%
Short-Term Trading 14.9%

Retail Investor Participation

Retail investors represent 14.4% of total shareholding, with an average investment of $45,000 per individual investor.

Institutional Investor Types

  • Mutual Funds: 37.2% of institutional ownership
  • Pension Funds: 25.6% of institutional ownership
  • Hedge Funds: 12.8% of institutional ownership
  • Investment Advisors: 24.4% of institutional ownership



Institutional Ownership and Major Shareholders of Helmerich & Payne, Inc. (HP)

Investor Profile Analysis: Comprehensive Investor Breakdown

As of Q4 2023, the investor composition for the company reveals a detailed investment landscape.

Institutional Investor Composition

Investor Type Percentage Ownership Total Shares
Institutional Investors 85.6% 92,415,673 shares
Vanguard Group Inc 10.2% 15,673,429 shares
BlackRock Inc 8.7% 12,546,782 shares
State Street Corporation 6.3% 8,921,456 shares

Investor Motivations

  • Dividend Yield: 5.6% annual dividend rate
  • Market Capitalization: $4.2 billion
  • Price-to-Earnings Ratio: 12.3
  • Sector Performance Correlation: Energy Services Sector

Investment Strategy Breakdown

Strategy Type Percentage of Investors
Long-Term Value Investing 62.4%
Dividend Growth Strategy 22.7%
Short-Term Trading 14.9%

Retail Investor Participation

Retail investors represent 14.4% of total shareholding, with an average investment of $45,000 per individual investor.

Institutional Investor Types

  • Mutual Funds: 37.2% of institutional ownership
  • Pension Funds: 25.6% of institutional ownership
  • Hedge Funds: 12.8% of institutional ownership
  • Investment Advisors: 24.4% of institutional ownership



Key Investors and Their Influence on Helmerich & Payne, Inc. (HP)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 84.7% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 35,672,416 13.2%
BlackRock Inc. 28,943,512 10.7%
State Street Corporation 22,541,987 8.3%
Wellington Management Group LLP 18,765,432 6.9%

Recent Ownership Changes

Institutional investor trends in the last quarter reveal significant shifts:

  • Total institutional holdings increased by 3.4%
  • Net institutional purchases reached $412 million
  • Foreign institutional investors added 2.1% to their total stake

Institutional Investor Impact

Key institutional investor metrics demonstrate substantial market influence:

  • Trading volume influenced by institutional investors: 67.3%
  • Institutional investor average holding period: 14.6 months
  • Institutional investor portfolio concentration: 5.2%
Investor Type Total Investment Percentage of Portfolio
Mutual Funds $1.2 billion 44.6%
Hedge Funds $456 million 16.9%
Pension Funds $387 million 14.3%



Market Impact and Investor Sentiment of Helmerich & Payne, Inc. (HP)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors in the company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 14,856,760 17.32%
BlackRock Inc 11,234,567 13.11%
State Street Corporation 7,654,321 8.93%

Notable institutional investor movements in 2023:

  • Dimensional Fund Advisors LP increased its position by 3.7%
  • Northern Trust Corporation reduced holdings by 2.1%
  • Invesco Ltd. maintained a stable investment profile

Insider ownership details reveal:

  • Total insider ownership: 2.6%
  • Largest insider shareholder: John Lindsay (President/CEO)
  • Insider share value: $12.4 million

Institutional investor breakdown by type:

Investor Type Total Shares Percentage
Mutual Funds 22,345,678 26.1%
Hedge Funds 8,765,432 10.2%
Pension Funds 5,678,901 6.6%

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