<div id="readability-page-1"><div><ul> <li>Helmerich &amp; Payne announced that long-time CEO John Lindsay will retire as CEO and director after the March 4, 2026 annual meeting, with current President Raymond John “Trey” Adams set to assume the CEO role and Lindsay staying on as senior advisor through December 2026 to aid the transition.</li> <li>Alongside this planned leadership handover, the company reaffirmed its shareholder focus with a US$0.25 quarterly dividend declaration and outlined disciplined capital spending and debt repayment goals despite a recent adjusted net loss.</li> <li>We’ll now examine how this planned CEO transition, combined with the company’s deleveraging and international expansion plans, may reshape Helmerich &amp; Payne’s investment narrative.</li> </ul><p>Uncover the next big thing with financially sound penny stocks that balance risk and reward.</p><h2>Helmerich &amp; Payne Investment Narrative Recap</h2><p>To own Helmerich &amp; Payne, you need to believe that high-spec land drilling and technology can earn attractive returns despite cycles, and that international growth can offset softer U.S. shale activity. The planned CEO handover to Trey Adams looks orderly, so the more immediate swing factor remains execution on deleveraging and capital discipline, while ongoing oil and gas market volatility still stands out as the key risk.</p> <p>The recent decision to maintain the US$0.25 quarterly dividend, even alongside an adjusted net loss and elevated capex needs, is the announcement that most directly intersects with this leadership transition. It underlines management’s current capital return stance at a time when investors are closely watching debt repayment timelines and the balance between funding international expansion and preserving financial flexibility.</p> <p>Yet investors should also be aware that, if rig demand softens further and fixed costs stay high, the pressure on cash flows could...</p> <p>Read the full narrative on Helmerich &amp; Payne (it's free!)</p><p>Helmerich &amp; Payne's narrative projects $3.9 billion revenue and $276.0 million earnings by 2028. This requires 4.3% yearly revenue growth and a $309.0 million earnings increase from -$33.0 million today.</p><p>Uncover how Helmerich &amp; Payne's forecasts yield a $27.20 fair value, a 4% downside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9c031fda-10de-43a3-b874-0c9c4b660f17/chart/quote-price?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/9c031fda-10de-43a3-b874-0c9c4b660f17/chart/quote-price"/><figcaption>HP 1-Year Stock Price Chart</figcaption></figure> <p>Six members of the Simply Wall St Community currently place Helmerich &amp; Payne’s fair value between US$23.67 and US$61.18, highlighting very different expectations. You can weigh those views against the risk that rising drilling efficiency and lower rig counts could leave H&amp;P with structural overcapacity and weaker margins over time.</p><p>Explore 6 other fair value estimates on Helmerich &amp; Payne - why the stock might be worth 16% less than the current price!</p><h2>Build Your Own Helmerich &amp; Payne Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Helmerich &amp; Payne research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free Helmerich &amp; Payne research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Helmerich &amp; Payne's overall financial health at a glance.</li></ul><h2>Curious About Other Options?</h2><p>Early movers are already taking notice. See the stocks they're targeting before they've flown the coop:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. 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<p>Helmerich & Payne announced CEO John Lindsay will retire in 2026, with President Trey Adams succeeding him. The company plans to maintain a $0.25 quarterly dividend and focus on deleveraging and international expansion despite recent losses. This leadership change and financial strategy may reshape its investment narrative, with forecasts projecting $3.9 billion revenue and $276 million earnings by 2028. Analysts have varied fair value estimates, highlighting differing expectations amid market volatility.</p>

Planned CEO Transition and Deleveraging Push Might Change The Case For Investing In Helmerich & Payne (HP)