SCHEDULE 13G/A: Helmerich & Payne Discloses 4.97% Stake in Tamboran Resources
Beneficial Ownership Report (Schedule 13G)
Helmerich & Payne, Inc. and its subsidiary reported a 4.97% beneficial ownership stake in Tamboran Resources Corporation as of December 31, 2025.
Summary
- Helmerich & Payne, Inc. and Helmerich & Payne International Holdings, LLC jointly filed a Schedule 13G (Amendment No. 1) regarding their beneficial ownership in Tamboran Resources Corporation.
- The reporting persons beneficially own an aggregate of 1,018,850 shares of Tamboran Resources Corporation's common stock.
- This ownership represents 4.97% of the class of common stock outstanding.
- The 1,018,850 shares consist of 489,088 direct common shares and 529,762 common shares represented by 105,952,380 depositary interests, where each depositary interest represents 1/200th of a common share.
- The reporting persons have shared voting and shared dispositive power over all 1,018,850 beneficially owned shares.
- The filing date for this statement was January 7, 2026, with the event date requiring the filing being December 31, 2025.
- Tamboran Resources Corporation's principal executive offices are located in Barangaroo NSW, Australia.
Sentiment
Score: 6
Explanation: The filing is largely neutral as it's a routine ownership disclosure. However, the presence of a significant stake by an industry peer like Helmerich & Payne could be seen as a moderately positive signal for Tamboran Resources, indicating external confidence in its value or operations.
Positives
- A significant stake (4.97%) held by an established industry player like Helmerich & Payne could be viewed as a vote of confidence in Tamboran Resources Corporation's business and future prospects.
Future Outlook
The filing does not contain any forward-looking statements or guidance from Tamboran Resources Corporation or the reporting persons regarding the issuer's future performance.
Industry Context
Helmerich & Payne, a major drilling rig contractor, holding a stake in Tamboran Resources, an energy company, suggests a potential strategic alignment or investment interest within the broader energy exploration and production sector. This type of investment by a service provider in an operator can indicate confidence in future drilling activity or specific projects.
Stakeholder Impact
- Shareholders of Tamboran Resources Corporation may view Helmerich & Payne's significant, albeit passive, stake as a positive indicator of the company's value and prospects.
- For Helmerich & Payne, this investment represents a financial stake in an energy exploration company, aligning with their broader industry involvement.
Key Dates
| Date | Description |
|---|---|
| 2024-10-25 | Date of the Joint Filing Agreement (incorporated by reference). |
| 2025-11-13 | Date Tamboran Resources Corporation filed its Quarterly Report on Form 10-Q, reporting 20,493,869 shares of common stock outstanding. |
| 2025-12-31 | Date of the event which required the filing of this Schedule 13G statement. |
| 2026-01-07 | Date the Schedule 13G was signed and filed by Helmerich & Payne, Inc. and Helmerich & Payne International Holdings, LLC. |
Keywords
Tamboran Resources Corporation, Helmerich & Payne, Beneficial Ownership, Schedule 13G, Common Stock, Equity Stake, Energy Sector, Drilling Services
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.