Key Points
- Insider sale: Maria Georgia Magno sold 19,150 Baker Hughes shares at an average of $59.11 on Feb. 9 for about $1.13M, cutting her holding by 56.8% to 14,588 shares.
- Operational and strategic momentum: Baker Hughes beat Q4 estimates (EPS $0.78 vs. $0.67) and won a gas-turbine order for U.S. data‑center projects, while Bloomberg reports the company is exploring a roughly $1.5 billion sale of its Waygate unit.
- Market context: Analysts hold a consensus "Moderate Buy" with an average target near $58.78, the stock trades close to its 52‑week high, and the company pays a $0.23 quarterly dividend (1.5% yield).
Baker Hughes Company (NASDAQ:BKR - Get Free Report) insider Maria Georgia Magno sold 19,150 shares of the business's stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $59.11, for a total transaction of $1,131,956.50. Following the transaction, the insider directly owned 14,588 shares of the company's stock, valued at $862,296.68. The trade was a 56.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.
Baker Hughes Price Performance
NASDAQ BKR opened at $61.25 on Thursday. The company has a 50-day moving average price of $50.71 and a two-hundred day moving average price of $48.09. Baker Hughes Company has a 52 week low of $33.60 and a 52 week high of $62.08. The stock has a market cap of $60.44 billion, a price-to-earnings ratio of 23.56, a price-to-earnings-growth ratio of 1.59 and a beta of 0.89. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 0.28.
Baker Hughes (NASDAQ:BKR - Get Free Report) last issued its quarterly earnings data on Monday, January 26th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $0.11. Baker Hughes had a return on equity of 14.26% and a net margin of 9.33%.The business had revenue of $7.39 billion during the quarter, compared to the consensus estimate of $7.09 billion. During the same period in the previous year, the firm posted $0.70 earnings per share. The business's revenue was up .3% on a year-over-year basis. Analysts forecast that Baker Hughes Company will post 2.59 EPS for the current year.
Baker Hughes Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Tuesday, February 17th. Baker Hughes's payout ratio is 35.38%.
Institutional Investors Weigh In On Baker Hughes
Several large investors have recently modified their holdings of BKR. Activest Wealth Management raised its position in shares of Baker Hughes by 1,242.5% during the third quarter. Activest Wealth Management now owns 537 shares of the company's stock worth $26,000 after purchasing an additional 497 shares during the period. Cullen Frost Bankers Inc. raised its holdings in Baker Hughes by 344.1% during the 4th quarter. Cullen Frost Bankers Inc. now owns 604 shares of the company's stock worth $27,000 after buying an additional 468 shares during the period. E Fund Management Hong Kong Co. Ltd. lifted its stake in Baker Hughes by 104.0% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 661 shares of the company's stock valued at $32,000 after buying an additional 337 shares in the last quarter. JFS Wealth Advisors LLC boosted its holdings in shares of Baker Hughes by 45.1% in the fourth quarter. JFS Wealth Advisors LLC now owns 811 shares of the company's stock worth $37,000 after buying an additional 252 shares during the period. Finally, Wolff Wiese Magana LLC increased its position in shares of Baker Hughes by 55.6% in the fourth quarter. Wolff Wiese Magana LLC now owns 840 shares of the company's stock worth $38,000 after acquiring an additional 300 shares in the last quarter. 92.06% of the stock is owned by institutional investors.
Key Stories Impacting Baker Hughes
Here are the key news stories impacting Baker Hughes this week:
- Positive Sentiment: Bloomberg reports Baker Hughes is exploring a roughly $1.5 billion sale of its Waygate Technologies unit — a potential portfolio simplification and cash-raising move that could improve capital allocation and boost investor confidence. Baker Hughes explores $1.5B sale of Waygate Technologies unit - Bloomberg
- Positive Sentiment: Baker Hughes received an order from Twenty20 Energy for ten Frame 5 gas turbines (supporting up to ~250 MW) for U.S. data‑center projects — a meaningful industrial win that ties BKR to growing AI/data-center power demand and provides multi-year delivery visibility. Baker Hughes Receives Gas Turbine Order from Twenty20 Energy
- Positive Sentiment: Analyst coverage is constructive: a consensus "Moderate Buy" rating was reported, and recent write-ups highlight Baker Hughes' outperformance versus broader tech names so far in 2026 — factors that can support investor demand and multiple expansion. Baker Hughes Company (NASDAQ:BKR) Given Average Recommendation of "Moderate Buy" by Analysts
- Positive Sentiment: Coverage noting BKR is outperforming many big-tech names year-to-date highlights the market re-rating BKR toward industrial/energy technology exposure, which can attract rotation flows. SLB, Baker Hughes Are Beating Big Tech By 30% In 2026: Here's Why
- Neutral Sentiment: Short interest fell materially through late January (to ~26.7M shares, ~2.7% of float, ~2.3 days to cover), which is typically bullish if it reflects short covering, but the move may already be partly priced in.
- Neutral Sentiment: Recent February short-interest entries in some feeds show zeros/NaN (data errors). These reporting glitches create noise; rely on official exchange-reported short-interest releases for accuracy.
Analyst Ratings Changes
Several research firms recently weighed in on BKR. Zephirin Group upped their price objective on shares of Baker Hughes from $40.00 to $45.00 and gave the stock a "hold" rating in a report on Monday, January 26th. Royal Bank Of Canada reissued an "outperform" rating and set a $57.00 target price on shares of Baker Hughes in a research note on Thursday, January 15th. Stifel Nicolaus upped their price target on shares of Baker Hughes from $58.00 to $63.00 and gave the stock a "buy" rating in a research note on Monday, February 2nd. UBS Group increased their price objective on shares of Baker Hughes from $54.00 to $61.00 and gave the company a "neutral" rating in a report on Wednesday, January 28th. Finally, TD Cowen boosted their target price on Baker Hughes from $55.00 to $64.00 and gave the stock a "buy" rating in a report on Tuesday, January 27th. Twenty equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $58.78.
View Our Latest Report on BKR
About Baker Hughes
(
Get Free Report)
Baker Hughes is an energy technology company that provides a broad portfolio of products, services and digital solutions for the oil and gas and industrial markets. Its offerings span oilfield services and equipment — including drilling, evaluation, completion and production technologies — as well as turbomachinery, compressors and related process equipment used in midstream and downstream operations. The company also supplies aftermarket services, field support and integrated solutions designed to improve asset performance and uptime across the energy value chain.
The firm's roots trace back to the merger of Baker International and Hughes Tool Company, and more recently it combined with GE's oil and gas business in 2017 to form Baker Hughes, a GE company (BHGE); subsequent changes in ownership restored Baker Hughes as an independent publicly traded company.
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