Zacks Research Expects Reduced Earnings for Baker Hughes

Baker Hughes (NASDAQ:BKR) – Stock analysts at Zacks Research decreased their Q2 2025 earnings estimates for Baker Hughes in a report released on Thursday, February 20th. Zacks Research analyst R. Department now forecasts that the company will earn $0.60 per share for the quarter, down from their prior estimate of $0.62. The consensus estimate for Baker Hughes’ current full-year earnings is $2.59 per share. Zacks Research also issued estimates for Baker Hughes’ Q2 2026 earnings at $0.72 EPS, Q3 2026 earnings at $0.74 EPS, Q4 2026 earnings at $0.78 EPS, FY2026 earnings at $2.93 EPS and FY2027 earnings at $3.05 EPS.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings results on Thursday, January 30th. The company reported $0.70 earnings per share for the quarter, topping the consensus estimate of $0.63 by $0.07. Baker Hughes had a net margin of 10.70% and a return on equity of 14.58%.

A number of other research analysts have also weighed in on the company. Atb Cap Markets lowered Baker Hughes from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 10th. Barclays increased their target price on shares of Baker Hughes from $51.00 to $55.00 and gave the company an “overweight” rating in a research report on Tuesday, February 4th. JPMorgan Chase & Co. boosted their price target on shares of Baker Hughes from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Monday, February 3rd. Evercore ISI increased their price objective on shares of Baker Hughes from $46.00 to $52.00 and gave the company an “outperform” rating in a report on Wednesday, January 15th. Finally, Susquehanna boosted their target price on Baker Hughes from $53.00 to $55.00 and gave the stock a “positive” rating in a report on Monday, February 3rd. Two investment analysts have rated the stock with a hold rating and seventeen have given a buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $51.06.

Baker Hughes Stock Performance

NASDAQ BKR opened at $44.04 on Monday. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.94. Baker Hughes has a 1-year low of $29.19 and a 1-year high of $49.40. The company has a market cap of $43.60 billion, a PE ratio of 14.78, a price-to-earnings-growth ratio of 2.00 and a beta of 1.39. The stock’s 50 day simple moving average is $44.38 and its 200-day simple moving average is $40.38.

Baker Hughes Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 21st. Shareholders of record on Tuesday, February 11th were given a dividend of $0.23 per share. The ex-dividend date of this dividend was Tuesday, February 11th. This is a boost from Baker Hughes’s previous quarterly dividend of $0.21. This represents a $0.92 dividend on an annualized basis and a dividend yield of 2.09%. Baker Hughes’s dividend payout ratio (DPR) is currently 30.87%.

Insider Activity

In related news, EVP Maria C. Borras sold 8,000 shares of the firm’s stock in a transaction dated Monday, January 27th. The stock was sold at an average price of $44.77, for a total transaction of $358,160.00. Following the completion of the transaction, the executive vice president now directly owns 173,302 shares in the company, valued at $7,758,730.54. This trade represents a 4.41 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.25% of the company’s stock.

Institutional Trading of Baker Hughes

Institutional investors and hedge funds have recently bought and sold shares of the business. Creative Planning increased its stake in Baker Hughes by 12.3% during the 3rd quarter. Creative Planning now owns 69,572 shares of the company’s stock worth $2,515,000 after buying an additional 7,596 shares during the period. Sequoia Financial Advisors LLC grew its stake in shares of Baker Hughes by 156.9% in the third quarter. Sequoia Financial Advisors LLC now owns 19,873 shares of the company’s stock worth $718,000 after acquiring an additional 12,137 shares in the last quarter. Signaturefd LLC increased its position in shares of Baker Hughes by 38.9% during the third quarter. Signaturefd LLC now owns 9,569 shares of the company’s stock worth $346,000 after acquiring an additional 2,679 shares during the period. Assenagon Asset Management S.A. raised its stake in shares of Baker Hughes by 15.8% in the third quarter. Assenagon Asset Management S.A. now owns 40,838 shares of the company’s stock valued at $1,476,000 after acquiring an additional 5,570 shares in the last quarter. Finally, Ballentine Partners LLC raised its stake in shares of Baker Hughes by 4.1% in the third quarter. Ballentine Partners LLC now owns 21,568 shares of the company’s stock valued at $780,000 after acquiring an additional 840 shares in the last quarter. 92.06% of the stock is currently owned by hedge funds and other institutional investors.

Baker Hughes Company Profile

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide. The company operates through Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET) segments. The OFSE segment designs and manufactures products and provides related services, including exploration, appraisal, development, production, rejuvenation, and decommissioning for onshore and offshore oilfield operations.