Seaport Res Ptn Boosts Earnings Estimates for Baker Hughes

Baker Hughes (NASDAQ:BKR) – Stock analysts at Seaport Res Ptn increased their Q4 2025 EPS estimates for Baker Hughes in a research report issued to clients and investors on Monday, March 17th. Seaport Res Ptn analyst T. Curran now expects that the company will earn $0.78 per share for the quarter, up from their previous forecast of $0.77. The consensus estimate for Baker Hughes’ current full-year earnings is $2.59 per share.

A number of other brokerages have also recently commented on BKR. Benchmark reiterated a “buy” rating and issued a $57.00 price target on shares of Baker Hughes in a research note on Tuesday, February 11th. Barclays increased their price target on shares of Baker Hughes from $51.00 to $55.00 and gave the company an “overweight” rating in a research note on Tuesday, February 4th. Stifel Nicolaus increased their price target on shares of Baker Hughes from $48.00 to $54.00 and gave the company a “buy” rating in a research note on Monday, February 3rd. The Goldman Sachs Group raised their target price on shares of Baker Hughes from $51.00 to $52.00 and gave the stock a “buy” rating in a research note on Thursday, January 23rd. Finally, TD Cowen cut their target price on shares of Baker Hughes from $53.00 to $51.00 and set a “buy” rating for the company in a research note on Wednesday, January 8th. Two investment analysts have rated the stock with a hold rating and seventeen have given a buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $51.06.

Baker Hughes Stock Performance

Shares of BKR stock opened at $43.88 on Tuesday. The stock has a market cap of $43.45 billion, a P/E ratio of 14.72, a P/E/G ratio of 2.00 and a beta of 1.30. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.94. The company has a fifty day moving average price of $44.90 and a two-hundred day moving average price of $41.15. Baker Hughes has a one year low of $30.93 and a one year high of $49.40.

Baker Hughes (NASDAQ:BKR) last announced its earnings results on Thursday, January 30th. The company reported $0.70 EPS 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%.

Baker Hughes Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 21st. Stockholders of record on Tuesday, February 11th were paid a $0.23 dividend. This is a positive change from Baker Hughes’s previous quarterly dividend of $0.21. The ex-dividend date was Tuesday, February 11th. This represents a $0.92 annualized dividend and a dividend yield of 2.10%. Baker Hughes’s dividend payout ratio is presently 30.87%.

Insider Transactions at Baker Hughes

In other Baker Hughes news, EVP Maria C. Borras sold 8,000 shares of the company’s stock in a transaction dated Monday, January 27th. The shares were sold at an average price of $44.77, for a total transaction of $358,160.00. Following the sale, the executive vice president now directly owns 173,302 shares of the company’s stock, valued at $7,758,730.54. This represents a 4.41 % 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 link. Company insiders own 0.25% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Strategic Financial Concepts LLC bought a new position in Baker Hughes during the fourth quarter valued at approximately $640,000. Burney Co. grew its position in Baker Hughes by 315.0% during the fourth quarter. Burney Co. now owns 138,788 shares of the company’s stock valued at $5,693,000 after acquiring an additional 105,349 shares during the last quarter. Northstar Advisory Group LLC bought a new position in Baker Hughes during the fourth quarter valued at approximately $1,180,000. Artemis Investment Management LLP grew its position in Baker Hughes by 29.4% during the fourth quarter. Artemis Investment Management LLP now owns 1,053,947 shares of the company’s stock valued at $43,233,000 after acquiring an additional 239,773 shares during the last quarter. Finally, Czech National Bank grew its position in Baker Hughes by 6.0% during the fourth quarter. Czech National Bank now owns 214,549 shares of the company’s stock valued at $8,801,000 after acquiring an additional 12,178 shares during the last quarter. 92.06% of the stock is currently owned by institutional investors.

About Baker Hughes

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.