Baker Hughes (NASDAQ:BKR) Insider Sells $1,131,956.50 in Stock

Baker Hughes Company (NASDAQ:BKR) insider Maria Georgia Magno sold 19,150 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $59.11, for a total transaction of $1,131,956.50. Following the completion of the transaction, the insider directly owned 14,588 shares of the company’s stock, valued at $862,296.68. This trade represents a 56.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Baker Hughes Price Performance

BKR traded up $2.10 during midday trading on Wednesday, reaching $61.25. 13,528,421 shares of the company’s stock were exchanged, compared to its average volume of 10,392,013. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 0.28. The business has a 50-day simple moving average of $50.50 and a two-hundred day simple moving average of $48.00. The firm has a market capitalization of $60.44 billion, a price-to-earnings ratio of 22.75, a price-to-earnings-growth ratio of 1.59 and a beta of 0.89. Baker Hughes Company has a one year low of $33.60 and a one year high of $62.08.

Baker Hughes (NASDAQ:BKR) last issued its earnings results on Monday, January 26th. The company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.11. The business had revenue of $7.39 billion during the quarter, compared to analysts’ expectations of $7.09 billion. Baker Hughes had a return on equity of 14.26% and a net margin of 9.33%.Baker Hughes’s quarterly revenue was up .3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.70 EPS. As a group, research analysts predict that Baker Hughes Company will post 2.59 EPS for the current year.

Baker Hughes Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 27th. Stockholders of record on Tuesday, February 17th will be paid a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Tuesday, February 17th. Baker Hughes’s payout ratio is currently 35.38%.

Hedge Funds Weigh In On Baker Hughes

Several hedge funds have recently added to or reduced their stakes in the company. Brandywine Global Investment Management LLC grew its holdings in Baker Hughes by 8.2% during the 2nd quarter. Brandywine Global Investment Management LLC now owns 648,149 shares of the company’s stock worth $24,850,000 after acquiring an additional 49,108 shares during the period. Synergy Asset Management LLC bought a new position in shares of Baker Hughes in the 3rd quarter worth $1,920,000. Webster Bank N. A. acquired a new stake in shares of Baker Hughes during the third quarter worth $3,434,000. Robeco Institutional Asset Management B.V. increased its holdings in Baker Hughes by 23.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 458,415 shares of the company’s stock valued at $22,334,000 after purchasing an additional 88,536 shares during the last quarter. Finally, California Public Employees Retirement System increased its holdings in Baker Hughes by 8.7% in the second quarter. California Public Employees Retirement System now owns 1,800,362 shares of the company’s stock valued at $69,026,000 after purchasing an additional 144,381 shares during the last quarter. Institutional investors own 92.06% of the company’s stock.

Key Baker Hughes News

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 Upgrades and Downgrades

A number of equities analysts have commented on BKR shares. Evercore ISI restated an “outperform” rating and issued a $68.00 price target on shares of Baker Hughes in a research report on Wednesday. Zephirin Group lifted their target price on shares of Baker Hughes from $40.00 to $45.00 and gave the company a “hold” rating in a research note on Monday, January 26th. Weiss Ratings reissued a “buy (b)” rating on shares of Baker Hughes in a report on Monday, December 29th. UBS Group increased their price target on Baker Hughes from $54.00 to $61.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 28th. Finally, Stifel Nicolaus lifted their price objective on Baker Hughes from $58.00 to $63.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Twenty research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $58.78.

Baker Hughes Company Profile

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.