Tradewinds LLC. Has $7.76 Million Stake in Baker Hughes Company $BKR

Posted by George Bondi on Jul 13th, 2026

Tradewinds LLC. reduced its holdings in Baker Hughes Company (NASDAQ:BKR – Free Report) by 7.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 127,157 shares of the company’s stock after selling 9,868 shares during the quarter. Baker Hughes accounts for about 2.9% of Tradewinds LLC.’s investment portfolio, making the stock its 11th largest holding. Tradewinds LLC.’s holdings in Baker Hughes were worth $7,763,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of BKR. Cardano Risk Management B.V. grew its position in shares of Baker Hughes by 1,005.1% in the 4th quarter. Cardano Risk Management B.V. now owns 49,353,310 shares of the company’s stock valued at $2,247,550,000 after purchasing an additional 44,887,481 shares during the period. Norges Bank acquired a new stake in Baker Hughes during the 4th quarter worth approximately $1,022,491,000. Price T Rowe Associates Inc. MD raised its holdings in Baker Hughes by 58.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 11,635,780 shares of the company’s stock worth $529,896,000 after buying an additional 4,278,573 shares during the period. Bessemer Group Inc. lifted its stake in Baker Hughes by 12,983.5% in the fourth quarter. Bessemer Group Inc. now owns 3,491,322 shares of the company’s stock valued at $158,994,000 after buying an additional 3,464,637 shares in the last quarter. Finally, Eurizon Capital SGR S.p.A. acquired a new position in shares of Baker Hughes in the fourth quarter valued at approximately $144,262,000. Institutional investors and hedge funds own 92.06% of the company’s stock.

Insider Transactions at Baker Hughes

In related news, CAO Rebecca L. Charlton sold 5,088 shares of the company’s stock in a transaction dated Wednesday, June 3rd. The stock was sold at an average price of $64.22, for a total transaction of $326,751.36. Following the sale, the chief accounting officer owned 15,997 shares in the company, valued at approximately $1,027,327.34. This represents a 24.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Lorenzo Simonelli sold 181,411 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $58.43, for a total value of $10,599,844.73. Following the transaction, the chief executive officer directly owned 703,444 shares of the company’s stock, valued at $41,102,232.92. This trade represents a 20.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 367,910 shares of company stock worth $22,420,797. 0.19% of the stock is owned by company insiders.

Baker Hughes Stock Performance

Shares of BKR opened at $57.56 on Monday. The stock has a market capitalization of $57.10 billion, a price-to-earnings ratio of 18.39, a PEG ratio of 2.06 and a beta of 0.96. Baker Hughes Company has a 12 month low of $38.37 and a 12 month high of $70.41. The firm has a fifty day simple moving average of $61.78 and a 200 day simple moving average of $59.22. The company has a current ratio of 2.13, a quick ratio of 1.77 and a debt-to-equity ratio of 0.79.

Baker Hughes (NASDAQ:BKR – Get Free Report) last issued its quarterly earnings results on Thursday, April 23rd. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.09. Baker Hughes had a net margin of 11.17% and a return on equity of 14.17%. The firm had revenue of $6.59 billion for the quarter, compared to analyst estimates of $6.71 billion. During the same period in the previous year, the business earned $0.51 EPS. The company’s revenue was up 2.5% compared to the same quarter last year. Research analysts forecast that Baker Hughes Company will post 2.29 EPS for the current fiscal year.

Baker Hughes Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Tuesday, May 5th were given a $0.23 dividend. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.6%. Baker Hughes’s payout ratio is currently 29.39%.

Key Stories Impacting Baker Hughes

Here are the key news stories impacting Baker Hughes this week:

Positive Sentiment: Baker Hughes won EU antitrust approval for its $13.6 billion acquisition of Chart Industries after agreeing to divest certain LNG technology assets, removing a key regulatory hurdle for the deal. Baker Hughes wins conditional EU nod for $13.6 billion Chart deal
Positive Sentiment: The company also secured substantial equipment and services awards for Cheniere’s Sabine Pass LNG facility, including liquefaction equipment and turbine upgrades, reinforcing growth in its LNG infrastructure business. Baker Hughes Secures Substantial Equipment and Services Awards for Cheniere’s Sabine Pass LNG Facility
Positive Sentiment: Reuters reported that U.S. energy firms added rigs for a fourth straight week, which can signal steadier upstream activity and support demand for Baker Hughes’ oilfield services. US energy firms add rigs for fourth week in a row, says Baker Hughes
Positive Sentiment: Wolfe Research initiated coverage with an “outperform” rating and a $70 price target, suggesting additional upside versus recent trading levels. The Fly coverage note
Neutral Sentiment: Brokerage sentiment remains constructive overall, with Baker Hughes receiving an average “Moderate Buy” rating from analysts.
Neutral Sentiment: Short-interest data showed no meaningful change in shares sold short, so it does not appear to be a major trading driver today.
Negative Sentiment: One article noted Baker Hughes is closing a facility and laying off employees, which could raise restructuring concerns, though the impact appears secondary to the stronger LNG and deal-related headlines. HBJ: Baker Hughes closing facility, laying off employees

Wall Street Analysts Forecast Growth

BKR has been the topic of several research reports. Barclays reaffirmed an “equal weight” rating and issued a $74.00 price objective (up from $62.00) on shares of Baker Hughes in a research report on Thursday, May 7th. HSBC lifted their price target on Baker Hughes from $67.00 to $85.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Piper Sandler boosted their price target on Baker Hughes from $64.00 to $72.00 and gave the company an “overweight” rating in a report on Tuesday, April 28th. Stifel Nicolaus upped their price objective on Baker Hughes from $63.00 to $74.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. Finally, TD Cowen increased their price objective on Baker Hughes from $75.00 to $77.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Eighteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Baker Hughes currently has a consensus rating of “Moderate Buy” and an average target price of $70.14.

Get Our Latest Analysis on Baker Hughes

Baker Hughes Company Profile

(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.