National Pension Service Has $103.66 Million Stock Position in Baker Hughes Company $BKR

Posted by Brenda Bartman on Sep 11th, 2026

National Pension Service boosted its holdings in Baker Hughes Company (NASDAQ:BKR – Free Report) by 29.0% in the second quarter, HoldingsChannel reports. The firm owned 1,867,731 shares of the company’s stock after purchasing an additional 419,426 shares during the period. National Pension Service’s holdings in Baker Hughes were worth $103,659,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Woodline Partners LP lifted its position in shares of Baker Hughes by 40.8% during the 1st quarter. Woodline Partners LP now owns 83,650 shares of the company’s stock valued at $3,676,000 after acquiring an additional 24,225 shares during the period. Focus Partners Wealth grew its stake in Baker Hughes by 5.6% in the first quarter. Focus Partners Wealth now owns 18,481 shares of the company’s stock valued at $812,000 after acquiring an additional 986 shares during the period. Jump Financial LLC acquired a new stake in Baker Hughes in the second quarter valued at approximately $2,301,000. NewEdge Advisors LLC increased its holdings in shares of Baker Hughes by 4.0% during the second quarter. NewEdge Advisors LLC now owns 46,407 shares of the company’s stock valued at $1,779,000 after acquiring an additional 1,768 shares in the last quarter. Finally, Nebula Research & Development LLC bought a new stake in shares of Baker Hughes during the second quarter valued at approximately $1,014,000. 92.06% of the stock is owned by institutional investors and hedge funds.

Baker Hughes News Summary

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

Positive Sentiment: Baker Hughes raised its FY 2026 revenue and adjusted EBITDA outlook to reflect contributions from Chart Industries. Revenue guidance is now $28.5 billion to $30.3 billion, compared with analyst expectations of approximately $28.8 billion. Baker Hughes raises annual forecasts after Chart acquisition
Positive Sentiment: Management said the Chart transaction expands Baker Hughes’ addressable market, with the combined company targeting an opportunity estimated at roughly $57 billion. The company also highlighted Chart integration and longer-term growth opportunities at the Barclays Energy-Power Conference. Baker Hughes sees Chart deal unlocking $57 billion market
Neutral Sentiment: Conference materials and the presentation transcript provided additional detail on Chart integration and Baker Hughes’ strategic outlook, but did not indicate a separate major earnings or operational catalyst. Barclays conference slideshow
Neutral Sentiment: The reported short-interest update showed zero shares and zero days to cover, making it unusable as evidence of meaningful short-selling pressure because the data appears incomplete or erroneous.
Negative Sentiment: Despite the upgraded outlook, BKR traded below both its 50-day and 200-day moving averages, suggesting investors remain cautious about acquisition execution, the near-term earnings impact and the valuation of the combined business. Baker Hughes stock trades down

Baker Hughes Trading Down 6.7%

Shares of BKR opened at $59.40 on Friday. Baker Hughes Company has a fifty-two week low of $43.92 and a fifty-two week high of $70.41. The business has a 50-day moving average of $60.53 and a 200 day moving average of $61.59. The firm has a market cap of $58.96 billion, a P/E ratio of 19.16, a price-to-earnings-growth ratio of 2.85 and a beta of 0.96. The company has a debt-to-equity ratio of 0.77, a quick ratio of 1.76 and a current ratio of 2.09.

Baker Hughes (NASDAQ:BKR – Get Free Report) last released its quarterly earnings data on Monday, July 27th. The company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.51 by $0.13. The business had revenue of $6.74 billion for the quarter, compared to the consensus estimate of $6.54 billion. Baker Hughes had a net margin of 11.17% and a return on equity of 13.85%. The company’s revenue was up 2.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.63 earnings per share. As a group, research analysts forecast that Baker Hughes Company will post 2.51 EPS for the current year.

Baker Hughes Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, August 17th. Stockholders of record on Friday, August 7th were given a $0.23 dividend. The ex-dividend date of this dividend was Friday, August 7th. This represents a $0.92 annualized dividend and a dividend yield of 1.5%. Baker Hughes’s payout ratio is 29.68%.

Insider Activity at Baker Hughes

In related news, CEO Lorenzo Simonelli sold 181,411 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $58.43, for a total transaction of $10,599,844.73. Following the sale, the chief executive officer directly owned 703,444 shares in the company, valued at approximately $41,102,232.92. This represents a 20.50% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.19% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Stifel Nicolaus upped their target price on shares of Baker Hughes from $74.00 to $75.00 and gave the stock a “buy” rating in a report on Tuesday, July 28th. Morgan Stanley started coverage on Baker Hughes in a research report on Friday, August 7th. They issued an “overweight” rating and a $70.00 price objective on the stock. Barclays reduced their target price on shares of Baker Hughes from $74.00 to $72.00 and set an “equal weight” rating for the company in a research report on Thursday, July 16th. UBS Group decreased their price target on shares of Baker Hughes from $71.00 to $70.00 and set a “neutral” rating for the company in a research note on Thursday. Finally, Weiss Ratings cut shares of Baker Hughes from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, July 13th. Seventeen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $71.71.

View Our Latest Analysis on Baker Hughes

Baker Hughes Profile

(Free Report)

Baker Hughes Company (NASDAQ: BKR) is an energy technology company that provides products, services and digital solutions for the energy and industrial sectors. Its offerings support the exploration, development, production, transportation and processing of oil and natural gas, as well as broader energy and industrial operations.

The company’s portfolio includes oilfield services and equipment, drilling and completion technologies, artificial lift systems, subsea production solutions, turbomachinery, compressors, gas technology and liquefied natural gas equipment.