Seaport Res Ptn Boosts Earnings Estimates for Baker Hughes

Baker Hughes (NASDAQ:BKR) – Equities research analysts at Seaport Res Ptn raised their Q4 2025 earnings per share (EPS) estimates for Baker Hughes in a report issued on Monday, March 17th. Seaport Res Ptn analyst T. Curran now forecasts that the company will post earnings per share of $0.78 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.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings data 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 return on equity of 14.58% and a net margin of 10.70%.

BKR has been the topic of several other reports. Barclays raised their target price on Baker Hughes from $51.00 to $55.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 4th. Stifel Nicolaus raised their target price on Baker Hughes from $48.00 to $54.00 and gave the stock a “buy” rating in a research report on Monday, February 3rd. Atb Cap Markets cut Baker Hughes from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 10th. The Goldman Sachs Group raised their target price on Baker Hughes from $51.00 to $52.00 and gave the stock a “buy” rating in a research report on Thursday, January 23rd. Finally, Royal Bank of Canada lifted their price objective on Baker Hughes from $49.00 to $53.00 and gave the company an “outperform” rating in a research report on Monday, February 3rd. Two equities research analysts have rated the stock with a hold rating and seventeen have assigned a buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.06.

Baker Hughes Price Performance

NASDAQ BKR opened at $43.88 on Tuesday. The company has a market capitalization of $43.45 billion, a price-to-earnings ratio of 14.72, a PEG ratio of 2.00 and a beta of 1.30. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.94 and a current ratio of 1.32. The stock has a 50-day moving average of $44.90 and a 200 day moving average of $41.15. Baker Hughes has a one year low of $30.93 and a one year high of $49.40.

Baker Hughes Increases Dividend

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

Insider Activity at Baker Hughes

In related news, EVP Maria C. Borras sold 8,000 shares of the stock in a transaction on Monday, January 27th. The stock was sold at an average price of $44.77, for a total transaction of $358,160.00. Following the sale, the executive vice president now owns 173,302 shares in the company, valued at approximately $7,758,730.54. This represents a 4.41 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.25% of the stock is currently owned by insiders.

Institutional Trading of Baker Hughes

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Wealth Enhancement Advisory Services LLC increased its stake in Baker Hughes by 36.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 54,799 shares of the company’s stock worth $2,248,000 after purchasing an additional 14,749 shares during the period. Lansforsakringar Fondforvaltning AB publ purchased a new stake in Baker Hughes in the fourth quarter worth $13,057,000. Centaurus Financial Inc. purchased a new stake in Baker Hughes in the fourth quarter worth $155,000. Siemens Fonds Invest GmbH increased its stake in shares of Baker Hughes by 7.2% during the fourth quarter. Siemens Fonds Invest GmbH now owns 13,523 shares of the company’s stock valued at $555,000 after buying an additional 905 shares during the period. Finally, Universal Beteiligungs und Servicegesellschaft mbH purchased a new position in shares of Baker Hughes during the fourth quarter valued at $128,542,000. Hedge funds and other institutional investors own 92.06% of the company’s stock.

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.