Zacks Research Cuts Earnings Estimates for Baker Hughes

Baker Hughes (NASDAQ:BKR) – Equities research analysts at Zacks Research cut their Q2 2025 earnings per share estimates for shares of Baker Hughes in a research report issued to clients and investors on Tuesday, November 12th. Zacks Research analyst R. Department now anticipates that the company will post earnings of $0.62 per share for the quarter, down from their previous forecast of $0.65. The consensus estimate for Baker Hughes’ current full-year earnings is $2.29 per share. Zacks Research also issued estimates for Baker Hughes’ Q4 2025 earnings at $0.74 EPS, FY2025 earnings at $2.54 EPS, Q1 2026 earnings at $0.66 EPS and FY2026 earnings at $2.94 EPS.

Baker Hughes (NASDAQ:BKR) last released its earnings results on Tuesday, October 22nd. The company reported $0.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.61 by $0.06. Baker Hughes had a return on equity of 13.77% and a net margin of 8.20%. The firm had revenue of $6.91 billion during the quarter, compared to analyst estimates of $7.21 billion. During the same period last year, the business posted $0.42 earnings per share. Baker Hughes’s revenue was up 4.0% compared to the same quarter last year.

Other research analysts also recently issued research reports about the company. UBS Group dropped their price objective on Baker Hughes from $42.00 to $40.00 and set a “neutral” rating on the stock in a report on Wednesday, September 18th. Morgan Stanley raised their price objective on shares of Baker Hughes from $42.00 to $45.00 and gave the stock an “overweight” rating in a report on Thursday, October 3rd. Barclays increased their target price on shares of Baker Hughes from $41.00 to $46.00 and gave the company an “overweight” rating in a research report on Thursday, October 24th. Wells Fargo & Company upgraded Baker Hughes from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $40.00 to $42.00 in a research note on Wednesday, September 25th. Finally, TD Cowen raised their price target on Baker Hughes from $46.00 to $50.00 and gave the stock a “buy” rating in a report on Monday, July 29th. Two investment analysts have rated the stock with a hold rating and seventeen have given a buy rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $44.59.

Baker Hughes Stock Performance

Shares of BKR stock opened at $43.18 on Friday. The company has a market cap of $42.73 billion, a P/E ratio of 19.36, a PEG ratio of 0.73 and a beta of 1.38. The firm has a fifty day moving average price of $37.12 and a 200 day moving average price of $35.07. The company has a current ratio of 1.30, a quick ratio of 0.88 and a debt-to-equity ratio of 0.37. Baker Hughes has a 12 month low of $28.32 and a 12 month high of $44.49.

Institutional Investors Weigh In On Baker Hughes

A number of large investors have recently bought and sold shares of BKR. Bleakley Financial Group LLC grew its holdings in shares of Baker Hughes by 12.9% during the first quarter. Bleakley Financial Group LLC now owns 21,145 shares of the company’s stock worth $708,000 after buying an additional 2,424 shares in the last quarter. Orion Portfolio Solutions LLC boosted its holdings in shares of Baker Hughes by 27.1% during the first quarter. Orion Portfolio Solutions LLC now owns 31,003 shares of the company’s stock worth $1,039,000 after purchasing an additional 6,604 shares during the last quarter. Twin Tree Management LP grew its position in shares of Baker Hughes by 183.0% in the first quarter. Twin Tree Management LP now owns 338,738 shares of the company’s stock valued at $11,348,000 after purchasing an additional 219,060 shares during the period. Mitsubishi UFJ Trust & Banking Corp increased its stake in Baker Hughes by 31.7% in the first quarter. Mitsubishi UFJ Trust & Banking Corp now owns 743,238 shares of the company’s stock valued at $24,885,000 after purchasing an additional 178,881 shares during the last quarter. Finally, Edgestream Partners L.P. lifted its position in Baker Hughes by 126.6% during the first quarter. Edgestream Partners L.P. now owns 34,578 shares of the company’s stock worth $1,158,000 after buying an additional 19,320 shares during the period. Institutional investors and hedge funds own 92.06% of the company’s stock.

Baker Hughes Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 14th. Shareholders of record on Monday, November 4th were issued a $0.21 dividend. This represents a $0.84 annualized dividend and a dividend yield of 1.95%. The ex-dividend date was Monday, November 4th. Baker Hughes’s dividend payout ratio (DPR) is presently 37.67%.

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.