Capital One Financial Predicts Baker Hughes Q4 Earnings

Baker Hughes (NASDAQ:BKR) – Equities researchers at Capital One Financial raised their Q4 2025 EPS estimates for Baker Hughes in a research note issued on Monday, February 3rd. Capital One Financial analyst D. Becker now forecasts that the company will post earnings of $0.82 per share for the quarter, up from their prior estimate of $0.74. The consensus estimate for Baker Hughes’ current full-year earnings is $2.55 per share.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings results on Thursday, January 30th. The company reported $0.70 EPS for the quarter, beating analysts’ consensus estimates of $0.63 by $0.07. Baker Hughes had a return on equity of 14.58% and a net margin of 10.70%.

A number of other brokerages also recently issued reports on BKR. JPMorgan Chase & Co. boosted their price target on shares of Baker Hughes from $50.00 to $52.00 and gave the stock an “overweight” rating in a research report on Monday. Susquehanna upped their price target on shares of Baker Hughes from $53.00 to $55.00 and gave the company a “positive” rating in a research report on Monday. Piper Sandler increased their price target on Baker Hughes from $53.00 to $55.00 and gave the stock an “overweight” rating in a report on Monday. The Goldman Sachs Group boosted their price objective on Baker Hughes from $51.00 to $52.00 and gave the company a “buy” rating in a research note on Thursday, January 23rd. Finally, Bank of America raised their target price on Baker Hughes from $42.00 to $48.00 and gave the stock a “buy” rating in a research note on Wednesday, December 18th. Two equities research analysts have rated the stock with a hold rating and seventeen have given a buy rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $50.18.

Baker Hughes Stock Performance

Shares of BKR stock opened at $48.85 on Thursday. The stock has a market capitalization of $48.34 billion, a PE ratio of 16.39, a PEG ratio of 0.89 and a beta of 1.39. The business’s 50 day simple moving average is $43.30 and its 200 day simple moving average is $39.35. The company has a debt-to-equity ratio of 0.35, a current ratio of 1.32 and a quick ratio of 0.94. Baker Hughes has a one year low of $28.63 and a one year high of $48.94.

Baker Hughes Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 21st. Stockholders of record on Tuesday, February 11th will be given a dividend of $0.23 per share. The ex-dividend date is Tuesday, February 11th. This is an increase from Baker Hughes’s previous quarterly dividend of $0.21. This represents a $0.92 annualized dividend and a dividend yield of 1.88%. Baker Hughes’s payout ratio is presently 28.19%.

Insider Transactions at Baker Hughes

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

Institutional Trading of Baker Hughes

A number of hedge funds have recently bought and sold shares of BKR. Hotchkis & Wiley Capital Management LLC boosted its stake in Baker Hughes by 34.7% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 10,920,478 shares of the company’s stock valued at $394,775,000 after acquiring an additional 2,811,940 shares during the last quarter. Congress Asset Management Co. purchased a new stake in Baker Hughes in the fourth quarter worth $107,155,000. Yaupon Capital Management LP bought a new stake in shares of Baker Hughes in the third quarter valued at $47,296,000. Eagle Asset Management Inc. lifted its position in shares of Baker Hughes by 18.6% during the 3rd quarter. Eagle Asset Management Inc. now owns 5,486,207 shares of the company’s stock valued at $198,326,000 after buying an additional 860,219 shares during the last quarter. Finally, Healthcare of Ontario Pension Plan Trust Fund grew its stake in shares of Baker Hughes by 436.0% during the 3rd quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 1,004,647 shares of the company’s stock worth $36,318,000 after acquiring an additional 817,227 shares during the period. 92.06% of the stock is currently owned by institutional investors.

Baker Hughes Company Profile

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.