Baker Hughes Company $BKR Position Trimmed by AustralianSuper Pty Ltd

AustralianSuper Pty Ltd decreased its holdings in Baker Hughes Company (NASDAQ:BKR) by 62.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 490,043 shares of the company’s stock after selling 800,895 shares during the period. AustralianSuper Pty Ltd’s holdings in Baker Hughes were worth $23,875,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in BKR. E Fund Management Hong Kong Co. Ltd. grew its position in Baker Hughes by 104.0% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 661 shares of the company’s stock valued at $32,000 after purchasing an additional 337 shares in the last quarter. Harbour Investments Inc. grew its holdings in shares of Baker Hughes by 61.7% during the 2nd quarter. Harbour Investments Inc. now owns 854 shares of the company’s stock valued at $33,000 after acquiring an additional 326 shares in the last quarter. LFA Lugano Financial Advisors SA purchased a new position in shares of Baker Hughes during the 2nd quarter valued at $36,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Baker Hughes in the second quarter worth $36,000. Finally, LRI Investments LLC raised its holdings in shares of Baker Hughes by 59.3% during the second quarter. LRI Investments LLC now owns 1,032 shares of the company’s stock worth $40,000 after acquiring an additional 384 shares in the last quarter. 92.06% of the stock is currently owned by institutional investors and hedge funds.

Baker Hughes Stock Up 0.2%

Shares of Baker Hughes stock opened at $56.73 on Friday. Baker Hughes Company has a 12-month low of $33.60 and a 12-month high of $58.50. The company has a quick ratio of 1.00, a current ratio of 1.41 and a debt-to-equity ratio of 0.33. The stock has a 50 day moving average price of $49.14 and a two-hundred day moving average price of $46.97. The stock has a market capitalization of $55.98 billion, a P/E ratio of 21.82, a PEG ratio of 1.76 and a beta of 0.89.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings results on Sunday, January 25th. The company reported $0.78 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.11. The company had revenue of $7.39 billion for the quarter, compared to analyst estimates of $7.09 billion. Baker Hughes had a net margin of 9.33% and a return on equity of 14.51%. The company’s quarterly revenue was up .3% compared to the same quarter last year. During the same quarter last year, the firm posted $0.70 earnings per share. Equities analysts expect that Baker Hughes Company will post 2.59 earnings per share for the current year.

More Baker Hughes News

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

• Positive Sentiment: Record IET backlog and new energy‑transition deals drove a sharp rally in the stock, highlighting stronger service demand and better visibility for future revenue. Baker Hughes (BKR) Is Up 5.7% After Record IET Backlog And New Energy Transition Deals – Has The Bull Case Changed?
• Positive Sentiment: Piper Sandler raised its price target to $61 and kept an overweight rating, adding institutional confidence and buy‑side momentum. Piper Sandler adjusts Baker Hughes price target to $61
• Positive Sentiment: UBS raised its PT to $61 (from $54), signaling peers see upside even from a neutral stance—another vote of confidence for the company’s outlook. UBS raises Baker Hughes price target to $61
• Positive Sentiment: Argus lifted its target to $67, indicating some analysts view a materially higher fair value—this can support further price appreciation if momentum continues. Argus raises price target on Baker Hughes to $67
• Positive Sentiment: JPMorgan raised its price target to $60, adding to the cluster of upward revisions that can attract momentum and fund flows. JPMorgan Chase & Co. Boosts Baker Hughes Price Target to $60
• Positive Sentiment: Operational wins in clean‑energy projects: Baker Hughes secured multiple orders for the Wabash Valley clean ammonia fertilizer project—concrete bookings that support energy‑transition revenue. Baker Hughes Secures Multiple Orders to Advance Wabash Valley Resources’ Clean Ammonia Fertilizer Project
• Positive Sentiment: Strategic collaboration expanded with Hydrostor to advance resilient, sustainable power systems—strengthens the company’s portfolio in grid/storage solutions. Baker Hughes and Hydrostor deepen strategic collaboration
• Positive Sentiment: Third‑party outlets (Capital One, Zephirin Group) published bullish forecasts for BKR, reinforcing broader market sentiment and analyst focus. Capital One Forecasts Strong Price Appreciation for Baker Hughes
• Neutral Sentiment: Earnings call transcript and valuation commentary are available for investors doing deeper due diligence; these sources provide context but did not drive a discrete negative reaction. Baker Hughes Q4 2025 earnings call transcript
• Neutral Sentiment: Reported short‑interest data appears inconsistent/zero and offers no clear bearish signal—treat it as unreliable until clarified.

Analyst Ratings Changes

A number of research analysts have commented on the company. Argus boosted their target price on Baker Hughes from $55.00 to $67.00 in a research note on Tuesday. Stifel Nicolaus boosted their price target on Baker Hughes from $57.00 to $58.00 and gave the company a “buy” rating in a research note on Tuesday. Jefferies Financial Group increased their price objective on Baker Hughes from $58.00 to $59.00 and gave the stock a “buy” rating in a report on Thursday, November 20th. Susquehanna lifted their target price on shares of Baker Hughes from $58.00 to $65.00 and gave the company a “positive” rating in a research note on Tuesday. Finally, BMO Capital Markets increased their price target on shares of Baker Hughes from $55.00 to $65.00 and gave the stock an “outperform” rating in a research note on Tuesday. Twenty-one analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $57.58.

Baker Hughes Profile

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.