Q3 EPS Estimates for Baker Hughes Lifted by Zacks Research

Baker Hughes (NASDAQ:BKR) – Zacks Research raised their Q3 2026 earnings per share estimates for shares of Baker Hughes in a research note issued to investors on Wednesday, February 26th. Zacks Research analyst R. Department now expects that the company will post earnings of $0.75 per share for the quarter, up from their previous forecast of $0.74. The consensus estimate for Baker Hughes’ current full-year earnings is $2.59 per share. Zacks Research also issued estimates for Baker Hughes’ Q4 2026 earnings at $0.79 EPS and FY2026 earnings at $2.94 EPS.

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

Other equities research analysts have also recently issued research reports about the company. Stifel Nicolaus increased their price target on Baker Hughes from $48.00 to $54.00 and gave the company a “buy” rating in a research note on Monday, February 3rd. The Goldman Sachs Group increased their price objective on shares of Baker Hughes from $51.00 to $52.00 and gave the company a “buy” rating in a research report on Thursday, January 23rd. Barclays lifted their target price on shares of Baker Hughes from $51.00 to $55.00 and gave the stock an “overweight” rating in a report on Tuesday, February 4th. Citigroup increased their price target on shares of Baker Hughes from $42.00 to $50.00 and gave the company a “buy” rating in a report on Thursday, November 14th. Finally, Benchmark restated a “buy” rating and set a $57.00 price objective on shares of Baker Hughes in a report on Tuesday, February 11th. Two investment analysts have rated the stock with a hold rating and seventeen have issued a buy rating to the company. Based on data from MarketBeat.com, Baker Hughes currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.06.

Baker Hughes Price Performance

NASDAQ:BKR opened at $43.60 on Monday. The company has a quick ratio of 0.94, a current ratio of 1.32 and a debt-to-equity ratio of 0.35. Baker Hughes has a 12-month low of $29.30 and a 12-month high of $49.40. The stock’s 50 day moving average price is $44.68 and its two-hundred day moving average price is $40.63. The firm has a market capitalization of $43.17 billion, a price-to-earnings ratio of 14.63, a P/E/G ratio of 2.00 and a beta of 1.39.

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 given a $0.23 dividend. The ex-dividend date of this dividend was Tuesday, February 11th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 2.11%. This is a boost from Baker Hughes’s previous quarterly dividend of $0.21. Baker Hughes’s dividend payout ratio (DPR) is presently 30.87%.

Insider Activity at Baker Hughes

In other news, EVP Maria C. Borras sold 8,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the executive vice president now directly owns 173,302 shares in the company, valued at approximately $7,758,730.54. The trade was a 4.41 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.25% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in BKR. JFS Wealth Advisors LLC boosted its holdings in shares of Baker Hughes by 135.9% in the 4th quarter. JFS Wealth Advisors LLC now owns 670 shares of the company’s stock valued at $27,000 after purchasing an additional 386 shares in the last quarter. SBI Securities Co. Ltd. acquired a new position in shares of Baker Hughes during the 4th quarter worth $30,000. Larson Financial Group LLC lifted its position in shares of Baker Hughes by 41.2% during the 4th quarter. Larson Financial Group LLC now owns 740 shares of the company’s stock worth $30,000 after buying an additional 216 shares during the last quarter. Ashton Thomas Securities LLC acquired a new stake in Baker Hughes in the third quarter valued at about $30,000. Finally, True Wealth Design LLC grew its position in Baker Hughes by 2,181.6% in the third quarter. True Wealth Design LLC now owns 867 shares of the company’s stock valued at $31,000 after acquiring an additional 829 shares during the last quarter. 92.06% of the stock is owned by institutional investors.

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.