Capital One Financial Weighs in on Baker Hughes Q3 Earnings

Baker Hughes Company (NASDAQ:BKR) – Analysts at Capital One Financial raised their Q3 2025 earnings per share estimates for Baker Hughes in a report released on Monday, September 15th. Capital One Financial analyst D. Becker now expects that the company will post earnings per share of $0.60 for the quarter, up from their previous estimate of $0.59. Capital One Financial has a “Overweight” rating and a $53.00 price objective on the stock. The consensus estimate for Baker Hughes’ current full-year earnings is $2.59 per share. Capital One Financial also issued estimates for Baker Hughes’ FY2025 earnings at $2.38 EPS, Q2 2026 earnings at $0.63 EPS, Q4 2026 earnings at $0.76 EPS and FY2026 earnings at $2.55 EPS.

Baker Hughes (NASDAQ:BKR) last posted its quarterly earnings data on Tuesday, July 22nd. The company reported $0.63 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.08. Baker Hughes had a return on equity of 14.56% and a net margin of 11.04%.The firm had revenue of $6.91 billion for the quarter, compared to analysts’ expectations of $6.64 billion. During the same period in the previous year, the firm earned $0.57 EPS. The business’s quarterly revenue was down 3.2% on a year-over-year basis. Baker Hughes has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

Other research analysts have also recently issued reports about the company. Evercore ISI boosted their price target on Baker Hughes from $53.00 to $55.00 and gave the stock an “outperform” rating in a report on Wednesday, July 30th. Industrial Alliance Securities set a $53.00 target price on Baker Hughes in a research report on Wednesday, July 30th. The Goldman Sachs Group cut their target price on Baker Hughes from $42.00 to $41.00 and set a “buy” rating on the stock in a research report on Wednesday, July 2nd. Melius Research started coverage on Baker Hughes in a research report on Wednesday, August 20th. They set a “buy” rating and a $60.00 target price on the stock. Finally, Melius started coverage on Baker Hughes in a research report on Wednesday, August 20th. They set a “buy” rating and a $60.00 target price on the stock. Twenty-one analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, Baker Hughes currently has a consensus rating of “Moderate Buy” and a consensus target price of $52.32.

Baker Hughes Stock Down 1.6%

NASDAQ BKR opened at $46.48 on Wednesday. The stock’s 50 day moving average is $43.83 and its 200 day moving average is $40.72. The company has a current ratio of 1.41, a quick ratio of 1.00 and a debt-to-equity ratio of 0.33. Baker Hughes has a 12 month low of $33.60 and a 12 month high of $49.40. The stock has a market cap of $45.82 billion, a PE ratio of 15.19, a P/E/G ratio of 2.15 and a beta of 1.01.

Baker Hughes Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Tuesday, August 5th were issued a $0.23 dividend. This represents a $0.92 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Tuesday, August 5th. Baker Hughes’s dividend payout ratio is currently 30.07%.

Insider Buying and Selling at Baker Hughes

In other Baker Hughes news, CEO Lorenzo Simonelli sold 526,568 shares of the company’s stock in a transaction on Wednesday, July 23rd. The stock was sold at an average price of $44.42, for a total value of $23,390,150.56. Following the completion of the sale, the chief executive officer directly owned 667,593 shares in the company, valued at approximately $29,654,481.06. This represents a 44.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Wayfinding Financial LLC acquired a new position in shares of Baker Hughes in the first quarter valued at about $28,000. N.E.W. Advisory Services LLC purchased a new position in Baker Hughes during the first quarter worth approximately $30,000. Golden State Wealth Management LLC lifted its position in shares of Baker Hughes by 678.7% in the first quarter. Golden State Wealth Management LLC now owns 693 shares of the company’s stock valued at $30,000 after acquiring an additional 604 shares in the last quarter. Grove Bank & Trust lifted its position in shares of Baker Hughes by 76.2% in the first quarter. Grove Bank & Trust now owns 740 shares of the company’s stock valued at $33,000 after acquiring an additional 320 shares in the last quarter. Finally, Spire Wealth Management increased its holdings in shares of Baker Hughes by 132.9% in the first quarter. Spire Wealth Management now owns 815 shares of the company’s stock valued at $36,000 after purchasing an additional 465 shares during the last quarter. 92.06% of the stock is owned by institutional investors and hedge funds.

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.