Cibc World Market Inc. Increases Stake in Baker Hughes Company $BKR

Cibc World Market Inc. boosted its position in Baker Hughes Company (NASDAQ:BKR) by 13.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 829,816 shares of the company’s stock after purchasing an additional 99,314 shares during the period. Cibc World Market Inc. owned about 0.08% of Baker Hughes worth $40,429,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Caprock Group LLC acquired a new stake in shares of Baker Hughes during the 3rd quarter valued at approximately $1,314,000. ING Groep NV increased its position in Baker Hughes by 19.4% during the third quarter. ING Groep NV now owns 20,624 shares of the company’s stock worth $1,004,000 after buying an additional 3,358 shares in the last quarter. Advisors Asset Management Inc. raised its holdings in shares of Baker Hughes by 1.5% in the third quarter. Advisors Asset Management Inc. now owns 88,725 shares of the company’s stock worth $4,323,000 after acquiring an additional 1,307 shares during the last quarter. Compagnie Lombard Odier SCmA lifted its position in shares of Baker Hughes by 50.0% in the third quarter. Compagnie Lombard Odier SCmA now owns 10,500 shares of the company’s stock valued at $512,000 after acquiring an additional 3,500 shares in the last quarter. Finally, Wealthfront Advisers LLC lifted its position in shares of Baker Hughes by 2.5% in the third quarter. Wealthfront Advisers LLC now owns 143,325 shares of the company’s stock valued at $6,983,000 after acquiring an additional 3,452 shares in the last quarter. Institutional investors and hedge funds own 92.06% of the company’s stock.

Baker Hughes Trading Up 3.6%

Shares of BKR opened at $61.25 on Thursday. Baker Hughes Company has a twelve month low of $33.60 and a twelve month high of $62.08. The firm has a market capitalization of $60.44 billion, a P/E ratio of 23.56, a price-to-earnings-growth ratio of 1.59 and a beta of 0.89. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 0.28. The stock’s fifty day simple moving average is $50.71 and its 200 day simple moving average is $48.09.

Baker Hughes (NASDAQ:BKR) last posted its quarterly earnings results on Monday, January 26th. The company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.11. The firm had revenue of $7.39 billion during the quarter, compared to the consensus estimate of $7.09 billion. Baker Hughes had a return on equity of 14.26% and a net margin of 9.33%.The firm’s quarterly revenue was up .3% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.70 earnings per share. On average, equities research analysts forecast that Baker Hughes Company will post 2.59 earnings per share for the current year.

Baker Hughes Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Tuesday, February 17th will be given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Tuesday, February 17th. Baker Hughes’s payout ratio is 35.38%.

Insider Buying and Selling at Baker Hughes

In other Baker Hughes news, Director William G. Beattie sold 18,023 shares of the business’s stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $57.29, for a total transaction of $1,032,537.67. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Maria Georgia Magno sold 19,150 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $59.11, for a total transaction of $1,131,956.50. Following the completion of the transaction, the insider directly owned 14,588 shares in the company, valued at approximately $862,296.68. This represents a 56.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 40,001 shares of company stock valued at $2,322,692 over the last ninety days. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Wall Street Zen upgraded Baker Hughes from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th. Citigroup lifted their price target on shares of Baker Hughes from $61.00 to $64.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. Royal Bank Of Canada reissued an “outperform” rating and set a $57.00 price objective on shares of Baker Hughes in a research note on Thursday, January 15th. Capital One Financial lifted their target price on shares of Baker Hughes from $53.00 to $59.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, UBS Group boosted their price target on Baker Hughes from $54.00 to $61.00 and gave the company a “neutral” rating in a report on Wednesday, January 28th. Twenty analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $58.78.

More Baker Hughes News

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

• Positive Sentiment: Bloomberg reports Baker Hughes is exploring a roughly $1.5 billion sale of its Waygate Technologies unit — a potential portfolio simplification and cash-raising move that could improve capital allocation and boost investor confidence. Baker Hughes explores $1.5B sale of Waygate Technologies unit – Bloomberg
• Positive Sentiment: Baker Hughes received an order from Twenty20 Energy for ten Frame 5 gas turbines (supporting up to ~250 MW) for U.S. data‑center projects — a meaningful industrial win that ties BKR to growing AI/data-center power demand and provides multi-year delivery visibility. Baker Hughes Receives Gas Turbine Order from Twenty20 Energy
• Positive Sentiment: Analyst coverage is constructive: a consensus “Moderate Buy” rating was reported, and recent write-ups highlight Baker Hughes’ outperformance versus broader tech names so far in 2026 — factors that can support investor demand and multiple expansion. Baker Hughes Company (NASDAQ:BKR) Given Average Recommendation of “Moderate Buy” by Analysts
• Positive Sentiment: Coverage noting BKR is outperforming many big-tech names year-to-date highlights the market re-rating BKR toward industrial/energy technology exposure, which can attract rotation flows. SLB, Baker Hughes Are Beating Big Tech By 30% In 2026: Here’s Why
• Neutral Sentiment: Short interest fell materially through late January (to ~26.7M shares, ~2.7% of float, ~2.3 days to cover), which is typically bullish if it reflects short covering, but the move may already be partly priced in.
• Neutral Sentiment: Recent February short-interest entries in some feeds show zeros/NaN (data errors). These reporting glitches create noise; rely on official exchange-reported short-interest releases for accuracy.

Baker Hughes Company 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.