Q3 EPS Estimates for Baker Hughes Boosted by Analyst

Key Points

• Capital One Financial has raised its Q3 2025 earnings estimate for Baker Hughes to $0.60 per share, up from $0.59, maintaining an "Overweight" rating with a price target of $53.00.
• Baker Hughes reported Q2 earnings of $0.63 per share, exceeding expectations by $0.08, with total revenue of $6.91 billion, above the anticipated $6.64 billion.
• In recent analyst activity, Baker Hughes received a mix of ratings upgrades and downgrades, but the overall sentiment remains positive, with 21 analysts rating the stock as a Buy.

Baker Hughes Company (NASDAQ:BKR - Free Report) - Equities research analysts at Capital One Financial increased their Q3 2025 earnings per share estimates for shares of Baker Hughes in a report issued on Monday, September 15th. Capital One Financial analyst D. Becker now expects that the company will earn $0.60 per share for the quarter, up from their previous estimate of $0.59. Capital One Financial currently has a "Overweight" rating and a $53.00 target price 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.

BKR has been the topic of a number of other reports. Barclays lifted their price target on Baker Hughes from $48.00 to $53.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. TD Cowen lifted their price target on Baker Hughes from $52.00 to $54.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. UBS Group reissued a "neutral" rating and issued a $46.00 target price (up from $43.00) on shares of Baker Hughes in a report on Wednesday, July 30th. Melius Research assumed coverage on Baker Hughes in a report on Wednesday, August 20th. They set a "buy" rating and a $60.00 price target on the stock. Finally, Seaport Res Ptn cut Baker Hughes from a "strong-buy" rating to a "hold" rating in a report on Tuesday, July 29th. Twenty-one analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $52.32.

Baker Hughes Price Performance

Shares of NASDAQ BKR traded up $0.06 during trading hours on Wednesday, reaching $47.34. 15,869,080 shares of the stock traded hands, compared to its average volume of 4,850,294. The company has a market capitalization of $46.67 billion, a P/E ratio of 15.47, a price-to-earnings-growth ratio of 2.15 and a beta of 1.01. The company has a quick ratio of 1.00, a current ratio of 1.41 and a debt-to-equity ratio of 0.33. Baker Hughes has a 52-week low of $33.60 and a 52-week high of $49.40. The company's 50-day simple moving average is $44.11 and its two-hundred day simple moving average is $40.78.

Baker Hughes (NASDAQ:BKR - Get Free Report) last posted its quarterly earnings results on Tuesday, July 22nd. The company reported $0.63 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.08. The company had revenue of $6.91 billion during the quarter, compared to the consensus estimate of $6.64 billion. Baker Hughes had a return on equity of 14.56% and a net margin of 11.04%.The firm's quarterly revenue was down 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.57 EPS. Baker Hughes has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS.

Baker Hughes Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Shareholders of record on Tuesday, August 5th were given a $0.23 dividend. The ex-dividend date was Tuesday, August 5th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.9%. Baker Hughes's dividend payout ratio is 30.07%.

Insider Buying and Selling

In other Baker Hughes news, CEO Lorenzo Simonelli sold 526,568 shares of the firm's stock in a transaction that occurred 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 sale, the chief executive officer directly owned 667,593 shares of the company's stock, valued at approximately $29,654,481.06. This trade represents a 44.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.27% of the company's stock.

Hedge Funds Weigh In On Baker Hughes

Several hedge funds and other institutional investors have recently made changes to their positions in the company. Wayfinding Financial LLC purchased a new position in Baker Hughes during the first quarter worth approximately $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 Baker Hughes by 678.7% during the first quarter. Golden State Wealth Management LLC now owns 693 shares of the company's stock worth $30,000 after buying an additional 604 shares in the last quarter. Grove Bank & Trust lifted its position in Baker Hughes by 76.2% during the first quarter. Grove Bank & Trust now owns 740 shares of the company's stock worth $33,000 after buying an additional 320 shares in the last quarter. Finally, Spire Wealth Management lifted its position in Baker Hughes by 132.9% during the first quarter. Spire Wealth Management now owns 815 shares of the company's stock worth $36,000 after buying an additional 465 shares in the last quarter. Hedge funds and other institutional investors own 92.06% of the company's stock.

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.