Baker Hughes Company $BKR Holdings Lowered by Boston Trust Walden Corp

Key Points

• Boston Trust Walden trimmed its Baker Hughes stake by 69.2% in Q4, selling 114,365 shares and leaving 50,885 shares worth about $2.32 million.
• Baker Hughes beat Q1 EPS estimates ($0.58 vs. $0.49) on $6.59B revenue and declared a $0.23 quarterly dividend payable May 15, while setting Q2 and FY‑2026 revenue guidance roughly in line with consensus.
• Analysts remain largely positive (19 Buys vs. 2 Holds) with a consensus "Moderate Buy" target near $61.86, but heavy insider selling (590,251 shares, ~$35.3M last quarter) and high institutional ownership (92%) add mixed sentiment.

Boston Trust Walden Corp trimmed its stake in shares of Baker Hughes Company (NASDAQ:BKR - Free Report) by 69.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 50,885 shares of the company's stock after selling 114,365 shares during the period. Boston Trust Walden Corp's holdings in Baker Hughes were worth $2,317,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Activest Wealth Management boosted its holdings in shares of Baker Hughes by 1,242.5% in the third quarter. Activest Wealth Management now owns 537 shares of the company's stock worth $26,000 after buying an additional 497 shares during the period. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Baker Hughes by 104.0% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 661 shares of the company's stock worth $32,000 after buying an additional 337 shares during the period. JFS Wealth Advisors LLC boosted its holdings in shares of Baker Hughes by 45.1% in the fourth quarter. JFS Wealth Advisors LLC now owns 811 shares of the company's stock worth $37,000 after buying an additional 252 shares during the period. Wolff Wiese Magana LLC boosted its holdings in shares of Baker Hughes by 55.6% in the fourth quarter. Wolff Wiese Magana LLC now owns 840 shares of the company's stock worth $38,000 after buying an additional 300 shares during the period. Finally, Spire Wealth Management boosted its holdings in shares of Baker Hughes by 357.8% in the third quarter. Spire Wealth Management now owns 1,021 shares of the company's stock worth $50,000 after buying an additional 798 shares during the period. 92.06% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have commented on BKR. Argus raised their target price on shares of Baker Hughes from $55.00 to $67.00 in a report on Tuesday, January 27th. Stifel Nicolaus raised their target price on shares of Baker Hughes from $58.00 to $63.00 and gave the stock a "buy" rating in a report on Monday, February 2nd. Capital One Financial upped their price target on Baker Hughes from $60.00 to $66.00 and gave the company an "overweight" rating in a research report on Friday, April 10th. Susquehanna upped their price target on Baker Hughes from $65.00 to $70.00 and gave the company a "positive" rating in a research report on Tuesday, April 7th. Finally, Barclays upped their price target on Baker Hughes from $55.00 to $57.00 and gave the company an "overweight" rating in a research report on Tuesday, January 27th. Nineteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $61.86.

Trending Headlines about Baker Hughes

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

• Positive Sentiment: Q1 beat on revenue and EPS — Baker Hughes reported materially stronger-than-expected top-line and earnings, driven by industrial and energy-technology demand, which is the main driver of the intraday rally. Read More.
• Positive Sentiment: Dividend declared — the board announced a $0.23 quarterly cash dividend (payable May 15), supporting income-oriented ownership and signaling confidence in cash returns to shareholders. Read More.
• Neutral Sentiment: Revenue guidance roughly in line with consensus — management set Q2 revenue at $6.3B–$6.8B and FY‑2026 revenue at $26.2B–$28.3B, which centers near analysts’ estimates and reduces forecast uncertainty, though EPS guidance was not specified in the published entries. Read More.
• Neutral Sentiment: Analyst positioning is constructive but mixed — recent buy/overweight notes and a median 6‑month price target near the current level (~$65) lend support, suggesting limited near-term upside from upgrades alone. Read More.
• Negative Sentiment: Significant insider selling — multiple senior executives, including the CEO, executed large open‑market sales in recent months; heavy insider exits can weigh on sentiment and raise questions for some investors. Read More.
• Negative Sentiment: Cash flow and liabilities mixed — while cash and cash equivalents rose substantially, cash from operations fell and total liabilities increased materially, introducing balance‑sheet and cash‑flow nuance that could temper enthusiasm. Read More.

Baker Hughes Stock Performance

Shares of NASDAQ BKR opened at $64.49 on Friday. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.00 and a current ratio of 1.36. The firm has a market cap of $63.73 billion, a price-to-earnings ratio of 24.80, a P/E/G ratio of 2.12 and a beta of 0.90. The business's 50-day simple moving average is $61.18 and its 200-day simple moving average is $53.56. Baker Hughes Company has a 52 week low of $34.56 and a 52 week high of $67.00.

Baker Hughes (NASDAQ:BKR - Get Free Report) last issued its quarterly earnings data on Thursday, April 23rd. The company reported $0.58 EPS for the quarter, beating analysts' consensus estimates of $0.49 by $0.09. The business had revenue of $6.59 billion for the quarter, compared to analyst estimates of $6.71 billion. Baker Hughes had a return on equity of 14.26% and a net margin of 9.33%.The firm's revenue for the quarter was up 2.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.51 EPS. As a group, equities research analysts expect that Baker Hughes Company will post 2.4 earnings per share for the current fiscal year.

Baker Hughes Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Tuesday, May 5th will be issued a dividend of $0.23 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.4%. Baker Hughes's dividend payout ratio is currently 35.38%.

Insider Buying and Selling

In related news, Director William G. Beattie sold 18,023 shares of the business's stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $57.29, for a total transaction of $1,032,537.67. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Maria Georgia Magno sold 19,150 shares of the business's stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $59.11, for a total value of $1,131,956.50. Following the transaction, the insider directly owned 14,588 shares of the company's stock, valued at $862,296.68. This represents a 56.76% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 590,251 shares of company stock worth $35,311,023. Insiders own 0.19% of the company's stock.

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.

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