BKR

Baker Hughes Co

Nasdaq · Oil & Gas Field Machinery & Equipment · Inc. DE · CIK 0001701605
$63.14 -0.54% $62.6B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)40 New Institutional Positions10 Institutional Exits
Vol
Market Cap$62.6B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders50 funds
Inst. Value$36.9B
Inst. Activity40 buys / 10 sells
Insider Activity0B / 11S
Insider Net $-$28.2M
Reddit Sentiment43° Neutral
SEC Reports6
Press Releases7
Congressional1 trades
Exchange Nasdaq·Sector Oil & Gas Field Machinery & Equipment·Inc. DE·CIK 0001701605·Prev Close $63.48

Recent Activity

Jun 9, 2026 short_volume
Short Volume: BKR — 55.0% short (1.3M / 2.3M)
Short: 1,279,523 | Exempt: 432 | TRF Vol: 2,325,721 | Short Ratio: 55.0% | Off-exchange volume (dark
Jun 3, 2026 Insider
Charlton Rebecca L sold 5,088 shares
SVP, Controller & CAO @ $64.22 ($326.8K)
Jun 1, 2026 Insider
Charlton Rebecca L surrendered for taxes 4,585 shares
SVP, Controller & CAO @ $62.97 ($288.7K)
Jun 1, 2026 Insider
Charlton Rebecca L acquired via exercise 11,651 shares
SVP, Controller & CAO
May 27, 2026 Event
HSR Early Termination: Hexagon AB; Baker Hughes Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Hexagon
May 26, 2026 Press
Baker Hughes announced a major contract extension with Petrobras to provide integrated well construction solutions acros
Impact 5/10
May 21, 2026 SEC
Ilham Kadri filed a Form 3 initial statement of beneficial ownership with the SEC, reporting zero ownership of Baker Hug
3 — Impact 2/10
May 19, 2026 SEC
Baker Hughes held its 2026 Annual Meeting on May 19, 2026, re-electing all ten director nominees and approving, by wide
8-K — Impact 3/10

Price Targets

$71.24 +12.8% upside Buy
Current $63.14 Low $48.00 Median $74.00 High $85.00 21 analysts
$48.00 $85.00

Analyst Ratings

Strong Buy85% buy · 26 analysts
7Strong Buy
15Buy
3Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Citigroup MAINTAIN Buy → Buy
May 8, 2026 Barclays DOWNGRADE Overweight → Equal-Weight
Apr 28, 2026 Citigroup MAINTAIN Buy → Buy
Apr 27, 2026 UBS MAINTAIN Neutral → Neutral
Apr 27, 2026 JP Morgan MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.47 $0.39 — $0.53 -25% YoY 14
Next Q $0.55 ▼ -1.1% $0.49 — $0.65 -19% YoY 12
Current FY $2.31 $2.12 — $2.65 -11% YoY 15
Next FY $2.78 $2.20 — $3.88 21% YoY 14

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.0B
STATE STREET CORP$4.0B
VANGUARD CAPITAL MANAGEMENT LLC$3.9B
VANGUARD PORTFOLIO MANAGEMENT LLC$3.0B
Capital World Investors$3.0B

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Charlton RebeccaSELL$326.8K
Jun 1, 2026Charlton RebeccaF$288.7K
Jun 1, 2026Charlton RebeccaM$0.00
May 19, 2026Al GudaimiA$0.00
May 19, 2026Beattie WilliamA$0.00

Reddit Sentiment

43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish

Congressional Trades

1 members: 0 buys, 1 sells
MemberPartyTypeAmount
Gilbert CisnerosDSELL$1,001 - $15,000
50 institutional holders with $36.9B total value (606,161,415 shares) as of 2026-Q1. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 40 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.97,530,729$6.0B16.1%
2STATE STREET CORP64,952,530$4.0B10.7%
3VANGUARD CAPITAL MANAGEMENT LLC64,226,792$3.9B10.6%
4VANGUARD PORTFOLIO MANAGEMENT LLC48,783,931$3.0B8.1%
5Capital World Investors48,433,252$3.0B8.0%
6DODGE & COX35,871,558$2.2B5.9%
7Capital Research Global Investors21,963,612$1.3B3.6%
8Invesco Ltd.14,682,228$896.4M2.4%
9DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main13,735,106$838.5M2.3%
10MORGAN STANLEY12,955,827$791.0M2.1%
11Artisan Partners Limited Partnership12,352,083$754.1M2.0%TRIM -26.9%
12DIMENSIONAL FUND ADVISORS LP11,416,362$697.0M1.9%
13FMR LLC11,119,765$678.9M1.8%
14Amundi10,946,464$668.3M1.8%ADD +28.2%
15FIRST TRUST ADVISORS LP9,663,737$590.0M1.6%
16Allspring Global Investments Holdings, LLC8,856,455$534.4M1.4%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC8,090,259$493.9M1.3%
18Nuveen, LLC8,076,575$493.1M1.3%
19GOLDMAN SACHS GROUP INC7,775,013$474.7M1.3%
20Legal & General Group Plc6,645,991$405.7M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Artisan Partners Limited PartnershipTRIM16,903,79412,352,083-26.9%$754.1M2026-Q1
AmundiADD8,536,48610,946,464+28.2%$668.3M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM7,701,2575,075,498-34.1%$309.9M2026-Q1
FIL LtdTRIM12,095,7545,072,835-58.1%$309.7M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED1,402,2554,766,052+239.9%$289.2M2026-Q1
MARSHALL WACE, LLPADD1,969,6883,738,807+89.8%$228.3M2026-Q1
FRANKLIN RESOURCES INCDOUBLED1,325,8153,270,177+146.7%$199.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED159,4342,262,059+1318.8%$138.1M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ADD1,759,1432,216,654+26.0%$135.3M2026-Q1
Capital International InvestorsNEAR_EXIT15,933,5902,127,857-86.6%$129.9M2026-Q1
AGF MANAGEMENT LTDNEW2,012,425$122.9M2026-Q1
Artemis Investment Management LLPNEW1,849,242$112.9M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED126,4751,712,358+1253.9%$104.5M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM2,393,5301,482,476-38.1%$90.5M2026-Q1
RENAISSANCE TECHNOLOGIES LLCADD757,4401,258,540+66.2%$76.8M2026-Q1
DnB Asset Management ASDOUBLED202,3331,158,199+472.4%$70.7M2026-Q1
Point72 Asset Management, L.P.NEW1,124,692$68.7M2026-Q1
AustralianSuper Pty LtdDOUBLED64,7211,021,098+1477.7%$62.3M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW1,012,782$61.8M2026-Q1
Erste Asset Management GmbHDOUBLED40,100989,300+2367.1%$60.0M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED282,930827,783+192.6%$50.5M2026-Q1
Freestone Grove Partners LPADD440,821798,207+81.1%$48.7M2026-Q1
1832 Asset Management L.P.NEW768,810$46.9M2026-Q1
Polar Capital Holdings PlcADD533,694766,849+43.7%$46.8M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.NEW726,095$44.3M2026-Q1
16 unique insiders with 50 transactions. Net insider value: -$28.2M ($0.00 bought, $28.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Charlton Rebecca LSVP, Controller & CAOSELL5,088$64.22$326.8K
Jun 1, 2026Charlton Rebecca LSVP, Controller & CAOTAX W/H4,585$62.97$288.7K
Jun 1, 2026Charlton Rebecca LSVP, Controller & CAOEXERCISE11,651
May 19, 2026Al Gudaimi Abdulaziz MDirectorAWARD2,749
May 19, 2026Beattie William GDirectorAWARD2,749
May 19, 2026BRENNEMAN GREGORY DDirectorAWARD2,749
May 19, 2026Edwards Shirley AnnDirectorAWARD2,749
May 19, 2026Kadri IlhamDirectorAWARD2,749
May 19, 2026Sohi MohsenDirectorAWARD2,749
May 19, 2026RICE JOHN GDirectorAWARD2,749
May 19, 2026Carroll Cynthia BDirectorAWARD2,749
May 19, 2026Dumais Michael RDirectorAWARD2,749
May 19, 2026Apostolides James EChief Infra & Performance OfcrSELL12,261$66.42$814.4K
Mar 16, 2026BORRAS MARIA CChief Growth & Experience OfcrSELL60,626$54.47$3.3M
Mar 11, 2026Magno Maria GeorgiaChief Legal OfficerSELL5,063$59.04$298.9K
Mar 11, 2026Simonelli LorenzoChairman, President and CEOEXERCISE187,344$35.70$6.7M
Mar 11, 2026Simonelli LorenzoChairman, President and CEOSELL272,594$58.79$16.0M
Mar 8, 2026Apostolides James EChief Infra & Performance OfcrTAX W/H11,478$60.10$689.8K
Mar 8, 2026Apostolides James EChief Infra & Performance OfcrAWARD23,739
Mar 8, 2026Simonelli LorenzoChairman, President and CEOAWARD459,826
Mar 8, 2026Simonelli LorenzoChairman, President and CEOTAX W/H180,942$60.10$10.9M
Mar 8, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerAWARD23,162
Mar 8, 2026BORRAS MARIA CChief Growth & Experience OfcrAWARD99,962
Mar 8, 2026Magno Maria GeorgiaChief Legal OfficerAWARD10,665
Mar 8, 2026BORRAS MARIA CChief Growth & Experience OfcrTAX W/H39,336$60.10$2.4M
Mar 8, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerTAX W/H11,088$60.10$666.4K
Mar 8, 2026Magno Maria GeorgiaChief Legal OfficerTAX W/H4,635$60.10$278.6K
Mar 4, 2026Simonelli LorenzoChairman, President and CEOEXERCISE187,343$35.70$6.7M
Feb 24, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerEXERCISE8,049
Feb 12, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerSELL18,102$61.19$1.1M
Feb 10, 2026Apostolides James EChief Infra & Performance OfcrEXERCISE10,989$22.98$252.5K
Feb 10, 2026Apostolides James EChief Infra & Performance OfcrSELL14,835$59.74$886.2K
Feb 9, 2026Magno Maria GeorgiaChief Legal OfficerSELL19,150$59.11$1.1M
Feb 9, 2026BORRAS MARIA CChief Growth & Experience OfcrSELL54,434$59.11$3.2M
Feb 4, 2026BORRAS MARIA CChief Growth & Experience OfcrAWARD26,195
Feb 4, 2026Charlton Rebecca LSVP, Controller & CAOAWARD5,201
Feb 4, 2026Gatti AmerinoEVP, Oilfield Services & EquipAWARD23,660
Feb 4, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerAWARD27,040
Feb 4, 2026Simonelli LorenzoChairman, President and CEOAWARD91,262
Feb 4, 2026Magno Maria GeorgiaChief Legal OfficerAWARD13,520
Feb 4, 2026Apostolides James EChief Infra & Performance OfcrAWARD12,675
Feb 3, 2026Charlton Rebecca LSVP, Controller & CAOSELL843$56.34$47.5K
Feb 3, 2026Beattie William GDirectorSELL18,023$57.29$1.0M
Feb 2, 2026Simonelli LorenzoChairman, President and CEOTAX W/H21,991$56.45$1.2M
Feb 2, 2026Simonelli LorenzoChairman, President and CEOEXERCISE55,885
Feb 2, 2026BORRAS MARIA CChief Growth & Experience OfcrTAX W/H6,873$56.45$388.0K
Feb 2, 2026BORRAS MARIA CChief Growth & Experience OfcrEXERCISE17,464
Feb 2, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerTAX W/H1,066$56.45$60.2K
Feb 2, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerEXERCISE4,375
Feb 2, 2026Charlton Rebecca LSVP, Controller & CAOTAX W/H916$56.45$51.7K
Current analyst consensus: Strong Buy (85% buy). Based on 26 analysts: 7 strong buy, 15 buy, 3 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$71.24 mean target +12.8% upside Buy (1.77)
$48.00 Low $85.00 High
MetricValue
Current Price$63.14
Target Low$48.00
Target Mean$71.24
Target Median$74.00
Target High$85.00
# Analysts21
RecommendationBuy (1.77)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.47 $0.39 $0.53 -24.6% +0.4% 2↑ 0↓ $6.5B -5.5% 14
Next Q
2026-09-30
$0.55 $0.49 $0.65 -18.7% -1.1% 1↑ 2↓ $6.8B -2.4% 12
Current FY
2026-12-31
$2.31 $2.12 $2.65 -11.3% +0.3% 1↑ 2↓ $27.1B -2.2% 15
Next FY
2027-12-31
$2.78 $2.20 $3.88 20.7% -0.3% 1↑ 3↓ $28.9B 6.7% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.475
7d ago$0.475+0.000
30d ago$0.473+0.002
60d ago$0.592-0.117
90d ago$0.613-0.138
12 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Citigroup MAINTAIN Buy Buy
May 8, 2026 Barclays DOWNGRADE Overweight Equal-Weight
Apr 28, 2026 Citigroup MAINTAIN Buy Buy
Apr 27, 2026 UBS MAINTAIN Neutral Neutral
Apr 27, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 27, 2026 Susquehanna MAINTAIN Positive Positive
Apr 27, 2026 TD Cowen MAINTAIN Buy Buy
Apr 27, 2026 Barclays MAINTAIN Overweight Overweight
Apr 27, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 27, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 27, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 27, 2026 Stifel MAINTAIN Buy Buy
Apr 15, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 7, 2026 Citigroup MAINTAIN Buy Buy
Apr 7, 2026 Susquehanna MAINTAIN Positive Positive
Apr 2, 2026 UBS MAINTAIN Neutral Neutral
Feb 11, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 2, 2026 Stifel MAINTAIN Buy Buy
Feb 2, 2026 Jefferies MAINTAIN Buy Buy
Jan 28, 2026 Citigroup MAINTAIN Buy Buy
Jan 28, 2026 UBS MAINTAIN Neutral Neutral
Jan 27, 2026 Barclays MAINTAIN Overweight Overweight
Jan 27, 2026 Susquehanna MAINTAIN Positive Positive
Jan 27, 2026 JP Morgan MAINTAIN Overweight Overweight
Jan 27, 2026 BMO Capital MAINTAIN Outperform Outperform
Jan 27, 2026 Stifel MAINTAIN Buy Buy
Jan 21, 2026 Stifel MAINTAIN Buy Buy
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 7, 2026 Susquehanna MAINTAIN Positive Positive

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671531085%
May 1, 202671531085%
Apr 1, 202671531085%
Mar 1, 202671531085%
Feb 1, 202671431084%
Jan 1, 202671441081%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Baker Hughes a GE CoFeb 16, 2026 (39d)
43°
Neutral
Bearish Neutral Bullish
3 mentions 1 bullish 2 bearish 3 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 28, 2026140° Cool011
Apr 28, 2026140° Cool011
Jan 25, 2026160° Warm101

Recent Reddit Threads

r/investing Bearish 13d 13h ago
Hypothetical Basket to capture AI energy needs and oil shortage
▲ 2 💬 0 ⚡ 0.5
r/stocks Bearish 1mo ago
I keep seeing opportunity but fail to execute
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Bullish 4mo ago
Loaded Earnings Week: What are you playing?
▲ 2 💬 1 ⚡ 0.0
Jun 9, 2026
short_volume
Short Volume: BKR — 55.0% short (1.3M / 2.3M)
Short: 1,279,523 | Exempt: 432 | TRF Vol: 2,325,721 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: BKR — 61.6% short (1.1M / 1.8M)
Short: 1,082,348 | Exempt: 251 | TRF Vol: 1,756,331 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: BKR — 72.5% short (1.3M / 1.9M)
Short: 1,345,368 | Exempt: 29 | TRF Vol: 1,856,373 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BKR — 57.1% short (1.1M / 1.9M)
Short: 1,099,657 | Exempt: 3,092 | TRF Vol: 1,926,901 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BKR — 69.8% short (1.6M / 2.4M)
Short: 1,643,134 | Exempt: 72 | TRF Vol: 2,353,484 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BKR — 59.0% short (2.2M / 3.8M)
Short: 2,217,145 | Exempt: 1 | TRF Vol: 3,758,614 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
Enforcement
HSR Early Termination: Hexagon AB; Baker Hughes Company
The FTC granted early termination of the HSR Act waiting period for a transaction involving Hexagon AB; Baker Hughes Company.
May 26, 2026
contract
Baker Hughes Extends and Expands Integrated Well Construction Contract with Petrobras
<p>HOUSTON and LONDON, May 26, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Tuesday a major contract
May 26, 2026
short_volume
Short Volume: BKR — 55.2% short (1.7M / 3.1M)
Short: 1,698,776 | Exempt: 172 | TRF Vol: 3,079,951 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: BKR — 7.6M shares, 102,802 trades
Week starting 2026-05-25. Total ATS volume: 7,553,371 shares across 102,802 trades.
May 22, 2026
short_volume
Short Volume: BKR — 68.9% short (1.6M / 2.3M)
Short: 1,592,149 | Exempt: 14 | TRF Vol: 2,311,697 | Short Ratio: 68.9% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: BKR — 72.7% short (1.4M / 2.0M)
Short: 1,435,505 | Exempt: 745 | TRF Vol: 1,973,481 | Short Ratio: 72.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BKR — 63.6% short (1.5M / 2.4M)
Short: 1,494,315 | Exempt: 624 | TRF Vol: 2,350,004 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BKR — 7.1M shares, 114,971 trades
Week starting 2026-05-18. Total ATS volume: 7,066,371 shares across 114,971 trades.
May 13, 2026
short_volume
Short Volume: BKR — 55.1% short (0.9M / 1.6M)
Short: 869,071 | Exempt: 48 | TRF Vol: 1,576,403 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: BKR — 5.8M shares, 114,717 trades
Week starting 2026-05-11. Total ATS volume: 5,791,098 shares across 114,717 trades.