BKR

Baker Hughes Co

Nasdaq · Oil & Gas Field Machinery & Equipment · Inc. DE · CIK 0001701605
$64.84 +3.59% $64.3B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)3 New Institutional Positions
Vol
Market Cap$64.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (85%)
Inst. Holders10 funds
Inst. Value$10.2B
Inst. Activity3 buys / 0 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 $62.59

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 sold 4,585 shares
SVP, Controller & CAO @ $62.97 ($288.7K)
Jun 1, 2026 Insider
Charlton Rebecca L sold 11,651 shares
SVP, Controller & CAO @ $0.00 ($0.00)
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 +12.1% upside Buy
Current $63.55 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
VANGUARD GROUP INC$5.5B
DODGE & COX$1.9B
NORGES BANK$1.0BNEW
MORGAN STANLEY$613.6M
FMR LLC$527.8MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Charlton RebeccaSELL$326.8K
Jun 1, 2026Charlton RebeccaF$288.7K
Jun 1, 2026Charlton RebeccaM$0.00
Jun 1, 2026Charlton RebeccaM$0.00
May 19, 2026Al GudaimiA$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
10 institutional holders with $10.2B total value (223,793,800 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, NORGES. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC121,534,530$5.5B54.3%
2DODGE & COX40,759,438$1.9B18.2%
3NORGES BANK22,452,596$1.0B10.0%NEW
4MORGAN STANLEY13,474,866$613.6M6.0%
5FMR LLC11,589,296$527.8M5.2%TRIM -40.0%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC7,867,923$358.3M3.5%NEW
7BANK OF AMERICA CORP /DE/3,652,721$166.3M1.6%
8WELLS FARGO & COMPANY/MN1,679,790$76.5M0.8%ADD +29.3%
9RENAISSANCE TECHNOLOGIES LLC757,440$34.5M0.3%ADD +34.2%
10TWO SIGMA INVESTMENTS, LP25,200$1.1M0.0%ADD +61.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW22,452,596$1.0B2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD564,540757,440+34.2%$34.5M2025-Q4
TWO SIGMA INVESTMENTS, LPADD15,63425,200+61.2%$1.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW564,540$27.5M2025-Q3
TWO SIGMA INVESTMENTS, LPADD12,30015,634+27.1%$761.7K2025-Q3
NORGES BANKEXIT22,501,8740-100.0%$0.002025-Q3
NORGES BANKNEW22,501,874$862.7M2025-Q2
FMR LLCTRIM19,914,44811,940,547-40.0%$457.8M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT360,1400-100.0%$0.002025-Q2
FMR LLCADD15,702,05719,914,448+26.8%$875.2M2025-Q1
UBS Group AGTRIM6,040,3953,953,161-34.6%$173.7M2025-Q1
WELLS FARGO & COMPANY/MNADD1,110,8951,436,367+29.3%$63.1M2025-Q1
CITADEL ADVISORS LLCTRIM1,862,5751,122,635-39.7%$49.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW360,140$15.8M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM34,90812,300-64.8%$540.6K2025-Q1
NORGES BANKEXIT20,211,8850-100.0%$0.002025-Q1
SOUND SHORE MANAGEMENT INC /CT/EXIT1,578,8240-100.0%$0.002025-Q1
UBS Group AGADD3,466,2156,040,395+74.3%$247.8M2024-Q4
CITADEL ADVISORS LLCTRIM2,758,5721,862,575-32.5%$76.4M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW6,951,703$251.3M2024-Q3
16 unique insiders with 11 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 & CAOF4,585$62.97$288.7K
Jun 1, 2026Charlton Rebecca LSVP, Controller & CAOM11,651$0.00$0.00
Jun 1, 2026Charlton Rebecca LSVP, Controller & CAOM11,651$0.00$0.00
May 19, 2026Al Gudaimi Abdulaziz MDirectorA2,749$0.00$0.00
May 19, 2026Beattie William GDirectorA2,749$0.00$0.00
May 19, 2026BRENNEMAN GREGORY DDirectorA2,749$0.00$0.00
May 19, 2026Edwards Shirley AnnDirectorA2,749$0.00$0.00
May 19, 2026Kadri IlhamDirectorA2,749$0.00$0.00
May 19, 2026Sohi MohsenDirectorA2,749$0.00$0.00
May 19, 2026RICE JOHN GDirectorA2,749$0.00$0.00
May 19, 2026Carroll Cynthia BDirectorA2,749$0.00$0.00
May 19, 2026Dumais Michael RDirectorA2,749$0.00$0.00
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 CEOM187,344$0.00$0.00
Mar 11, 2026Simonelli LorenzoChairman, President and CEOM187,344$35.70$6.7M
Mar 11, 2026Simonelli LorenzoChairman, President and CEOSELL272,594$58.79$16.0M
Mar 8, 2026Apostolides James EChief Infra & Performance OfcrF11,478$60.10$689.8K
Mar 8, 2026Apostolides James EChief Infra & Performance OfcrA23,739$0.00$0.00
Mar 8, 2026Simonelli LorenzoChairman, President and CEOA459,826$0.00$0.00
Mar 8, 2026Simonelli LorenzoChairman, President and CEOF180,942$60.10$10.9M
Mar 8, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerA23,162$0.00$0.00
Mar 8, 2026BORRAS MARIA CChief Growth & Experience OfcrA99,962$0.00$0.00
Mar 8, 2026Magno Maria GeorgiaChief Legal OfficerA10,665$0.00$0.00
Mar 8, 2026BORRAS MARIA CChief Growth & Experience OfcrF39,336$60.10$2.4M
Mar 8, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerF11,088$60.10$666.4K
Mar 8, 2026Magno Maria GeorgiaChief Legal OfficerF4,635$60.10$278.6K
Mar 4, 2026Simonelli LorenzoChairman, President and CEOM187,343$35.70$6.7M
Mar 4, 2026Simonelli LorenzoChairman, President and CEOM187,343$0.00$0.00
Feb 24, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerM8,049$0.00$0.00
Feb 24, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerM8,049$0.00$0.00
Feb 12, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerSELL18,102$61.19$1.1M
Feb 10, 2026Apostolides James EChief Infra & Performance OfcrM10,989$0.00$0.00
Feb 10, 2026Apostolides James EChief Infra & Performance OfcrM10,989$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 OfcrA26,195$0.00$0.00
Feb 4, 2026Charlton Rebecca LSVP, Controller & CAOA5,201$0.00$0.00
Feb 4, 2026Gatti AmerinoEVP, Oilfield Services & EquipA23,660$0.00$0.00
Feb 4, 2026Moghal Ahmed FarhanEVP, Chief Financial OfficerA27,040$0.00$0.00
Feb 4, 2026Simonelli LorenzoChairman, President and CEOA91,262$0.00$0.00
Feb 4, 2026Magno Maria GeorgiaChief Legal OfficerA13,520$0.00$0.00
Feb 4, 2026Apostolides James EChief Infra & Performance OfcrA12,675$0.00$0.00
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 CEOM55,885$0.00$0.00
Feb 2, 2026Simonelli LorenzoChairman, President and CEOF21,991$56.45$1.2M
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 +12.1% upside Buy (1.77)
$48.00 Low $85.00 High
MetricValue
Current Price$63.55
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↑ 11↓ $6.8B -2.4% 12
Current FY
2026-12-31
$2.31 $2.12 $2.65 -11.3% +0.3% 4↑ 9↓ $27.1B -2.2% 15
Next FY
2027-12-31
$2.78 $2.20 $3.88 20.7% -0.3% 4↑ 8↓ $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
Dec 12, 2025 UBS MAINTAIN Neutral Neutral

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 8d 8h 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 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.
May 4, 2026
dark_pool
Dark Pool: BKR — 7.7M shares, 126,730 trades
Week starting 2026-05-04. Total ATS volume: 7,744,612 shares across 126,730 trades.