Mitsubishi UFJ Trust & Banking Corp Sells 62,631 Shares of Baker Hughes Company $BKR

Mitsubishi UFJ Trust & Banking Corp decreased its holdings in Baker Hughes Company (NASDAQ:BKR) by 12.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 422,831 shares of the company’s stock after selling 62,631 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Baker Hughes were worth $20,600,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in BKR. UniSuper Management Pty Ltd increased its stake in Baker Hughes by 10.2% in the 3rd quarter. UniSuper Management Pty Ltd now owns 95,584 shares of the company’s stock worth $4,657,000 after buying an additional 8,818 shares during the period. Birch Financial Group LLC purchased a new position in shares of Baker Hughes during the third quarter worth approximately $554,000. Vanguard Capital Wealth Advisors bought a new stake in shares of Baker Hughes during the third quarter valued at approximately $521,000. iA Global Asset Management Inc. boosted its holdings in shares of Baker Hughes by 5.3% in the third quarter. iA Global Asset Management Inc. now owns 186,823 shares of the company’s stock valued at $9,102,000 after purchasing an additional 9,431 shares during the period. Finally, Strs Ohio boosted its holdings in shares of Baker Hughes by 0.3% in the third quarter. Strs Ohio now owns 903,714 shares of the company’s stock valued at $44,029,000 after purchasing an additional 2,260 shares during the period. 92.06% of the stock is owned by hedge funds and other institutional investors.

Key Baker Hughes News

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

• Positive Sentiment: Q4 earnings beat — Baker Hughes reported $0.78 EPS vs. $0.67 consensus and revenue of $7.39B vs. $7.09B expected; the beat is a primary driver for the stock lift. Baker Hughes earnings beat by $0.11, revenue topped estimates
• Positive Sentiment: Record orders and RPO — company reported $7.9B of orders and record remaining performance obligation (RPO) of $35.9B (IET RPO $32.4B), supporting revenue visibility and growth in Industrial & Energy Technology. Baker Hughes Announces Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: IET segment strength — Industrial & Energy Technology drove an 11% rise in adjusted profit, offsetting weakness in traditional oilfield services and underpinning margin/EBITDA resilience. Baker Hughes posts rise in adjusted quarterly profit as industrial unit shines
• Neutral Sentiment: International opportunity noted — management highlighted a “significant revenue opportunity” in Venezuela but emphasized employee safety and regulatory clarity as gating factors, so potential is meaningful but conditional. Baker Hughes sees significant revenue opportunity in Venezuela
• Neutral Sentiment: Full call & slides available — management commentary and the earnings-slide deck/earnings transcript provide color on backlog, segment trends and capital allocation for investors evaluating whether the beat is sustainable. Baker Hughes Company (BKR) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Guidance shows revenue ranges slightly conservative — Q1 2026 revenue guidance of $6.1B–$6.7B (consensus ~$6.6B) and FY 2026 revenue $26.2B–$28.3B (consensus ~$27.4B). The company did not specify EPS targets in the guidance release, which may temper upside expectations. (Company guidance release)
• Negative Sentiment: Analyst view mixed — Zephirin Group raised its price target to $45 but kept a “hold” rating; the PT remains well below the current market price, indicating some analysts see limited near-term upside. Zephirin Group raises price target on Baker Hughes to $45 from $40, keeps hold rating

Baker Hughes Price Performance

BKR opened at $56.29 on Tuesday. The firm has a market capitalization of $55.55 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 1.70 and a beta of 0.89. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.41 and a quick ratio of 1.00. The business’s 50-day moving average is $48.63 and its two-hundred day moving average is $46.73. Baker Hughes Company has a 1 year low of $33.60 and a 1 year high of $56.89.

Baker Hughes (NASDAQ:BKR) last released its quarterly earnings results on Sunday, January 25th. The company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $0.11. Baker Hughes had a net margin of 10.43% and a return on equity of 14.22%. The business had revenue of $7.39 billion for the quarter, compared to analysts’ expectations of $7.09 billion. During the same period last year, the business earned $0.70 EPS. The company’s revenue was up .3% compared to the same quarter last year. Research analysts anticipate that Baker Hughes Company will post 2.59 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have weighed in on BKR shares. JPMorgan Chase & Co. lifted their target price on Baker Hughes from $52.00 to $53.00 and gave the company an “overweight” rating in a research report on Tuesday, September 30th. Royal Bank Of Canada restated an “outperform” rating and issued a $57.00 price objective on shares of Baker Hughes in a report on Thursday, January 15th. Zephirin Group upped their price objective on shares of Baker Hughes from $40.00 to $45.00 and gave the stock a “hold” rating in a research note on Monday. Jefferies Financial Group raised their target price on shares of Baker Hughes from $58.00 to $59.00 and gave the company a “buy” rating in a research report on Thursday, November 20th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Baker Hughes in a report on Monday, December 29th. Twenty-one equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $54.22.

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.