Baker Hughes Company (BKR) reported Q1 2026 results with revenue of $7.39 billion, up 14.9% year‑over‑year and above the consensus revenue estimate of $6.40 billion. Diluted earnings per share were 0.88, compared with an EPS estimate of 0.50.
Cash flow and balance sheet highlights show mixed trends. Cash from operating activities fell to $500 million (-29.5% YoY) while purchases of property, plant and equipment increased to $336 million (+12.0% YoY). Cash and cash equivalents expanded sharply to $14.76 billion (+350.5% YoY), and total liabilities rose to $31.41 billion (+50.2% YoY).
Cost of sales came in at $5.63 billion (+13.8% YoY). Overall, Baker Hughes (BKR) delivered solid top‑line growth and a meaningful net income rebound, with both revenue and EPS beating estimates for the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Baker Hughes Company Insider Trading Activity
Baker Hughes Company insiders have traded $BKR stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $BKR stock by insiders over the last 6 months:
- LORENZO SIMONELLI (Chairman, President and CEO) has made 0 purchases and 2 sales selling 545,187 shares for an estimated $32,689,411.
- MARIA C BORRAS (Chief Growth & Experience Ofcr) has made 0 purchases and 2 sales selling 115,060 shares for an estimated $6,519,891.
- JAMES E APOSTOLIDES (Chief Infra & Performance Ofcr) has made 0 purchases and 2 sales selling 25,824 shares for an estimated $1,542,725.
- MARIA GEORGIA MAGNO (Chief Legal Officer) has made 0 purchases and 2 sales selling 24,213 shares for an estimated $1,430,876.
- AHMED FARHAN MOGHAL (EVP, Chief Financial Officer) sold 18,102 shares for an estimated $1,107,661
- WILLIAM G BEATTIE sold 18,023 shares for an estimated $1,032,537
- REBECCA L CHARLTON (SVP, Controller & CAO) has made 0 purchases and 3 sales selling 3,106 shares for an estimated $171,419.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Baker Hughes Company Hedge Fund Activity
We have seen 516 institutional investors add shares of Baker Hughes Company stock to their portfolio, and 409 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CARDANO RISK MANAGEMENT B.V. removed 45,601,258 shares (-92.4%) from their portfolio in Q1 2026, for an estimated $2,783,956,800
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 26,067,710 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $1,187,123,513
- JPMORGAN CHASE & CO removed 16,142,450 shares (-15.7%) from their portfolio in Q4 2025, for an estimated $735,127,173
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 11,243,248 shares (+876.7%) to their portfolio in Q4 2025, for an estimated $512,017,513
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,278,573 shares (+58.2%) to their portfolio in Q4 2025, for an estimated $194,846,214
- BESSEMER GROUP INC added 3,464,637 shares (+12983.5%) to their portfolio in Q4 2025, for an estimated $157,779,568
- PACER ADVISORS, INC. removed 3,315,070 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $150,968,287
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Baker Hughes Company Congressional Stock Trading
Members of Congress have traded $BKR stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BKR stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/19 and 1 sale worth up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Baker Hughes Company Analyst Ratings
Wall Street analysts have issued reports on $BKR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/27/2026
- Stifel issued a "Buy" rating on 01/21/2026
- TD Cowen issued a "Buy" rating on 10/27/2025
To track analyst ratings and price targets for Baker Hughes Company, check out Quiver Quantitative's $BKR forecast page.
Baker Hughes Company Price Targets
Multiple analysts have issued price targets for $BKR recently. We have seen 11 analysts offer price targets for $BKR in the last 6 months, with a median target of $65.0.
Here are some recent targets:
- Derek Podhaizer from Piper Sandler set a target price of $64.0 on 04/15/2026
- Scott Gruber from Citigroup set a target price of $69.0 on 04/07/2026
- Charles Minervino from Susquehanna set a target price of $70.0 on 04/07/2026
- Josh Silverstein from UBS set a target price of $69.0 on 04/02/2026
- James West from Evercore ISI Group set a target price of $68.0 on 02/11/2026
- Lloyd Byrne from Jefferies set a target price of $67.0 on 02/02/2026
- Stephen Gengaro from Stifel set a target price of $63.0 on 02/02/2026
