Baker Hughes (BKR) – Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for Baker Hughes (NASDAQ: BKR):

• 8/5/2026 – Baker Hughes was downgraded by Wall Street Zen from “buy” to “hold”.
• 7/28/2026 – Baker Hughes was given a new $51.00 price target by UBS Group AG.
• 7/28/2026 – Baker Hughes had its price target raised by TD Cowen from $77.00 to $78.00. They now have a “buy” rating on the stock.
• 7/28/2026 – Baker Hughes had its price target lowered by UBS Group AG from $73.00 to $71.00. They now have a “neutral” rating on the stock.
• 7/28/2026 – Baker Hughes had its price target raised by Stifel Nicolaus from $74.00 to $75.00. They now have a “buy” rating on the stock.
• 7/28/2026 – Baker Hughes had its price target raised by Piper Sandler from $71.00 to $73.00. They now have an “overweight” rating on the stock.
• 7/28/2026 – Baker Hughes had its price target raised by Susquehanna from $70.00 to $72.00. They now have a “positive” rating on the stock.
• 7/28/2026 – Baker Hughes was upgraded by Wall Street Zen from “hold” to “buy”.
• 7/20/2026 – Baker Hughes was downgraded by Wall Street Zen from “buy” to “hold”.
• 7/16/2026 – Baker Hughes had its price target lowered by Barclays PLC from $74.00 to $72.00. They now have an “equal weight” rating on the stock.
• 7/14/2026 – Baker Hughes had its price target lowered by Piper Sandler from $72.00 to $71.00. They now have an “overweight” rating on the stock.
• 7/13/2026 – Baker Hughes was downgraded by Weiss Ratings from “buy (b)” to “buy (b-)”.
• 7/12/2026 – Baker Hughes was upgraded by Wall Street Zen from “hold” to “buy”.
• 7/9/2026 – Baker Hughes had its “buy” rating reaffirmed by Jefferies Financial Group Inc..
• 7/8/2026 – Baker Hughes had its price target raised by Citigroup Inc. from $74.00 to $75.00. They now have a “buy” rating on the stock.
• 7/8/2026 – Baker Hughes is now covered by Wolfe Research. They set an “outperform” rating and a $70.00 price target on the stock.
• 7/8/2026 – Baker Hughes is now covered by Wolfe Research. They set an “outperform” rating and a $70.00 price target on the stock.
• 7/8/2026 – Baker Hughes had its price target lowered by Susquehanna from $80.00 to $70.00. They now have a “positive” rating on the stock.
• 7/2/2026 – Baker Hughes had its price target raised by TD Cowen from $75.00 to $77.00. They now have a “buy” rating on the stock.
• 6/15/2026 – Baker Hughes was upgraded by Zacks Research from “strong sell” to “hold”.

Baker Hughes Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, August 7th will be given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, August 7th. Baker Hughes’s payout ratio is presently 29.68%.

Insider Buying and Selling at Baker Hughes

In other Baker Hughes news, CEO Lorenzo Simonelli sold 181,411 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $58.43, for a total value of $10,599,844.73. Following the completion of the transaction, the chief executive officer directly owned 703,444 shares of the company’s stock, valued at $41,102,232.92. This represents a 20.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Rebecca L. Charlton sold 5,088 shares of the firm’s stock in a transaction dated Wednesday, June 3rd. The shares were sold at an average price of $64.22, for a total value of $326,751.36. Following the sale, the chief accounting officer owned 15,997 shares of the company’s stock, valued at $1,027,327.34. This represents a 24.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 367,910 shares of company stock valued at $22,420,797 over the last 90 days. Insiders own 0.19% of the company’s stock.

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.