J. Safra Sarasin Holding AG Has $81.66 Million Stake in Baker Hughes Company $BKR

J. Safra Sarasin Holding AG cut its stake in Baker Hughes Company (NASDAQ:BKR) by 21.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,676,103 shares of the company’s stock after selling 453,478 shares during the quarter. Baker Hughes comprises 1.3% of J. Safra Sarasin Holding AG’s investment portfolio, making the stock its 17th largest position. J. Safra Sarasin Holding AG’s holdings in Baker Hughes were worth $81,660,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of BKR. E Fund Management Hong Kong Co. Ltd. grew its holdings in Baker Hughes by 104.0% during the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 661 shares of the company’s stock worth $32,000 after buying an additional 337 shares in the last quarter. Harbour Investments Inc. grew its stake in shares of Baker Hughes by 61.7% in the 2nd quarter. Harbour Investments Inc. now owns 854 shares of the company’s stock worth $33,000 after acquiring an additional 326 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new position in shares of Baker Hughes during the second quarter valued at about $36,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Baker Hughes during the second quarter valued at about $36,000. Finally, LRI Investments LLC boosted its holdings in Baker Hughes by 59.3% during the second quarter. LRI Investments LLC now owns 1,032 shares of the company’s stock worth $40,000 after purchasing an additional 384 shares during the last quarter. Hedge funds and other institutional investors own 92.06% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on BKR. Royal Bank Of Canada reiterated an “outperform” rating and issued a $57.00 price objective on shares of Baker Hughes in a research note on Thursday, January 15th. TD Cowen reiterated a “buy” rating on shares of Baker Hughes in a report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Baker Hughes in a research report on Monday, December 29th. Bank of America upped their price objective on Baker Hughes from $52.00 to $54.00 and gave the company a “buy” rating in a research note on Tuesday, October 14th. Finally, BMO Capital Markets lifted their target price on Baker Hughes from $53.00 to $55.00 in a research note on Tuesday, November 11th. Twenty-one equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Baker Hughes currently has a consensus rating of “Moderate Buy” and an average price target of $54.22.

Baker Hughes Stock Performance

Shares of BKR opened at $56.29 on Tuesday. Baker Hughes Company has a 1 year low of $33.60 and a 1 year high of $56.89. 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 stock’s fifty day moving average price is $48.63 and its two-hundred day moving average price is $46.73. The firm has a market cap of $55.55 billion, a PE ratio of 19.41, a PEG ratio of 1.70 and a beta of 0.89.

Baker Hughes (NASDAQ:BKR) last posted its quarterly earnings results on Sunday, January 25th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.11. Baker Hughes had a return on equity of 14.22% and a net margin of 10.43%.The company had revenue of $7.39 billion during the quarter, compared to the consensus estimate of $7.09 billion. During the same quarter in the prior year, the company earned $0.70 EPS. The firm’s quarterly revenue was up .3% compared to the same quarter last year. On average, equities research analysts forecast that Baker Hughes Company will post 2.59 EPS for the current year.

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 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.