William Blair Estimates GE Vernova’s Q3 Earnings (NYSE:GEV)

GE Vernova Inc. (NYSE:GEV) – Analysts at William Blair lowered their Q3 2025 earnings estimates for GE Vernova in a research report issued to clients and investors on Thursday, January 23rd. William Blair analyst J. Dorsheimer now expects that the company will post earnings per share of $1.61 for the quarter, down from their prior forecast of $1.83. William Blair has a “Outperform” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.61 per share. William Blair also issued estimates for GE Vernova’s Q1 2026 earnings at $1.34 EPS.

Several other equities research analysts have also issued reports on GEV. Wolfe Research began coverage on shares of GE Vernova in a report on Wednesday, December 4th. They set an “outperform” rating and a $403.00 price target on the stock. Citigroup boosted their target price on shares of GE Vernova from $361.00 to $437.00 and gave the stock a “neutral” rating in a research note on Thursday. Truist Financial increased their price target on GE Vernova from $420.00 to $470.00 and gave the company a “buy” rating in a research note on Thursday. Guggenheim lowered GE Vernova from a “buy” rating to a “neutral” rating and set a $380.00 price objective on the stock. in a research report on Friday. Finally, Morgan Stanley increased their target price on GE Vernova from $301.00 to $367.00 and gave the company an “overweight” rating in a research report on Friday, November 15th. Eight equities research analysts have rated the stock with a hold rating, nineteen have assigned a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $339.73.

GE Vernova Stock Down 4.2 %

GE Vernova stock opened at $419.27 on Friday. The stock has a market cap of $115.57 billion and a PE ratio of 75.41. GE Vernova has a 12-month low of $115.00 and a 12-month high of $447.50. The business’s 50-day moving average price is $351.59 and its two-hundred day moving average price is $270.59.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 22nd. The company reported $1.73 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.30 by ($0.57). GE Vernova had a net margin of 4.44% and a return on equity of 6.70%. The business had revenue of $10.56 billion during the quarter, compared to the consensus estimate of $10.70 billion. The company’s revenue for the quarter was up 5.1% on a year-over-year basis.

GE Vernova announced that its Board of Directors has approved a share buyback plan on Tuesday, December 10th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the company to reacquire up to 6.7% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, January 28th. Shareholders of record on Friday, December 20th will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.24%. The ex-dividend date of this dividend is Friday, December 20th. GE Vernova’s dividend payout ratio (DPR) is currently 17.99%.

Hedge Funds Weigh In On GE Vernova

Institutional investors and hedge funds have recently made changes to their positions in the stock. American Century Companies Inc. acquired a new position in GE Vernova during the 2nd quarter worth approximately $4,940,000. XTX Topco Ltd bought a new stake in shares of GE Vernova during the second quarter valued at approximately $383,000. Intech Investment Management LLC acquired a new position in shares of GE Vernova during the second quarter worth approximately $970,000. Benjamin F. Edwards & Company Inc. acquired a new position in shares of GE Vernova during the second quarter worth approximately $368,000. Finally, Sei Investments Co. bought a new position in shares of GE Vernova in the 2nd quarter worth $14,126,000.

GE Vernova Company Profile

GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions.