William Blair Analysts Cut Earnings Estimates for GE Vernova

GE Vernova Inc. (NYSE:GEV) – Analysts at William Blair cut their Q1 2025 earnings estimates for shares of GE Vernova in a note issued to investors on Thursday, January 23rd. William Blair analyst J. Dorsheimer now forecasts that the company will post earnings of $1.08 per share for the quarter, down from their previous forecast of $1.85. 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 Q2 2025 earnings at $1.53 EPS, Q4 2025 earnings at $3.02 EPS, FY2025 earnings at $7.24 EPS, Q2 2026 earnings at $2.62 EPS, Q3 2026 earnings at $2.05 EPS, Q4 2026 earnings at $4.28 EPS and FY2026 earnings at $10.29 EPS.

Other equities research analysts also recently issued reports about the stock. Guggenheim downgraded shares of GE Vernova from a “buy” rating to a “neutral” rating and set a $380.00 price target for the company. in a research note on Friday, January 24th. Bank of America upped their target price on shares of GE Vernova from $380.00 to $415.00 and gave the company a “buy” rating in a research report on Tuesday, January 14th. Deutsche Bank Aktiengesellschaft initiated coverage on GE Vernova in a research report on Monday, October 21st. They issued a “buy” rating and a $354.00 price target on the stock. Citigroup upped their price objective on GE Vernova from $361.00 to $437.00 and gave the company a “neutral” rating in a report on Thursday, January 23rd. Finally, Truist Financial raised their target price on GE Vernova from $420.00 to $470.00 and gave the stock a “buy” rating in a report on Thursday, January 23rd. Eight research analysts have rated the stock with a hold rating, nineteen have issued a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $342.94.

GE Vernova Trading Up 7.5 %

GE Vernova stock opened at $354.80 on Monday. The company has a market cap of $97.80 billion and a PE ratio of 63.81. GE Vernova has a 1 year low of $115.00 and a 1 year high of $447.50. The company’s 50-day moving average is $353.47 and its two-hundred day moving average is $274.72.

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). The firm had revenue of $10.56 billion for the quarter, compared to analyst estimates of $10.70 billion. GE Vernova had a net margin of 4.44% and a return on equity of 6.70%. The firm’s revenue was up 5.1% compared to the same quarter last year.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the stock. Cedar Mountain Advisors LLC grew its stake in shares of GE Vernova by 102.6% in the fourth quarter. Cedar Mountain Advisors LLC now owns 77 shares of the company’s stock valued at $25,000 after buying an additional 39 shares in the last quarter. Castleview Partners LLC bought a new position in shares of GE Vernova in the 3rd quarter valued at about $28,000. Pathway Financial Advisers LLC bought a new position in shares of GE Vernova in the 2nd quarter valued at about $29,000. Covestor Ltd increased its stake in shares of GE Vernova by 61.3% during the 3rd quarter. Covestor Ltd now owns 121 shares of the company’s stock worth $31,000 after purchasing an additional 46 shares during the last quarter. Finally, Darwin Wealth Management LLC bought a new stake in shares of GE Vernova in the 3rd quarter valued at about $31,000.

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, January 28th. Investors of record on Friday, December 20th were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Friday, December 20th. This represents a $1.00 annualized dividend and a yield of 0.28%. GE Vernova’s dividend payout ratio (DPR) is presently 17.99%.

GE Vernova declared that its board has approved a share repurchase program 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 programs are typically a sign that the company’s board believes its stock is undervalued.

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.