William Blair Has Pessimistic View of GE Vernova Q3 Earnings

GE Vernova Inc. (NYSE:GEV) – Equities researchers at William Blair cut their Q3 2025 EPS estimates for GE Vernova in a research note issued to investors on Thursday, January 23rd. William Blair analyst J. Dorsheimer now anticipates that the company will post earnings of $1.61 per share 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.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 22nd. The company reported $1.73 earnings per share 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 for the quarter, compared to analyst estimates of $10.70 billion. The company’s quarterly revenue was up 5.1% on a year-over-year basis.

GEV has been the topic of several other research reports. Morgan Stanley boosted their price target on GE Vernova from $301.00 to $367.00 and gave the company an “overweight” rating in a research note on Friday, November 15th. Truist Financial boosted their target price on shares of GE Vernova from $420.00 to $470.00 and gave the company a “buy” rating in a research note on Thursday. Bank of America increased their target price on shares of GE Vernova from $380.00 to $415.00 and gave the stock a “buy” rating in a research report on Tuesday, January 14th. Citigroup boosted their price target on shares of GE Vernova from $361.00 to $437.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Hsbc Global Res lowered shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Friday, October 4th. Eight research analysts have rated the stock with a hold rating, nineteen have given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, GE Vernova has a consensus rating of “Moderate Buy” and an average target price of $337.48.

GE Vernova Trading Up 2.4 %

NYSE GEV opened at $437.37 on Friday. GE Vernova has a 1-year low of $115.00 and a 1-year high of $447.50. The stock’s 50 day moving average is $349.37 and its two-hundred day moving average is $269.42. The company has a market capitalization of $120.56 billion and a price-to-earnings ratio of 78.66.

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, January 28th. Stockholders of record on Friday, December 20th will be given a $0.25 dividend. The ex-dividend date is Friday, December 20th. This represents a $1.00 annualized dividend and a dividend yield of 0.23%. GE Vernova’s dividend payout ratio is currently 17.99%.

GE Vernova announced that its board has authorized a stock buyback program on Tuesday, December 10th that permits the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization permits the company to repurchase up to 6.7% of its stock through open market purchases. Stock repurchase programs are typically an indication that the company’s board believes its stock is undervalued.

Institutional Investors Weigh In On GE Vernova

A number of institutional investors have recently made changes to their positions in the stock. FMR LLC boosted its holdings in GE Vernova by 2.5% during the third quarter. FMR LLC now owns 24,047,678 shares of the company’s stock worth $6,131,677,000 after buying an additional 584,208 shares during the last quarter. State Street Corp raised its position in shares of GE Vernova by 1.1% in the 3rd quarter. State Street Corp now owns 10,434,917 shares of the company’s stock valued at $2,660,695,000 after acquiring an additional 118,184 shares during the period. Mountaineer Partners Management LLC bought a new position in GE Vernova during the 3rd quarter worth approximately $2,507,296,000. Geode Capital Management LLC grew its holdings in GE Vernova by 1.5% during the third quarter. Geode Capital Management LLC now owns 5,594,223 shares of the company’s stock valued at $1,420,763,000 after purchasing an additional 80,479 shares during the period. Finally, WCM Investment Management LLC increased its stake in GE Vernova by 83.1% in the third quarter. WCM Investment Management LLC now owns 2,560,248 shares of the company’s stock valued at $639,704,000 after purchasing an additional 1,161,901 shares in the last quarter.

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.