Seaport Res Ptn Boosts Earnings Estimates for GE Vernova

Key Points

• Seaport Res Ptn has increased its Q3 2025 earnings per share estimate for GE Vernova to $3.03, up from $2.69, and maintains a "Strong-Buy" rating on the stock.
• GE Vernova recently reported Q2 earnings of $1.86 per share, surpassing the consensus estimate of $1.63, and its revenue rose by 11.1% year-over-year.
• The company announced a quarterly dividend of $0.25 per share, representing a 0.16% yield, with the payment scheduled for August 18th.

GE Vernova Inc. (NYSE:GEV - Free Report) - Investment analysts at Seaport Res Ptn increased their Q3 2025 earnings per share (EPS) estimates for shares of GE Vernova in a report issued on Sunday, July 27th. Seaport Res Ptn analyst T. Curran now expects that the company will post earnings per share of $3.03 for the quarter, up from their previous forecast of $2.69. Seaport Res Ptn has a "Strong-Buy" rating on the stock. The consensus estimate for GE Vernova's current full-year earnings is $6.59 per share. Seaport Res Ptn also issued estimates for GE Vernova's Q2 2026 earnings at $3.52 EPS, Q3 2026 earnings at $4.03 EPS, FY2026 earnings at $15.37 EPS and FY2027 earnings at $21.49 EPS.

GE Vernova (NYSE:GEV - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The company reported $1.86 EPS for the quarter, topping analysts' consensus estimates of $1.63 by $0.23. GE Vernova had a return on equity of 13.23% and a net margin of 3.16%. The company had revenue of $9.11 billion for the quarter, compared to analyst estimates of $8.78 billion. During the same period in the previous year, the firm earned $4.65 earnings per share. The firm's quarterly revenue was up 11.1% on a year-over-year basis.

GEV has been the subject of several other research reports. Jefferies Financial Group downgraded GE Vernova from a "buy" rating to a "hold" rating and upped their price target for the stock from $427.00 to $517.00 in a report on Thursday, May 29th. Robert W. Baird upped their target price on GE Vernova from $568.00 to $706.00 and gave the stock an "outperform" rating in a research note on Thursday, July 24th. Glj Research began coverage on GE Vernova in a research note on Monday, June 23rd. They issued a "buy" rating for the company. JPMorgan Chase & Co. raised their price target on GE Vernova from $620.00 to $715.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. Finally, Royal Bank Of Canada restated an "outperform" rating on shares of GE Vernova in a report on Thursday, July 24th. Ten research analysts have rated the stock with a hold rating, eighteen have issued a buy rating and four have issued a strong buy rating to the company's stock. Based on data from MarketBeat, GE Vernova has a consensus rating of "Moderate Buy" and an average price target of $560.21.

GE Vernova Stock Up 3.5%

GEV traded up $21.93 during trading on Wednesday, hitting $654.60. The company's stock had a trading volume of 2,688,187 shares, compared to its average volume of 2,783,816. The stock's fifty day moving average price is $522.53 and its 200-day moving average price is $411.84. GE Vernova has a twelve month low of $150.01 and a twelve month high of $656.17. The firm has a market capitalization of $178.20 billion, a P/E ratio of 157.73, a PEG ratio of 4.37 and a beta of 1.86.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in GEV. Golden State Wealth Management LLC raised its position in GE Vernova by 201.7% during the first quarter. Golden State Wealth Management LLC now owns 1,222 shares of the company's stock valued at $373,000 after buying an additional 817 shares during the period. Wealth Enhancement Advisory Services LLC increased its position in shares of GE Vernova by 79.4% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 221,507 shares of the company's stock valued at $67,622,000 after purchasing an additional 98,034 shares during the period. Grandview Asset Management LLC lifted its position in GE Vernova by 48.8% in the first quarter. Grandview Asset Management LLC now owns 2,149 shares of the company's stock worth $656,000 after purchasing an additional 705 shares during the period. Oppenheimer Asset Management Inc. bought a new position in shares of GE Vernova during the 1st quarter worth approximately $328,000. Finally, GAMMA Investing LLC increased its holdings in GE Vernova by 8.4% during the 1st quarter. GAMMA Investing LLC now owns 7,015 shares of the company's stock valued at $2,142,000 after purchasing an additional 542 shares in the last quarter.

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 18th. Investors of record on Monday, July 21st will be paid a dividend of $0.25 per share. The ex-dividend date is Monday, July 21st. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.15%. GE Vernova's dividend payout ratio is presently 24.10%.

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.