GE Vernova FY2025 EPS Estimate Increased by Seaport Res Ptn

Key Points

• Research analysts at Seaport Res Ptn have increased their FY2025 earnings per share (EPS) estimates for GE Vernova from $8.96 to $9.44, maintaining a "Strong-Buy" rating on the stock.
• GE Vernova reported Q2 earnings of $1.86 EPS, surpassing the consensus estimate of $1.63, with revenue of $9.11 billion, a year-over-year increase of 11.1%.
• The company recently announced a quarterly dividend of $0.25 per share, representing a 0.15% dividend yield, with a payout ratio of 24.10%.

GE Vernova Inc. (NYSE:GEV - Free Report) - Analysts at Seaport Res Ptn increased their FY2025 earnings per share estimates for GE Vernova in a research report issued to clients and investors on Sunday, July 27th. Seaport Res Ptn analyst T. Curran now expects that the company will post earnings per share of $9.44 for the year, up from their previous estimate of $8.96. Seaport Res Ptn currently 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 Q4 2025 earnings at $3.60 EPS, Q1 2026 earnings at $2.48 EPS and Q4 2026 earnings at $5.33 EPS.

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

GEV has been the topic of a number of other research reports. TD Cowen raised their price target on GE Vernova from $390.00 to $685.00 and gave the stock a "buy" rating in a report on Friday, July 25th. Morgan Stanley raised their price target on GE Vernova from $511.00 to $675.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Jefferies Financial Group lowered GE Vernova from a "buy" rating to a "hold" rating and raised their price target for the stock from $427.00 to $517.00 in a report on Thursday, May 29th. Guggenheim lowered GE Vernova from a "buy" rating to a "neutral" rating in a report on Monday. Finally, Wall Street Zen lowered GE Vernova from a "buy" rating to a "hold" rating in a report on Saturday, July 26th. Ten equities research analysts have rated the stock with a hold rating, eighteen have given a buy rating and four have given a strong buy rating to the company's stock. Based on data from MarketBeat, GE Vernova has an average rating of "Moderate Buy" and a consensus price target of $560.21.

GE Vernova Stock Performance

Shares of GEV stock traded down $3.63 during mid-day trading on Tuesday, hitting $656.66. 3,054,847 shares of the stock were exchanged, compared to its average volume of 3,671,138. GE Vernova has a 12-month low of $150.01 and a 12-month high of $677.29. The stock's fifty day simple moving average is $526.57 and its two-hundred day simple moving average is $413.87. The stock has a market capitalization of $178.76 billion, a price-to-earnings ratio of 158.23, a P/E/G ratio of 4.53 and a beta of 1.86.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 18th. Shareholders of record on Monday, July 21st will be issued a $0.25 dividend. The ex-dividend date is Monday, July 21st. This represents a $1.00 annualized dividend and a yield of 0.2%. GE Vernova's payout ratio is 24.10%.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Sachetta LLC raised its holdings in GE Vernova by 10.7% in the 2nd quarter. Sachetta LLC now owns 165 shares of the company's stock valued at $87,000 after acquiring an additional 16 shares during the last quarter. Highline Wealth Partners LLC raised its holdings in GE Vernova by 34.6% in the 2nd quarter. Highline Wealth Partners LLC now owns 70 shares of the company's stock valued at $37,000 after acquiring an additional 18 shares during the last quarter. Atlas Brown Inc. grew its stake in shares of GE Vernova by 0.8% during the 2nd quarter. Atlas Brown Inc. now owns 2,496 shares of the company's stock valued at $1,321,000 after buying an additional 19 shares during the period. Princeton Global Asset Management LLC grew its stake in shares of GE Vernova by 14.4% during the 2nd quarter. Princeton Global Asset Management LLC now owns 151 shares of the company's stock valued at $80,000 after buying an additional 19 shares during the period. Finally, Physician Wealth Advisors Inc. grew its stake in shares of GE Vernova by 9.0% during the 2nd quarter. Physician Wealth Advisors Inc. now owns 241 shares of the company's stock valued at $128,000 after buying an additional 20 shares during the period.

About GE Vernova

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.