William Blair Has Pessimistic View of GE Vernova Q4 Earnings

GE Vernova Inc. (NYSE:GEV - Free Report) - Research analysts at William Blair cut their Q4 2025 earnings per share (EPS) estimates for shares of GE Vernova in a research report issued on Wednesday, April 23rd. William Blair analyst J. Dorsheimer now forecasts that the company will post earnings of $2.98 per share for the quarter, down from their previous forecast of $3.02. William Blair currently has a "Outperform" rating on the stock. The consensus estimate for GE Vernova's current full-year earnings is $6.59 per share. William Blair also issued estimates for GE Vernova's FY2026 earnings at $10.07 EPS.

GE Vernova (NYSE:GEV - Get Free Report) last released its earnings results on Wednesday, April 23rd. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.37 by $0.54. The firm had revenue of $8.03 billion for the quarter, compared to analysts' expectations of $7.56 billion. GE Vernova had a return on equity of 6.70% and a net margin of 4.44%. The business's quarterly revenue was up 10.6% compared to the same quarter last year. During the same quarter in the previous year, the business posted ($0.47) EPS.

A number of other research firms have also commented on GEV. Jefferies Financial Group raised their price target on shares of GE Vernova from $391.00 to $413.00 and gave the stock a "buy" rating in a research report on Thursday, March 27th. Morgan Stanley reiterated an "overweight" rating and set a $422.00 price objective (up from $400.00) on shares of GE Vernova in a research note on Thursday, April 24th. JPMorgan Chase & Co. reduced their price objective on shares of GE Vernova from $436.00 to $425.00 and set an "overweight" rating on the stock in a research note on Thursday, April 10th. Royal Bank of Canada reduced their price target on shares of GE Vernova from $453.00 to $445.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 18th. Finally, Bank of America raised their price objective on shares of GE Vernova from $380.00 to $415.00 and gave the company a "buy" rating in a report on Tuesday, January 14th. Six investment analysts have rated the stock with a hold rating, twenty-two have given a buy rating and four have issued a strong buy rating to the company's stock. According to data from MarketBeat.com, GE Vernova currently has a consensus rating of "Moderate Buy" and a consensus target price of $369.22.

GE Vernova Trading Up 3.9 %

Shares of NYSE:GEV traded up $14.28 during trading on Monday, hitting $385.10. 2,041,292 shares of the company were exchanged, compared to its average volume of 3,332,134. The stock has a market cap of $105.11 billion and a price-to-earnings ratio of 69.28. GE Vernova has a fifty-two week low of $149.42 and a fifty-two week high of $447.50. The firm has a fifty day moving average price of $319.89 and a two-hundred day moving average price of $334.60.

Hedge Funds Weigh In On GE Vernova

A number of institutional investors have recently bought and sold shares of the stock. Stephens Inc. AR raised its stake in GE Vernova by 7.6% in the first quarter. Stephens Inc. AR now owns 7,490 shares of the company's stock worth $2,286,000 after buying an additional 526 shares in the last quarter. New York State Common Retirement Fund increased its stake in GE Vernova by 3.1% during the 1st quarter. New York State Common Retirement Fund now owns 356,147 shares of the company's stock valued at $108,725,000 after purchasing an additional 10,866 shares in the last quarter. Arizona State Retirement System increased its stake in GE Vernova by 2.1% during the 1st quarter. Arizona State Retirement System now owns 80,896 shares of the company's stock valued at $24,696,000 after purchasing an additional 1,653 shares in the last quarter. Realta Investment Advisors bought a new stake in GE Vernova during the 1st quarter valued at about $573,000. Finally, Ballentine Partners LLC increased its stake in GE Vernova by 0.8% during the 1st quarter. Ballentine Partners LLC now owns 5,129 shares of the company's stock valued at $1,566,000 after purchasing an additional 39 shares in the last quarter.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 16th. Stockholders of record on Friday, April 18th will be paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.26%. The ex-dividend date of this dividend is Thursday, April 17th. GE Vernova's dividend payout ratio (DPR) is 14.41%.

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.