Q3 EPS Estimates for GE Vernova Boosted by Seaport Res Ptn

GE Vernova Inc. (NYSE:GEV) – Seaport Res Ptn increased their Q3 2025 earnings per share (EPS) estimates for GE Vernova in a report released on Sunday, July 27th. Seaport Res Ptn analyst T. Curran now anticipates that the company will post earnings of $3.03 per share for the quarter, up from their previous forecast of $2.69. 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 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) last posted its earnings results on Wednesday, July 23rd. The company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.63 by $0.23. GE Vernova had a net margin of 3.16% and a return on equity of 13.23%. The business had revenue of $9.11 billion for the quarter, compared to the consensus estimate of $8.78 billion. During the same quarter last year, the firm posted $4.65 EPS. The company’s revenue for the quarter was up 11.1% on a year-over-year basis.

GEV has been the subject of a number of other research reports. Jefferies Financial Group lowered GE Vernova from a “buy” rating to a “hold” rating and upped their target price for the stock from $427.00 to $517.00 in a report on Thursday, May 29th. Mizuho cut GE Vernova from an “outperform” rating to a “neutral” rating and set a $670.00 price objective for the company. in a research note on Monday. Barclays lifted their target price on GE Vernova from $580.00 to $706.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Glj Research initiated coverage on shares of GE Vernova in a research report on Monday, June 23rd. They set a “buy” rating for the company. Finally, Wolfe Research cut shares of GE Vernova from an “outperform” rating to a “peer perform” rating in a report on Friday, June 13th. Ten analysts have rated the stock with a hold rating, eighteen have given a buy rating and four have issued a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $560.21.

GE Vernova Stock Up 3.5%

Shares of GEV stock opened at $654.60 on Wednesday. The firm has a market cap of $178.20 billion, a price-to-earnings ratio of 157.73, a PEG ratio of 4.37 and a beta of 1.86. GE Vernova has a 52-week low of $150.01 and a 52-week high of $656.17. The company’s 50 day moving average is $522.53 and its 200 day moving average is $411.84.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of GEV. Capital International Investors raised its position in GE Vernova by 25.3% during the 4th quarter. Capital International Investors now owns 14,854,297 shares of the company’s stock worth $4,886,164,000 after buying an additional 2,994,660 shares during the last quarter. GAMMA Investing LLC lifted its position in GE Vernova by 32,984.2% during the first quarter. GAMMA Investing LLC now owns 2,141,539 shares of the company’s stock valued at $653,769,000 after purchasing an additional 2,135,066 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in GE Vernova by 1,638.5% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,314,288 shares of the company’s stock valued at $432,309,000 after purchasing an additional 1,238,690 shares during the last quarter. AQR Capital Management LLC grew its position in GE Vernova by 252.9% during the 1st quarter. AQR Capital Management LLC now owns 1,245,420 shares of the company’s stock worth $366,016,000 after purchasing an additional 892,549 shares during the period. Finally, Amundi lifted its holdings in shares of GE Vernova by 109.0% in the 1st quarter. Amundi now owns 1,665,980 shares of the company’s stock valued at $496,013,000 after buying an additional 868,927 shares during the period.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 18th. Stockholders of record on Monday, July 21st will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.15%. The ex-dividend date of this dividend is Monday, July 21st. 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.