Seaport Res Ptn Comments on GE Vernova FY2025 Earnings

GE Vernova Inc. (NYSE:GEV) – Investment analysts at Seaport Res Ptn increased their FY2025 earnings per share (EPS) estimates for GE Vernova in a research note issued on Sunday, July 27th. Seaport Res Ptn analyst T. Curran now expects that the company will post earnings of $9.44 per share for the year, up from their previous forecast of $8.96. 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 Q4 2025 earnings at $3.60 EPS, Q1 2026 earnings at $2.48 EPS and Q4 2026 earnings at $5.33 EPS.

A number of other brokerages have also recently weighed in on GEV. JPMorgan Chase & Co. boosted their price objective on GE Vernova from $620.00 to $715.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Robert W. Baird boosted their price objective on GE Vernova from $568.00 to $706.00 and gave the company an “outperform” rating in a research note on Thursday, July 24th. Royal Bank Of Canada reiterated an “outperform” rating on shares of GE Vernova in a research note on Thursday, July 24th. TD Cowen boosted their price objective on GE Vernova from $390.00 to $685.00 and gave the company a “buy” rating in a research note on Friday, July 25th. Finally, Wells Fargo & Company boosted their price objective on GE Vernova from $474.00 to $697.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Ten investment analysts have rated the stock with a hold rating, eighteen have given a buy rating and four have assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $560.21.

GE Vernova Stock Up 3.5%

GEV stock opened at $654.60 on Tuesday. The business has a 50 day moving average price of $522.53 and a 200 day moving average price of $411.84. The stock 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 fifty-two week low of $150.01 and a fifty-two week high of $656.17.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, July 23rd. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.63 by $0.23. The firm had revenue of $9.11 billion during the quarter, compared to analysts’ expectations of $8.78 billion. GE Vernova had a return on equity of 13.23% and a net margin of 3.16%. The firm’s revenue was up 11.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.65 earnings per share.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. FMR LLC grew its holdings in GE Vernova by 3.4% during the fourth quarter. FMR LLC now owns 24,861,833 shares of the company’s stock worth $8,177,803,000 after acquiring an additional 814,155 shares during the period. Vanguard Group Inc. grew its holdings in GE Vernova by 1.8% during the first quarter. Vanguard Group Inc. now owns 24,392,613 shares of the company’s stock worth $7,446,577,000 after acquiring an additional 432,830 shares during the period. Capital International Investors grew its holdings in GE Vernova by 25.3% during the fourth quarter. Capital International Investors now owns 14,854,297 shares of the company’s stock worth $4,886,164,000 after acquiring an additional 2,994,660 shares during the period. Geode Capital Management LLC grew its holdings in GE Vernova by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 5,790,051 shares of the company’s stock worth $1,898,814,000 after acquiring an additional 195,828 shares during the period. Finally, Goldman Sachs Group Inc. grew its holdings in GE Vernova by 7.4% in the first quarter. Goldman Sachs Group Inc. now owns 3,129,958 shares of the company’s stock valued at $955,513,000 after purchasing an additional 214,483 shares during the last quarter.

GE Vernova Dividend Announcement

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

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.