GE Vernova FY2025 EPS Forecast Lowered by Seaport Res Ptn

GE Vernova Inc. (NYSE:GEV) – Equities researchers at Seaport Res Ptn lowered their FY2025 earnings per share estimates for shares of GE Vernova in a research report issued on Monday, October 27th. Seaport Res Ptn analyst T. Curran now anticipates that the company will post earnings per share of $7.02 for the year, down from their prior estimate of $8.18. 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 $2.55 EPS, Q1 2026 earnings at $1.58 EPS, Q2 2026 earnings at $2.53 EPS, Q3 2026 earnings at $3.14 EPS, Q4 2026 earnings at $4.02 EPS, FY2026 earnings at $11.28 EPS and FY2027 earnings at $16.76 EPS.

Other equities analysts also recently issued reports about the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GE Vernova in a report on Wednesday, October 8th. Redburn Partners set a $475.00 price target on shares of GE Vernova in a research note on Wednesday, October 15th. Citigroup cut their price target on shares of GE Vernova from $670.00 to $658.00 and set a “neutral” rating for the company in a research note on Thursday, October 23rd. Jefferies Financial Group restated a “hold” rating and set a $654.00 target price on shares of GE Vernova in a research report on Monday. Finally, Royal Bank Of Canada raised their target price on GE Vernova from $605.00 to $630.00 and gave the stock a “sector perform” rating in a research report on Thursday, October 23rd. Four analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $607.81.

GE Vernova Price Performance

Shares of GEV stock opened at $574.80 on Thursday. The stock has a fifty day moving average price of $608.71 and a 200 day moving average price of $538.14. The stock has a market cap of $155.96 billion, a P/E ratio of 93.62, a price-to-earnings-growth ratio of 4.28 and a beta of 1.72. GE Vernova has a one year low of $252.25 and a one year high of $677.29.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, October 22nd. The company reported $1.64 EPS for the quarter, missing the consensus estimate of $1.72 by ($0.08). The firm had revenue of $9.97 billion during the quarter, compared to the consensus estimate of $9.15 billion. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The firm’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same period last year, the business earned ($0.35) earnings per share. GE Vernova has set its FY 2025 guidance at EPS.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 17th. Investors of record on Monday, October 20th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Monday, October 20th. GE Vernova’s payout ratio is currently 16.29%.

Insider Activity

In related news, CFO Kenneth Scott Parks sold 3,300 shares of GE Vernova stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $620.00, for a total value of $2,046,000.00. Following the completion of the transaction, the chief financial officer directly owned 7,590 shares of the company’s stock, valued at $4,705,800. The trade was a 30.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.15% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On GE Vernova

A number of institutional investors have recently modified their holdings of GEV. Norges Bank bought a new stake in GE Vernova during the 2nd quarter worth about $1,809,220,000. Arrowstreet Capital Limited Partnership increased its position in shares of GE Vernova by 273.7% during the second quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock worth $798,126,000 after acquiring an additional 1,104,747 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of GE Vernova by 252.9% during the first quarter. AQR Capital Management LLC now owns 1,245,420 shares of the company’s stock worth $366,016,000 after buying an additional 892,549 shares in the last quarter. Amundi grew its position in GE Vernova by 109.0% in the first quarter. Amundi now owns 1,665,980 shares of the company’s stock valued at $496,013,000 after purchasing an additional 868,927 shares in the last quarter. Finally, Assenagon Asset Management S.A. grew its stake in GE Vernova by 10,044.9% in the second quarter. Assenagon Asset Management S.A. now owns 842,433 shares of the company’s stock valued at $445,773,000 after purchasing an additional 834,129 shares in the last quarter.

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.