GE Vernova’s (GEV) “Outperform” Rating Reiterated at William Blair

William Blair reaffirmed their outperform rating on shares of GE Vernova (NYSE:GEV) in a research note released on Thursday morning,RTT News reports. William Blair also issued estimates for GE Vernova’s Q3 2025 earnings at $1.61 EPS and Q1 2026 earnings at $1.34 EPS.

A number of other brokerages also recently issued reports on GEV. TD Cowen started coverage on shares of GE Vernova in a research report on Thursday, December 5th. They set a “buy” rating and a $400.00 price objective on the stock. Jefferies Financial Group boosted their price target on shares of GE Vernova from $348.00 to $391.00 and gave the company a “buy” rating in a research report on Friday, December 13th. Oppenheimer assumed coverage on shares of GE Vernova in a report on Thursday, September 26th. They issued a “market perform” rating for the company. The Goldman Sachs Group upped their target price on GE Vernova from $400.00 to $446.00 and gave the stock a “buy” rating in a report on Thursday, January 16th. Finally, Hsbc Global Res lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Friday, October 4th. Eight equities research analysts have rated the stock with a hold rating, nineteen have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $339.73.

GE Vernova Trading Down 4.2 %

GE Vernova stock opened at $419.27 on Thursday. The firm has a market cap of $115.57 billion and a P/E ratio of 75.41. GE Vernova has a 1-year low of $115.00 and a 1-year high of $447.50. The firm has a 50-day moving average of $353.38 and a 200-day moving average of $272.29.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 22nd. The company reported $1.73 earnings per share for the quarter, missing the consensus estimate of $2.30 by ($0.57). GE Vernova had a return on equity of 6.70% and a net margin of 4.44%. The business had revenue of $10.56 billion during the quarter, compared to analysts’ expectations of $10.70 billion. The company’s quarterly revenue was up 5.1% on a year-over-year basis. Research analysts forecast that GE Vernova will post 6.61 earnings per share for the current fiscal year.

GE Vernova announced that its Board of Directors has initiated a stock buyback program on Tuesday, December 10th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the company to buy up to 6.7% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 28th. Stockholders of record on Friday, December 20th will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Friday, December 20th. This represents a $1.00 annualized dividend and a dividend yield of 0.24%. GE Vernova’s payout ratio is 17.99%.

Institutional Investors Weigh In On GE Vernova

A number of hedge funds have recently added to or reduced their stakes in the stock. Calamos Wealth Management LLC grew its holdings in shares of GE Vernova by 19.1% in the fourth quarter. Calamos Wealth Management LLC now owns 3,138 shares of the company’s stock worth $1,032,000 after acquiring an additional 504 shares during the period. Calamos Advisors LLC boosted its position in GE Vernova by 16.1% in the fourth quarter. Calamos Advisors LLC now owns 94,072 shares of the company’s stock worth $30,943,000 after purchasing an additional 13,025 shares during the last quarter. Trust Point Inc. boosted its position in GE Vernova by 16.6% in the fourth quarter. Trust Point Inc. now owns 1,852 shares of the company’s stock worth $609,000 after purchasing an additional 264 shares during the last quarter. Childress Capital Advisors LLC increased its position in shares of GE Vernova by 31.9% during the 4th quarter. Childress Capital Advisors LLC now owns 1,165 shares of the company’s stock valued at $383,000 after purchasing an additional 282 shares during the last quarter. Finally, Fourpath Capital Management LLC lifted its stake in shares of GE Vernova by 10.1% in the 4th quarter. Fourpath Capital Management LLC now owns 612 shares of the company’s stock worth $201,000 after purchasing an additional 56 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.