What is William Blair’s Forecast for GE Vernova Q3 Earnings?

GE Vernova Inc. (NYSE:GEV) – Equities research analysts at William Blair decreased their Q3 2025 earnings per share estimates for shares of GE Vernova in a research report issued to clients and investors on Thursday, January 23rd. William Blair analyst J. Dorsheimer now forecasts that the company will earn $1.61 per share for the quarter, down from their prior estimate of $1.83. William Blair has a “Outperform” rating on the stock. The consensus estimate for GE Vernova’s current full-year earnings is $6.61 per share. William Blair also issued estimates for GE Vernova’s Q1 2026 earnings at $1.34 EPS.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, January 22nd. The company reported $1.73 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.30 by ($0.57). The firm had revenue of $10.56 billion during the quarter, compared to analyst estimates of $10.70 billion. GE Vernova had a net margin of 4.44% and a return on equity of 6.70%. GE Vernova’s revenue was up 5.1% on a year-over-year basis.

A number of other research analysts also recently weighed in on GEV. Evercore ISI raised their target price on shares of GE Vernova from $385.00 to $390.00 and gave the company an “outperform” rating in a research report on Wednesday, December 11th. Deutsche Bank Aktiengesellschaft assumed coverage on GE Vernova in a research report on Monday, October 21st. They issued a “buy” rating and a $354.00 target price on the stock. Wells Fargo & Company increased their price target on GE Vernova from $385.00 to $411.00 and gave the company an “overweight” rating in a research report on Friday, December 13th. Royal Bank of Canada reaffirmed an “outperform” rating and set a $376.00 price target on shares of GE Vernova in a research report on Wednesday, December 11th. Finally, Barclays increased their price objective on GE Vernova from $420.00 to $487.00 and gave the company an “overweight” rating in a report on Thursday. Eight investment analysts have rated the stock with a hold rating, nineteen have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $339.73.

GE Vernova Stock Down 4.2 %

Shares of GEV opened at $419.27 on Friday. The company has a 50 day moving average of $351.59 and a 200-day moving average of $270.59. The stock has a market capitalization of $115.57 billion and a P/E ratio of 75.41. GE Vernova has a twelve month low of $115.00 and a twelve month high of $447.50.

GE Vernova Dividend Announcement

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

GE Vernova declared that its Board of Directors has authorized a stock buyback plan on Tuesday, December 10th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 6.7% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board of directors believes its shares are undervalued.

Institutional Investors Weigh In On GE Vernova

A number of institutional investors have recently modified their holdings of GEV. Cedar Mountain Advisors LLC raised its stake in GE Vernova by 102.6% in the 4th quarter. Cedar Mountain Advisors LLC now owns 77 shares of the company’s stock worth $25,000 after purchasing an additional 39 shares in the last quarter. Castleview Partners LLC acquired a new stake in shares of GE Vernova in the third quarter valued at approximately $28,000. Pathway Financial Advisers LLC acquired a new stake in shares of GE Vernova in the second quarter valued at approximately $29,000. Covestor Ltd grew its position in GE Vernova by 61.3% during the third quarter. Covestor Ltd now owns 121 shares of the company’s stock worth $31,000 after buying an additional 46 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new position in GE Vernova during the 3rd quarter worth $31,000.

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.