GE Vernova (NYSE:GEV) Shares Up 3% After Strong Earnings

GE Vernova Inc. (NYSE:GEV) was up 3% on Wednesday following a better than expected earnings announcement. The stock traded as high as $723.00 and last traded at $713.8080. Approximately 5,752,744 shares were traded during trading, an increase of 79% from the average daily volume of 3,211,206 shares. The stock had previously closed at $692.70.

The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. During the same quarter in the prior year, the business posted $1.73 EPS. The business’s revenue for the quarter was up 3.8% compared to the same quarter last year.

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be given a $0.50 dividend. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, January 5th. GE Vernova’s payout ratio is currently 32.57%.

Trending Headlines about GE Vernova

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Q4 results comfortably beat expectations — adjusted EPS $13.39 vs. ~$3 consensus and revenue $10.96B vs. $10.21B; management raised the outlook citing strong demand across power and electrification, which supports near-term earnings and cash-flow visibility. Proactive: GE Vernova Q4 earnings top estimates
• Positive Sentiment: Backlog and shareholder returns upgraded — company highlighted a roughly $150B backlog and announced a doubled dividend, both of which bolster revenue visibility and make the stock more attractive to income-focused investors. Benzinga: Backlog and dividend
• Positive Sentiment: Fresh analyst support — China Renaissance initiated coverage with a Buy and $966 price target (material upside vs. recent levels), adding institutional interest and helping sentiment. Finviz: Analyst coverage
• Neutral Sentiment: Investors can review the earnings slide deck and call transcript for detail on segment trends and cash flow; these materials will guide assessments of sustainability of margin gains. Slide deck / press release
• Neutral Sentiment: Market commentary is mixed: some bulls point to grid equipment demand and margin expansion, while others flag timing sensitivity in gas-turbine revenue and onshore wind weakness — keep an eye on segment-level revenue cadence. Zacks: Q4 recap
• Negative Sentiment: One-off items lifted reported EPS — the outsized EPS beat was materially influenced by a tax benefit, raising questions about how much of the EPS gain is recurring; investors should focus on adjusted operating metrics and guidance pacing. Proactive: note on tax benefit
• Negative Sentiment: Some analysts and commentators caution on valuation and sector risks (oversupply concerns, PJM auction proposals); elevated P/E and dependence on project timing mean downside if backlog conversion or margins slip. MSN: mixed sentiment / risks

Analysts Set New Price Targets

Several equities analysts have recently issued reports on GEV shares. Redburn Partners set a $475.00 price objective on GE Vernova in a report on Wednesday, October 15th. Weiss Ratings reissued a “hold (c)” rating on shares of GE Vernova in a research note on Thursday, January 22nd. BMO Capital Markets upped their target price on GE Vernova from $710.00 to $780.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Citigroup lifted their price target on shares of GE Vernova from $658.00 to $708.00 and gave the company a “neutral” rating in a research note on Monday, January 12th. Finally, Bank of America increased their price objective on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Three analysts have rated the stock with a Strong Buy rating, nineteen have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $711.22.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the stock. Chicago Partners Investment Group LLC increased its stake in shares of GE Vernova by 8.3% during the fourth quarter. Chicago Partners Investment Group LLC now owns 9,286 shares of the company’s stock worth $6,108,000 after buying an additional 712 shares during the period. Quent Long Short Global Small Cap Fund LP acquired a new position in GE Vernova in the fourth quarter valued at $739,000. Hoey Investments Inc. increased its position in GE Vernova by 14.1% during the fourth quarter. Hoey Investments Inc. now owns 9,135 shares of the company’s stock worth $5,970,000 after buying an additional 1,129 shares during the period. Nvest Wealth Strategies Inc. purchased a new stake in GE Vernova in the 4th quarter valued at $33,000. Finally, Wingate Wealth Advisors Inc. purchased a new stake in GE Vernova during the 4th quarter valued at approximately $342,000.

GE Vernova Stock Up 3.0%

The company has a fifty day moving average of $643.71 and a two-hundred day moving average of $619.78. The stock has a market capitalization of $193.67 billion, a price-to-earnings ratio of 116.26, a P/E/G ratio of 2.83 and a beta of 1.67.

GE Vernova Company Profile

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.