GE Vernova (NYSE:GEV) Shares Down 2.5% – Time to Sell?

21 Jan 2026, 20:16 by Scott Moore · The Cerbat Gem

GE Vernova Inc. (NYSE:GEV – Get Free Report) dropped 2.5% on Wednesday . The stock traded as low as $652.59 and last traded at $667.94. Approximately 4,016,997 shares changed hands during mid-day trading, an increase of 30% from the average daily volume of 3,100,827 shares. The stock had previously closed at $684.86.

Wall Street Analysts Forecast Growth

GEV has been the subject of several analyst reports. Morgan Stanley increased their price objective on GE Vernova from $710.00 to $822.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 16th. Redburn Partners set a $475.00 price target on GE Vernova in a report on Wednesday, October 15th. Wolfe Research raised GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. Evercore ISI initiated coverage on shares of GE Vernova in a report on Monday, December 15th. They set an “outperform” rating and a $860.00 price objective on the stock. Finally, Susquehanna upped their target price on shares of GE Vernova from $750.00 to $775.00 and gave the stock a “positive” rating in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus price target of $701.62.

View Our Latest Analysis on GEV

GE Vernova Trading Down 2.5%

The stock has a market capitalization of $181.23 billion, a PE ratio of 108.79, a price-to-earnings-growth ratio of 2.85 and a beta of 1.67. The firm has a 50-day moving average price of $633.67 and a 200-day moving average price of $615.06.

GE Vernova (NYSE:GEV – Get Free Report) last issued its quarterly earnings results on Wednesday, October 22nd. The company reported $1.64 earnings per share for the quarter, missing analysts’ consensus estimates of $1.72 by ($0.08). The company had revenue of $9.97 billion during the quarter, compared to analysts’ expectations of $9.15 billion. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.GE Vernova’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same period last year, the firm posted ($0.35) earnings per share. Sell-side analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be paid a $0.50 dividend. The ex-dividend date is Monday, January 5th. This is a positive change 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%. GE Vernova’s dividend payout ratio is presently 32.57%.

Institutional Investors Weigh In On GE Vernova

Several large investors have recently modified their holdings of the stock. Jackson Grant Investment Advisers Inc. grew its holdings in GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova during the 3rd quarter valued at $25,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the period. WFA Asset Management Corp bought a new position in shares of GE Vernova during the 2nd quarter worth $29,000. Finally, Howard Hughes Medical Institute purchased a new stake in GE Vernova in the 2nd quarter worth about $31,000.

About GE Vernova

(Get Free Report)

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.