1,302 Shares in GE Vernova Inc. $GEV Bought by MWA Asset Management

MWA Asset Management acquired a new stake in GE Vernova Inc. (NYSE:GEV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,302 shares of the company’s stock, valued at approximately $801,000.

Several other hedge funds have also modified their holdings of GEV. Bay Harbor Wealth Management LLC increased its stake in shares of GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares in the last quarter. Elevation Wealth Partners LLC boosted its position in GE Vernova by 47.2% during the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after purchasing an additional 17 shares in the last quarter. Deseret Mutual Benefit Administrators grew its holdings in GE Vernova by 112.0% in the third quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock valued at $33,000 after purchasing an additional 28 shares during the period. WFA Asset Management Corp purchased a new stake in shares of GE Vernova in the second quarter valued at approximately $29,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of GE Vernova in the second quarter valued at approximately $31,000.

More GE Vernova News

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

GE Vernova Trading Up 1.2%

GEV stock opened at $726.04 on Friday. The firm has a 50-day moving average of $652.63 and a two-hundred day moving average of $622.30. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $752.02. The company has a market cap of $196.99 billion, a price-to-earnings ratio of 40.79, a PEG ratio of 2.99 and a beta of 1.67.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 EPS. As a group, equities analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Monday, January 5th. GE Vernova’s dividend payout ratio is presently 11.24%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on GEV shares. TD Cowen lifted their price target on shares of GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. reaffirmed an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price target on shares of GE Vernova in a research report on Thursday. The Goldman Sachs Group lifted their price objective on GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Royal Bank Of Canada increased their target price on GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $752.26.

GE Vernova 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.