916 Shares in GE Vernova Inc. $GEV Purchased by Nordwand Advisors LLC

Nordwand Advisors LLC bought a new position in shares of GE Vernova Inc. (NYSE:GEV) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 916 shares of the company’s stock, valued at approximately $599,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Voisard Asset Management Group Inc. grew its position in GE Vernova by 2.7% during the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after buying an additional 15 shares in the last quarter. Clean Yield Group grew its position in GE Vernova by 2.2% during the fourth quarter. Clean Yield Group now owns 685 shares of the company’s stock worth $448,000 after buying an additional 15 shares in the last quarter. Sutton Place Investors LLC grew its position in GE Vernova by 3.1% during the fourth quarter. Sutton Place Investors LLC now owns 531 shares of the company’s stock worth $347,000 after buying an additional 16 shares in the last quarter. Washburn Capital Management Inc. grew its position in GE Vernova by 0.3% during the fourth quarter. Washburn Capital Management Inc. now owns 4,735 shares of the company’s stock worth $3,095,000 after buying an additional 16 shares in the last quarter. Finally, Evergreen Capital Management LLC grew its position in GE Vernova by 0.6% during the fourth quarter. Evergreen Capital Management LLC now owns 2,602 shares of the company’s stock worth $1,701,000 after buying an additional 16 shares in the last quarter.

GE Vernova Stock Up 1.1%

Shares of GEV opened at $1,074.28 on Tuesday. The company has a market capitalization of $288.68 billion, a P/E ratio of 31.29, a PEG ratio of 3.98 and a beta of 1.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. GE Vernova Inc. has a one year low of $387.03 and a one year high of $1,181.95. The business’s 50 day simple moving average is $919.40 and its 200-day simple moving average is $745.60.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the previous year, the business earned $0.91 EPS. GE Vernova’s revenue was up 17.0% compared to the same quarter last year. As a group, sell-side analysts predict that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s payout ratio is 5.83%.

GE Vernova News Roundup

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

• Positive Sentiment: Q1 results and outlook — GE Vernova reported revenue of $9.34B and EPS that far exceeded expectations, backed by renewed full‑year guidance and strong free‑cash‑flow prospects; management’s multi‑billion dollar buyback program is compressing share count and supporting EPS. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: AI data‑center demand fueling backlog — Multiple pieces link GEV’s surge to booming data‑center builds (huge capex from cloud providers), which is driving large equipment and service orders for power systems and grid solutions. This secular tailwind supports higher revenue visibility. Electricians Are the New Must-Have for Data Centers. These Stocks Benefit.
• Positive Sentiment: Strategic gas‑plus‑nuclear partnership — GE Vernova and Blue Energy announced a 2.5 GW collaboration to develop the world’s first gas‑plus‑nuclear plant concept in Texas, expanding GEV’s role in large baseload + flexible power solutions that appeal to AI/data center customers seeking resilient, low‑carbon power. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Analyst and media bullishness — Several outlets and analysts have added GEV to “buy” lists or highlighted it as a key AI‑power play, increasing investor interest and supporting the rerating versus peers. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Neutral Sentiment: Project dispute with Vineyard Wind — GE Vernova publicly challenged Vineyard Wind’s claims around potential harm if the firm exits a project. Legal or contractual outcomes could be uncertain; impact depends on resolution details. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project
• Neutral Sentiment: Media roundup and investor ideas — Multiple articles profile GEV’s rally and suggest related small‑cap renewable picks; these broaden interest but are secondary to GEV’s core fundamentals. As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

Analyst Upgrades and Downgrades

A number of brokerages have commented on GEV. Zacks Research cut shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Mizuho set a $714.00 price target on shares of GE Vernova in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. raised their price target on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Wells Fargo & Company raised their price target on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Finally, Susquehanna set a $1,300.00 price target on shares of GE Vernova in a research note on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and a consensus price target of $1,090.76.

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.