Townsquare Capital LLC Increases Position in GE Vernova Inc. $GEV

Townsquare Capital LLC increased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 404.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,282 shares of the company’s stock after buying an additional 1,830 shares during the quarter. Townsquare Capital LLC’s holdings in GE Vernova were worth $1,403,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Brighton Jones LLC increased its stake in GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after buying an additional 753 shares during the period. Raleigh Capital Management Inc. acquired a new position in shares of GE Vernova during the second quarter worth about $37,000. Truist Financial Corp raised its holdings in GE Vernova by 6.0% during the second quarter. Truist Financial Corp now owns 78,589 shares of the company’s stock worth $41,585,000 after purchasing an additional 4,418 shares in the last quarter. Consolidated Portfolio Review Corp purchased a new position in GE Vernova during the second quarter worth about $535,000. Finally, Impact Capital Partners LLC acquired a new stake in GE Vernova in the second quarter valued at about $296,000.

Wall Street Analysts Forecast Growth

Several equities analysts have issued reports on the company. Morgan Stanley reissued an “overweight” rating and set a $817.00 target price on shares of GE Vernova in a research note on Monday. Robert W. Baird set a $701.00 target price on shares of GE Vernova in a research report on Thursday. Mizuho cut their price target on shares of GE Vernova from $677.00 to $660.00 and set a “neutral” rating for the company in a report on Friday, October 24th. BMO Capital Markets reissued an “outperform” rating and set a $785.00 price objective on shares of GE Vernova in a report on Thursday. Finally, Rothschild & Co Redburn restated a “sell” rating and set a $475.00 target price on shares of GE Vernova in a research report on Wednesday, October 15th. Two analysts have rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, GE Vernova has an average rating of “Moderate Buy” and a consensus price target of $750.81.

GE Vernova Price Performance

GEV stock opened at $717.43 on Friday. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $731.00. The firm has a market capitalization of $194.65 billion, a PE ratio of 40.30, a P/E/G ratio of 2.99 and a beta of 1.67. The company’s 50 day simple moving average is $649.23 and its 200-day simple moving average is $621.11.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter in the prior year, the firm earned $1.73 EPS. GE Vernova’s quarterly revenue was up 3.8% on a year-over-year basis. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Increases Dividend

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

Key GE Vernova News

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

• Positive Sentiment: Q4 revenue beat and big EPS print (driven largely by a tax benefit); revenue beat consensus and underlying demand appeared strong. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Positive Sentiment: Orders, backlog and guidance uplift: management highlighted record orders/backlog and raised FY2026 and 2028 revenue targets (including the planned Prolec acquisition and a doubled dividend), which supports revenue and FCF growth expectations. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analyst reactions have been supportive: multiple firms raised price targets and forecasts after the results (TD Cowen, Citigroup and others), which can provide buy‑side momentum. GE Vernova Analysts Increase Their Forecasts After Q4 Results
• Neutral Sentiment: Company released its annual report (useful for longer‑term investors evaluating strategy and capital allocation). GE Aerospace and GE Vernova Issue Their Annual Reports. They Contain Messages for Investors.
• Neutral Sentiment: Earnings call transcript and highlights are available for detail on segment performance, guidance assumptions and Prolec timing (useful for modeling). GE Vernova GEV Q4 2025 Earnings Call Transcript
• Negative Sentiment: Wind segment continues to drag: management flagged larger‑than‑expected wind losses and regulatory/operational risks on offshore projects — a key risk that has caused intraday weakness despite overall strength. GE Vernova wobbles after flagging larger-than-expected wind segment losses
• Negative Sentiment: One‑time tax benefit materially boosted reported EPS — adjust your models for core operating earnings; valuation is extended (premium forward P/E), so the stock is sensitive to execution misses. GE Vernova Q4 earnings top estimates as orders, backlog expand

About GE Vernova

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.