FUKOKU MUTUAL LIFE INSURANCE Co Trims Stake in GE Vernova Inc. $GEV

FUKOKU MUTUAL LIFE INSURANCE Co reduced its stake in GE Vernova Inc. (NYSE:GEV) by 65.5% during the third quarter, Holdings Channel.com reports. The firm owned 1,008 shares of the company’s stock after selling 1,917 shares during the quarter. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in GE Vernova were worth $620,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Good Life Advisors LLC raised its stake in shares of GE Vernova by 1.0% in the second quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock worth $875,000 after buying an additional 16 shares during the period. Bell Investment Advisors Inc grew its stake in shares of GE Vernova by 6.7% during the 2nd quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock valued at $135,000 after acquiring an additional 16 shares during the period. Northwest Wealth Management LLC increased its holdings in GE Vernova by 3.6% in the 3rd quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock worth $286,000 after acquiring an additional 16 shares in the last quarter. AMG National Trust Bank raised its stake in GE Vernova by 1.5% during the 2nd quarter. AMG National Trust Bank now owns 1,145 shares of the company’s stock worth $606,000 after acquiring an additional 17 shares during the period. Finally, Traphagen Investment Advisors LLC raised its stake in GE Vernova by 1.2% during the 3rd quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock worth $872,000 after acquiring an additional 17 shares during the period.

Analysts Set New Price Targets

A number of equities analysts have weighed in on GEV shares. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Robert W. Baird set a $923.00 target price on shares of GE Vernova and gave the company an “outperform” rating in a research note on Wednesday, February 4th. Morgan Stanley reiterated an “overweight” rating and issued a $817.00 price target on shares of GE Vernova in a research note on Monday, January 26th. China Renaissance raised GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. Finally, Wells Fargo & Company upped their price objective on GE Vernova from $717.00 to $831.00 and gave the stock an “overweight” rating in a research note on Tuesday, December 16th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average target price of $788.24.

GE Vernova Stock Down 0.0%

GEV stock opened at $875.63 on Friday. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $894.93. The company has a fifty day simple moving average of $721.73 and a two-hundred day simple moving average of $647.20. The firm has a market capitalization of $236.01 billion, a P/E ratio of 49.19, a price-to-earnings-growth ratio of 3.49 and a beta of 1.67.

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

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio is 11.24%.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Board raised the quarterly dividend to $0.50 per share, payable April 14, signalling management confidence in cash flow and increasing yield appeal for income-focused investors. Assessing GE Vernova (GEV) Valuation After Dividend Hike Upgrades And AI Power Demand Tailwinds
• Positive Sentiment: AI-driven power demand narrative: multiple outlets and analysts highlight accelerating orders and backlog tied to data-center and industrial electrification, which supports revenue and margin upside expectations. (See Forbes / Fool coverage cited below.) Why GE Vernova Is The Market’s New Favorite Energy Play
• Positive Sentiment: High-profile endorsements and coverage — Jim Cramer reiterated his positive view on GEV, keeping retail attention and potential flows into the name. Jim Cramer on GE Vernova: “I Still Like It”
• Positive Sentiment: Short interest declined ~14.7% in February to ~6.06M shares (≈2.3% of float), lowering the risk of short-driven volatility and reducing immediate bearish pressure. (Data release)
• Neutral Sentiment: AI trade context: broader market notes that the AI theme extends beyond chips into industrials and small-caps — helpful context for GEV but dependent on sustained AI capex across customers. The AI Trade Is Alive and Living in Industrials, Small-Caps, and Asia
• Negative Sentiment: Valuation and concentration risk: GEV is trading at a high P/E (~49x) and elevated PEG, reflecting strong expectations; any slowdown in orders or margin pressure could trigger sharp multiple contraction.
• Negative Sentiment: Critical/contrarian analysis flags risks and valuation questions that could weigh on sentiment if echoed by larger sell-side reports. GE Vernova (NYSE:GEV) and Montauk Renewables (NASDAQ:MNTK) Critical Analysis

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.