Varenne Capital Partners Invests $4.87 Million in GE Vernova Inc. $GEV

Varenne Capital Partners acquired a new position in GE Vernova Inc. (NYSE:GEV) during the third quarter, HoldingsChannel.com reports. The fund acquired 7,923 shares of the company’s stock, valued at approximately $4,872,000. GE Vernova makes up about 0.9% of Varenne Capital Partners’ portfolio, making the stock its 16th biggest holding.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC grew its position in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares during the period. Schnieders Capital Management LLC. lifted its position in GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after purchasing an additional 26 shares in the last quarter. IFG Advisory LLC purchased a new position in GE Vernova during the second quarter valued at $262,000. Mission Wealth Management LP grew its holdings in GE Vernova by 3.7% during the second quarter. Mission Wealth Management LP now owns 2,483 shares of the company’s stock valued at $1,314,000 after purchasing an additional 88 shares during the period. Finally, Intellectus Partners LLC purchased a new stake in GE Vernova in the second quarter worth about $271,000.

GE Vernova Stock Performance

GEV opened at $841.95 on Wednesday. The stock has a market capitalization of $226.93 billion, a price-to-earnings ratio of 47.30, a PEG ratio of 3.51 and a beta of 1.45. The company has a fifty day moving average of $734.06 and a 200 day moving average of $652.14. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $894.93.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion during 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 revenue was up 3.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.73 EPS. On average, equities research analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Royal Bank Of Canada raised their target price on shares of GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Jefferies Financial Group reiterated a “buy” rating and issued a $930.00 price target on shares of GE Vernova in a research report on Thursday, January 29th. 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. Finally, Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $788.24.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova reported ~US$2.0B of 2025 data-center electrification orders (triple prior year) and announced higher dividends, a larger share-repurchase program and upgraded multi-year guidance — a combination that reframes the stock toward AI infrastructure exposure and capital returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Management doubled the 2026 dividend and significantly increased the buyback authorization, tying payouts to strong electrification demand and upgraded guidance — this materially raises the stock’s cash-return profile. GE Vernova Doubles 2026 Dividend As Electrification Backlog Supports Payouts
• Positive Sentiment: GE-led Global Nuclear Fuel (GNF) secured a fuel-fabrication contract with Aalo Atomics for advanced reactors aimed at powering experimental AI data centers — a sign of GE Vernova’s role in the nuclear-to-AI supply chain. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Positive Sentiment: Analyst commentary and feature pieces argue that broader electrification and multi‑GW AI demand justify a higher valuation and have prompted some price-target upgrades — supporting the bull case if execution continues. GE Vernova: More Gigawatts Needed To Fuel AI, Raising My Price Target
• Positive Sentiment: Sector pieces highlighting “repowering America” and GE Vernova’s role emphasize long-term demand for grid and electrification projects — supportive context for backlog growth and margin improvement. GE Vernova: Repowering America
• Neutral Sentiment: With the stock trading near record highs, some coverage discusses whether to lock gains or let the rally run — this frames a near-term risk/decision point for investors rather than a catalyst on its own. GE Vernova Stock Trades Near Record High — Lock in Gains or Let It Run?
• Negative Sentiment: Market reports show the stock pulled back in the latest session, reflecting shorter-term selling pressure that can follow a sharp rally despite the positive fundamental updates. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

GE Vernova Company 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.