Curated Wealth Partners LLC raised its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 90.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,368 shares of the company’s stock after purchasing an additional 650 shares during the period. Curated Wealth Partners LLC’s holdings in GE Vernova were worth $894,000 as of its most recent filing with the SEC.
Several other large investors also recently modified their holdings of GEV. Brighton Jones LLC lifted its holdings in GE Vernova by 29.4% in the fourth 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. Schnieders Capital Management LLC. lifted its stake in shares of GE Vernova by 1.7% in the 2nd 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 during the period. Global Retirement Partners LLC bought a new stake in shares of GE Vernova during the 2nd quarter valued at about $3,182,000. CreativeOne Wealth LLC grew its stake in GE Vernova by 19.9% during the second quarter. CreativeOne Wealth LLC now owns 3,238 shares of the company’s stock worth $1,714,000 after purchasing an additional 537 shares during the period. Finally, Steward Partners Investment Advisory LLC lifted its stake in GE Vernova by 148.2% in the second quarter. Steward Partners Investment Advisory LLC now owns 37,810 shares of the company’s stock valued at $20,007,000 after buying an additional 22,574 shares during the period.
Wall Street Analyst Weigh In
Several brokerages have recently commented on GEV. Mizuho set a $714.00 price objective on shares of GE Vernova in a research report on Tuesday, February 3rd. Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a research report on Friday, January 30th. TD Cowen increased their target price on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, Erste Group Bank started coverage on shares of GE Vernova in a report on Thursday, March 5th. They set a “buy” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $837.25.
GE Vernova Stock Up 3.0%
Shares of NYSE:GEV opened at $908.90 on Wednesday. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $920.63. The stock’s 50 day moving average is $789.33 and its 200-day moving average is $677.10. The firm has a market capitalization of $244.98 billion, a price-to-earnings ratio of 51.06, a PEG ratio of 3.51 and a beta of 1.45.
GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (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%. GE Vernova’s revenue was up 3.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.73 EPS. Equities research analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.
GE Vernova Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.
GE Vernova News Roundup
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: Morgan Stanley raised its price target to $960 and set an “overweight” rating, citing stronger turbine pricing and medium‑term growth from electrification — a direct bullish signal for GEV’s core Power business. Read More.
- Positive Sentiment: Bank of America Securities reiterated a Buy on GE Vernova, reinforcing institutional support that helps drive demand among professional investors. Read More.
- Positive Sentiment: Market commentary is pushing an AI-infrastructure narrative that favors GEV: increasing data‑center power demand benefits GE Vernova’s gas turbines, transformers and grid equipment. The piece also highlights corporate actions (dividend increase, buyback) and recent index inclusion as structural supports for the stock. Read More.
- Positive Sentiment: Retail/media attention lifted momentum — Jim Cramer called GEV “a real good story,” which can amplify retail buying and volume. Read More.
- Neutral Sentiment: Short‑term market moves also reflected macro headlines: a pause in U.S. military action raised risk appetite and helped push several industrial names higher, a move that benefited GEV alongside sector peers. Read More.
- Neutral Sentiment: Coverage pieces speculating on a large government/industrial project tied to the administration suggest potential upside but remain speculative — monitor for confirmed contracts or official announcements. Read More.
- Neutral Sentiment: An unrelated press release from AirJoule Technologies was included in the feed and has no direct impact on GE Vernova. Read More.
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.
See Also
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