GE Vernova Inc. $GEV Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG decreased its position in GE Vernova Inc. (NYSE:GEV) by 34.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,538 shares of the company’s stock after selling 2,868 shares during the period. J. Safra Sarasin Holding AG’s holdings in GE Vernova were worth $3,619,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in GEV. Jackson Grant Investment Advisers Inc. grew its holdings in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new stake in GE Vernova during the 3rd quarter valued at $25,000. ORG Wealth Partners LLC raised its stake in GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in GE Vernova during the 2nd quarter worth $31,000. Finally, Bay Harbor Wealth Management LLC boosted its position in GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after acquiring an additional 43 shares during the period.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Wolfe Research raised GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Glj Research upped their price objective on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a report on Monday, January 12th. The Goldman Sachs Group increased their target price on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Evercore raised their target price on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $857.35.

GE Vernova Stock Up 6.7%

Shares of GE Vernova stock opened at $872.45 on Wednesday. The business has a fifty day simple moving average of $809.38 and a 200-day simple moving average of $685.74. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $948.38. The firm has a market cap of $235.15 billion, a price-to-earnings ratio of 49.01, a price-to-earnings-growth ratio of 3.20 and a beta of 1.45.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $10.21 billion. During the same period in the previous year, the company earned $1.73 earnings per share. GE Vernova’s revenue was up 3.8% compared to the same quarter last year. 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 paid a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s payout ratio is currently 11.24%.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Zacks/market screens added GEV to top momentum and Zacks Rank #1 (Strong Buy) lists today, increasing visibility to momentum traders and quant/retail models that follow Zacks signals. Best Momentum Stocks to Buy for March 31st
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (prior raise to $940 was noted), signaling strong industry checks and buy-side interest in the spin‑off’s outlook. Analyst endorsements like this often drive incremental demand. GE Vernova (GEV) Rated Outperform by Evercore on Strong Outlook
• Positive Sentiment: Wells Fargo raised its price target to $896 and kept an Overweight rating, adding another near‑term catalyst and supporting the stock’s higher trading level. Benzinga: Wells Fargo raises PT
• Neutral Sentiment: Recent valuation/price‑action pieces highlight short‑term weakness (1‑ and 7‑day declines) but strong longer‑term momentum (90‑day and 1‑year returns). That frames current moves as a corrective pullback inside a larger uptrend rather than a fundamental reversal. GE Vernova (GEV) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Sector/earnings coverage (quarterly preview and Q4 highlights) keeps focus on GE Vernova’s recent strong quarter and revenue/earnings momentum—important context but not an immediate new catalyst. GE Vernova’s quarterly earnings preview
• Neutral Sentiment: Macro/industry stories (e.g., AI-driven grid demand and new grid-tech funding) underscore secular tailwinds for power/infrastructure — helpful background but indirect for GEV near term. ThinkLabs AI closes $28M Series A

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.