Oak Thistle LLC Purchases Shares of 2,393 GE Vernova Inc. $GEV

Oak Thistle LLC purchased a new position in shares of GE Vernova Inc. (NYSE:GEV) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,393 shares of the company’s stock, valued at approximately $1,564,000.

Several other hedge funds have also made changes to their positions in the business. Synergy Asset Management LLC increased its position in GE Vernova by 300.0% during the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after purchasing an additional 1,413 shares during the last quarter. J.W. Cole Advisors Inc. boosted its holdings in shares of GE Vernova by 25.3% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock valued at $9,990,000 after purchasing an additional 3,278 shares during the last quarter. Kercheville Advisors LLC boosted its holdings in shares of GE Vernova by 238.3% in the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock valued at $3,016,000 after purchasing an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. purchased a new stake in shares of GE Vernova during the 3rd quarter valued at $18,601,000. Finally, US Bancorp DE grew its stake in shares of GE Vernova by 2.2% during the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after buying an additional 2,163 shares during the period.

Analysts Set New Price Targets

GEV has been the topic of several research reports. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. The Goldman Sachs Group upped their price target on GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Susquehanna raised their price objective on GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a report on Thursday, January 29th. Erste Group Bank raised GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Finally, Citigroup boosted their target price on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, GE Vernova has an average rating of “Buy” and an average price target of $863.61.

GE Vernova News Summary

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

• Positive Sentiment: Seeking Alpha highlights a rating upgrade and argues that the Middle East war could lift demand for power infrastructure and accelerate orders for GE Vernova’s turbines, grid and nuclear businesses — a macro-driven growth case. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and maintained a “Strong‑Buy” call (small boosts to $14.90 for 2026 and $22.15 for 2027), signaling higher analyst earnings power expectations that support upside to the stock. MarketBeat GEV analyst note
• Positive Sentiment: GE Vernova announced a collaboration with AFRY to advance small modular reactor (SMR) projects in Europe — a strategic move that expands its nuclear pipeline and long‑term contracted revenue potential. GE Vernova teams up with AFRY to advance small modular reactor projects in Europe
• Positive Sentiment: MarketBeat’s sector piece flags GEV as one of three clean‑energy names showing bullish moving‑average signals (support at the 50‑day MA), reinforcing a technical momentum case for momentum-driven buyers. 3 Clean Energy Stocks With Bullish Moving Average Signals
• Neutral Sentiment: Zacks and other market roundups noted that GEV closed notably higher in the latest session and has outpaced the market recently, reflecting the combined impact of the items above rather than a single new announcement. GE Vernova (GEV) Surpasses Market Returns
• Neutral Sentiment: MSN’s “What’s going on” coverage summarized recent drivers and intraday moves — useful for context but not new catalyst information. What’s going on with GE Vernova stock Tuesday?

GE Vernova Trading Up 2.8%

NYSE:GEV opened at $936.31 on Thursday. The firm’s fifty day simple moving average is $836.90 and its 200 day simple moving average is $697.29. GE Vernova Inc. has a twelve month low of $281.56 and a twelve month high of $962.72. The firm has a market capitalization of $252.36 billion, a price-to-earnings ratio of 52.60, a PEG ratio of 3.54 and a beta of 1.43.

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. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same period last year, the company posted $1.73 earnings per share. The firm’s revenue was up 3.8% compared to the same quarter last year. On average, analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

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

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.