Weaver Capital Management LLC Raises Position in GE Vernova Inc. $GEV

Weaver Capital Management LLC increased its position in GE Vernova Inc. (NYSE:GEV) by 119.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,176 shares of the company’s stock after buying an additional 639 shares during the quarter. Weaver Capital Management LLC’s holdings in GE Vernova were worth $769,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in GEV. Brighton Jones LLC raised its position in shares of GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares during the period. Schnieders Capital Management LLC. raised its position 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 worth $828,000 after buying an additional 26 shares during the period. Jump Financial LLC purchased a new position in shares of GE Vernova in the 2nd quarter worth $258,000. Ossiam purchased a new position in shares of GE Vernova in the 2nd quarter worth $42,000. Finally, Intact Investment Management Inc. purchased a new position in shares of GE Vernova in the 2nd quarter worth $75,000.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Hitachi Nuclear Energy (GE Vernova) signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX‑300 small modular reactor across Europe — a concrete step expanding GEV’s nuclear pipeline and potential long‑term recurring services revenue outside the U.S. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and reiterated a “Strong‑Buy” stance, nudging near‑term earnings expectations higher — analyst upgrades like this can support multiple expansion and investor confidence. GE Vernova (GEV) MarketBeat Company Page
• Positive Sentiment: Macro/sector commentary suggests geopolitical energy disruptions (Middle East) could accelerate demand for reliable power solutions — analysts and some outlets argue this could boost order momentum for companies like GEV and has been tied to analyst rating upgrades. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
• Positive Sentiment: Technical/sentiment flows: MarketBeat highlighted GEV as a clean‑energy name showing bullish moving‑average signals (50/200 MA support), supporting momentum buying and short‑term upside interest. 3 Clean Energy Stocks With Bullish Moving Average Signals
• Neutral Sentiment: Market headlines and data providers reported the stock’s recent close and intraday strength, which likely amplified flows but don’t add new fundamental information. GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing

GE Vernova Price Performance

NYSE:GEV opened at $936.31 on Thursday. The business’s 50-day moving average is $836.90 and its two-hundred day moving average is $697.29. GE Vernova Inc. has a 12 month low of $281.56 and a 12 month high of $962.72. The firm has a market capitalization of $252.36 billion, a PE ratio of 52.60, a price-to-earnings-growth 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. Equities analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

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 $0.50 dividend. 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 dividend payout ratio (DPR) is 11.24%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on GEV shares. The Goldman Sachs Group increased their target price on GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a research report on Thursday, January 29th. Mizuho set a $714.00 target price on GE Vernova in a research report on Tuesday, February 3rd. Glj Research increased their target price on GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Finally, Citigroup raised their price objective on GE Vernova from $708.00 to $779.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, GE Vernova presently has an average rating of “Buy” and a consensus price target of $863.61.

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.