Swedbank AB Has $102.46 Million Position in GE Vernova Inc. $GEV

Swedbank AB grew its position in GE Vernova Inc. (NYSE:GEV) by 1.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 156,772 shares of the company’s stock after acquiring an additional 1,900 shares during the period. Swedbank AB’s holdings in GE Vernova were worth $102,461,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. J.W. Cole Advisors Inc. lifted its position in GE Vernova by 25.3% during the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after acquiring an additional 3,278 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of GE Vernova in the third quarter valued at approximately $18,601,000. US Bancorp DE increased its stake in shares of GE Vernova by 2.2% during the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after purchasing an additional 2,163 shares during the period. Vanguard Group Inc. increased its stake in shares of GE Vernova by 0.6% during the third quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock worth $15,259,028,000 after purchasing an additional 150,892 shares during the period. Finally, Nordea Investment Management AB lifted its holdings in GE Vernova by 136.1% during the 3rd quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock worth $341,038,000 after purchasing an additional 323,481 shares during the last quarter.

GE Vernova Price Performance

GE Vernova stock opened at $1,120.60 on Thursday. The firm has a market cap of $301.13 billion, a PE ratio of 32.64, a price-to-earnings-growth ratio of 4.10 and a beta of 1.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The stock’s fifty day moving average price is $930.51 and its two-hundred day moving average price is $752.62. GE Vernova Inc. has a one year low of $387.03 and a one year high of $1,181.95.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The firm had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company’s revenue was up 17.0% compared to the same quarter last year. During the same period in the prior year, the company posted $0.91 EPS. As a group, research analysts expect that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were given a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio is currently 5.83%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on GEV shares. Wells Fargo & Company boosted their price target on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Morgan Stanley increased their price objective on GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a research report on Monday, March 23rd. Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and lifted their target price for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Susquehanna set a $1,300.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. Finally, Guggenheim upped their price target on shares of GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Large Blue Energy collaboration — GE Vernova and Blue Energy announced a strategic 2.5 GW gas‑plus‑nuclear partnership aimed at accelerating a hybrid plant in Texas to serve rising AI and manufacturing power needs; the tie‑up reinforces GEV’s role in big, financeable grid projects and helps justify long‑term growth expectations. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach
• Positive Sentiment: Q1 order in Egypt — GEV secured a modernization order for the Banha and Nubaria power plants from Middle Delta Electricity Production Company (booked in Q1), adding near‑term revenue and international project backlog that supports the growth narrative. GE Vernova (GEV) Secures Order to Modernize Power Plants in Egypt
• Positive Sentiment: Pumped‑storage and other wins — New orders such as nine 150 MW pumped‑storage units for an Indian hydropower project expand GEV’s renewable/hydropower backlog and diversify its revenue mix beyond turbines. These orders support medium‑term revenue visibility. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Power equipment as the AI trade — Multiple industry writeups highlight that the AI/data‑center buildout shifts the bottleneck from GPUs to grid infrastructure, which is bullish for suppliers like GEV but raises questions about the scale and timing of project execution. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: Valuation debate — Several analysts and media pieces are asking whether the rapid run (one‑year gains >150%) has priced in growth; this keeps volatility possible as investors weigh fundamentals against elevated multiples. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Negative Sentiment: Execution and labor risks — Reports flag constraints such as a shortage of electricians and other skilled contractors that could slow plant builds and limit how quickly projects (and associated revenue) ramp. This is a tangible risk to near‑term delivery schedules. How a Shortage of Electricians Could Derail the AI Boom

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.