Gateway Investment Advisers LLC Has $29.70 Million Stock Position in GE Vernova Inc. $GEV

Gateway Investment Advisers LLC lifted its stake in GE Vernova Inc. (NYSE:GEV) by 22.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 45,443 shares of the company’s stock after purchasing an additional 8,197 shares during the quarter. Gateway Investment Advisers LLC’s holdings in GE Vernova were worth $29,700,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Ponta Wealth Partners LLC acquired a new position in shares of GE Vernova in the 4th quarter valued at $211,000. Indivisible Partners acquired a new stake in GE Vernova during the 4th quarter worth about $369,000. Navellier & Associates Inc. boosted its position in GE Vernova by 10.3% during the 4th quarter. Navellier & Associates Inc. now owns 8,276 shares of the company’s stock worth $5,409,000 after acquiring an additional 773 shares during the period. RFG Advisory LLC boosted its position in GE Vernova by 2.1% during the 4th quarter. RFG Advisory LLC now owns 634 shares of the company’s stock worth $414,000 after acquiring an additional 13 shares during the period. Finally, Stevens Capital Management LP boosted its position in GE Vernova by 20.1% during the 4th quarter. Stevens Capital Management LP now owns 4,373 shares of the company’s stock worth $2,858,000 after acquiring an additional 733 shares during the period.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on GEV shares. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. raised their price objective on GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Mizuho set a $714.00 price objective on GE Vernova in a research report on Tuesday, February 3rd. UBS Group restated a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Susquehanna set a $1,300.00 price objective on GE Vernova in a research report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,090.76.

GE Vernova Stock Up 2.3%

Shares of GE Vernova stock opened at $1,120.60 on Thursday. The firm has a market cap of $301.13 billion, a price-to-earnings ratio of 32.64, a P/E/G 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. GE Vernova Inc. has a 52-week low of $387.03 and a 52-week high of $1,181.95. The stock has a 50-day simple moving average of $930.51 and a 200-day simple moving average of $752.62.

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

GE Vernova Dividend Announcement

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

GE Vernova News Roundup

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.