GE Vernova Inc. $GEV Shares Acquired by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC raised its position in GE Vernova Inc. (NYSE:GEV) by 98.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,856 shares of the company’s stock after purchasing an additional 921 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in GE Vernova were worth $1,141,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares in the last quarter. Venturi Wealth Management LLC boosted its position in GE Vernova by 5.4% during the second quarter. Venturi Wealth Management LLC now owns 1,376 shares of the company’s stock worth $728,000 after acquiring an additional 71 shares during the last quarter. Sax Wealth Advisors LLC purchased a new stake in GE Vernova in the 2nd quarter worth approximately $306,000. Valmark Advisers Inc. raised its holdings in GE Vernova by 8.0% in the 2nd quarter. Valmark Advisers Inc. now owns 2,447 shares of the company’s stock valued at $1,295,000 after acquiring an additional 182 shares during the last quarter. Finally, Bar Harbor Wealth Management acquired a new position in GE Vernova in the 2nd quarter valued at $275,000.

GE Vernova Stock Performance

NYSE GEV opened at $778.97 on Friday. GE Vernova Inc. has a one year low of $252.25 and a one year high of $795.50. The company’s 50 day moving average price is $670.00 and its 200 day moving average price is $628.99. The firm has a market capitalization of $209.96 billion, a price-to-earnings ratio of 43.76, a PEG ratio of 2.93 and a beta of 1.67.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. During the same quarter in the prior year, the business earned $1.73 earnings per share. The business’s quarterly revenue was up 3.8% compared to the same quarter last year. Sell-side analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 5th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.3%. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Monday, January 5th. GE Vernova’s dividend payout ratio is 11.24%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on GEV. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Robert W. Baird set a $923.00 price target on GE Vernova and gave the company an “outperform” rating in a report on Wednesday. Bank of America upped their price objective on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Finally, UBS Group reissued a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $788.24.

More GE Vernova News

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

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.