Herbst Group LLC Has $4.51 Million Holdings in GE Vernova Inc. $GEV

Herbst Group LLC decreased its holdings in GE Vernova Inc. (NYSE:GEV) by 36.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,900 shares of the company’s stock after selling 3,916 shares during the quarter. GE Vernova accounts for approximately 2.7% of Herbst Group LLC’s investment portfolio, making the stock its 12th biggest holding. Herbst Group LLC’s holdings in GE Vernova were worth $4,510,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Tema Etfs LLC increased its holdings in GE Vernova by 73.4% during the 4th quarter. Tema Etfs LLC now owns 19,661 shares of the company’s stock worth $12,850,000 after purchasing an additional 8,320 shares in the last quarter. CRA Financial Services LLC lifted its holdings in shares of GE Vernova by 4.4% in the fourth quarter. CRA Financial Services LLC now owns 569 shares of the company’s stock valued at $372,000 after purchasing an additional 24 shares in the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in shares of GE Vernova by 4.1% in the fourth quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 4,314 shares of the company’s stock valued at $2,820,000 after purchasing an additional 171 shares in the last quarter. Capital Advisors Inc. OK boosted its position in shares of GE Vernova by 0.4% during the fourth quarter. Capital Advisors Inc. OK now owns 86,510 shares of the company’s stock valued at $56,541,000 after buying an additional 372 shares during the last quarter. Finally, Hengehold Capital Management LLC boosted its position in shares of GE Vernova by 2.1% during the fourth quarter. Hengehold Capital Management LLC now owns 1,246 shares of the company’s stock valued at $814,000 after buying an additional 26 shares during the last quarter.

GE Vernova Trading Up 2.6%

GEV stock opened at $895.52 on Thursday. The stock has a market cap of $241.37 billion, a P/E ratio of 50.31, a P/E/G ratio of 3.42 and a beta of 1.45. The stock’s fifty day simple moving average is $813.93 and its two-hundred day simple moving average is $687.21. GE Vernova Inc. has a 1-year low of $252.25 and a 1-year high of $948.38.

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

GE Vernova Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently commented on GEV. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Barclays upped their target price on shares of GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research note on Wednesday. Evercore increased their target price on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Bank of America raised their price target on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Susquehanna boosted their price target on shares of GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $863.61.

More GE Vernova News

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

• Positive Sentiment: Several brokerages raised ratings and targets — Barclays bumped its target to $993 and kept an “overweight” call, signaling meaningful upside; Wells Fargo raised its target to $896 with an “overweight” rating; Evercore lifted its target to $940 and kept an Outperform view. These analyst moves support buying interest. Benzinga price target coverage
• Positive Sentiment: Zacks upgraded GEV from “Hold” to “Strong Buy” and added the stock to its Zacks Rank #1 (Strong Buy) momentum lists — a catalyst that can attract retail and quant flows. Zacks upgrade
• Positive Sentiment: Big‑name investor attention — media pieces noting that billionaire Ray Dalio “admires” the stock can boost sentiment and generate incremental demand from momentum and thematic investors. Ray Dalio coverage
• Positive Sentiment: Commercial demand narrative: reporting on Microsoft, Chevron and Engine No.1’s power deal notes GE Vernova turbines as likely equipment suppliers for new gas‑fired plants serving data centers — a direct demand pipeline for GEV’s turbines and services. Microsoft-Chevron deal
• Neutral Sentiment: Broader sector/competitor news (Terrestrial Energy, Ormat) highlights rising activity in low‑carbon and storage markets — relevant for long‑term market opportunity but not an immediate direct catalyst for GEV. Terrestrial Energy update
• Neutral Sentiment: Valuation/volatility notes: some outlets flagged short‑term pullbacks in late March despite strong multi‑month gains — a reminder that momentum can pause even as fundamentals/implied demand stay supportive. Valuation check

GE Vernova Company 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.