Union Bancaire Privee UBP SA Raises Position in GE Vernova Inc. $GEV

Union Bancaire Privee UBP SA grew its holdings in GE Vernova Inc. (NYSE:GEV) by 785.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 14,940 shares of the company’s stock after buying an additional 13,252 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in GE Vernova were worth $9,764,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of GEV. Synergy Asset Management LLC boosted its holdings in GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after purchasing an additional 1,413 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings 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 purchasing an additional 3,278 shares in the last quarter. Kercheville Advisors LLC lifted its position in shares of GE Vernova by 238.3% during the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after buying an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of GE Vernova in the 3rd quarter valued at $18,601,000. Finally, US Bancorp DE grew its position in shares of GE Vernova by 2.2% in the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after buying an additional 2,163 shares during the last quarter.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on the stock. Citigroup boosted their price target on shares of GE Vernova from $708.00 to $779.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. BMO Capital Markets reiterated an “outperform” rating and set a $785.00 target price on shares of GE Vernova in a research report on Thursday, January 29th. JPMorgan Chase & Co. reissued an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. Oppenheimer reissued an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Bank of America lifted their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, GE Vernova has an average rating of “Moderate Buy” and an average price target of $831.29.

Key GE Vernova News

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

• Positive Sentiment: Management raised its 2028 revenue and cash‑flow outlook after stronger-than-expected order momentum across power, wind and electrification — a direct catalyst for higher investor expectations on growth and margins. Read More.
• Positive Sentiment: GEV and Hitachi outlined a roughly $40 billion SMR (small modular reactor) investment pipeline — a multi‑year, high‑margin opportunity that materially expands the company’s nuclear backlog and long‑term project revenue potential. Read More.
• Positive Sentiment: AI data‑center electrification is driving surge in gas‑turbine demand; backlog jumped to ~83 GW, improving near‑term revenue visibility and underpinning the company’s bullish guidance. Read More.
• Neutral Sentiment: GE Vernova completed the sale of its Proficy manufacturing‑software business to TPG; combined into Velotic, this sharpens GEV’s pure‑play energy profile but reduces direct exposure to industrial software revenue. Read More.
• Neutral Sentiment: Market structure trends favor spinoffs and focused single‑business companies; investors are rewarding separated energy portfolios, providing a favorable valuation backdrop for GEV. Read More.
• Neutral Sentiment: Management’s presentation at the Bank of America Global Industrials conference reiterated strategy and backlog details — useful for modeling but not an immediate earnings event. Read More.

GE Vernova Stock Up 1.9%

GEV opened at $874.43 on Friday. The business has a 50 day moving average price of $774.76 and a two-hundred day moving average price of $669.84. The company has a market cap of $235.68 billion, a PE ratio of 49.13, a P/E/G ratio of 3.42 and a beta of 1.45. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $894.93.

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

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s payout ratio is currently 11.24%.

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.