Brighton Jones LLC Raises Stake in GE Vernova Inc. $GEV

Brighton Jones LLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV) by 15.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,225 shares of the company’s stock after acquiring an additional 821 shares during the period. Brighton Jones LLC’s holdings in GE Vernova were worth $3,828,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. CW Advisors LLC increased its holdings in GE Vernova by 215.0% in the first quarter. CW Advisors LLC now owns 8,214 shares of the company’s stock valued at $2,602,000 after buying an additional 5,606 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in GE Vernova by 11.5% during the 1st quarter. Ameriprise Financial Inc. now owns 544,081 shares of the company’s stock worth $166,066,000 after buying an additional 56,158 shares during the last quarter. Compound Planning Inc. boosted its position in shares of GE Vernova by 17.3% during the 1st quarter. Compound Planning Inc. now owns 2,132 shares of the company’s stock worth $651,000 after acquiring an additional 315 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of GE Vernova by 114.2% in the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 34,970 shares of the company’s stock valued at $10,676,000 after acquiring an additional 18,643 shares during the last quarter. Finally, Smartleaf Asset Management LLC increased its holdings in shares of GE Vernova by 3.8% in the 1st quarter. Smartleaf Asset Management LLC now owns 2,112 shares of the company’s stock valued at $640,000 after acquiring an additional 77 shares during the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Jefferies upgraded GEV, citing stronger outlook/earnings trajectory that helped spark buying interest and analyst-led momentum. Jefferies upgrades GE Vernova (GEV)
• Positive Sentiment: Barron’s reports GEV recovered after the prior session’s brutal selloff as the AI trade rebounded, suggesting sector flows (not just company-specific news) are driving near-term price moves. GE Vernova Stock Recovers as the AI Trade Rebounds
• Positive Sentiment: Market TV coverage cited the Micron earnings-driven AI rally and noted an upgrade-driven rally in GEV as part of broader session headlines — supportive short-term technical momentum. MU Posts Strong A.I. Demand, GEV Upgrade Rally, KMX Stalls on Earnings
• Neutral Sentiment: Investor’s Business Daily piece frames a recent GEV swing trade as a “losing trade” in execution but not a failed thesis — useful for traders but not new fundamental information. GE Vernova Stock Was A Losing Trade — But Not A Bad Trade
• Neutral Sentiment: MSN republished the IBD swing-trade commentary, reinforcing the message for traders that short-term setups don’t negate the longer-term thesis. GE Vernova stock was a losing trade — but not a bad trade
• Neutral Sentiment: Yahoo questions whether GEV’s 2025 ~100% rally is supported by fundamentals, highlighting valuation and margin concerns — a cautionary read for longer-term investors. Is GE Vernova’s 102% Surge in 2025 Still Supported by Fundamentals?
• Negative Sentiment: MSN runs a deeper “why it crashed and what to expect” piece that outlines catalysts for the recent sharp selloff and potential near-term downside risks, which likely pressured sentiment before today’s rebound. Here’s why the GE Vernova stock price crashed and what to expect

GE Vernova Price Performance

Shares of GE Vernova stock opened at $658.03 on Monday. The firm’s fifty day simple moving average is $601.18 and its 200-day simple moving average is $589.63. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $731.00. The stock has a market capitalization of $178.54 billion, a price-to-earnings ratio of 107.17, a PEG ratio of 5.02 and a beta of 1.71.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, October 22nd. The company reported $1.64 earnings per share for the quarter, missing analysts’ consensus estimates of $1.72 by ($0.08). The business had revenue of $9.97 billion for the quarter, compared to analyst estimates of $9.15 billion. GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The firm’s revenue for the quarter was up 11.8% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.35) EPS. Analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be issued a dividend of $0.50 per share. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, January 5th. GE Vernova’s dividend payout ratio is 32.57%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on GEV shares. Wolfe Research raised GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Robert W. Baird set a $816.00 price objective on shares of GE Vernova in a research report on Thursday. Melius raised shares of GE Vernova from a “hold” rating to a “buy” rating and set a $740.00 target price on the stock in a research report on Monday, September 15th. Oppenheimer upgraded shares of GE Vernova from a “market perform” rating to an “outperform” rating and set a $855.00 price target on the stock in a research note on Wednesday, December 10th. Finally, JPMorgan Chase & Co. restated an “overweight” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Four equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and a consensus target price of $690.56.

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.