Arcus Capital Partners LLC Has $1.28 Million Stock Holdings in GE Vernova Inc. $GEV

Arcus Capital Partners LLC lowered its stake in GE Vernova Inc. (NYSE:GEV) by 28.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 2,073 shares of the company’s stock after selling 807 shares during the period. Arcus Capital Partners LLC’s holdings in GE Vernova were worth $1,275,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Facet Wealth Inc. bought a new stake in GE Vernova in the 3rd quarter valued at about $245,000. Verus Financial Partners Inc. raised its position in shares of GE Vernova by 15.0% in the third quarter. Verus Financial Partners Inc. now owns 513 shares of the company’s stock valued at $315,000 after buying an additional 67 shares in the last quarter. Naples Global Advisors LLC acquired a new stake in shares of GE Vernova in the third quarter valued at approximately $231,000. Wealth Dimensions Group Ltd. boosted its stake in shares of GE Vernova by 1.2% in the third quarter. Wealth Dimensions Group Ltd. now owns 1,868 shares of the company’s stock valued at $1,148,000 after buying an additional 23 shares during the period. Finally, Atlas Legacy Advisors LLC acquired a new stake in GE Vernova during the third quarter worth approximately $236,000.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Wolfe Research raised GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Morgan Stanley upped their price objective on shares of GE Vernova from $710.00 to $822.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. UBS Group increased their price objective on shares of GE Vernova from $760.00 to $835.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. BMO Capital Markets boosted their target price on shares of GE Vernova from $710.00 to $780.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Finally, Mizuho cut their price target on shares of GE Vernova from $677.00 to $660.00 and set a “neutral” rating for the company in a report on Friday, October 24th. Three equities research analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $701.62.

GE Vernova News Summary

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

• Positive Sentiment: J.P. Morgan reiterated a Buy on GEV, which supports demand from institutional investors and can help underpin the stock. J.P. Morgan Remains a Buy on GE Vernova Inc. (GEV)
• Positive Sentiment: Zacks highlights GEV’s progress on small modular reactors and steadier fundamentals versus peers, arguing SMR execution and a diversified energy portfolio give GE Vernova an edge for longer-term growth. SMR vs. GEV: Which Small Modular Reactor Stock is a Better Pick?
• Positive Sentiment: CEO Scott Strazik said at Davos that the AI boom is shifting GEV’s customer mix toward high-demand compute and data-center projects, which could lift equipment and service revenue over time. AI Boom Changing GE Vernova’s Customer Mix, CEO Says
• Neutral Sentiment: GE Vernova named Eric Gray CEO of its Power segment after Mavi Zingoni’s resignation — an operational leadership change to monitor for execution continuity but not an immediate directional signal. GE Vernova Names Eric Gray CEO of Power Segment
• Neutral Sentiment: Elevated investor interest and searches around GEV may increase short-term volatility; attention alone doesn’t indicate direction but signals potential higher volume around upcoming catalysts. Investors Heavily Search GE Vernova Inc. (GEV): Here is What You Need to Know
• Neutral Sentiment: GE Vernova is expected to report quarterly earnings soon — this is the next near-term catalyst that could move the stock depending on guidance and margin trends. GE Vernova (GEV) Expected to Announce Quarterly Earnings on Wednesday
• Negative Sentiment: Press coverage notes the stock recently underperformed and “sank” as markets gained, reflecting profit-taking after a rally and sensitivity to valuation — GEV trades at a high P/E which raises expectations for strong execution. GE Vernova Inc. stock falls Wednesday, underperforms market GE Vernova (GEV) stock sinks as market gains: What you should know

GE Vernova Stock Down 1.0%

Shares of GEV opened at $661.01 on Friday. The stock has a market cap of $179.35 billion, a PE ratio of 107.66, a PEG ratio of 2.82 and a beta of 1.67. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $731.00. The business has a 50-day simple moving average of $637.58 and a two-hundred day simple moving average of $615.75.

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

GE Vernova Increases Dividend

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

About GE Vernova

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.