DNB Asset Management AS Increases Holdings in GE Vernova Inc. $GEV

DNB Asset Management AS lifted its holdings in GE Vernova Inc. (NYSE:GEV) by 8.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 91,425 shares of the company’s stock after acquiring an additional 7,081 shares during the period. DNB Asset Management AS’s holdings in GE Vernova were worth $56,217,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in GEV. Choreo LLC boosted its stake in GE Vernova by 4.1% in the 3rd quarter. Choreo LLC now owns 8,697 shares of the company’s stock worth $5,348,000 after purchasing an additional 339 shares during the period. Advisor OS LLC raised its position in shares of GE Vernova by 32.6% during the third quarter. Advisor OS LLC now owns 1,415 shares of the company’s stock valued at $870,000 after buying an additional 348 shares during the last quarter. Virtus Wealth Solutions LLC lifted its holdings in shares of GE Vernova by 1,275.8% in the third quarter. Virtus Wealth Solutions LLC now owns 32,537 shares of the company’s stock worth $20,007,000 after buying an additional 30,172 shares in the last quarter. Interchange Capital Partners LLC boosted its position in shares of GE Vernova by 40.1% during the third quarter. Interchange Capital Partners LLC now owns 930 shares of the company’s stock worth $572,000 after acquiring an additional 266 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in GE Vernova by 4.4% during the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 546,202 shares of the company’s stock valued at $335,860,000 after acquiring an additional 22,913 shares in the last quarter.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $875.63 on Friday. The stock has a market cap of $236.01 billion, a price-to-earnings ratio of 49.19, a price-to-earnings-growth ratio of 3.49 and a beta of 1.67. The stock has a 50 day moving average price of $721.73 and a 200-day moving average price of $647.20. GE Vernova Inc. has a one year low of $252.25 and a one year high of $894.93.

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

GE Vernova Announces Dividend

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

Analyst Upgrades and Downgrades

GEV has been the subject of several research reports. Jefferies Financial Group reissued a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Barclays reiterated an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research report on Monday, February 2nd. Morgan Stanley reissued an “overweight” rating and set a $817.00 price target on shares of GE Vernova in a research note on Monday, January 26th. Bank of America raised their price target on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Finally, Evercore upped their price objective on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $788.24.

More GE Vernova News

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

• Positive Sentiment: Board raised the quarterly dividend to $0.50 per share, payable April 14, signalling management confidence in cash flow and increasing yield appeal for income-focused investors. Assessing GE Vernova (GEV) Valuation After Dividend Hike Upgrades And AI Power Demand Tailwinds
• Positive Sentiment: AI-driven power demand narrative: multiple outlets and analysts highlight accelerating orders and backlog tied to data-center and industrial electrification, which supports revenue and margin upside expectations. (See Forbes / Fool coverage cited below.) Why GE Vernova Is The Market’s New Favorite Energy Play
• Positive Sentiment: High-profile endorsements and coverage — Jim Cramer reiterated his positive view on GEV, keeping retail attention and potential flows into the name. Jim Cramer on GE Vernova: “I Still Like It”
• Positive Sentiment: Short interest declined ~14.7% in February to ~6.06M shares (≈2.3% of float), lowering the risk of short-driven volatility and reducing immediate bearish pressure. (Data release)
• Neutral Sentiment: AI trade context: broader market notes that the AI theme extends beyond chips into industrials and small-caps — helpful context for GEV but dependent on sustained AI capex across customers. The AI Trade Is Alive and Living in Industrials, Small-Caps, and Asia
• Negative Sentiment: Valuation and concentration risk: GEV is trading at a high P/E (~49x) and elevated PEG, reflecting strong expectations; any slowdown in orders or margin pressure could trigger sharp multiple contraction.
• Negative Sentiment: Critical/contrarian analysis flags risks and valuation questions that could weigh on sentiment if echoed by larger sell-side reports. GE Vernova (NYSE:GEV) and Montauk Renewables (NASDAQ:MNTK) Critical Analysis

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.