Banco Bilbao Vizcaya Argentaria S.A. Boosts Stock Holdings in GE Vernova Inc. $GEV

Banco Bilbao Vizcaya Argentaria S.A. lifted its position in shares of GE Vernova Inc. (NYSE:GEV) by 236.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,170 shares of the company’s stock after acquiring an additional 12,061 shares during the period. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in GE Vernova were worth $10,506,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. boosted its stake in GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova in the third quarter worth $25,000. Howard Hughes Medical Institute purchased a new position in shares of GE Vernova in the second quarter worth $31,000. Bay Harbor Wealth Management LLC lifted its holdings in shares of GE Vernova by 537.5% during the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares in the last quarter. Finally, Monetary Management Group Inc. bought a new position in shares of GE Vernova during the second quarter valued at $32,000.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Management and industry reports say gas-turbine demand is surging and the backlog is growing toward ~$200B by 2028, underpinning revenue visibility and analyst upgrades. GE Vernova Expands Power Role As AI And Grid Backlog Swell
• Positive Sentiment: Analysts have been raising estimates and targets on AI-driven gas-turbine demand and a reported ~$150B backlog, supporting momentum and revisions higher to revenue/earnings forecasts. A Look At GE Vernova (GEV) Valuation After AI Driven Upgrades And US$150b Backlog
• Positive Sentiment: High-profile bullish commentary from Jim Cramer (saying he likes the stock and would buy) can boost retail interest and liquidity in the short term. Jim Cramer on GE Vernova: “I like the stock very much”
• Neutral Sentiment: GE Vernova is expanding manufacturing and supply capacity (Vietnam, Italy, wind facilities) to meet demand — capex and execution will determine margin leverage and timing of revenue realization. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Negative Sentiment: Valuation and profitability concerns: independent analysis flags GEV’s rich multiples versus industrial peers and weaker operating margins, suggesting limited upside if growth slows. That supports short-term profit-taking. Is GEV Stock A Better Pick Than Honeywell And Eaton?
• Negative Sentiment: High past gains and recent run-up (strong YTD performance) raise the risk of short-term volatility and pullbacks as some investors lock in gains despite long-term demand signals. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing

GE Vernova Price Performance

Shares of GEV stock opened at $804.45 on Monday. GE Vernova Inc. has a one year low of $252.25 and a one year high of $894.93. The company’s fifty day moving average price is $759.92 and its 200-day moving average price is $664.12. The company has a market capitalization of $216.82 billion, a price-to-earnings ratio of 45.19, a PEG ratio of 3.20 and a beta of 1.44.

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

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be paid a $0.50 dividend. 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 dividend payout ratio is 11.24%.

Analyst Ratings Changes

Several research firms recently commented on GEV. Wolfe Research upgraded GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Mizuho set a $714.00 target price on shares of GE Vernova in a research note on Tuesday, February 3rd. Glj Research raised their price target on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Finally, TD Cowen boosted their price objective on shares of GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, GE Vernova has a consensus rating of “Moderate Buy” and a consensus target price of $831.29.

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.