Avior Wealth Management LLC Grows Stock Holdings in GE Vernova Inc. $GEV

Avior Wealth Management LLC boosted its holdings in GE Vernova Inc. (NYSE:GEV) by 381.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 4,671 shares of the company’s stock after buying an additional 3,700 shares during the period. Avior Wealth Management LLC’s holdings in GE Vernova were worth $3,053,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Synergy Asset Management LLC raised its holdings in shares of GE Vernova by 300.0% during the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after acquiring an additional 1,413 shares in the last quarter. J.W. Cole Advisors Inc. increased its position in GE Vernova by 25.3% in 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 during the last quarter. Kercheville Advisors LLC increased its position in GE Vernova by 238.3% in the third quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after purchasing an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. purchased a new stake in GE Vernova during the third quarter valued at $18,601,000. Finally, US Bancorp DE raised its stake in GE Vernova by 2.2% during the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after purchasing an additional 2,163 shares in the last quarter.

Analyst Ratings Changes

A number of research analysts recently commented on GEV shares. Erste Group Bank assumed coverage on shares of GE Vernova in a report on Thursday, March 5th. They issued a “buy” rating for the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a research note on Thursday, January 29th. BMO Capital Markets reiterated an “outperform” rating and issued a $785.00 target price on shares of GE Vernova in a report on Thursday, January 29th. Mizuho set a $714.00 target price on GE Vernova in a research report on Tuesday, February 3rd. Finally, Glj Research increased their price target on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th. One research 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 stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $831.29.

GE Vernova Trading Down 3.0%

Shares of NYSE:GEV opened at $851.43 on Friday. The company has a market capitalization of $229.48 billion, a PE ratio of 47.83, a P/E/G ratio of 3.49 and a beta of 1.45. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $894.93. The business’s fifty day simple moving average is $779.34 and its 200-day simple moving average is $671.49.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share 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 firm had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. During the same period in the prior year, the business posted $1.73 EPS. The firm’s quarterly revenue was up 3.8% on a year-over-year basis. Research analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

GE Vernova News Roundup

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

• Positive Sentiment: Huge nuclear commitment: GE Vernova and Hitachi’s combined ~$40 billion SMR investment would materially expand long-term U.S. nuclear demand for reactors and services, reinforcing decades‑long revenue visibility for GE Vernova’s nuclear-related equipment and services. GE Vernova and Hitachi’s $40 Billion SMR Investment Signals a New Era for U.S. Nuclear Energy
• Positive Sentiment: AI/data-center driven turbine demand: Analysts and coverage highlight surging gas‑turbine orders as hyperscale AI data centers boost power demand; backlog has jumped (reported ~83 GW), improving near‑term revenue visibility and supporting higher medium‑term growth assumptions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Upgraded outlook and strategic focus: GE Vernova raised its 2028 revenue and cash‑flow outlook on stronger backlog and order momentum across power, wind and electrification, and completed the Proficy divestiture (Velotic) to concentrate on core hardware/grid solutions — a message investors often reward. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Neutral Sentiment: Proficy → Velotic spinout: The newly formed Velotic (TPG-backed) will carry the industrial software/AI business; this simplifies GE Vernova’s portfolio but removes a growing software cash flow stream — a tradeoff between clarity and diversification. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Neutral Sentiment: Market attention and retail/analyst chatter: Multiple outlets and commentators (Zacks, Yahoo, Jim Cramer mentions) are driving elevated interest and volatility in GEV; attention can amplify both rallies and pullbacks. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Negative Sentiment: Profit‑taking and valuation risk: Despite upbeat operational news, the stock has run sharply (large trailing gains and coverage of spinoff winners) and trades at a high P/E, so some investors are locking in gains — press coverage notes spinoff/separation-related outperformance that may have already been priced in. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind

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.