Aberdeen Group plc Sells 5,032 Shares of GE Vernova Inc. $GEV

Aberdeen Group plc lessened its holdings in GE Vernova Inc. (NYSE:GEV) by 4.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 114,727 shares of the company’s stock after selling 5,032 shares during the quarter. Aberdeen Group plc’s holdings in GE Vernova were worth $74,982,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Earned Wealth Advisors LLC increased its position in GE Vernova by 15.3% during the fourth quarter. Earned Wealth Advisors LLC now owns 1,138 shares of the company’s stock worth $744,000 after acquiring an additional 151 shares during the period. YHB Investment Advisors Inc. grew its holdings in GE Vernova by 1.7% during the 4th quarter. YHB Investment Advisors Inc. now owns 5,694 shares of the company’s stock worth $3,721,000 after acquiring an additional 94 shares during the last quarter. Trust Co. of Vermont increased its stake in shares of GE Vernova by 8.2% in the fourth quarter. Trust Co. of Vermont now owns 2,461 shares of the company’s stock valued at $1,608,000 after buying an additional 186 shares during the period. Blue Trust Inc. increased its position in shares of GE Vernova by 12.9% during the fourth quarter. Blue Trust Inc. now owns 2,778 shares of the company’s stock worth $1,816,000 after buying an additional 317 shares during the period. Finally, Tema Etfs LLC increased its holdings in GE Vernova by 73.4% in the fourth quarter. Tema Etfs LLC now owns 19,661 shares of the company’s stock worth $12,850,000 after purchasing an additional 8,320 shares in the last quarter.

Analyst Ratings Changes

GEV has been the topic of a number of analyst reports. Zacks Research raised shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a research report on Monday, March 30th. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. TD Cowen boosted their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Morgan Stanley increased their price objective on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research report on Monday, March 23rd. Finally, Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and lifted their price target for the stock from $560.00 to $1,100.00 in a research note on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $863.61.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
• Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
• Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
• Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
• Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
• Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

GE Vernova Stock Down 0.0%

Shares of GE Vernova stock opened at $898.26 on Friday. The stock’s 50-day simple moving average is $823.50 and its 200-day simple moving average is $690.55. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $948.38. The company has a market capitalization of $242.11 billion, a price-to-earnings ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43.

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

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be issued 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 (DPR) is currently 11.24%.

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.