Analyst IMS Investment Management Services Ltd. Invests $839,000 in GE Vernova Inc. $GEV

Analyst IMS Investment Management Services Ltd. acquired a new stake in shares of GE Vernova Inc. (NYSE:GEV) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,284 shares of the company’s stock, valued at approximately $839,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of GE Vernova by 0.6% in the third quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock worth $15,259,028,000 after acquiring an additional 150,892 shares during the period. State Street Corp lifted its holdings in GE Vernova by 1.3% in the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after acquiring an additional 140,500 shares during the period. Northern Trust Corp boosted its position in GE Vernova by 1.8% in the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after purchasing an additional 51,738 shares during the last quarter. Invesco Ltd. boosted its position in GE Vernova by 7.1% in the third quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock worth $1,460,841,000 after purchasing an additional 158,481 shares during the last quarter. Finally, Capital World Investors grew its stake in shares of GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares during the period.

GE Vernova Stock Down 0.0%

GEV stock opened at $898.26 on Friday. The business’s 50-day moving average price is $823.50 and its 200-day moving average price is $690.55. The stock has a market cap of $242.11 billion, a P/E ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $948.38.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The firm’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.73 EPS. On average, 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 company also recently announced 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 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 11.24%.

Wall Street Analysts Forecast Growth

GEV has been the subject of several research reports. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and boosted their target price for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Evercore upped their target price on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Wells Fargo & Company increased their price target on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, Robert W. Baird set a $923.00 price target on shares of GE Vernova and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, GE Vernova has an average rating of “Buy” and a consensus target price of $863.61.

Key Headlines 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 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.