Buffalo Business & Estate Services Ltd. Acquires Shares of 3,295 GE Vernova Inc. $GEV

Buffalo Business & Estate Services Ltd. purchased a new position in shares of GE Vernova Inc. (NYSE:GEV) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,295 shares of the company’s stock, valued at approximately $2,153,000.

Other institutional investors have also added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. grew its position in GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new position in GE Vernova in the third quarter valued at about $25,000. ORG Wealth Partners LLC boosted its stake in GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the last quarter. Howard Hughes Medical Institute bought a new position in shares of GE Vernova during the 2nd quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC grew its position in shares of GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after acquiring an additional 43 shares during the period.

GE Vernova News Roundup

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.

Analysts Set New Price Targets

Several brokerages have issued reports on GEV. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Jefferies Financial Group reissued a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Zacks Research upgraded GE Vernova from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 30th. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. Finally, Bank of America lifted their target price on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $863.61.

GE Vernova Trading Down 0.0%

Shares of NYSE GEV opened at $898.26 on Monday. The business has a 50-day moving average of $823.50 and a 200-day moving average of $691.59. The firm 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 Inc. has a 12 month low of $252.25 and a 12 month high of $948.38.

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 the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company’s revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.73 earnings per share. On average, analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

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 $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

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.