Azzad Asset Management Inc. ADV trimmed its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 80.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 395 shares of the company’s stock after selling 1,582 shares during the quarter. Azzad Asset Management Inc. ADV’s holdings in GE Vernova were worth $258,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in GEV. Capital World Investors boosted its position in GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares during the period. Franklin Resources Inc. boosted its position in GE Vernova by 170.0% during the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares during the period. Qube Research & Technologies Ltd boosted its position in GE Vernova by 771.3% during the second quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock worth $403,861,000 after purchasing an additional 675,629 shares during the period. SG Americas Securities LLC increased its position in GE Vernova by 10,288.6% during the 4th quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock worth $273,624,000 after buying an additional 414,631 shares during the period. Finally, Raymond James Financial Inc. increased its position in GE Vernova by 66.0% during the 2nd quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock worth $499,817,000 after buying an additional 375,677 shares during the period.
Key Stories Impacting GE Vernova
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: Seeking Alpha highlights a rating upgrade and argues that the Middle East war could lift demand for power infrastructure and accelerate orders for GE Vernova’s turbines, grid and nuclear businesses — a macro-driven growth case. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
- Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and maintained a “Strong‑Buy” call (small boosts to $14.90 for 2026 and $22.15 for 2027), signaling higher analyst earnings power expectations that support upside to the stock. MarketBeat GEV analyst note
- Positive Sentiment: GE Vernova announced a collaboration with AFRY to advance small modular reactor (SMR) projects in Europe — a strategic move that expands its nuclear pipeline and long‑term contracted revenue potential. GE Vernova teams up with AFRY to advance small modular reactor projects in Europe
- Positive Sentiment: MarketBeat’s sector piece flags GEV as one of three clean‑energy names showing bullish moving‑average signals (support at the 50‑day MA), reinforcing a technical momentum case for momentum-driven buyers. 3 Clean Energy Stocks With Bullish Moving Average Signals
- Neutral Sentiment: Zacks and other market roundups noted that GEV closed notably higher in the latest session and has outpaced the market recently, reflecting the combined impact of the items above rather than a single new announcement. GE Vernova (GEV) Surpasses Market Returns
- Neutral Sentiment: MSN’s “What’s going on” coverage summarized recent drivers and intraday moves — useful for context but not new catalyst information. What’s going on with GE Vernova stock Tuesday?
GE Vernova Stock Performance
GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.GE Vernova’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 earnings per share. Equities research analysts predict 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. Stockholders of record on Tuesday, March 17th will be given a $0.50 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s payout ratio is presently 11.24%.
Wall Street Analysts Forecast Growth
A number of brokerages have recently issued reports on GEV. Susquehanna boosted their target price on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research report on Thursday, January 29th. Royal Bank Of Canada boosted their target price on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Jefferies Financial Group reissued a “buy” rating and issued a $930.00 target price on shares of GE Vernova in a research report on Thursday, January 29th. UBS Group reissued a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, GE Vernova currently has a consensus rating of “Buy” and a consensus price target of $863.61.
View Our Latest Stock Report on GEV
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.
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