GE Vernova Inc. $GEV Shares Sold by BOCHK Asset Management Ltd

BOCHK Asset Management Ltd lessened its stake in shares of GE Vernova Inc. (NYSE:GEV) by 89.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 200 shares of the company’s stock after selling 1,650 shares during the quarter. BOCHK Asset Management Ltd’s holdings in GE Vernova were worth $131,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of GEV. Brighton Jones LLC lifted its stake in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after purchasing an additional 26 shares in the last quarter. Jump Financial LLC acquired a new position in shares of GE Vernova during the second quarter worth about $258,000. Ossiam acquired a new position in shares of GE Vernova during the second quarter worth about $42,000. Finally, Intact Investment Management Inc. acquired a new position in shares of GE Vernova during the second quarter worth about $75,000.

Wall Street Analyst Weigh In

A number of research analysts have commented on GEV shares. Robert W. Baird set a $923.00 price objective on GE Vernova and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Susquehanna boosted their price target on GE Vernova from $820.00 to $1,080.00 and gave the stock a “positive” rating in a research note on Thursday. Finally, Evercore boosted their price target on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $874.91.

GE Vernova News Roundup

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

• Positive Sentiment: Susquehanna raised its price target to $1,080 and put a “positive” rating on GEV — the move lifts sell‑side sentiment and provides near‑term upside for momentum investors. Susquehanna price-target raise
• Positive Sentiment: GE Vernova’s Hitachi Nuclear Energy unit signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX‑300 SMR in Europe — a tangible expansion of its nuclear pipeline that improves medium‑term revenue visibility in a higher‑margin business. SMR services deal
• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts and maintains a “Strong‑Buy” view — analyst upgrades/estimate increases can support multiple expansion and justify higher valuations if earnings continue to outpace consensus. Erste Group estimate upgrades
• Positive Sentiment: Coverage highlights persistent demand from AI/data centers as a growth driver for GEV’s power infrastructure businesses — this structural demand is cited as a reason for the recent multi‑week gains. Monthly performance & data-center demand
• Neutral Sentiment: Industry pieces comparing the GE spin‑offs note mixed valuations and growth profiles across the family; investors may rotate between the names as relative outlooks shift. GE family valuation comparison
• Neutral Sentiment: Market technicals and clean‑energy writeups have flagged GEV as showing bullish moving‑average support, which can attract technical traders even if fundamentals are mixed. Technical/bullish MA signals
• Negative Sentiment: Several articles note GEV’s premium valuation (high P/E and recent run) and caution that timing matters for new buyers — if growth disappoints, multiples could contract and pressure the stock. Valuation caution

GE Vernova Stock Performance

NYSE:GEV opened at $968.78 on Friday. GE Vernova Inc. has a one year low of $303.10 and a one year high of $979.43. The business’s 50-day simple moving average is $841.93 and its 200 day simple moving average is $699.17. The stock has a market cap of $260.47 billion, a price-to-earnings ratio of 54.43, a price-to-earnings-growth ratio of 3.68 and a beta of 1.43.

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

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders 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 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio is presently 11.24%.

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.