Burney Co. Takes $407,000 Position in GE Vernova Inc. $GEV

Burney Co. acquired a new stake in GE Vernova Inc. (NYSE:GEV) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 622 shares of the company’s stock, valued at approximately $407,000.

A number of other large investors also recently modified their holdings of the company. Vanguard Group Inc. boosted its position 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 valued at $15,259,028,000 after acquiring an additional 150,892 shares during the period. State Street Corp boosted its position in shares of 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 shares of GE Vernova by 1.8% in the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after acquiring an additional 51,738 shares during the period. Invesco Ltd. boosted its position in shares of GE Vernova by 7.1% in the third quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock valued at $1,460,841,000 after acquiring an additional 158,481 shares during the period. Finally, Capital World Investors boosted its position in shares of GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares during the period.

GE Vernova Stock Performance

GEV stock opened at $987.82 on Wednesday. The company has a market capitalization of $265.59 billion, a PE ratio of 55.50, a price-to-earnings-growth ratio of 3.90 and a beta of 1.43. GE Vernova Inc. has a one year low of $306.21 and a one year high of $1,007.38. The company’s 50 day moving average price is $856.11 and its two-hundred day moving average price is $707.99.

GE Vernova (NYSE:GEV) last posted 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. The firm had revenue of $10.96 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period last year, the firm posted $1.73 earnings per share. On average, research analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were 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 was Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Key GE Vernova News

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

• Positive Sentiment: Bank of America Securities reiterated a Buy rating, signaling continued analyst confidence in GEV’s fundamentals and long‑term story. Read More.
• Positive Sentiment: Recent coverage lifted price targets and included GEV on lists of blue‑chip energy names, reflecting bullish views on the company’s position in power equipment and services. Read More.
• Positive Sentiment: GE Vernova’s last reported quarter showed a sizable earnings beat and strong margins (large EPS beat and 12.8% net margin), which supports higher analyst targets and the stock’s valuation premium.
• Positive Sentiment: Recent writeups argue GEV is well‑positioned to benefit from rising energy demand, reinforcing the bull case for investors focused on long‑term structural demand. Read More.
• Neutral Sentiment: Citigroup raised its price target to $1,110 but maintained a Neutral rating, implying upside exists but the bank sees balanced near‑term risks and rewards. Read More.
• Neutral Sentiment: Macro coverage notes a rally in industrials (AI datacenters, aerospace, defense) that benefits suppliers like GEV, but warns of renewed inflation risks that could pressure margins and capital costs. Read More.
• Neutral Sentiment: Mention in market commentary (e.g., Jim Cramer discussion) keeps GEV in investor conversations but doesn’t materially change fundamentals. Read More.
• Negative Sentiment: Vineyard Wind has sued GE Vernova over a $4.5bn offshore wind contract, alleging defective blades and disputed payments; GEV’s attempt to exit the contract is central. The case highlights contract, execution and customer‑relationship risk in offshore wind and could lead to financial liabilities, delays or reputational damage. Read More. Read More.

Analysts Set New Price Targets

A number of equities analysts have recently commented on GEV shares. Wells Fargo & Company raised their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Morgan Stanley lifted their target price on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research report on Monday, March 23rd. Zacks Research upgraded shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a research report on Monday, March 30th. Finally, Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Three 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 stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $889.30.

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.