AE Wealth Management LLC Grows Stock Holdings in GE Vernova Inc. $GEV

AE Wealth Management LLC raised its position in shares of GE Vernova Inc. (NYSE:GEV) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 19,049 shares of the company’s stock after buying an additional 625 shares during the period. AE Wealth Management LLC’s holdings in GE Vernova were worth $12,451,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Synergy Asset Management LLC raised its stake in GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after buying an additional 1,413 shares in the last quarter. J.W. Cole Advisors Inc. raised its stake in GE Vernova by 25.3% in the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock valued at $9,990,000 after buying an additional 3,278 shares in the last quarter. Kercheville Advisors LLC raised its stake in GE Vernova by 238.3% in the third quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock valued at $3,016,000 after buying an additional 3,455 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in GE Vernova in the third quarter valued at $18,601,000. Finally, US Bancorp DE raised its stake in GE Vernova by 2.2% in the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after buying an additional 2,163 shares in the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: JPMorgan raised its price target to $1,150 and kept an “overweight” rating, implying about a mid‑teens upside from recent levels — a prominent analyst upgrade that can drive buying interest. Benzinga: JPMorgan raise
• Positive Sentiment: CEO Scott Strazik highlighted AI infrastructure as a “massive opportunity” for job growth and demand for power and cooling buildouts — a bullish thematic catalyst if GEV captures AI‑data‑center electrification work. CEO AI comment
• Positive Sentiment: Recent quarterly results showed a large EPS beat and revenue growth, supporting valuation and analyst confidence heading into Q1 results (analysts still expect meaningful EPS this year). No direct link — based on the company’s latest reported results.
• Neutral Sentiment: Pre‑earnings coverage digs into analyst metric forecasts and what could move Q1 results beyond headline revenue/EPS — useful for investors preparing for the coming report. Zacks: analyst projections
• Neutral Sentiment: Market commentary and trending‑stock writeups note GEV’s strong multi‑period share run and elevated investor attention; these stories can amplify flows but don’t change fundamentals by themselves. Zacks: trending stock
• Negative Sentiment: Legal dispute with Vineyard Wind: a Massachusetts judge has blocked GEV from abandoning work on the Vineyard Wind project despite a developer refusal to pay over $300M that GE says is owed. The ruling forces continued work but leaves cash‑collection, project margin and legal risk unresolved — a material operational and credit risk for the offshore wind exposure. Reuters: judge rules
• Negative Sentiment: Ongoing court filings (GE has responded in court) mean the situation could evolve, creating headline risk around potential charges, project delays or additional provisions. Recharge News: legal response

GE Vernova Stock Performance

GEV opened at $1,001.86 on Friday. The business’s 50-day simple moving average is $870.22 and its 200-day simple moving average is $715.29. GE Vernova Inc. has a one year low of $306.21 and a one year high of $1,009.49. The stock has a market capitalization of $269.36 billion, a P/E ratio of 56.28, a price-to-earnings-growth ratio of 3.85 and a beta of 1.43.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping analysts’ consensus estimates 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 earned $1.73 earnings per share. The business’s revenue was up 3.8% compared to the same quarter last year. On average, equities research analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.50 per share. The ex-dividend date was 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%.

Analyst Upgrades and Downgrades

GEV has been the topic of a number of analyst reports. TD Cowen raised their price target on GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Barclays raised their price target on GE Vernova from $849.00 to $993.00 and gave the company an “overweight” rating in a research note on Wednesday, April 1st. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Citigroup raised their price target on GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. Finally, Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and raised their price target for the company from $560.00 to $1,100.00 in a research note on Monday, March 9th. 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. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $919.48.

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.