D.A. Davidson & CO. Has $8.63 Million Position in GE Vernova Inc. $GEV

D.A. Davidson & CO. increased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 3.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,196 shares of the company’s stock after acquiring an additional 475 shares during the quarter. D.A. Davidson & CO.’s holdings in GE Vernova were worth $8,625,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Jackson Grant Investment Advisers Inc. increased its holdings in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC acquired a new position in shares of GE Vernova during the 3rd quarter worth approximately $25,000. ORG Wealth Partners LLC increased its holdings in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the last quarter. Monetary Management Group Inc. acquired a new position in shares of GE Vernova during the 2nd quarter worth approximately $32,000. Finally, Deseret Mutual Benefit Administrators increased its holdings in shares of GE Vernova by 112.0% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 28 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on GEV shares. Barclays upped their price objective on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Argus set a $1,300.00 price objective on GE Vernova in a report on Monday. Guggenheim upped their price objective on GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. China Renaissance raised GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. Finally, BMO Capital Markets upped their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, GE Vernova has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

GE Vernova Stock Performance

GEV opened at $1,088.53 on Wednesday. The firm has a market cap of $292.51 billion, a P/E ratio of 31.71, a price-to-earnings-growth ratio of 4.25 and a beta of 1.43. GE Vernova Inc. has a 52-week low of $357.64 and a 52-week high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. The business’s fifty day moving average is $909.52 and its 200-day moving average is $739.58.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.GE Vernova’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period in the prior year, the firm posted $0.91 EPS. Sell-side analysts expect that GE Vernova Inc. will post 14.66 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were issued a dividend of $0.50 per share. 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 dividend payout ratio is 5.83%.

GE Vernova News Summary

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

• Positive Sentiment: Strong quarterly results remain a key bullish driver: GE Vernova reported an outsized EPS beat and revenue growth that helped push the stock to all‑time highs earlier this month. BNP Paribas downgrades GE Vernova (GEV)
• Positive Sentiment: Wall Street momentum: some firms have raised price targets and coverage optimism remains in the market, including a notable price‑target lift reported this morning, supporting the stock’s recent multi‑week rally. GE Vernova (GEV) price target increased by 31.44% to 1,190.52
• Positive Sentiment: Commercial momentum: GE Vernova is expanding its European wind business with new German wind deals, highlighting revenue visibility in the energy‑transition market. GE Vernova Expands German Wind Deals As Valuation And Momentum Diverge
• Neutral Sentiment: Investor interest and hedge‑fund positioning are being discussed as part of the stock’s momentum story; this could support liquidity but is not a guaranteed catalyst. Is GE Vernova Inc. (GEV) One of the Best Booming Stocks to Buy According to Hedge Funds?
• Neutral Sentiment: Sector comparison pieces (e.g., vs. AEP) highlight that grid and transmission exposure position GEV differently versus peers as data‑center and AI demand alters power needs — useful context but not an immediate price catalyst. GEV vs AEP: Which Grid Stock Is Positioned Better Today?
• Negative Sentiment: BNP Paribas downgraded GEV from Outperform to Neutral, citing concerns about sustaining the very strong growth implied by recent results; that downgrade is the most direct near‑term bearish catalyst. BNP Paribas downgrades GE Vernova (GEV)
• Negative Sentiment: Analyst notes and commentary point to profit‑taking after a rapid ~25% gain in April; several writeups frame today’s move as investors locking in gains after the surge. Why GE Vernova Stock Slid Today
• Negative Sentiment: Some independent analysis highlights “warning signs” (valuation, margin sustainability, or operational risks) that could cap near‑term upside if sentiment shifts. GE Vernova: The Warning Signs That Nobody Is Paying Attention To Right Now

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.