Bank of Montreal Can Buys 35,772 Shares of GE Vernova Inc. $GEV

Bank of Montreal Can lifted its position in GE Vernova Inc. (NYSE:GEV) by 10.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 377,325 shares of the company’s stock after acquiring an additional 35,772 shares during the period. Bank of Montreal Can owned approximately 0.14% of GE Vernova worth $232,017,000 at the end of the most recent quarter.

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

Analysts Set New Price Targets

Several equities research analysts have issued reports on GEV shares. Barclays reiterated an “overweight” rating and issued a $849.00 price target on shares of GE Vernova in a research note on Monday, February 2nd. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Glj Research lifted their target price on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Citigroup upped their target price on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Finally, UBS Group reissued a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $831.29.

GE Vernova News Summary

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

• Positive Sentiment: Rothschild & Co. issued a rare double upgrade on GEV — moving the stock from Sell to Buy and boosting the price target to $1,100 — a high‑profile upgrade that can drive investor flows and sentiment. Rothschild Upgrade
• Positive Sentiment: Index inclusion: GE Vernova was added to the S&P 100, which typically increases demand from index funds and ETFs and supports share price momentum. S&P 100 Inclusion
• Positive Sentiment: Fundamental demand drivers cited across coverage: analysts and articles point to robust gas turbine orders, AI/data‑center power needs, and growth in wind and grid infrastructure as primary reasons for the rally. Those end‑market tailwinds support higher revenue and margin expectations. Drivers Article
• Positive Sentiment: Strong recent results provide a backdrop: GEV reported an outsized quarterly EPS beat and revenue beat in late January, which underpins the bullish analyst moves and investor confidence. Earnings/Stats
• Neutral Sentiment: Additional analyst coverage and favorable writeups (Erste Group initiation, feature pieces noting the multi‑year rally) are amplifying visibility but vary in immediacy and conviction. Analyst Coverage
• Neutral Sentiment: Media narratives highlighting GEV as a high‑performing power/energy story (e.g., 247WallStreet pieces) support sentiment but are more thematic than company‑specific catalysts. Feature Article
• Negative Sentiment: Valuation and downside risk: GEV trades at a premium (high P/E) after the rally — analysts and columnists warn that expensive stocks have less room for error if execution or demand softens. That valuation risk can increase volatility and downside if results miss expectations. Valuation Caution

GE Vernova Stock Up 1.0%

Shares of NYSE GEV opened at $838.14 on Wednesday. The business’s 50 day moving average price is $749.97 and its two-hundred day moving average price is $659.69. The company has a market cap of $225.90 billion, a PE ratio of 47.09, a price-to-earnings-growth ratio of 3.30 and a beta of 1.45. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $894.93.

GE Vernova (NYSE:GEV) last issued its 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 company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the previous year, the company posted $1.73 EPS. The firm’s revenue for the quarter was up 3.8% compared to the same quarter last year. As a group, research analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently disclosed 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 of this dividend is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend 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.