Chilton Investment Co. Inc. Takes Position in GE Vernova Inc. $GEV

Chilton Investment Co. Inc. purchased a new stake in GE Vernova Inc. (NYSE:GEV) during the third quarter, according to its most recent filing with the SEC. The firm purchased 1,309 shares of the company’s stock, valued at approximately $805,000.

Several other hedge funds and other institutional investors have also bought and sold shares of GEV. Brighton Jones LLC raised its holdings in GE Vernova by 29.4% in 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 during the period. Schnieders Capital Management LLC. grew its holdings in shares of GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after buying an additional 26 shares during the period. Intrua Financial LLC bought a new stake in shares of GE Vernova in the 2nd quarter valued at $248,000. Advisors Capital Management LLC increased its position in shares of GE Vernova by 0.5% in the 2nd quarter. Advisors Capital Management LLC now owns 3,875 shares of the company’s stock valued at $2,051,000 after buying an additional 18 shares in the last quarter. Finally, Foundations Investment Advisors LLC raised its stake in GE Vernova by 9.1% during the 2nd quarter. Foundations Investment Advisors LLC now owns 2,620 shares of the company’s stock worth $1,387,000 after buying an additional 218 shares during the period.

Key GE Vernova News

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

• Positive Sentiment: Management and industry reports say gas-turbine demand is surging and the backlog is growing toward ~$200B by 2028, underpinning revenue visibility and analyst upgrades. GE Vernova Expands Power Role As AI And Grid Backlog Swell
• Positive Sentiment: Analysts have been raising estimates and targets on AI-driven gas-turbine demand and a reported ~$150B backlog, supporting momentum and revisions higher to revenue/earnings forecasts. A Look At GE Vernova (GEV) Valuation After AI Driven Upgrades And US$150b Backlog
• Positive Sentiment: High-profile bullish commentary from Jim Cramer (saying he likes the stock and would buy) can boost retail interest and liquidity in the short term. Jim Cramer on GE Vernova: “I like the stock very much”
• Neutral Sentiment: GE Vernova is expanding manufacturing and supply capacity (Vietnam, Italy, wind facilities) to meet demand — capex and execution will determine margin leverage and timing of revenue realization. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Negative Sentiment: Valuation and profitability concerns: independent analysis flags GEV’s rich multiples versus industrial peers and weaker operating margins, suggesting limited upside if growth slows. That supports short-term profit-taking. Is GEV Stock A Better Pick Than Honeywell And Eaton?
• Negative Sentiment: High past gains and recent run-up (strong YTD performance) raise the risk of short-term volatility and pullbacks as some investors lock in gains despite long-term demand signals. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the company. Jefferies Financial Group reiterated a “buy” rating and set a $930.00 target price on shares of GE Vernova in a report on Thursday, January 29th. Barclays reaffirmed an “overweight” rating and set a $849.00 price target on shares of GE Vernova in a research report on Monday, February 2nd. Susquehanna lifted their price objective on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a report on Thursday, January 29th. Bank of America boosted their price objective on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Wolfe Research raised GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $831.29.

GE Vernova Stock Down 3.3%

GEV stock opened at $804.45 on Monday. The company has a market cap of $216.82 billion, a price-to-earnings ratio of 45.19, a P/E/G ratio of 3.20 and a beta of 1.44. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $894.93. The business has a 50 day moving average price of $759.92 and a two-hundred day moving average price of $664.12.

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

GE Vernova Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio is 11.24%.

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.