CWA Asset Management Group LLC Increases Position in GE Vernova Inc. $GEV

CWA Asset Management Group LLC lifted its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 18.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,308 shares of the company’s stock after acquiring an additional 678 shares during the quarter. CWA Asset Management Group LLC’s holdings in GE Vernova were worth $2,816,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Norges Bank purchased a new position in GE Vernova in the second quarter worth $1,809,220,000. Capital World Investors increased its position in shares of GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of GE Vernova by 273.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock worth $798,126,000 after purchasing an additional 1,104,747 shares during the period. Franklin Resources Inc. raised its stake in shares of GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares during the period. Finally, Qube Research & Technologies Ltd boosted its holdings in shares of GE Vernova by 771.3% in the 2nd quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock worth $403,861,000 after buying an additional 675,629 shares during the last quarter.

GE Vernova News Summary

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

• Positive Sentiment: Huge nuclear commitment: GE Vernova and Hitachi’s combined ~$40 billion SMR investment would materially expand long-term U.S. nuclear demand for reactors and services, reinforcing decades‑long revenue visibility for GE Vernova’s nuclear-related equipment and services. GE Vernova and Hitachi’s $40 Billion SMR Investment Signals a New Era for U.S. Nuclear Energy
• Positive Sentiment: AI/data-center driven turbine demand: Analysts and coverage highlight surging gas‑turbine orders as hyperscale AI data centers boost power demand; backlog has jumped (reported ~83 GW), improving near‑term revenue visibility and supporting higher medium‑term growth assumptions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Upgraded outlook and strategic focus: GE Vernova raised its 2028 revenue and cash‑flow outlook on stronger backlog and order momentum across power, wind and electrification, and completed the Proficy divestiture (Velotic) to concentrate on core hardware/grid solutions — a message investors often reward. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Neutral Sentiment: Proficy → Velotic spinout: The newly formed Velotic (TPG-backed) will carry the industrial software/AI business; this simplifies GE Vernova’s portfolio but removes a growing software cash flow stream — a tradeoff between clarity and diversification. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Neutral Sentiment: Market attention and retail/analyst chatter: Multiple outlets and commentators (Zacks, Yahoo, Jim Cramer mentions) are driving elevated interest and volatility in GEV; attention can amplify both rallies and pullbacks. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Negative Sentiment: Profit‑taking and valuation risk: Despite upbeat operational news, the stock has run sharply (large trailing gains and coverage of spinoff winners) and trades at a high P/E, so some investors are locking in gains — press coverage notes spinoff/separation-related outperformance that may have already been priced in. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $851.43 on Friday. The stock has a market capitalization of $229.48 billion, a P/E ratio of 47.83, a P/E/G ratio of 3.39 and a beta of 1.45. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $894.93. The stock’s 50-day simple moving average is $779.34 and its 200 day simple moving average is $672.13.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company’s quarterly revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the business earned $1.73 earnings per share. Equities research analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

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

Analyst Upgrades and Downgrades

GEV has been the subject of several research reports. Wells Fargo & Company increased their price target on shares of GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Barclays reiterated an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research note on Monday, February 2nd. Jefferies Financial Group reissued a “buy” rating and set a $930.00 target price on shares of GE Vernova in a research report on Thursday, January 29th. Evercore raised their price target on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Finally, JPMorgan Chase & Co. reaffirmed an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. One equities 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 MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $831.29.

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.