Avanza Fonder AB Sells 22,651 Shares of GE Vernova Inc. $GEV

Avanza Fonder AB reduced its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 81.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,140 shares of the company’s stock after selling 22,651 shares during the period. Avanza Fonder AB’s holdings in GE Vernova were worth $3,359,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Synergy Asset Management LLC raised its position 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 valued at $1,078,000 after purchasing an additional 1,413 shares during the period. J.W. Cole Advisors Inc. boosted its holdings in GE Vernova by 25.3% in the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after buying an additional 3,278 shares during the period. Kercheville Advisors LLC boosted its holdings in GE Vernova by 238.3% in the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after buying an additional 3,455 shares during the period. Rakuten Investment Management Inc. purchased a new stake in GE Vernova in the 3rd quarter worth $18,601,000. Finally, US Bancorp DE increased its stake in GE Vernova by 2.2% in the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after buying an additional 2,163 shares in the last quarter.

Analyst Ratings Changes

Several brokerages have recently commented on GEV. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Glj Research increased their target price on GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Bank of America boosted their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. UBS Group restated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Finally, China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a 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 assigned a Hold rating to the company. According to MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $837.25.

Key GE Vernova News

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and set an “overweight” rating, citing stronger turbine pricing and medium‑term growth from electrification — a direct bullish signal for GEV’s core Power business. Read More.
• Positive Sentiment: Bank of America Securities reiterated a Buy on GE Vernova, reinforcing institutional support that helps drive demand among professional investors. Read More.
• Positive Sentiment: Market commentary is pushing an AI-infrastructure narrative that favors GEV: increasing data‑center power demand benefits GE Vernova’s gas turbines, transformers and grid equipment. The piece also highlights corporate actions (dividend increase, buyback) and recent index inclusion as structural supports for the stock. Read More.
• Positive Sentiment: Retail/media attention lifted momentum — Jim Cramer called GEV “a real good story,” which can amplify retail buying and volume. Read More.
• Neutral Sentiment: Short‑term market moves also reflected macro headlines: a pause in U.S. military action raised risk appetite and helped push several industrial names higher, a move that benefited GEV alongside sector peers. Read More.
• Neutral Sentiment: Coverage pieces speculating on a large government/industrial project tied to the administration suggest potential upside but remain speculative — monitor for confirmed contracts or official announcements. Read More.
• Neutral Sentiment: An unrelated press release from AirJoule Technologies was included in the feed and has no direct impact on GE Vernova. Read More.

GE Vernova Stock Up 3.0%

GEV stock opened at $908.90 on Wednesday. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $920.63. The company has a fifty day simple moving average of $789.33 and a two-hundred day simple moving average of $677.10. The firm has a market capitalization of $244.98 billion, a P/E ratio of 51.06, a price-to-earnings-growth ratio of 3.51 and a beta of 1.45.

GE Vernova (NYSE:GEV) last posted 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 for the quarter, compared to the consensus estimate of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business’s quarterly revenue was up 3.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.73 EPS. As a group, analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be paid 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 payout ratio is presently 11.24%.

GE Vernova 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.