GE Vernova Inc. $GEV Shares Bought by Dakota Wealth Management

Dakota Wealth Management grew its position in shares of GE Vernova Inc. (NYSE:GEV) by 147.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,509 shares of the company’s stock after buying an additional 2,089 shares during the quarter. Dakota Wealth Management’s holdings in GE Vernova were worth $2,293,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in GEV. Synergy Asset Management LLC increased its position in 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 purchasing an additional 1,413 shares during the period. J.W. Cole Advisors Inc. raised its stake in shares of GE Vernova by 25.3% during 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 in the last quarter. Kercheville Advisors LLC lifted its holdings in shares of GE Vernova by 238.3% in the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock valued at $3,016,000 after buying an additional 3,455 shares during the period. Rakuten Investment Management Inc. acquired a new stake in shares of GE Vernova in the 3rd quarter valued at approximately $18,601,000. Finally, US Bancorp DE boosted its stake in shares of GE Vernova by 2.2% in the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after buying an additional 2,163 shares in the last quarter.

GE Vernova Price Performance

GEV stock opened at $852.91 on Friday. The company’s 50 day simple moving average is $802.93 and its 200-day simple moving average is $682.45. The firm has a market capitalization of $229.88 billion, a PE ratio of 47.92, a P/E/G ratio of 3.35 and a beta of 1.45. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $948.38.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data 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. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. During the same period last year, the company posted $1.73 EPS. The company’s revenue was up 3.8% on a year-over-year basis. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The business 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. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Analyst Ratings Changes

A number of research analysts recently weighed in on GEV shares. Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and boosted their target price for the stock from $560.00 to $1,100.00 in a research report on Monday, March 9th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Barclays reiterated an “overweight” rating and issued a $849.00 price target on shares of GE Vernova in a report on Monday, February 2nd. Finally, Wolfe Research upgraded shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $854.52.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

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.