Bourgeon Capital Management LLC Purchases Shares of 1,557 GE Vernova Inc. $GEV

Bourgeon Capital Management LLC bought a new stake in shares of GE Vernova Inc. (NYSE:GEV) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund bought 1,557 shares of the company’s stock, valued at approximately $1,018,000.

Other large investors have also bought and sold shares of the company. Jackson Grant Investment Advisers Inc. increased its stake in GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the 3rd quarter worth about $25,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares during the period. Howard Hughes Medical Institute acquired a new stake in shares of GE Vernova in the 2nd quarter valued at about $31,000. Finally, Bay Harbor Wealth Management LLC increased its position in GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after buying an additional 43 shares in the last quarter.

GE Vernova Stock Performance

GEV stock opened at $872.45 on Wednesday. The business has a 50-day simple moving average of $809.38 and a two-hundred day simple moving average of $685.74. The company has a market capitalization of $235.15 billion, a P/E ratio of 49.01, a price-to-earnings-growth ratio of 3.20 and a beta of 1.45. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $948.38.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data 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 firm had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the prior year, the business posted $1.73 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. As a group, sell-side analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GEV shares. Citigroup upped their price target on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Susquehanna raised their price objective on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Morgan Stanley boosted their price objective on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Evercore lifted their price target on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $857.35.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Zacks/market screens added GEV to top momentum and Zacks Rank #1 (Strong Buy) lists today, increasing visibility to momentum traders and quant/retail models that follow Zacks signals. Best Momentum Stocks to Buy for March 31st
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (prior raise to $940 was noted), signaling strong industry checks and buy-side interest in the spin‑off’s outlook. Analyst endorsements like this often drive incremental demand. GE Vernova (GEV) Rated Outperform by Evercore on Strong Outlook
• Positive Sentiment: Wells Fargo raised its price target to $896 and kept an Overweight rating, adding another near‑term catalyst and supporting the stock’s higher trading level. Benzinga: Wells Fargo raises PT
• Neutral Sentiment: Recent valuation/price‑action pieces highlight short‑term weakness (1‑ and 7‑day declines) but strong longer‑term momentum (90‑day and 1‑year returns). That frames current moves as a corrective pullback inside a larger uptrend rather than a fundamental reversal. GE Vernova (GEV) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Sector/earnings coverage (quarterly preview and Q4 highlights) keeps focus on GE Vernova’s recent strong quarter and revenue/earnings momentum—important context but not an immediate new catalyst. GE Vernova’s quarterly earnings preview
• Neutral Sentiment: Macro/industry stories (e.g., AI-driven grid demand and new grid-tech funding) underscore secular tailwinds for power/infrastructure — helpful background but indirect for GEV near term. ThinkLabs AI closes $28M Series A

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.