BIP Wealth LLC Boosts Position in GE Vernova Inc. $GEV

BIP Wealth LLC increased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 105.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,184 shares of the company’s stock after purchasing an additional 1,120 shares during the quarter. BIP Wealth LLC’s holdings in GE Vernova were worth $1,427,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in GEV. Brighton Jones LLC lifted its stake in GE Vernova by 29.4% during 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 last quarter. Schnieders Capital Management LLC. lifted its stake in GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after purchasing an additional 26 shares during the last quarter. Jump Financial LLC purchased a new stake in GE Vernova during the second quarter worth approximately $258,000. Ossiam purchased a new stake in GE Vernova during the second quarter worth approximately $42,000. Finally, Intact Investment Management Inc. purchased a new stake in GE Vernova during the second quarter worth approximately $75,000.

GE Vernova Trading Up 2.8%

Shares of NYSE GEV opened at $936.31 on Thursday. GE Vernova Inc. has a twelve month low of $281.56 and a twelve month high of $962.72. The stock has a 50 day moving average of $836.90 and a two-hundred day moving average of $697.29. The stock has a market cap of $252.36 billion, a P/E ratio of 52.60, a P/E/G ratio of 3.54 and a beta of 1.43.

GE Vernova (NYSE:GEV) last released its quarterly earnings results 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 business had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter in the prior year, the business earned $1.73 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. As a group, research analysts predict 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. Stockholders 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 dividend yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s dividend payout ratio is 11.24%.

GE Vernova News Summary

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

• Positive Sentiment: Seeking Alpha highlights a rating upgrade and argues that the Middle East war could lift demand for power infrastructure and accelerate orders for GE Vernova’s turbines, grid and nuclear businesses — a macro-driven growth case. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and maintained a “Strong‑Buy” call (small boosts to $14.90 for 2026 and $22.15 for 2027), signaling higher analyst earnings power expectations that support upside to the stock. MarketBeat GEV analyst note
• Positive Sentiment: GE Vernova announced a collaboration with AFRY to advance small modular reactor (SMR) projects in Europe — a strategic move that expands its nuclear pipeline and long‑term contracted revenue potential. GE Vernova teams up with AFRY to advance small modular reactor projects in Europe
• Positive Sentiment: MarketBeat’s sector piece flags GEV as one of three clean‑energy names showing bullish moving‑average signals (support at the 50‑day MA), reinforcing a technical momentum case for momentum-driven buyers. 3 Clean Energy Stocks With Bullish Moving Average Signals
• Neutral Sentiment: Zacks and other market roundups noted that GEV closed notably higher in the latest session and has outpaced the market recently, reflecting the combined impact of the items above rather than a single new announcement. GE Vernova (GEV) Surpasses Market Returns
• Neutral Sentiment: MSN’s “What’s going on” coverage summarized recent drivers and intraday moves — useful for context but not new catalyst information. What’s going on with GE Vernova stock Tuesday?

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. Barclays boosted their target price on GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 1st. Evercore boosted their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group reiterated a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a research note on Thursday, January 29th. Finally, Glj Research boosted their price objective on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $863.61.

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.