GE Vernova Inc. $GEV Shares Sold by Cache Advisors LLC

Cache Advisors LLC lessened its holdings in GE Vernova Inc. (NYSE:GEV) by 41.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,324 shares of the company’s stock after selling 1,657 shares during the quarter. Cache Advisors LLC’s holdings in GE Vernova were worth $1,519,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Synergy Asset Management LLC raised its stake in GE Vernova by 300.0% in 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 last quarter. J.W. Cole Advisors Inc. raised its stake 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 valued at $9,990,000 after purchasing an additional 3,278 shares during the last quarter. Kercheville Advisors LLC raised 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 valued at $3,016,000 after acquiring an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. acquired a new stake in GE Vernova in the 3rd quarter valued at about $18,601,000. Finally, US Bancorp DE raised its holdings in GE Vernova by 2.2% in the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after acquiring an additional 2,163 shares during the last quarter.

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?

GE Vernova Stock Performance

GE Vernova stock opened at $936.31 on Thursday. GE Vernova Inc. has a fifty-two week low of $281.56 and a fifty-two week high of $962.72. The firm has a 50 day moving average price of $836.90 and a 200 day moving average price of $697.29. The company has a market capitalization of $252.36 billion, a PE ratio of 52.60, a price-to-earnings-growth ratio of 3.54 and a beta of 1.43.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.GE Vernova’s revenue was up 3.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.73 EPS. As a group, equities research analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently announced 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. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is presently 11.24%.

Wall Street Analyst Weigh In

GEV has been the subject of a number of recent research reports. TD Cowen increased their price objective on shares of GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a report on Thursday, January 29th. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Mizuho set a $714.00 target price on GE Vernova in a research note on Tuesday, February 3rd. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Finally, Evercore raised their target price on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $863.61.

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.