Mirae Asset Global Investments Co. Ltd. Increases Stock Position in GE Vernova Inc. $GEV

Mirae Asset Global Investments Co. Ltd. increased its position in GE Vernova Inc. (NYSE:GEV) by 23.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,151 shares of the company’s stock after purchasing an additional 18,158 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in GE Vernova were worth $59,738,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. WFA Asset Management Corp bought a new stake in shares of GE Vernova during the 2nd quarter valued at $29,000. Howard Hughes Medical Institute purchased a new position in GE Vernova during the 2nd quarter valued at approximately $31,000. Bay Harbor Wealth Management LLC raised its stake in GE Vernova by 537.5% during the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares in the last quarter. Monetary Management Group Inc. bought a new stake in GE Vernova during the second quarter worth approximately $32,000. Finally, Elevation Wealth Partners LLC lifted its position in GE Vernova by 47.2% in the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the last quarter.

Analyst Upgrades and Downgrades

GEV has been the subject of a number of recent analyst reports. Wells Fargo & Company boosted their target price on shares of GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Evercore ISI began coverage on GE Vernova in a research report on Monday, December 15th. They issued an “outperform” rating and a $860.00 target price on the stock. Finally, Bank of America lifted their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Three equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $711.22.

GE Vernova Stock Performance

NYSE:GEV opened at $713.81 on Thursday. The stock has a 50 day moving average price of $646.06 and a 200 day moving average price of $620.43. GE Vernova Inc. has a one year low of $252.25 and a one year high of $731.00. The stock has a market cap of $193.67 billion, a PE ratio of 116.26, a P/E/G ratio of 2.96 and a beta of 1.67.

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 net margin of 4.52% and a return on equity of 17.07%. The firm had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same period in the prior year, the business posted $1.73 EPS. The business’s revenue for the quarter was up 3.8% compared to the same quarter last year. As a group, analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be paid a dividend of $0.50 per share. The ex-dividend date is Monday, January 5th. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. GE Vernova’s payout ratio is presently 32.57%.

More GE Vernova News

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

• Positive Sentiment: Q4 results materially beat expectations (EPS $13.39 vs. ~ $3) and revenue came in above consensus, driven by margin expansion and cash generation; management raised the outlook, which supports the rally. GE Vernova Q4 earnings top estimates as orders, backlog expand
• Positive Sentiment: The company highlighted a roughly $150 billion backlog and announced it doubled its dividend — signals of strong demand and capital return that are investor‑friendly. GE Vernova Flaunts $150 Billion Backlog, Doubles Dividend
• Positive Sentiment: Analysts and outlets note margin gains and stronger cash flow across Power and Electrification, supporting the company’s raised FY outlook. GE Vernova Lifts Outlook as Profit Jumps
• Positive Sentiment: China Renaissance initiated coverage with a Buy and a $966 price target, giving street momentum and a sizable upside projection versus the current level. Finviz (China Renaissance coverage)
• Neutral Sentiment: Some of the EPS beat was boosted by a tax benefit—helps reported earnings but may be viewed as non‑recurring when modeling core operating earnings. GE Vernova (GEV) Surpasses Q4 Earnings and Revenue Estimates
• Neutral Sentiment: Options and institutional activity have picked up ahead of and after the print—indicative of elevated investor interest but not a directional confirmation. Check Out What Whales Are Doing With GEV
• Negative Sentiment: Analysts warn of near‑term headwinds: revenue timing volatility from gas turbine deliveries, weakness in onshore wind, and market concerns about oversupply in parts of the grid equipment market. GEV Q4 Earnings on the Deck: How to Approach the Stock Now?
• Negative Sentiment: Some commentators and analysts remain cautious (including cautions about valuation and “better entry points”), which could cap near‑term upside despite the positive print. Jim Cramer on GE Vernova
• Negative Sentiment: Policy/market structure concerns (e.g., PJM emergency auction proposals) and mixed analyst sentiment could introduce industry-level downside risk. Mixed analyst sentiment on GE Vernova amid oversupply concerns

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.