GE Vernova Inc. $GEV is Appleton Partners Inc. MA’s 10th Largest Position

Appleton Partners Inc. MA reduced its stake in shares of GE Vernova Inc. (NYSE:GEV) by 8.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,019 shares of the company’s stock after selling 3,948 shares during the period. GE Vernova accounts for about 1.8% of Appleton Partners Inc. MA’s holdings, making the stock its 10th biggest position. Appleton Partners Inc. MA’s holdings in GE Vernova were worth $27,067,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of GEV. Vanguard Group Inc. lifted its position in shares of GE Vernova by 1.1% in the second quarter. Vanguard Group Inc. now owns 24,664,571 shares of the company’s stock valued at $13,051,258,000 after acquiring an additional 271,958 shares in the last quarter. State Street Corp increased its position in GE Vernova by 1.9% during the 2nd quarter. State Street Corp now owns 11,097,778 shares of the company’s stock worth $5,872,389,000 after purchasing an additional 206,650 shares in the last quarter. Geode Capital Management LLC raised its stake in GE Vernova by 2.2% in the 2nd quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock valued at $3,221,404,000 after purchasing an additional 129,315 shares during the last quarter. Norges Bank purchased a new position in GE Vernova in the 2nd quarter valued at about $1,809,220,000. Finally, Invesco Ltd. boosted its stake in shares of GE Vernova by 26.3% during the 2nd quarter. Invesco Ltd. now owns 2,217,257 shares of the company’s stock worth $1,173,262,000 after purchasing an additional 462,038 shares during the last quarter.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on GEV. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Wolfe Research upgraded GE Vernova from a “peer perform” rating to a “buy” rating in a report on Wednesday, December 10th. Mizuho set a $714.00 price target on GE Vernova in a research note on Tuesday. Glj Research lifted their price objective on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Finally, Rothschild & Co Redburn set a $475.00 target price on GE Vernova in a research note on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $788.24.

GE Vernova Stock Up 5.6%

Shares of NYSE GEV opened at $778.97 on Friday. The stock has a market capitalization of $209.96 billion, a PE ratio of 43.76, a P/E/G ratio of 2.93 and a beta of 1.67. The firm has a fifty day moving average of $670.00 and a 200-day moving average of $628.99. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $795.50.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.73 earnings per share. Equities research analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 5th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, January 5th. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

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.