SeaTown Holdings Pte. Ltd. Decreases Stock Holdings in GE Vernova Inc. $GEV

SeaTown Holdings Pte. Ltd. cut its holdings in GE Vernova Inc. (NYSE:GEV) by 15.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 10,710 shares of the company’s stock after selling 2,000 shares during the quarter. GE Vernova accounts for approximately 3.8% of SeaTown Holdings Pte. Ltd.’s investment portfolio, making the stock its 15th largest position. SeaTown Holdings Pte. Ltd.’s holdings in GE Vernova were worth $6,586,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Brighton Jones LLC grew its stake in shares of GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares in the last quarter. Schnieders Capital Management LLC. grew its position in GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares in the last quarter. Advisory Alpha LLC bought a new stake in GE Vernova during the second quarter worth approximately $389,000. First National Trust Co raised its position in GE Vernova by 2.5% during the second quarter. First National Trust Co now owns 870 shares of the company’s stock valued at $460,000 after purchasing an additional 21 shares during the period. Finally, Howard Capital Management Inc. lifted its stake in shares of GE Vernova by 33.8% in the 2nd quarter. Howard Capital Management Inc. now owns 1,952 shares of the company’s stock valued at $1,033,000 after purchasing an additional 493 shares during the last quarter.

GE Vernova Price Performance

Shares of GEV stock opened at $874.61 on Thursday. The company’s 50-day simple moving average is $716.98 and its two-hundred day simple moving average is $645.60. GE Vernova Inc. has a one year low of $252.25 and a one year high of $894.93. The company has a market capitalization of $235.73 billion, a P/E ratio of 49.14, a P/E/G ratio of 3.50 and a beta of 1.67.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. The company 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%.GE Vernova’s revenue was up 3.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.73 earnings per share. On average, research analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company 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. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.

Wall Street Analysts Forecast Growth

GEV has been the topic of several analyst reports. Morgan Stanley reissued an “overweight” rating and set a $817.00 target price on shares of GE Vernova in a research report on Monday, January 26th. JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Barclays reissued an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research note on Monday, February 2nd. Susquehanna lifted their price target on shares of GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $788.24.

Key GE Vernova News

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

• Positive Sentiment: Short interest fell sharply in February (down ~14.7% to 6.06M shares, ~2.3% of shares sold short; days-to-cover ~1.8), reducing immediate bearish pressure and the risk of short-driven volatility.
• Positive Sentiment: Multiple bullish media pieces are highlighting GEV as a primary beneficiary of AI-driven electricity demand and a structural energy upcycle, supporting investor appetite. Why GE Vernova Is The Market’s New Favorite Energy Play
• Positive Sentiment: Long-term buy thesis being promoted by retail/income-focused outlets citing surging demand from data centers and other large electricity consumers. 1 Brilliant Energy Stock to Buy Now and Hold for the Long Term
• Positive Sentiment: Analyst-theme coverage (Zacks/Yahoo) groups GEV with other energy names benefiting from AI power demand, which can attract thematic and momentum flows. Zacks Investment Ideas feature highlights: Bloom Energy, Excelerate Energy and GE Vernova
• Positive Sentiment: Coverage pointing to a potential “growth supercycle” tied to AI-related power needs and shareholder payouts, reinforcing a case for multi-year demand tailwinds. GE Vernova Growth Supercycle Tied To AI Power And Payouts
• Positive Sentiment: High-profile endorsement from media figures increases retail visibility and can boost short-term interest. I Trust GE Vernova (GEV) CEO, Says Jim Cramer
• Neutral Sentiment: Independent/critical write-up provides a deeper look at risks and fundamentals that some investors may weigh against the bullish narrative. GE Vernova (NYSE:GEV) and Montauk Renewables (NASDAQ:MNTK) Critical Analysis

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.