Marietta Investment Partners LLC Buys 1,041 Shares of GE Vernova Inc. $GEV

Marietta Investment Partners LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 9.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,569 shares of the company’s stock after purchasing an additional 1,041 shares during the quarter. GE Vernova comprises approximately 1.4% of Marietta Investment Partners LLC’s investment portfolio, making the stock its 22nd biggest position. Marietta Investment Partners LLC’s holdings in GE Vernova were worth $7,114,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in GE Vernova by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock worth $15,259,028,000 after buying an additional 150,892 shares during the period. State Street Corp grew its stake in shares of GE Vernova by 1.9% in the second quarter. State Street Corp now owns 11,097,778 shares of the company’s stock valued at $5,872,389,000 after acquiring an additional 206,650 shares in the last quarter. Geode Capital Management LLC increased its position in GE Vernova by 2.2% during the second quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock worth $3,221,404,000 after acquiring an additional 129,315 shares during the period. Norges Bank acquired a new stake in GE Vernova in the 2nd quarter worth about $1,809,220,000. Finally, Invesco Ltd. raised its stake in GE Vernova by 26.3% in 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 in the last quarter.

Key GE Vernova News

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

• Positive Sentiment: Erste Group initiated coverage with a “buy” rating, providing independent institutional support that can boost demand from investors and help underpin the stock.
• Positive Sentiment: Company-level operational and capital-return positives: reporting ~US$2.0B of 2025 data-center electrification orders (about triple year-over-year), higher dividend guidance, an expanded share-repurchase program and upgraded multi-year guidance — items that shift the narrative toward recurring AI-related revenue and shareholder returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Bullish deep-dive: a Seeking Alpha thesis argues GEV is underpriced and can unlock high-margin recurring revenues via slot-reservation arbitrage and GridOS-related services through 2028–2035, highlighting vertical integration and contracted revenue protections. GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028
• Neutral Sentiment: Zacks notes GEV is drawing elevated attention from users, which can increase trading volume and volatility but is not a direct signal on fundamentals. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Aalo Atomics signed a fuel fabrication contract with Global Nuclear Fuel — part of a GE Vernova-led alliance — which signals longer-term optionality in advanced-nuclear work for AI facilities but is an indirect and longer-horizon development. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Negative Sentiment: Bear case flagged: a Seeking Alpha piece warns that if AI-driven power demand cools, GEV could face overcapacity and meaningful downside to the bullish growth assumptions — a direct risk to the recent AI/order-driven rerating. GE Vernova: Cooling AI Energy Demand Could Bust This Stock
• Negative Sentiment: Near-term price pressure: coverage of today’s intra-session pullback and broader-market weakness is likely amplifying selling and volatility. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

GE Vernova Price Performance

Shares of GEV opened at $814.71 on Friday. The firm has a 50 day simple moving average of $740.55 and a two-hundred day simple moving average of $654.59. GE Vernova Inc. has a one year low of $252.25 and a one year high of $894.93. The company has a market cap of $219.59 billion, a P/E ratio of 45.77, a P/E/G ratio of 3.35 and a beta of 1.45.

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. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter last year, the business posted $1.73 EPS. The company’s revenue was up 3.8% compared to the same quarter last year. On average, analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s payout ratio is currently 11.24%.

Analysts Set New Price Targets

A number of research analysts have issued reports on GEV shares. Morgan Stanley restated an “overweight” rating and set a $817.00 target price on shares of GE Vernova in a research report on Monday, January 26th. UBS Group reiterated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $785.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Finally, Evercore upped their target price on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and an average target price of $805.25.

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.