Yarbrough Capital LLC Has $4.96 Million Stake in GE Vernova Inc. $GEV

Yarbrough Capital LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 86.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,588 shares of the company’s stock after purchasing an additional 3,512 shares during the period. Yarbrough Capital LLC’s holdings in GE Vernova were worth $4,959,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of GEV. Northwest Wealth Management LLC boosted its position in GE Vernova by 3.6% during the 3rd quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock worth $286,000 after acquiring an additional 16 shares during the last quarter. Traphagen Investment Advisors LLC boosted its position in shares of GE Vernova by 1.2% during the 3rd quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock worth $872,000 after acquiring an additional 17 shares in the last quarter. Navigoe LLC raised its holdings in shares of GE Vernova by 20.2% during the 3rd quarter. Navigoe LLC now owns 101 shares of the company’s stock worth $62,000 after buying an additional 17 shares in the last quarter. Elevation Wealth Partners LLC raised its stake in GE Vernova by 47.2% during the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares in the last quarter. Finally, Tritonpoint Wealth LLC boosted its stake in shares of GE Vernova by 1.7% in the 3rd quarter. Tritonpoint Wealth LLC now owns 994 shares of the company’s stock valued at $611,000 after purchasing an additional 17 shares in the last quarter.

GE Vernova Stock Performance

Shares of NYSE GEV opened at $852.91 on Monday. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $948.38. The company’s 50 day moving average price is $802.93 and its 200-day moving average price is $682.73. The company has a market capitalization of $229.88 billion, a P/E ratio of 47.92, a price-to-earnings-growth ratio of 3.35 and a beta of 1.45.

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

GE Vernova Announces Dividend

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

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on GEV shares. TD Cowen upped their price target on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Bank of America lifted their price target on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research note 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. Citigroup lifted their target price on shares of GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Finally, Oppenheimer restated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $854.52.

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.