Herbst Group LLC Decreases Position in GE Vernova Inc. $GEV

Herbst Group LLC lessened its stake in GE Vernova Inc. (NYSE:GEV) by 36.2% during the fourth quarter, HoldingsChannel reports. The firm owned 6,900 shares of the company’s stock after selling 3,916 shares during the period. GE Vernova comprises approximately 2.7% of Herbst Group LLC’s portfolio, making the stock its 12th biggest holding. Herbst Group LLC’s holdings in GE Vernova were worth $4,510,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of GEV. Vanguard Group Inc. increased its position in GE Vernova by 0.6% in the third 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 last quarter. State Street Corp raised its stake in shares of GE Vernova by 1.3% in the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after buying an additional 140,500 shares during the period. Northern Trust Corp lifted its position in shares of GE Vernova by 1.8% during the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after buying an additional 51,738 shares during the last quarter. Invesco Ltd. lifted its position in shares of GE Vernova by 7.1% during the 3rd quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock valued at $1,460,841,000 after buying an additional 158,481 shares during the last quarter. Finally, Capital World Investors grew its stake in shares of GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after acquiring an additional 2,048,792 shares during the period.

GE Vernova News Summary

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

• Positive Sentiment: Several brokerages raised ratings and targets — Barclays bumped its target to $993 and kept an “overweight” call, signaling meaningful upside; Wells Fargo raised its target to $896 with an “overweight” rating; Evercore lifted its target to $940 and kept an Outperform view. These analyst moves support buying interest. Benzinga price target coverage
• Positive Sentiment: Zacks upgraded GEV from “Hold” to “Strong Buy” and added the stock to its Zacks Rank #1 (Strong Buy) momentum lists — a catalyst that can attract retail and quant flows. Zacks upgrade
• Positive Sentiment: Big‑name investor attention — media pieces noting that billionaire Ray Dalio “admires” the stock can boost sentiment and generate incremental demand from momentum and thematic investors. Ray Dalio coverage
• Positive Sentiment: Commercial demand narrative: reporting on Microsoft, Chevron and Engine No.1’s power deal notes GE Vernova turbines as likely equipment suppliers for new gas‑fired plants serving data centers — a direct demand pipeline for GEV’s turbines and services. Microsoft-Chevron deal
• Neutral Sentiment: Broader sector/competitor news (Terrestrial Energy, Ormat) highlights rising activity in low‑carbon and storage markets — relevant for long‑term market opportunity but not an immediate direct catalyst for GEV. Terrestrial Energy update
• Neutral Sentiment: Valuation/volatility notes: some outlets flagged short‑term pullbacks in late March despite strong multi‑month gains — a reminder that momentum can pause even as fundamentals/implied demand stay supportive. Valuation check

GE Vernova Stock Up 2.6%

Shares of NYSE GEV opened at $895.52 on Thursday. The company has a market cap of $241.37 billion, a P/E ratio of 50.31, a P/E/G ratio of 3.42 and a beta of 1.45. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $948.38. The business has a 50-day simple moving average of $813.93 and a two-hundred day simple moving average of $687.21.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate 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 analysts’ expectations of $10.21 billion. During the same period in the prior year, the business posted $1.73 earnings per share. The company’s revenue was up 3.8% on a year-over-year basis. Equities research analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

Analysts Set New Price Targets

Several brokerages recently weighed in on GEV. Barclays lifted their price objective on GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a report on Wednesday. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Zacks Research upgraded shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a research note on Monday. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Finally, UBS Group restated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $863.61.

GE Vernova 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.