Guardian Capital LLC Makes New $525,000 Investment in GE Vernova Inc. $GEV

Guardian Capital LLC bought a new position in GE Vernova Inc. (NYSE:GEV) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 803 shares of the company’s stock, valued at approximately $525,000.

Several other hedge funds and other institutional investors have also bought and sold shares of GEV. Northwestern Mutual Wealth Management Co. lifted its position in GE Vernova by 5,171.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after purchasing an additional 2,406,326 shares during the last quarter. Capital World Investors lifted its position in GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. lifted its position in GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after purchasing an additional 740,339 shares during the last quarter. Jennison Associates LLC lifted its position in GE Vernova by 1,300.4% in the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company’s stock valued at $423,377,000 after purchasing an additional 601,533 shares during the last quarter. Finally, SG Americas Securities LLC lifted its position in GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after purchasing an additional 414,631 shares during the last quarter.

GE Vernova Price Performance

Shares of GE Vernova stock opened at $1,048.74 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The company has a market cap of $281.82 billion, a PE ratio of 30.55, a P/E/G ratio of 3.93 and a beta of 1.51. The business has a 50 day moving average of $957.76 and a 200 day moving average of $774.61. GE Vernova Inc. has a 52 week low of $421.64 and a 52 week high of $1,181.95.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.91 earnings per share. As a group, equities research analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s dividend payout ratio is currently 5.83%.

Analyst Upgrades and Downgrades

GEV has been the subject of several recent research reports. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a research report on Friday, April 24th. Weiss Ratings upgraded GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, April 24th. BNP Paribas Exane downgraded GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective for the company. in a research report on Monday, April 27th. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and boosted their price objective for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Finally, UBS Group reiterated a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,090.76.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova’s recent “blowout” earnings continue to support bullish sentiment, with investors viewing the results as evidence that the company is benefiting from strong demand, improved execution, and a growing backlog. Article Title
• Positive Sentiment: Argus raised its price target on GE Vernova to $1,300 and kept a Buy rating after the company’s strong quarter, reinforcing the view that the stock can still re-rate higher if growth stays strong. Article Title
• Positive Sentiment: GE Vernova and Blue Energy announced a major U.S. nuclear-and-gas power plant collaboration, highlighting the company’s role in solving rising electricity demand from AI data centers and new industrial loads. Article Title
• Positive Sentiment: Recent coverage also points to strong orders, global project wins, and a faster path toward a $200 billion backlog target, all of which support the bull case for GE Vernova’s power and electrification businesses. Article Title
• Neutral Sentiment: The broader market backdrop was relatively calm, with indexes holding near highs, so GEV’s move appears more tied to company-specific catalysts than to a sector-wide risk-off shift. Article Title
• Negative Sentiment: Some analysts caution that GE Vernova’s premium valuation and potential tariff-related costs could limit upside, suggesting the stock may be vulnerable if growth expectations cool. Article Title

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.