Tema Etfs LLC Acquires 8,320 Shares of GE Vernova Inc. $GEV

Tema Etfs LLC increased its stake in GE Vernova Inc. (NYSE:GEV) by 73.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 19,661 shares of the company’s stock after buying an additional 8,320 shares during the quarter. GE Vernova accounts for approximately 1.0% of Tema Etfs LLC’s portfolio, making the stock its 16th largest holding. Tema Etfs LLC’s holdings in GE Vernova were worth $12,850,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. raised its position in GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new position in GE Vernova in the third quarter valued at about $25,000. ORG Wealth Partners LLC grew its position in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the period. Howard Hughes Medical Institute bought a new position in shares of GE Vernova during the 2nd quarter valued at approximately $31,000. Finally, Bay Harbor Wealth Management LLC increased its stake in shares of GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after purchasing an additional 43 shares during the last quarter.

More GE Vernova News

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 Trading Up 2.6%

GEV opened at $895.52 on Thursday. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $948.38. The company has a market cap of $241.37 billion, a PE ratio of 50.31, a price-to-earnings-growth ratio of 3.42 and a beta of 1.45. The company has a 50 day moving average of $813.93 and a 200 day moving average of $687.21.

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

GE Vernova Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be paid 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 is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Analyst Upgrades and Downgrades

GEV has been the topic of a number of research reports. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a research note on Friday, January 30th. Bank of America upped their price target on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Barclays increased their price target on GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, GE Vernova presently has a consensus rating of “Buy” and an average price target of $863.61.

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.