GE Vernova Inc. $GEV Shares Bought by Weaver Capital Management LLC

Weaver Capital Management LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 119.0% in the 4th quarter, Holdings Channel reports. The fund owned 1,176 shares of the company’s stock after acquiring an additional 639 shares during the period. Weaver Capital Management LLC’s holdings in GE Vernova were worth $769,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of GEV. Brighton Jones LLC grew its stake in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. grew its stake in shares of GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares in the last quarter. Jump Financial LLC acquired a new stake in shares of GE Vernova during the second quarter valued at about $258,000. Ossiam acquired a new stake in shares of GE Vernova during the second quarter valued at about $42,000. Finally, Intact Investment Management Inc. acquired a new stake in shares of GE Vernova during the second quarter valued at about $75,000.

GE Vernova Stock Performance

NYSE:GEV opened at $936.31 on Thursday. The company has a market capitalization of $252.36 billion, a price-to-earnings ratio of 52.60, a price-to-earnings-growth ratio of 3.54 and a beta of 1.43. GE Vernova Inc. has a one year low of $281.56 and a one year high of $962.72. The stock has a 50-day simple moving average of $836.90 and a 200 day simple moving average of $697.29.

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

GE Vernova Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors 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 yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

GE Vernova News Summary

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

• Positive Sentiment: Hitachi Nuclear Energy (GE Vernova) signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX‑300 small modular reactor across Europe — a concrete step expanding GEV’s nuclear pipeline and potential long‑term recurring services revenue outside the U.S. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and reiterated a “Strong‑Buy” stance, nudging near‑term earnings expectations higher — analyst upgrades like this can support multiple expansion and investor confidence. GE Vernova (GEV) MarketBeat Company Page
• Positive Sentiment: Macro/sector commentary suggests geopolitical energy disruptions (Middle East) could accelerate demand for reliable power solutions — analysts and some outlets argue this could boost order momentum for companies like GEV and has been tied to analyst rating upgrades. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
• Positive Sentiment: Technical/sentiment flows: MarketBeat highlighted GEV as a clean‑energy name showing bullish moving‑average signals (50/200 MA support), supporting momentum buying and short‑term upside interest. 3 Clean Energy Stocks With Bullish Moving Average Signals
• Neutral Sentiment: Market headlines and data providers reported the stock’s recent close and intraday strength, which likely amplified flows but don’t add new fundamental information. GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on GEV. Mizuho set a $714.00 target price on GE Vernova in a research note on Tuesday, February 3rd. Susquehanna raised their target price on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and raised their target price for the company from $560.00 to $1,100.00 in a research note on Monday, March 9th. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, Royal Bank Of Canada lifted their price target on GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus target price of $863.61.

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.