E Fund Management Hong Kong Co. Ltd. Increases Position in GE Vernova Inc. $GEV

E Fund Management Hong Kong Co. Ltd. grew its holdings in GE Vernova Inc. (NYSE:GEV) by 46,300.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 928 shares of the company’s stock after acquiring an additional 926 shares during the quarter. E Fund Management Hong Kong Co. Ltd.’s holdings in GE Vernova were worth $607,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Vanguard Group Inc. raised its holdings in shares of GE Vernova by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after buying an additional 208,162 shares during the last quarter. State Street Corp raised its holdings 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 last quarter. Northern Trust Corp raised its holdings in shares of GE Vernova by 1.8% in the third 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. raised its holdings in shares of GE Vernova by 7.1% in the third 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 raised its holdings in GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares in the last quarter.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova has been repeatedly highlighted as a key beneficiary of the AI-driven power equipment crunch, with investors focusing on rising demand for grid modernization and power-generation equipment. Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
• Positive Sentiment: The company recently raised its 2026 revenue and adjusted core profit margin outlook, signaling that stronger data-center and grid infrastructure demand is improving the earnings trajectory. US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: GE Vernova and ENKA began commercial operation of the 852 MW Kırklareli plant in Türkiye, another sign that its gas-turbine and power plant business continues to win and execute on large projects. GE Vernova, ENKA launch 852MW Kırklareli plant in Türkiye
• Positive Sentiment: GE Vernova also announced a partnership with Blue Energy on a proposed 2.5 GW nuclear and natural gas plant in Texas, reinforcing its role in next-generation U.S. power buildout. GE Vernova (GEV) Partners with Blue Energy for 2.5 GW Texas Nuclear and Natural Gas Plant
• Neutral Sentiment: Several technical-analysis articles pointed to a bullish “golden cross” setup, which may be supporting short-term trading interest but does not change fundamentals. GE Vernova (GEV) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Broader market commentary also continues to frame GE Vernova as a major AI-infrastructure and nuclear-energy winner, but some reports warn the theme may be getting crowded. AI Mania Makes Old-School Industrials Behave Like Chip Stocks

GE Vernova Trading Down 0.9%

Shares of GEV opened at $1,062.65 on Thursday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The firm has a 50 day simple moving average of $948.72 and a 200-day simple moving average of $769.13. GE Vernova Inc. has a 1-year low of $421.64 and a 1-year high of $1,181.95. The stock has a market cap of $285.56 billion, a price-to-earnings ratio of 30.95, a price-to-earnings-growth ratio of 4.01 and a beta of 1.51.

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

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th were issued 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 was Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 5.83%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on GEV. Robert W. Baird increased their price target on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Wells Fargo & Company increased their price target on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a report on Tuesday, March 31st. Zacks Research cut shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Morgan Stanley increased their price target on shares of GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a report on Monday, March 23rd. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $1,328.00 price target on shares of GE Vernova in a report on Friday, April 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,090.76.

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.