WCM Investment Management LLC Has $410.66 Million Stake in GE Vernova Inc. $GEV

WCM Investment Management LLC boosted its position in GE Vernova Inc. (NYSE:GEV) by 3.4% in the third quarter, Holdings Channel.com reports. The firm owned 681,672 shares of the company’s stock after purchasing an additional 22,221 shares during the quarter. WCM Investment Management LLC’s holdings in GE Vernova were worth $410,660,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the business. Sachetta LLC lifted its stake in shares of GE Vernova by 10.7% in the 2nd quarter. Sachetta LLC now owns 165 shares of the company’s stock valued at $87,000 after purchasing an additional 16 shares during the period. Good Life Advisors LLC raised its stake in GE Vernova by 1.0% during the 2nd quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock valued at $875,000 after buying an additional 16 shares during the last quarter. Bell Investment Advisors Inc boosted its position in GE Vernova by 6.7% in the second quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock worth $135,000 after purchasing an additional 16 shares during the last quarter. Northwest Wealth Management LLC grew its position in GE Vernova by 3.6% during the third quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock valued at $286,000 after buying an additional 16 shares during the period. Finally, AMG National Trust Bank increased its stake in shares of GE Vernova by 1.5% in the 2nd quarter. AMG National Trust Bank now owns 1,145 shares of the company’s stock worth $606,000 after purchasing an additional 17 shares in the last quarter.

Analyst Ratings Changes

A number of brokerages have issued reports on GEV. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Susquehanna raised their price target on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday. Oppenheimer reissued an “outperform” rating on shares of GE Vernova in a report on Thursday. Royal Bank Of Canada lifted their price objective on GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Morgan Stanley reiterated an “overweight” rating and set a $817.00 price objective on shares of GE Vernova in a research note on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and a consensus price target of $752.96.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
• Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12‑month high after upgrades — signaling renewed buy‑side conviction following GE Vernova’s strong January quarter. Read More.
• Positive Sentiment: High‑profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long‑range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
• Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company‑specific news. Read More.
• Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near‑term leverage and interest‑cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

GE Vernova Trading Up 4.4%

GEV stock opened at $758.06 on Tuesday. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $762.36. The company has a market cap of $205.68 billion, a price-to-earnings ratio of 42.59, a PEG ratio of 3.03 and a beta of 1.67. The firm has a 50 day moving average of $656.20 and a 200-day moving average of $624.47.

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

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Monday, January 5th were given a $0.50 dividend. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date was Monday, January 5th. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s payout ratio is currently 11.24%.

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.