BI Asset Management Fondsmaeglerselskab A S Increases Stock Holdings in GE Vernova Inc. $GEV

BI Asset Management Fondsmaeglerselskab A S boosted its stake in GE Vernova Inc. (NYSE:GEV) by 57.9% in the third quarter, HoldingsChannel reports. The institutional investor owned 19,383 shares of the company’s stock after buying an additional 7,109 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in GE Vernova were worth $11,919,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of GEV. WFA Asset Management Corp bought a new position in shares of GE Vernova in the second quarter valued at approximately $29,000. Howard Hughes Medical Institute purchased a new position in GE Vernova in the second quarter worth $31,000. Bay Harbor Wealth Management LLC grew its stake in GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares during the period. Monetary Management Group Inc. bought a new position in GE Vernova in the 2nd quarter valued at $32,000. Finally, Elevation Wealth Partners LLC increased its position in shares of GE Vernova by 47.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on GEV. Bank of America boosted their price target on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $785.00 price target on shares of GE Vernova in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a research note on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, four have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $763.19.

GE Vernova Price Performance

NYSE:GEV opened at $737.21 on Friday. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $795.50. The stock’s fifty day moving average price is $666.37 and its two-hundred day moving average price is $627.51. The company has a market cap of $198.70 billion, a P/E ratio of 41.42, a P/E/G ratio of 2.97 and a beta of 1.67.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the prior year, the firm posted $1.73 earnings per share. The company’s revenue for the quarter was up 3.8% on a year-over-year basis. On average, analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

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

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova secured 1.1 GW of U.S. onshore wind repower orders for 2025, using nacelles and drive trains built in Pensacola — a direct revenue and service backlog boost that supports domestic manufacturing and recurring service revenues. Article Title
• Positive Sentiment: Robert W. Baird upgraded GEV to “outperform” and set a $923 price target, saying overcapacity risks are farther away than previously thought — the upgrade lifts near-term sentiment and implies meaningful upside. Article Title
• Positive Sentiment: Macro/strategy bulls point to momentum: GE Vernova has expanded data-center orders (tripled year-over-year in 2025) and a growing backlog (~$150B), supporting longer-term revenue visibility beyond cyclical power markets. Article Title
• Neutral Sentiment: GEV is a trending ticker on retail/institution screens (Zacks note) — higher attention increases volatility but is not a directional fundamental change. Article Title
• Neutral Sentiment: GE Vernova closed a $2.6 billion multi‑tranche senior notes offering to fund general corporate purposes and part of the Prolec GE acquisition — provides cash for M&A but increases leverage, leaving investors to debate net impact. Article Title
• Negative Sentiment: Market commentary noted the stock fell today despite still outperforming the broader market, signaling short-term profit-taking or positioning shifts after recent gains (investors trimming into the news flow). Article Title

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.