GE Vernova Inc. $GEV Shares Purchased by Fishman Jay A Ltd. MI

Fishman Jay A Ltd. MI increased its holdings in GE Vernova Inc. (NYSE:GEV) by 5.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 21,501 shares of the company’s stock after acquiring an additional 1,087 shares during the period. GE Vernova makes up about 1.1% of Fishman Jay A Ltd. MI’s holdings, making the stock its 21st largest holding. Fishman Jay A Ltd. MI’s holdings in GE Vernova were worth $13,221,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in GE Vernova by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 24,664,571 shares of the company’s stock valued at $13,051,258,000 after acquiring an additional 271,958 shares during the period. State Street Corp boosted its stake in shares of GE Vernova by 1.9% in the second quarter. State Street Corp now owns 11,097,778 shares of the company’s stock valued at $5,872,389,000 after purchasing an additional 206,650 shares during the period. Geode Capital Management LLC grew its holdings in shares of GE Vernova by 2.2% in the second quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock valued at $3,221,404,000 after purchasing an additional 129,315 shares in the last quarter. Norges Bank acquired a new position in shares of GE Vernova in the second quarter worth $1,809,220,000. Finally, Invesco Ltd. increased its position in shares of GE Vernova by 26.3% during the second quarter. Invesco Ltd. now owns 2,217,257 shares of the company’s stock worth $1,173,262,000 after acquiring an additional 462,038 shares during the period.

Analysts Set New Price Targets

GEV has been the topic of several recent research reports. Barclays restated an “overweight” rating and set a $849.00 price target on shares of GE Vernova in a report on Monday. Rothschild Redb downgraded GE Vernova from a “hold” rating to a “strong sell” rating in a research report on Wednesday, October 15th. JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Finally, Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price objective on the stock in a report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $763.19.

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

GE Vernova Stock Down 1.2%

Shares of GEV stock opened at $737.21 on Friday. The stock’s 50-day moving average price is $666.37 and its 200 day moving average price is $627.51. The stock has a market capitalization of $198.70 billion, a PE ratio of 41.42, a price-to-earnings-growth ratio of 2.97 and a beta of 1.67. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $795.50.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion for 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 was up 3.8% on a year-over-year basis. During the same period last year, the business posted $1.73 EPS. Analysts expect 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. Stockholders of record on Monday, January 5th were issued a $0.50 dividend. The ex-dividend date of this dividend was Monday, January 5th. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. GE Vernova’s payout ratio is presently 11.24%.

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.