Canada Post Corp Registered Pension Plan Increases Position in GE Vernova Inc. $GEV

Canada Post Corp Registered Pension Plan increased its holdings in GE Vernova Inc. (NYSE:GEV) by 28.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,606 shares of the company’s stock after acquiring an additional 1,470 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in GE Vernova were worth $3,980,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares during the last quarter. Venturi Wealth Management LLC grew its position in shares of GE Vernova by 5.4% during the second quarter. Venturi Wealth Management LLC now owns 1,376 shares of the company’s stock worth $728,000 after buying an additional 71 shares in the last quarter. Sax Wealth Advisors LLC bought a new stake in shares of GE Vernova in the second quarter worth $306,000. Valmark Advisers Inc. raised its holdings in GE Vernova by 8.0% in the second quarter. Valmark Advisers Inc. now owns 2,447 shares of the company’s stock valued at $1,295,000 after acquiring an additional 182 shares in the last quarter. Finally, Bar Harbor Wealth Management bought a new position in GE Vernova during the 2nd quarter valued at $275,000.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Rothschild & Co Redburn set a $475.00 target price on shares of GE Vernova in a research report on Wednesday, October 15th. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday. Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price objective on the stock in a research note on Friday, January 30th. Wells Fargo & Company lifted their target price on GE Vernova from $717.00 to $831.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Finally, Barclays reiterated an “overweight” rating and issued a $849.00 price target on shares of GE Vernova in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, GE Vernova currently has an average rating of “Moderate Buy” and a consensus target price of $788.24.

GE Vernova News Roundup

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

GE Vernova Stock Up 5.6%

Shares of GEV stock opened at $778.97 on Friday. The company has a market cap of $209.96 billion, a P/E ratio of 43.76, a PEG ratio of 2.93 and a beta of 1.67. The business has a 50 day moving average of $670.00 and a two-hundred day moving average of $628.99. 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 quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter last year, the business posted $1.73 EPS. The business’s revenue was up 3.8% on a year-over-year basis. Analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

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