Orion Porfolio Solutions LLC Acquires 3,358 Shares of GE Vernova Inc. $GEV

Orion Porfolio Solutions LLC boosted its holdings in GE Vernova Inc. (NYSE:GEV) by 23.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,525 shares of the company’s stock after purchasing an additional 3,358 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in GE Vernova were worth $10,776,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. raised its position in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares in the last quarter. Howard Hughes Medical Institute acquired a new stake in GE Vernova during the second quarter worth approximately $31,000. Bay Harbor Wealth Management LLC increased its stake in GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after acquiring an additional 43 shares during the period. Monetary Management Group Inc. acquired a new position in GE Vernova in the 2nd quarter valued at $32,000. Finally, Elevation Wealth Partners LLC raised its holdings in GE Vernova by 47.2% in the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares in the last quarter.

More GE Vernova News

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

• Positive Sentiment: Erste Group initiated coverage with a “buy” rating, providing independent institutional support that can boost demand from investors and help underpin the stock.
• Positive Sentiment: Company-level operational and capital-return positives: reporting ~US$2.0B of 2025 data-center electrification orders (about triple year-over-year), higher dividend guidance, an expanded share-repurchase program and upgraded multi-year guidance — items that shift the narrative toward recurring AI-related revenue and shareholder returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Bullish deep-dive: a Seeking Alpha thesis argues GEV is underpriced and can unlock high-margin recurring revenues via slot-reservation arbitrage and GridOS-related services through 2028–2035, highlighting vertical integration and contracted revenue protections. GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028
• Neutral Sentiment: Zacks notes GEV is drawing elevated attention from users, which can increase trading volume and volatility but is not a direct signal on fundamentals. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Aalo Atomics signed a fuel fabrication contract with Global Nuclear Fuel — part of a GE Vernova-led alliance — which signals longer-term optionality in advanced-nuclear work for AI facilities but is an indirect and longer-horizon development. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Negative Sentiment: Bear case flagged: a Seeking Alpha piece warns that if AI-driven power demand cools, GEV could face overcapacity and meaningful downside to the bullish growth assumptions — a direct risk to the recent AI/order-driven rerating. GE Vernova: Cooling AI Energy Demand Could Bust This Stock
• Negative Sentiment: Near-term price pressure: coverage of today’s intra-session pullback and broader-market weakness is likely amplifying selling and volatility. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

Analysts Set New Price Targets

Several analysts have recently issued reports on GEV shares. Mizuho set a $714.00 target price on GE Vernova in a report on Tuesday, February 3rd. JPMorgan Chase & Co. reaffirmed an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Glj Research increased their price objective on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price for the company in a research report on Friday, January 30th. Finally, TD Cowen upped their price target on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and an average target price of $805.25.

GE Vernova Trading Down 3.2%

GEV stock opened at $814.71 on Friday. The firm has a 50-day moving average price of $740.55 and a 200-day moving average price of $654.59. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $894.93. The stock has a market capitalization of $219.59 billion, a P/E ratio of 45.77, a price-to-earnings-growth ratio of 3.35 and a beta of 1.45.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating 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 business had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter in the prior year, the firm earned $1.73 EPS. The firm’s revenue was up 3.8% compared to the same quarter last year. As a group, equities analysts predict that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s payout ratio is currently 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.