Capital International Inc. CA Sells 40,615 Shares of GE Vernova Inc. $GEV

Capital International Inc. CA lessened its position in GE Vernova Inc. (NYSE:GEV) by 48.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 43,455 shares of the company’s stock after selling 40,615 shares during the quarter. Capital International Inc. CA’s holdings in GE Vernova were worth $26,720,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. boosted its holdings in shares of GE Vernova by 344.4% during the 3rd 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 purchased a new stake in shares of GE Vernova in the 2nd quarter worth about $31,000. Bay Harbor Wealth Management LLC increased its stake in shares of GE Vernova by 537.5% in 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 in the last quarter. Monetary Management Group Inc. bought a new position in shares of GE Vernova in the 2nd quarter worth about $32,000. Finally, Elevation Wealth Partners LLC lifted its position in 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 acquiring an additional 17 shares during the period.

Key GE Vernova News

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

• Positive Sentiment: Rothschild & Co. issued a rare double upgrade on GEV — moving the stock from Sell to Buy and boosting the price target to $1,100 — a high‑profile upgrade that can drive investor flows and sentiment. Rothschild Upgrade
• Positive Sentiment: Index inclusion: GE Vernova was added to the S&P 100, which typically increases demand from index funds and ETFs and supports share price momentum. S&P 100 Inclusion
• Positive Sentiment: Fundamental demand drivers cited across coverage: analysts and articles point to robust gas turbine orders, AI/data‑center power needs, and growth in wind and grid infrastructure as primary reasons for the rally. Those end‑market tailwinds support higher revenue and margin expectations. Drivers Article
• Positive Sentiment: Strong recent results provide a backdrop: GEV reported an outsized quarterly EPS beat and revenue beat in late January, which underpins the bullish analyst moves and investor confidence. Earnings/Stats
• Neutral Sentiment: Additional analyst coverage and favorable writeups (Erste Group initiation, feature pieces noting the multi‑year rally) are amplifying visibility but vary in immediacy and conviction. Analyst Coverage
• Neutral Sentiment: Media narratives highlighting GEV as a high‑performing power/energy story (e.g., 247WallStreet pieces) support sentiment but are more thematic than company‑specific catalysts. Feature Article
• Negative Sentiment: Valuation and downside risk: GEV trades at a premium (high P/E) after the rally — analysts and columnists warn that expensive stocks have less room for error if execution or demand softens. That valuation risk can increase volatility and downside if results miss expectations. Valuation Caution

GE Vernova Stock Up 1.0%

Shares of GEV opened at $838.14 on Wednesday. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $894.93. The company has a market capitalization of $225.90 billion, a P/E ratio of 47.09, a price-to-earnings-growth ratio of 3.30 and a beta of 1.45. The firm has a 50 day moving average of $749.97 and a 200 day moving average of $659.69.

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

GE Vernova Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio is presently 11.24%.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Mizuho set a $714.00 price objective on shares of GE Vernova in a research note on Tuesday, February 3rd. Citigroup raised their target price on shares of GE Vernova from $708.00 to $779.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Susquehanna upped their price target on GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a research note on Thursday, January 29th. Finally, TD Cowen raised their price objective on GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $831.29.

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.