Bokf Na Boosts Stake in GE Vernova Inc. $GEV

Bokf Na boosted its stake in GE Vernova Inc. (NYSE:GEV) by 7.9% in the 3rd quarter, Holdings Channel reports. The firm owned 29,265 shares of the company’s stock after purchasing an additional 2,138 shares during the period. Bokf Na’s holdings in GE Vernova were worth $17,995,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of GE Vernova during the second quarter worth $1,809,220,000. Capital World Investors grew its position in GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in GE Vernova by 273.7% during the second quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock worth $798,126,000 after purchasing an additional 1,104,747 shares during the period. Franklin Resources Inc. boosted its stake in shares of GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after purchasing an additional 740,339 shares during the period. Finally, Qube Research & Technologies Ltd grew its holdings in shares of GE Vernova by 771.3% in the second quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock valued at $403,861,000 after purchasing an additional 675,629 shares in the last quarter.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the company. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and increased their price objective for the company from $560.00 to $1,100.00 in a research note on Monday. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Susquehanna increased their price objective on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research report on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. Finally, William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $831.29.

Key GE Vernova News

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

• Positive Sentiment: CEO: backlog to hit $200B by 2028 — Management told investors the gas-turbine and power order backlog is expected to exceed $200 billion by 2028, driven by demand for gas turbines, new wind and nuclear projects and international growth; that outlook supports multi-year revenue visibility. GE Vernova gas turbine backlog to reach $200B by 2028, CEO says
• Positive Sentiment: Expanded grid footprint — GE Vernova completed a ~$5.3B grid acquisition that broadens its transmission & distribution capabilities, complementing turbine sales and giving more recurring infrastructure exposure. This vertical integration can boost aftermarket and project revenue. GE Vernova Expands Power Role As AI And Grid Backlog Swell
• Positive Sentiment: Production ramp to meet AI/data-center demand — CEO Scott Strazik said GE Vernova is accelerating gas-turbine output; as one of only three global makers of large gas turbines, higher production capacity supports near-term order fulfillment and revenue recognition. GE Vernova’s Strazik: Accelerating Gas Turbine Output
• Positive Sentiment: Analyst upgrades lift sentiment — Rothschild & Co (Redburn) upgraded GEV to Buy (double upgrade reported), which has driven short‑term buying and helped the stock join momentum conversations with other AI-power beneficiaries. Rothschild & Co Redburn Upgrades GE Vernova (NYSE:GEV) to Buy
• Neutral Sentiment: Market/rally coverage and index inclusion — Coverage notes GEV’s strong YTD performance and inclusion in the S&P 100, which can increase passive flows but also focuses scrutiny on execution and growth cadence. GE Vernova Joins S&P 100 As AI Power Demand Draws Focus
• Negative Sentiment: Valuation and downside risk — Commentators warn that GEV is richly valued after its rally; a high P/E and elevated expectations leave limited room for misses. Investors should weigh execution risk and margin/inflection timing versus current multiples. 1 High-Flying Stock to Own for Decades and 2 We Turn Down

GE Vernova Stock Up 0.9%

Shares of NYSE GEV opened at $846.90 on Thursday. The business has a 50-day moving average price of $753.85 and a 200 day moving average price of $661.00. The stock has a market cap of $228.26 billion, a PE ratio of 47.58, a price-to-earnings-growth ratio of 3.34 and a beta of 1.45. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $894.93.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s revenue for the quarter was up 3.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.73 earnings per share. Sell-side analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

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

GE Vernova 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.