Sei Investments Co. Sells 47,521 Shares of GE Vernova Inc. $GEV

Sei Investments Co. lessened its stake in GE Vernova Inc. (NYSE:GEV) by 14.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 270,540 shares of the company’s stock after selling 47,521 shares during the period. Sei Investments Co. owned 0.10% of GE Vernova worth $166,340,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in GEV. Jackson Grant Investment Advisers Inc. boosted its holdings in shares of GE Vernova by 344.4% in 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. Bay Harbor Wealth Management LLC raised its stake in shares of 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 in the last quarter. Elevation Wealth Partners LLC raised its stake in shares of GE Vernova by 47.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares in the last quarter. Deseret Mutual Benefit Administrators lifted its position in GE Vernova by 112.0% during the third quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 28 shares during the last quarter. Finally, Howard Hughes Medical Institute acquired a new stake in GE Vernova in the second quarter valued at approximately $31,000.

GE Vernova Trading Down 2.0%

NYSE:GEV opened at $830.82 on Friday. The company has a market capitalization of $223.93 billion, a P/E ratio of 46.68, a PEG ratio of 3.37 and a beta of 1.45. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $894.93. The firm has a fifty day simple moving average of $757.40 and a 200-day simple moving average of $662.18.

GE Vernova (NYSE:GEV) last released its earnings results 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. The firm 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 firm’s revenue was up 3.8% on a year-over-year basis. During the same period in the prior year, the firm earned $1.73 EPS. Equities analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

Analyst Upgrades and Downgrades

GEV has been the topic of a number of recent analyst reports. Erste Group Bank started coverage on GE Vernova in a research report on Thursday, March 5th. They set a “buy” rating on the stock. Evercore boosted their target price on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. JPMorgan Chase & Co. reaffirmed an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, Bank of America raised their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $831.29.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q4 results and lifted 2026 guidance pushed some bears to turn bullish; Seeking Alpha highlights accelerating estimate revisions and tight gas‑turbine supply through 2028 (and reports 2029–30 slots are nearly sold out), supporting a higher long‑term target. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing
• Positive Sentiment: Rothschild & Co / Redburn upgraded GEV to Buy and raised price targets (one firm cited a $1,100 target), a clear catalyst for optimism and higher bid interest. Rothschild & Co Redburn Upgrades GE Vernova
• Positive Sentiment: Management says gas‑turbine backlog will exceed $200B by 2028 and the company is accelerating turbine output; coupled with a $5.3B grid acquisition, this supports higher revenue visibility and execution leverage. GE Vernova gas turbine backlog to reach $200B by 2028, CEO says
• Positive Sentiment: GEV is expanding manufacturing capacity (Vietnam, Italy, new wind facilities) to meet surging demand for grid, electrification and power equipment — a structural growth story for energy transition investors. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Positive Sentiment: Public endorsements (e.g., Jim Cramer saying he likes GEV and suggested a share split) add retail visibility and can buoy sentiment/volume. Jim Cramer: I like GE Vernova very much, they should split it
• Neutral Sentiment: Geopolitical energy risk (Middle East) is renewing interest in nuclear and baseload solutions, a sector tailwind that could indirectly benefit GEV’s power‑equipment franchise. Nuclear ETFs in Spotlight as Middle East Conflict Intensifies Energy Crisis
• Neutral Sentiment: Academic and industry partnerships (e.g., MIT LGO program relationships) are supportive for talent and innovation but are long‑term rather than near‑term price drivers. MIT Leaders for Global Operations announces partnerships
• Negative Sentiment: Several pieces note GEV’s rich valuation (high trailing and forward P/E); after a strong rally investors may be trimming positions, so short‑term weakness can reflect profit‑taking rather than deteriorating fundamentals. Is GE Vernova Inc. (GEV) A Good Stock To Buy Now?

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.