Temasek Holdings Private Ltd Has $282.18 Million Holdings in GE Vernova Inc. $GEV

Temasek Holdings Private Ltd increased its position in shares of GE Vernova Inc. (NYSE:GEV) by 20.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 458,897 shares of the company’s stock after purchasing an additional 79,300 shares during the quarter. GE Vernova accounts for approximately 1.0% of Temasek Holdings Private Ltd’s investment portfolio, making the stock its 22nd largest position. Temasek Holdings Private Ltd’s holdings in GE Vernova were worth $282,176,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of GEV. Main Street Research LLC lifted its holdings in shares of GE Vernova by 76.2% during the 3rd quarter. Main Street Research LLC now owns 48,641 shares of the company’s stock worth $29,909,000 after acquiring an additional 21,037 shares during the period. Nicolet Advisory Services LLC boosted its position in shares of GE Vernova by 2.3% during the 3rd quarter. Nicolet Advisory Services LLC now owns 995 shares of the company’s stock worth $603,000 after acquiring an additional 22 shares in the last quarter. Nicolet Bankshares Inc. bought a new position in GE Vernova in the third quarter valued at approximately $204,000. Newbridge Financial Services Group Inc. increased its stake in GE Vernova by 15.9% in the third quarter. Newbridge Financial Services Group Inc. now owns 1,617 shares of the company’s stock valued at $994,000 after acquiring an additional 222 shares during the last quarter. Finally, Portland Investment Counsel Inc. acquired a new position in GE Vernova during the third quarter valued at approximately $369,000.

More GE Vernova News

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

• Positive Sentiment: Management and industry reports say gas-turbine demand is surging and the backlog is growing toward ~$200B by 2028, underpinning revenue visibility and analyst upgrades. GE Vernova Expands Power Role As AI And Grid Backlog Swell
• Positive Sentiment: Analysts have been raising estimates and targets on AI-driven gas-turbine demand and a reported ~$150B backlog, supporting momentum and revisions higher to revenue/earnings forecasts. A Look At GE Vernova (GEV) Valuation After AI Driven Upgrades And US$150b Backlog
• Positive Sentiment: High-profile bullish commentary from Jim Cramer (saying he likes the stock and would buy) can boost retail interest and liquidity in the short term. Jim Cramer on GE Vernova: “I like the stock very much”
• Neutral Sentiment: GE Vernova is expanding manufacturing and supply capacity (Vietnam, Italy, wind facilities) to meet demand — capex and execution will determine margin leverage and timing of revenue realization. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Negative Sentiment: Valuation and profitability concerns: independent analysis flags GEV’s rich multiples versus industrial peers and weaker operating margins, suggesting limited upside if growth slows. That supports short-term profit-taking. Is GEV Stock A Better Pick Than Honeywell And Eaton?
• Negative Sentiment: High past gains and recent run-up (strong YTD performance) raise the risk of short-term volatility and pullbacks as some investors lock in gains despite long-term demand signals. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing

Analysts Set New Price Targets

Several equities research analysts have weighed in on GEV shares. BMO Capital Markets restated an “outperform” rating and set a $785.00 target price on shares of GE Vernova in a research note on Thursday, January 29th. Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and boosted their price target for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. Evercore raised their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $831.29.

GE Vernova Price Performance

Shares of GE Vernova stock opened at $804.45 on Friday. The company’s 50 day moving average price is $759.92 and its two-hundred day moving average price is $663.59. The firm has a market capitalization of $216.82 billion, a P/E ratio of 45.19, a P/E/G ratio of 3.31 and a beta of 1.45. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $894.93.

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 net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same period in the prior year, the business earned $1.73 earnings per share. The company’s revenue for the quarter was up 3.8% compared to the same quarter last year. On average, analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a 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%.

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.