GE Vernova Inc. $GEV Stake Lessened by Park National Corp OH

Park National Corp OH lessened its holdings in GE Vernova Inc. (NYSE:GEV) by 19.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 55,617 shares of the company’s stock after selling 13,762 shares during the quarter. GE Vernova comprises about 1.1% of Park National Corp OH’s investment portfolio, making the stock its 27th largest position. Park National Corp OH’s holdings in GE Vernova were worth $36,350,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank purchased a new stake in GE Vernova in the 2nd quarter worth about $1,809,220,000. Capital World Investors boosted its position in GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after acquiring an additional 2,048,792 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in GE Vernova by 273.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock valued at $798,126,000 after acquiring an additional 1,104,747 shares in the last quarter. Franklin Resources Inc. grew its stake in GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after acquiring an additional 740,339 shares in the last quarter. Finally, Qube Research & Technologies Ltd increased its holdings in shares of GE Vernova by 771.3% in the 2nd 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 during the period.

Analysts Set New Price Targets

GEV has been the subject of several research reports. Wells Fargo & Company raised their price target on shares of GE Vernova from $717.00 to $831.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. Bank of America upped their price objective on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Royal Bank Of Canada boosted their price target on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a report on Friday, January 30th. One equities 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’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $831.29.

GE Vernova Stock Performance

Shares of NYSE GEV opened at $874.43 on Friday. The business’s 50-day simple moving average is $774.76 and its 200-day simple moving average is $669.84. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $894.93. The firm has a market cap of $235.68 billion, a price-to-earnings ratio of 49.13, a P/E/G ratio of 3.42 and a beta of 1.45.

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

GE Vernova Announces Dividend

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 paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Management raised its 2028 revenue and cash-flow outlook, citing stronger backlog growth and durable order momentum across power, wind and electrification — a direct catalyst for higher valuation and investor confidence. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Positive Sentiment: Order backlog and demand for gas turbines have surged (backlog cited around 83 GW), boosting multi-year revenue visibility as data centers and electrification projects drive capacity additions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Completed divestiture of Proficy to form Velotic (TPG-backed) clarifies GE Vernova’s strategy — keeps the company focused on hardware, turbines and grid solutions while still benefiting from software-driven demand indirectly. That simplification is attractive to investors valuing pure-play energy businesses. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Positive Sentiment: Market context: spinoff/single-focus companies (including GEV) have outperformed the S&P 500 recently, supporting better multiples for GE Vernova as investors reward clearer, focused businesses. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind
• Positive Sentiment: Sector tailwinds: infrastructure ETFs and investors are reallocating to electrification and data-center power plays, which benefits GE Vernova’s end markets. Beyond Tech: How Infrastructure ETFs are Cashing in on the AI Supercycle
• Neutral Sentiment: GE Vernova presented at the BofA Global Industrials conference (transcript available), providing detail on strategy and execution — useful for analysts but not an immediate price mover on its own. GE Vernova Inc. (GEV) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Neutral Sentiment: Analysts maintain a generally constructive view (consensus “Moderate Buy”), which supports the rally but limits surprise to future guidance/earnings. GE Vernova Inc. (NYSE:GEV) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Increased media and retail attention (Zacks, Fool, Cramer mentions) is amplifying momentum—more noise than a standalone fundamental driver, but it can magnify moves on earnings or guidance updates. GE Vernova (GEV) Up In Triple Digit Percentages After Jim Cramer Said It Wasn’t Done In January 2025

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.