Lee Johnson Capital Management LLC Invests $571,000 in GE Vernova Inc. $GEV

Lee Johnson Capital Management LLC purchased a new stake in shares of GE Vernova Inc. (NYSE:GEV) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 874 shares of the company’s stock, valued at approximately $571,000.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC increased its stake in GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after acquiring an additional 753 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in shares of GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after purchasing an additional 26 shares in the last quarter. Global Retirement Partners LLC purchased a new position in shares of GE Vernova during the second quarter worth about $3,182,000. CreativeOne Wealth LLC increased its position in shares of GE Vernova by 19.9% in the second quarter. CreativeOne Wealth LLC now owns 3,238 shares of the company’s stock worth $1,714,000 after purchasing an additional 537 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC raised its stake in GE Vernova by 148.2% in the second quarter. Steward Partners Investment Advisory LLC now owns 37,810 shares of the company’s stock valued at $20,007,000 after purchasing an additional 22,574 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and set an “overweight” rating, citing stronger turbine pricing and medium‑term growth from electrification — a direct bullish signal for GEV’s core Power business. Read More.
• Positive Sentiment: Bank of America Securities reiterated a Buy on GE Vernova, reinforcing institutional support that helps drive demand among professional investors. Read More.
• Positive Sentiment: Market commentary is pushing an AI-infrastructure narrative that favors GEV: increasing data‑center power demand benefits GE Vernova’s gas turbines, transformers and grid equipment. The piece also highlights corporate actions (dividend increase, buyback) and recent index inclusion as structural supports for the stock. Read More.
• Positive Sentiment: Retail/media attention lifted momentum — Jim Cramer called GEV “a real good story,” which can amplify retail buying and volume. Read More.
• Neutral Sentiment: Short‑term market moves also reflected macro headlines: a pause in U.S. military action raised risk appetite and helped push several industrial names higher, a move that benefited GEV alongside sector peers. Read More.
• Neutral Sentiment: Coverage pieces speculating on a large government/industrial project tied to the administration suggest potential upside but remain speculative — monitor for confirmed contracts or official announcements. Read More.
• Neutral Sentiment: An unrelated press release from AirJoule Technologies was included in the feed and has no direct impact on GE Vernova. Read More.

Wall Street Analyst Weigh In

A number of equities analysts have commented on GEV shares. Citigroup boosted their price target on shares of GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Bank of America upped their target price on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. William Blair reissued an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Finally, UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $837.25.

GE Vernova Stock Up 3.0%

Shares of NYSE GEV opened at $908.90 on Wednesday. The firm’s fifty day moving average is $789.33 and its 200 day moving average is $677.10. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $920.63. The company has a market cap of $244.98 billion, a price-to-earnings ratio of 51.06, a PEG ratio of 3.51 and a beta of 1.45.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating 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 company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter in the prior year, the company earned $1.73 earnings per share. The firm’s revenue for the quarter was up 3.8% on a year-over-year basis. Equities research 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 announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be given 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%.

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.