Exchange Traded Concepts LLC Has $25.10 Million Stock Position in GE Vernova Inc. $GEV

Exchange Traded Concepts LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 10.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 38,400 shares of the company’s stock after acquiring an additional 3,746 shares during the quarter. Exchange Traded Concepts LLC’s holdings in GE Vernova were worth $25,097,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its stake in GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares during the period. Employees Retirement System of Texas acquired a new stake in shares of GE Vernova during the 2nd quarter valued at about $1,179,000. Elevation Point Wealth Partners LLC acquired a new stake in shares of GE Vernova during the 2nd quarter valued at about $147,000. Finally, United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in GE Vernova in the second quarter valued at about $317,000.

Key GE Vernova News

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

Analysts Set New Price Targets

A number of brokerages have commented on GEV. 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 research note on Tuesday, December 16th. Royal Bank Of Canada upped their price objective on GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Morgan Stanley increased their target price on GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a report on Monday, March 23rd. BMO Capital Markets reiterated an “outperform” rating and issued a $785.00 price target on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and increased their price objective for the stock from $560.00 to $1,100.00 in a research note on Monday, March 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $854.52.

GE Vernova Price Performance

Shares of GEV opened at $852.91 on Friday. The company has a market capitalization of $229.88 billion, a P/E ratio of 47.92, a PEG ratio of 3.43 and a beta of 1.45. GE Vernova Inc. has a one year low of $252.25 and a one year high of $948.38. The business’s 50 day simple moving average is $802.93 and its 200-day simple moving average is $681.92.

GE Vernova (NYSE:GEV) last released its quarterly earnings results 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. 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 period last year, the firm posted $1.73 EPS. The business’s revenue was up 3.8% on a year-over-year basis. On average, sell-side analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

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 paid a $0.50 dividend. The ex-dividend date 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 (DPR) is 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.