480 Shares in GE Vernova Inc. $GEV Purchased by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. purchased a new position in GE Vernova Inc. (NYSE:GEV) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 480 shares of the company’s stock, valued at approximately $314,000.

Several other institutional investors have also modified their holdings of GEV. Brighton Jones LLC lifted its stake in shares of GE Vernova by 29.4% in the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares in the last quarter. Jump Financial LLC acquired a new position in shares of GE Vernova in the second quarter worth about $258,000. Ossiam bought a new stake in GE Vernova in the second quarter valued at about $42,000. Finally, Nebula Research & Development LLC increased its holdings in GE Vernova by 23.9% in the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after buying an additional 323 shares during the last quarter.

Analysts Set New Price Targets

GEV has been the subject of several research analyst reports. JPMorgan Chase & Co. boosted their price objective on GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. UBS Group reissued a “buy” rating on shares of GE Vernova in a report on Thursday, January 29th. Royal Bank Of Canada boosted their price objective on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Finally, TD Cowen boosted their price objective on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Large Blue Energy collaboration — GE Vernova and Blue Energy announced a strategic 2.5 GW gas‑plus‑nuclear partnership aimed at accelerating a hybrid plant in Texas to serve rising AI and manufacturing power needs; the tie‑up reinforces GEV’s role in big, financeable grid projects and helps justify long‑term growth expectations. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach
• Positive Sentiment: Q1 order in Egypt — GEV secured a modernization order for the Banha and Nubaria power plants from Middle Delta Electricity Production Company (booked in Q1), adding near‑term revenue and international project backlog that supports the growth narrative. GE Vernova (GEV) Secures Order to Modernize Power Plants in Egypt
• Positive Sentiment: Pumped‑storage and other wins — New orders such as nine 150 MW pumped‑storage units for an Indian hydropower project expand GEV’s renewable/hydropower backlog and diversify its revenue mix beyond turbines. These orders support medium‑term revenue visibility. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Power equipment as the AI trade — Multiple industry writeups highlight that the AI/data‑center buildout shifts the bottleneck from GPUs to grid infrastructure, which is bullish for suppliers like GEV but raises questions about the scale and timing of project execution. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Neutral Sentiment: Valuation debate — Several analysts and media pieces are asking whether the rapid run (one‑year gains >150%) has priced in growth; this keeps volatility possible as investors weigh fundamentals against elevated multiples. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Negative Sentiment: Execution and labor risks — Reports flag constraints such as a shortage of electricians and other skilled contractors that could slow plant builds and limit how quickly projects (and associated revenue) ramp. This is a tangible risk to near‑term delivery schedules. How a Shortage of Electricians Could Derail the AI Boom

GE Vernova Stock Up 2.3%

NYSE:GEV opened at $1,120.60 on Thursday. The firm has a market capitalization of $301.13 billion, a PE ratio of 32.64, a price-to-earnings-growth ratio of 4.10 and a beta of 1.51. The stock has a 50 day moving average of $930.51 and a 200-day moving average of $752.62. GE Vernova Inc. has a 52 week low of $387.03 and a 52 week high of $1,181.95. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue was up 17.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.91 earnings per share. Analysts predict that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is 5.83%.

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.