WD Rutherford LLC Has $3.93 Million Position in GE Vernova Inc. $GEV

WD Rutherford LLC raised its holdings in GE Vernova Inc. (NYSE:GEV) by 32.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,005 shares of the company’s stock after buying an additional 1,459 shares during the period. WD Rutherford LLC’s holdings in GE Vernova were worth $3,925,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Entrust Financial LLC bought a new stake in GE Vernova during the fourth quarter worth $36,000. Spectrum Strategic Capital Management LLC acquired a new position in shares of GE Vernova during the 4th quarter worth about $592,000. Arrow Financial Corp raised its holdings in shares of GE Vernova by 3.2% in the 4th quarter. Arrow Financial Corp now owns 842 shares of the company’s stock valued at $550,000 after purchasing an additional 26 shares during the period. Mission Wealth Management LP raised its holdings in shares of GE Vernova by 7.8% in the 4th quarter. Mission Wealth Management LP now owns 2,467 shares of the company’s stock valued at $1,613,000 after purchasing an additional 179 shares during the period. Finally, Gamco Investors INC. ET AL raised its holdings in shares of GE Vernova by 0.4% in the 4th quarter. Gamco Investors INC. ET AL now owns 14,900 shares of the company’s stock valued at $9,738,000 after purchasing an additional 66 shares during the period.

GE Vernova Price Performance

Shares of GEV opened at $1,048.74 on Monday. GE Vernova Inc. has a fifty-two week low of $421.64 and a fifty-two week high of $1,181.95. The firm has a market capitalization of $281.82 billion, a PE ratio of 30.55, a PEG ratio of 3.93 and a beta of 1.51. The company’s 50-day moving average is $957.76 and its 200-day moving average is $775.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.

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

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid 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 (DPR) is presently 5.83%.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: GE Vernova’s recent “blowout” earnings continue to support bullish sentiment, with investors viewing the results as evidence that the company is benefiting from strong demand, improved execution, and a growing backlog. Article Title
• Positive Sentiment: Argus raised its price target on GE Vernova to $1,300 and kept a Buy rating after the company’s strong quarter, reinforcing the view that the stock can still re-rate higher if growth stays strong. Article Title
• Positive Sentiment: GE Vernova and Blue Energy announced a major U.S. nuclear-and-gas power plant collaboration, highlighting the company’s role in solving rising electricity demand from AI data centers and new industrial loads. Article Title
• Positive Sentiment: Recent coverage also points to strong orders, global project wins, and a faster path toward a $200 billion backlog target, all of which support the bull case for GE Vernova’s power and electrification businesses. Article Title
• Neutral Sentiment: The broader market backdrop was relatively calm, with indexes holding near highs, so GEV’s move appears more tied to company-specific catalysts than to a sector-wide risk-off shift. Article Title
• Negative Sentiment: Some analysts caution that GE Vernova’s premium valuation and potential tariff-related costs could limit upside, suggesting the stock may be vulnerable if growth expectations cool. Article Title

Wall Street Analysts Forecast Growth

GEV has been the topic of a number of research analyst reports. Royal Bank Of Canada upped their target price on shares of GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a report on Thursday, January 29th. Susquehanna set a $1,300.00 target price on shares of GE Vernova in a report on Thursday, April 23rd. Guggenheim upped their target price on shares of GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Morgan Stanley upped their target price on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

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.