Eurizon Capital SGR S.p.A. Invests $125.28 Million in GE Vernova Inc. $GEV

Eurizon Capital SGR S.p.A. bought a new position in shares of GE Vernova Inc. (NYSE:GEV) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 191,253 shares of the company’s stock, valued at approximately $125,279,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. RFG Advisory LLC increased its holdings in GE Vernova by 2.1% in the fourth quarter. RFG Advisory LLC now owns 634 shares of the company’s stock valued at $414,000 after buying an additional 13 shares during the last quarter. Voisard Asset Management Group Inc. increased its holdings in GE Vernova by 2.7% in the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after buying an additional 15 shares during the last quarter. Clean Yield Group increased its holdings in GE Vernova by 2.2% in the fourth quarter. Clean Yield Group now owns 685 shares of the company’s stock valued at $448,000 after buying an additional 15 shares during the last quarter. Rossmore Private Capital increased its holdings in GE Vernova by 2.8% in the fourth quarter. Rossmore Private Capital now owns 559 shares of the company’s stock valued at $365,000 after buying an additional 15 shares during the last quarter. Finally, Forefront Wealth Partners LLC increased its holdings in GE Vernova by 1.5% in the fourth quarter. Forefront Wealth Partners LLC now owns 997 shares of the company’s stock valued at $652,000 after buying an additional 15 shares during the last quarter.

Analyst Ratings Changes

Several analysts recently weighed in on GEV shares. Susquehanna set a $1,300.00 price objective on GE Vernova in a report on Thursday, April 23rd. Barclays boosted their price objective on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a report on Thursday, April 23rd. Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and boosted their price objective for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Wells Fargo & Company boosted their price objective on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Finally, Mizuho set a $714.00 price objective on GE Vernova in a report on Tuesday, February 3rd. 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 stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

GE Vernova Stock Performance

Shares of NYSE GEV opened at $968.81 on Friday. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. The stock has a 50 day simple moving average of $996.99 and a 200-day simple moving average of $806.32. The company has a market cap of $260.34 billion, a PE ratio of 28.22, a P/E/G ratio of 3.73 and a beta of 1.51. GE Vernova Inc. has a 12-month low of $458.65 and a 12-month high of $1,181.95.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The business had revenue of $9.34 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the firm posted $0.91 earnings per share. On average, equities research analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s payout ratio is currently 5.83%.

Insider Activity

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the completion of the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.21% of the company’s stock.

More GE Vernova News

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

• Positive Sentiment: UBS named GE Vernova one of its highest-conviction industrial picks, and other market commentary highlighted the stock as one of Wall Street’s preferred buy ideas. GE Vernova, Boeing lead UBS’s highest-conviction industrial calls
• Positive Sentiment: Multiple articles pointed to GE Vernova as a beneficiary of surging electricity demand from AI data centers, reinforcing the company’s growth narrative tied to power generation and grid infrastructure. GE Vernova vs. Constellation Energy: Which AI Power Stock Wins?
• Positive Sentiment: Analyst coverage remains optimistic, with reports noting that Wall Street’s average brokerage recommendation still leans bullish on GEV. Is GE Vernova (GEV) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: One recent article framed GE Vernova as a cash-generating company, but did not provide a clear new catalyst for the stock. 2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
• Negative Sentiment: GE Vernova shares fell in the latest session, even as the broader market rose, suggesting some profit-taking or investor hesitation after the stock’s strong run. GE Vernova (GEV) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A bearish Seeking Alpha piece argued that physical constraints in power infrastructure could limit how much of the AI buildout GE Vernova can actually capture. GE Vernova: Physical Limitations Put A Harsh Ceiling On The AI Upside

About GE Vernova

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.