Crystal Rock Capital Management Purchases Shares of 1,825 GE Vernova Inc. $GEV

Crystal Rock Capital Management acquired a new stake in shares of GE Vernova Inc. (NYSE:GEV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,825 shares of the company’s stock, valued at approximately $1,122,000. GE Vernova comprises approximately 0.6% of Crystal Rock Capital Management’s portfolio, making the stock its 28th biggest holding.

Several other hedge funds have also modified their holdings of the stock. Good Life Advisors LLC increased its position in GE Vernova by 1.0% during the second quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock worth $875,000 after purchasing an additional 16 shares during the last quarter. Bell Investment Advisors Inc grew its stake in shares of GE Vernova by 6.7% during the 2nd quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock valued at $135,000 after buying an additional 16 shares during the period. Northwest Wealth Management LLC grew its stake in shares of GE Vernova by 3.6% during the 3rd quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock valued at $286,000 after buying an additional 16 shares during the period. AMG National Trust Bank increased its holdings in shares of GE Vernova by 1.5% during the 2nd quarter. AMG National Trust Bank now owns 1,145 shares of the company’s stock worth $606,000 after buying an additional 17 shares during the last quarter. Finally, Graney & King LLC raised its position in shares of GE Vernova by 2.4% in the 2nd quarter. Graney & King LLC now owns 722 shares of the company’s stock worth $382,000 after buying an additional 17 shares during the period.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

GE Vernova Stock Performance

GE Vernova stock opened at $778.97 on Monday. The firm has a market capitalization of $209.96 billion, a PE ratio of 43.76, a price-to-earnings-growth ratio of 3.10 and a beta of 1.67. GE Vernova Inc. has a one year low of $252.25 and a one year high of $795.50. The stock’s 50 day moving average price is $670.00 and its 200 day moving average price is $629.55.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter last year, the company earned $1.73 earnings per share. GE Vernova’s revenue for the quarter was up 3.8% on a year-over-year basis. On average, analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 5th were paid a dividend of $0.50 per share. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Monday, January 5th. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s payout ratio is presently 11.24%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. China Renaissance raised GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday. Barclays reiterated an “overweight” rating and set a $849.00 price objective on shares of GE Vernova in a research note on Monday, February 2nd. Finally, UBS Group reiterated 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-two have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $788.24.

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.