Teachers Retirement System of The State of Kentucky Has $22.03 Million Stock Position in GE Vernova Inc. $GEV

Teachers Retirement System of The State of Kentucky reduced its holdings in GE Vernova Inc. (NYSE:GEV) by 5.6% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 35,830 shares of the company’s stock after selling 2,124 shares during the period. Teachers Retirement System of The State of Kentucky’s holdings in GE Vernova were worth $22,032,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of GEV. Brighton Jones LLC raised its stake in GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after purchasing an additional 753 shares during the last quarter. Schnieders Capital Management LLC. increased 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 purchasing an additional 26 shares during the period. IFG Advisory LLC bought a new position in shares of GE Vernova during the 2nd quarter worth about $262,000. Mission Wealth Management LP raised its position in shares of GE Vernova by 3.7% during the second quarter. Mission Wealth Management LP now owns 2,483 shares of the company’s stock valued at $1,314,000 after buying an additional 88 shares during the last quarter. Finally, Intellectus Partners LLC bought a new stake in shares of GE Vernova in the second quarter valued at about $271,000.

GE Vernova Price Performance

GE Vernova stock opened at $841.95 on Wednesday. The business has a 50 day simple moving average of $734.06 and a 200 day simple moving average of $652.14. The company has a market capitalization of $226.93 billion, a PE ratio of 47.30, a price-to-earnings-growth ratio of 3.51 and a beta of 1.45. GE Vernova Inc. has a one year low of $252.25 and a one year high of $894.93.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.73 earnings per share. Equities analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. William Blair restated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Royal Bank Of Canada lifted their price objective on GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. TD Cowen raised their target price on GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a research note on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $788.24.

GE Vernova News Summary

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

• Positive Sentiment: GE Vernova reported ~US$2.0B of 2025 data-center electrification orders (triple prior year) and announced higher dividends, a larger share-repurchase program and upgraded multi-year guidance — a combination that reframes the stock toward AI infrastructure exposure and capital returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Management doubled the 2026 dividend and significantly increased the buyback authorization, tying payouts to strong electrification demand and upgraded guidance — this materially raises the stock’s cash-return profile. GE Vernova Doubles 2026 Dividend As Electrification Backlog Supports Payouts
• Positive Sentiment: GE-led Global Nuclear Fuel (GNF) secured a fuel-fabrication contract with Aalo Atomics for advanced reactors aimed at powering experimental AI data centers — a sign of GE Vernova’s role in the nuclear-to-AI supply chain. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Positive Sentiment: Analyst commentary and feature pieces argue that broader electrification and multi‑GW AI demand justify a higher valuation and have prompted some price-target upgrades — supporting the bull case if execution continues. GE Vernova: More Gigawatts Needed To Fuel AI, Raising My Price Target
• Positive Sentiment: Sector pieces highlighting “repowering America” and GE Vernova’s role emphasize long-term demand for grid and electrification projects — supportive context for backlog growth and margin improvement. GE Vernova: Repowering America
• Neutral Sentiment: With the stock trading near record highs, some coverage discusses whether to lock gains or let the rally run — this frames a near-term risk/decision point for investors rather than a catalyst on its own. GE Vernova Stock Trades Near Record High — Lock in Gains or Let It Run?
• Negative Sentiment: Market reports show the stock pulled back in the latest session, reflecting shorter-term selling pressure that can follow a sharp rally despite the positive fundamental updates. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

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.