MMA Asset Management LLC Lowers Stock Holdings in GE Vernova Inc. $GEV

MMA Asset Management LLC lowered its stake in GE Vernova Inc. (NYSE:GEV) by 40.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 800 shares of the company’s stock after selling 551 shares during the period. MMA Asset Management LLC’s holdings in GE Vernova were worth $523,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of GEV. Brighton Jones LLC raised its position in GE Vernova by 29.4% in 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 in the last quarter. Schnieders Capital Management LLC. raised its position in GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after purchasing an additional 26 shares in the last quarter. Jump Financial LLC acquired a new stake in GE Vernova in the 2nd quarter valued at about $258,000. Ossiam acquired a new stake in GE Vernova in the 2nd quarter valued at about $42,000. Finally, Nebula Research & Development LLC raised its position in GE Vernova by 23.9% in the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after purchasing an additional 323 shares in the last quarter.

GE Vernova Price Performance

Shares of NYSE GEV opened at $1,074.28 on Tuesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. GE Vernova Inc. has a fifty-two week low of $387.03 and a fifty-two week high of $1,181.95. The firm has a market capitalization of $288.68 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 3.98 and a beta of 1.51. The stock’s 50-day simple moving average is $919.40 and its 200-day simple moving average is $745.60.

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

GE Vernova Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of research firms have issued reports on GEV. Oppenheimer set a $1,303.00 price target on GE Vernova in a research report on Thursday, April 23rd. Erste Group Bank raised GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,328.00 price target on shares of GE Vernova in a research report on Friday, April 24th. Barclays increased their price target on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Finally, Royal Bank Of Canada increased their price target on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,090.76.

More GE Vernova News

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

• Positive Sentiment: Q1 results and outlook — GE Vernova reported revenue of $9.34B and EPS that far exceeded expectations, backed by renewed full‑year guidance and strong free‑cash‑flow prospects; management’s multi‑billion dollar buyback program is compressing share count and supporting EPS. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: AI data‑center demand fueling backlog — Multiple pieces link GEV’s surge to booming data‑center builds (huge capex from cloud providers), which is driving large equipment and service orders for power systems and grid solutions. This secular tailwind supports higher revenue visibility. Electricians Are the New Must-Have for Data Centers. These Stocks Benefit.
• Positive Sentiment: Strategic gas‑plus‑nuclear partnership — GE Vernova and Blue Energy announced a 2.5 GW collaboration to develop the world’s first gas‑plus‑nuclear plant concept in Texas, expanding GEV’s role in large baseload + flexible power solutions that appeal to AI/data center customers seeking resilient, low‑carbon power. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Analyst and media bullishness — Several outlets and analysts have added GEV to “buy” lists or highlighted it as a key AI‑power play, increasing investor interest and supporting the rerating versus peers. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Neutral Sentiment: Project dispute with Vineyard Wind — GE Vernova publicly challenged Vineyard Wind’s claims around potential harm if the firm exits a project. Legal or contractual outcomes could be uncertain; impact depends on resolution details. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project
• Neutral Sentiment: Media roundup and investor ideas — Multiple articles profile GEV’s rally and suggest related small‑cap renewable picks; these broaden interest but are secondary to GEV’s core fundamentals. As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

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.