VIRGINIA RETIREMENT SYSTEMS ET Al Raises Stock Holdings in GE Vernova Inc. $GEV

VIRGINIA RETIREMENT SYSTEMS ET Al increased its position in GE Vernova Inc. (NYSE:GEV) by 3.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,060 shares of the company’s stock after purchasing an additional 760 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in GE Vernova were worth $15,725,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the third quarter worth $25,000. Torren Management LLC purchased a new stake in shares of GE Vernova in the fourth quarter worth $26,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the last quarter. Finally, Monetary Management Group Inc. purchased a new stake in shares of GE Vernova in the second quarter worth $32,000.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on GEV shares. Robert W. Baird increased their target price on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Morgan Stanley increased their target price on GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a research note on Monday, March 23rd. Weiss Ratings raised GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Wells Fargo & Company increased their target price on GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

GE Vernova Trading Down 0.9%

Shares of NYSE:GEV opened at $1,062.65 on Thursday. The company has a market cap of $285.56 billion, a P/E ratio of 30.95, a PEG ratio of 4.01 and a beta of 1.51. 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 Inc. has a 1 year low of $421.64 and a 1 year high of $1,181.95. The stock’s fifty day moving average price is $948.72 and its 200-day moving average price is $769.13.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The firm had revenue of $9.34 billion for 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 company’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.91 earnings per share. Sell-side analysts expect that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

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

More GE Vernova News

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

• Positive Sentiment: GE Vernova has been repeatedly highlighted as a key beneficiary of the AI-driven power equipment crunch, with investors focusing on rising demand for grid modernization and power-generation equipment. Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
• Positive Sentiment: The company recently raised its 2026 revenue and adjusted core profit margin outlook, signaling that stronger data-center and grid infrastructure demand is improving the earnings trajectory. US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: GE Vernova and ENKA began commercial operation of the 852 MW Kırklareli plant in Türkiye, another sign that its gas-turbine and power plant business continues to win and execute on large projects. GE Vernova, ENKA launch 852MW Kırklareli plant in Türkiye
• Positive Sentiment: GE Vernova also announced a partnership with Blue Energy on a proposed 2.5 GW nuclear and natural gas plant in Texas, reinforcing its role in next-generation U.S. power buildout. GE Vernova (GEV) Partners with Blue Energy for 2.5 GW Texas Nuclear and Natural Gas Plant
• Neutral Sentiment: Several technical-analysis articles pointed to a bullish “golden cross” setup, which may be supporting short-term trading interest but does not change fundamentals. GE Vernova (GEV) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Broader market commentary also continues to frame GE Vernova as a major AI-infrastructure and nuclear-energy winner, but some reports warn the theme may be getting crowded. AI Mania Makes Old-School Industrials Behave Like Chip Stocks

GE Vernova 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.