AlphaCore Capital LLC Has $2.38 Million Stake in GE Vernova Inc. $GEV

AlphaCore Capital LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 66.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,640 shares of the company’s stock after acquiring an additional 1,456 shares during the quarter. AlphaCore Capital LLC’s holdings in GE Vernova were worth $2,379,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of GEV. Northwestern Mutual Wealth Management Co. raised its position in GE Vernova by 5,171.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after purchasing an additional 2,406,326 shares during the last quarter. Capital World Investors grew its holdings in shares of GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. grew its holdings in shares of GE Vernova by 170.0% during the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares during the last quarter. Jennison Associates LLC grew its holdings in shares of GE Vernova by 1,300.4% during the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company’s stock worth $423,377,000 after purchasing an additional 601,533 shares during the last quarter. Finally, SG Americas Securities LLC increased its stake in shares of GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after buying an additional 414,631 shares during the period.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Argus set a $1,300.00 price objective on shares of GE Vernova in a report on Monday, April 27th. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a report on Friday, April 24th. Finally, Susquehanna set a $1,300.00 price objective on shares of GE Vernova in a report on Thursday, April 23rd. Two 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.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,090.76.

GE Vernova Stock Performance

NYSE:GEV opened at $1,048.74 on Friday. The company has a market capitalization of $281.82 billion, a PE ratio of 30.55, a P/E/G ratio of 3.93 and a beta of 1.51. The company has a 50 day simple moving average of $957.76 and a two-hundred day simple moving average of $774.61. 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 $421.64 and a fifty-two week high of $1,181.95.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 23.81% and a return on equity of 43.97%. The company’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.91 EPS. Research analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Dividend Announcement

The business also recently disclosed 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. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is 5.83%.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova’s recent “blowout” earnings continue to support bullish sentiment, with investors viewing the results as evidence that the company is benefiting from strong demand, improved execution, and a growing backlog. Article Title
• Positive Sentiment: Argus raised its price target on GE Vernova to $1,300 and kept a Buy rating after the company’s strong quarter, reinforcing the view that the stock can still re-rate higher if growth stays strong. Article Title
• Positive Sentiment: GE Vernova and Blue Energy announced a major U.S. nuclear-and-gas power plant collaboration, highlighting the company’s role in solving rising electricity demand from AI data centers and new industrial loads. Article Title
• Positive Sentiment: Recent coverage also points to strong orders, global project wins, and a faster path toward a $200 billion backlog target, all of which support the bull case for GE Vernova’s power and electrification businesses. Article Title
• Neutral Sentiment: The broader market backdrop was relatively calm, with indexes holding near highs, so GEV’s move appears more tied to company-specific catalysts than to a sector-wide risk-off shift. Article Title
• Negative Sentiment: Some analysts caution that GE Vernova’s premium valuation and potential tariff-related costs could limit upside, suggesting the stock may be vulnerable if growth expectations cool. Article Title

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.