AE Wealth Management LLC Buys 2,227 Shares of GE Vernova Inc. $GEV

AE Wealth Management LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 13.7% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 18,424 shares of the company’s stock after purchasing an additional 2,227 shares during the quarter. AE Wealth Management LLC’s holdings in GE Vernova were worth $11,330,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Synergy Asset Management LLC raised its stake in shares of GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after acquiring an additional 1,413 shares during the last quarter. Kercheville Advisors LLC increased its holdings in GE Vernova by 238.3% during the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock valued at $3,016,000 after purchasing an additional 3,455 shares in the last quarter. Dupree Financial Group LLC bought a new position in GE Vernova in the 2nd quarter valued at $253,000. Rakuten Investment Management Inc. bought a new position in GE Vernova in the 3rd quarter valued at $18,601,000. Finally, Nordea Investment Management AB boosted its stake in GE Vernova by 136.1% in the third quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock worth $341,038,000 after purchasing an additional 323,481 shares in the last quarter.

GE Vernova Stock Up 1.2%

Shares of GE Vernova stock opened at $726.04 on Friday. The business has a fifty day simple moving average of $652.63 and a 200 day simple moving average of $622.30. The stock has a market cap of $196.99 billion, a PE ratio of 40.79, a price-to-earnings-growth ratio of 2.99 and a beta of 1.67. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $752.02.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating the consensus estimate of $2.99 by $10.40. The firm had revenue of $10.96 billion for 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 company’s quarterly revenue was up 3.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.73 earnings per share. Analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

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

Trending Headlines about GE Vernova

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

Analyst Ratings Changes

A number of analysts have recently weighed in on GEV shares. The Goldman Sachs Group raised their target price on GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research note on Thursday. Rothschild & Co Redburn reissued a “sell” rating and set a $475.00 price objective on shares of GE Vernova in a report on Wednesday, October 15th. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday. Wells Fargo & Company increased their price target on shares of GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, Royal Bank Of Canada upped their price objective on GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and an average price target of $752.26.

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.