Invesco Ltd. Has $1.46 Billion Stock Holdings in GE Vernova Inc. $GEV

Invesco Ltd. lifted its position in shares of GE Vernova Inc. (NYSE:GEV) by 7.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,375,738 shares of the company’s stock after purchasing an additional 158,481 shares during the period. Invesco Ltd. owned about 0.88% of GE Vernova worth $1,460,841,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Jackson Grant Investment Advisers Inc. increased its position in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after acquiring an additional 31 shares during the period. Bay Harbor Wealth Management LLC grew its holdings in GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after acquiring an additional 43 shares during the period. Elevation Wealth Partners LLC raised its position in shares of GE Vernova by 47.2% in the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares in the last quarter. Deseret Mutual Benefit Administrators raised its position in shares of GE Vernova by 112.0% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 28 shares in the last quarter. Finally, Howard Hughes Medical Institute acquired a new position in shares of GE Vernova in the 2nd quarter valued at about $31,000.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. William Blair restated an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price target on shares of GE Vernova in a report on Thursday, January 29th. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research report on Wednesday, December 10th. TD Cowen lifted their price objective on shares of GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Bank of America boosted their target price on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $831.29.

GE Vernova Stock Down 2.0%

Shares of NYSE:GEV opened at $830.82 on Friday. The business’s 50 day moving average is $757.40 and its 200 day moving average is $662.18. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $894.93. The stock has a market cap of $223.93 billion, a price-to-earnings ratio of 46.68, a PEG ratio of 3.37 and a beta of 1.45.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data 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. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same period last year, the business earned $1.73 EPS. The business’s revenue was up 3.8% on a year-over-year basis. As a group, equities research analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be given a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio is presently 11.24%.

More GE Vernova News

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

• Positive Sentiment: Q4 results and lifted 2026 guidance pushed some bears to turn bullish; Seeking Alpha highlights accelerating estimate revisions and tight gas‑turbine supply through 2028 (and reports 2029–30 slots are nearly sold out), supporting a higher long‑term target. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing
• Positive Sentiment: Rothschild & Co / Redburn upgraded GEV to Buy and raised price targets (one firm cited a $1,100 target), a clear catalyst for optimism and higher bid interest. Rothschild & Co Redburn Upgrades GE Vernova
• Positive Sentiment: Management says gas‑turbine backlog will exceed $200B by 2028 and the company is accelerating turbine output; coupled with a $5.3B grid acquisition, this supports higher revenue visibility and execution leverage. GE Vernova gas turbine backlog to reach $200B by 2028, CEO says
• Positive Sentiment: GEV is expanding manufacturing capacity (Vietnam, Italy, new wind facilities) to meet surging demand for grid, electrification and power equipment — a structural growth story for energy transition investors. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Positive Sentiment: Public endorsements (e.g., Jim Cramer saying he likes GEV and suggested a share split) add retail visibility and can buoy sentiment/volume. Jim Cramer: I like GE Vernova very much, they should split it
• Neutral Sentiment: Geopolitical energy risk (Middle East) is renewing interest in nuclear and baseload solutions, a sector tailwind that could indirectly benefit GEV’s power‑equipment franchise. Nuclear ETFs in Spotlight as Middle East Conflict Intensifies Energy Crisis
• Neutral Sentiment: Academic and industry partnerships (e.g., MIT LGO program relationships) are supportive for talent and innovation but are long‑term rather than near‑term price drivers. MIT Leaders for Global Operations announces partnerships
• Negative Sentiment: Several pieces note GEV’s rich valuation (high trailing and forward P/E); after a strong rally investors may be trimming positions, so short‑term weakness can reflect profit‑taking rather than deteriorating fundamentals. Is GE Vernova Inc. (GEV) A Good Stock To Buy Now?

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.