Mackenzie Financial Corp Buys 4,510 Shares of GE Vernova Inc. $GEV

Mackenzie Financial Corp boosted its position in shares of GE Vernova Inc. (NYSE:GEV) by 6.8% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 70,501 shares of the company’s stock after purchasing an additional 4,510 shares during the quarter. Mackenzie Financial Corp’s holdings in GE Vernova were worth $43,351,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in GEV. Jackson Grant Investment Advisers Inc. increased its position in 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 purchasing an additional 31 shares during the period. Howard Hughes Medical Institute bought a new stake in GE Vernova during the 2nd quarter worth about $31,000. Bay Harbor Wealth Management LLC lifted its position in GE Vernova by 537.5% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares during the period. Monetary Management Group Inc. bought a new position in shares of GE Vernova in the 2nd quarter valued at about $32,000. Finally, Elevation Wealth Partners LLC boosted its stake 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 valued at $33,000 after purchasing an additional 17 shares during the last quarter.

GE Vernova Trading Down 2.0%

Shares of GE Vernova stock opened at $830.82 on Friday. The company has a market capitalization of $223.93 billion, a PE ratio of 46.68, a PEG ratio of 3.37 and a beta of 1.45. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $894.93. The stock’s fifty day simple moving average is $757.40 and its 200 day simple moving average is $662.18.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. During the same period in the previous year, the firm earned $1.73 earnings per share. The company’s revenue was up 3.8% on a year-over-year basis. Analysts predict that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued 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 is Tuesday, March 17th. GE Vernova’s payout ratio is 11.24%.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. Wolfe Research raised shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. Erste Group Bank initiated coverage on GE Vernova in a report on Thursday, March 5th. They set a “buy” rating on the stock. Bank of America boosted their target price on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Finally, Susquehanna upped their price target on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $831.29.

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.