Moody National Bank Trust Division Has $2.18 Million Position in GE Vernova Inc. $GEV

Moody National Bank Trust Division cut its holdings in GE Vernova Inc. (NYSE:GEV) by 30.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 3,342 shares of the company’s stock after selling 1,439 shares during the quarter. Moody National Bank Trust Division’s holdings in GE Vernova were worth $2,184,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. increased its position in shares of GE Vernova by 344.4% during 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 in the last quarter. Wealth Watch Advisors INC bought a new position in GE Vernova during the 3rd quarter worth about $25,000. Bay Harbor Wealth Management LLC raised its stake in shares of GE Vernova by 537.5% in 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. Elevation Wealth Partners LLC raised 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 period. Finally, Deseret Mutual Benefit Administrators lifted its holdings in shares of GE Vernova by 112.0% in the third quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock valued at $33,000 after purchasing an additional 28 shares in the last quarter.

Key GE Vernova News

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and kept an overweight/positive stance, citing stronger turbine pricing, rising demand for H‑class gas turbines and improved medium‑term growth tied to electrification — a primary catalyst for today’s gain. Morgan Stanley Raises GE Vernova (NYSE:GEV) Price Target to $960.00
• Positive Sentiment: Bank of America reiterated a Buy on GEV, reinforcing institutional support and signaling continued analyst conviction in the company’s execution and market opportunity. Bank of America Securities Remains a Buy on GE Vernova Inc. (GEV)
• Positive Sentiment: Macro/structural bull case: coverage tying GE Vernova to the AI/data‑center electrification theme (larger long‑term power demand), plus recent management actions — dividend increase and expanded buyback authorization — support a durable revenue/backlog narrative and investor appetite. MarketBeat: GE Vernova thematic coverage
• Neutral Sentiment: Media and personality-driven interest (e.g., Jim Cramer coverage) has amplified retail/investor attention and trading volume; this can boost momentum but may be less predictive of fundamentals. GE Vernova Up Heavily After Jim Cramer It Was A “Real Good Story”
• Neutral Sentiment: Short‑term market tailwinds (a broader risk‑off easing / geopolitical headlines) lifted several industrial and energy names today, which helped GEV alongside company‑specific news. GE Vernova, Applied Industrial, MYR Group, Advanced Drainage, and Kadant Shares Skyrocket

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on GEV. Royal Bank Of Canada lifted their target price on GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. Robert W. Baird set a $923.00 price objective on shares of GE Vernova and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. TD Cowen increased their target price on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Wolfe Research upgraded shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Finally, The Goldman Sachs Group boosted their price target on shares of GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research report 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 stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $837.25.

GE Vernova Price Performance

GE Vernova stock opened at $908.90 on Wednesday. The company’s 50-day moving average is $789.33 and its 200-day moving average is $677.10. The firm has a market capitalization of $244.98 billion, a PE ratio of 51.06, a P/E/G ratio of 3.51 and a beta of 1.45. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $920.63.

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

GE Vernova Dividend Announcement

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

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.