MMA Asset Management LLC Grows Position in GE Vernova Inc. $GEV

MMA Asset Management LLC raised its position in GE Vernova Inc. (NYSE:GEV) by 147.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,351 shares of the company’s stock after purchasing an additional 806 shares during the quarter. MMA Asset Management LLC’s holdings in GE Vernova were worth $831,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of GEV. Elyxium Wealth LLC raised its holdings in shares of GE Vernova by 2.5% in the third quarter. Elyxium Wealth LLC now owns 896 shares of the company’s stock worth $551,000 after buying an additional 22 shares during the period. Fortitude Advisory Group L.L.C. increased its stake in GE Vernova by 12.3% in the third quarter. Fortitude Advisory Group L.L.C. now owns 1,023 shares of the company’s stock worth $629,000 after purchasing an additional 112 shares during the period. Fishman Jay A Ltd. MI increased its stake in GE Vernova by 5.3% in the third quarter. Fishman Jay A Ltd. MI now owns 21,501 shares of the company’s stock worth $13,221,000 after purchasing an additional 1,087 shares during the period. Prime Capital Investment Advisors LLC lifted its position in shares of GE Vernova by 7.3% during the third quarter. Prime Capital Investment Advisors LLC now owns 41,364 shares of the company’s stock worth $25,434,000 after purchasing an additional 2,821 shares during the last quarter. Finally, Capital Investment Advisory Services LLC boosted its stake in shares of GE Vernova by 7.3% during the third quarter. Capital Investment Advisory Services LLC now owns 2,190 shares of the company’s stock valued at $1,347,000 after purchasing an additional 149 shares during the period.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Mizuho set a $714.00 price objective on GE Vernova in a report on Tuesday. Bank of America lifted their target price on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $788.24.

GE Vernova Stock Performance

GEV stock opened at $778.97 on Friday. GE Vernova Inc. has a one year low of $252.25 and a one year high of $795.50. The firm has a market cap of $209.96 billion, a price-to-earnings ratio of 43.76, a PEG ratio of 2.93 and a beta of 1.67. The firm has a 50-day simple moving average of $670.00 and a two-hundred day simple moving average of $628.99.

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

GE Vernova Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 5th were paid a dividend of $0.50 per share. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date was Monday, January 5th. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

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.