Smartleaf Asset Management LLC Acquires 1,150 Shares of GE Vernova Inc. $GEV

Smartleaf Asset Management LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 59.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,080 shares of the company’s stock after purchasing an additional 1,150 shares during the period. Smartleaf Asset Management LLC’s holdings in GE Vernova were worth $1,856,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Good Life Advisors LLC lifted its stake in GE Vernova by 1.0% in the 2nd quarter. Good Life Advisors LLC now owns 1,654 shares of the company’s stock valued at $875,000 after purchasing an additional 16 shares during the last quarter. Bell Investment Advisors Inc lifted its position in shares of GE Vernova by 6.7% during the 2nd quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock valued at $135,000 after acquiring an additional 16 shares during the period. Northwest Wealth Management LLC lifted its holdings in shares of GE Vernova by 3.6% during the 3rd quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock worth $286,000 after acquiring an additional 16 shares during the period. AMG National Trust Bank increased its stake in shares of GE Vernova by 1.5% in the 2nd quarter. AMG National Trust Bank now owns 1,145 shares of the company’s stock valued at $606,000 after purchasing an additional 17 shares during the last quarter. Finally, Graney & King LLC raised its stake in GE Vernova by 2.4% during the second quarter. Graney & King LLC now owns 722 shares of the company’s stock worth $382,000 after acquiring an additional 17 shares in the last quarter.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Bank of America upped their price target on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Barclays reiterated an “overweight” rating and set a $849.00 target price on shares of GE Vernova in a research report on Monday, February 2nd. Evercore lifted their price target on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. Finally, Rothschild & Co Redburn set a $475.00 price objective on GE Vernova in a research report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $788.24.

Key GE Vernova News

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

GE Vernova Trading Up 5.6%

GEV opened at $778.97 on Monday. GE Vernova Inc. has a 1-year low of $252.25 and a 1-year high of $795.50. The company has a market cap of $209.96 billion, a P/E ratio of 43.76, a price-to-earnings-growth ratio of 3.10 and a beta of 1.67. The company has a fifty day moving average price of $670.00 and a two-hundred day moving average price of $629.55.

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

GE Vernova Increases Dividend

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

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.