Marietta Investment Partners LLC Has $7.11 Million Stock Holdings in GE Vernova Inc. $GEV

Marietta Investment Partners LLC raised its stake in GE Vernova Inc. (NYSE:GEV) by 9.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,569 shares of the company’s stock after buying an additional 1,041 shares during the period. GE Vernova accounts for 1.4% of Marietta Investment Partners LLC’s holdings, making the stock its 22nd largest holding. Marietta Investment Partners LLC’s holdings in GE Vernova were worth $7,114,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Truepoint Inc. lifted its stake in shares of GE Vernova by 7.0% in the 3rd quarter. Truepoint Inc. now owns 783 shares of the company’s stock valued at $481,000 after acquiring an additional 51 shares during the last quarter. Bouchey Financial Group Ltd grew its position in GE Vernova by 30.5% during the 3rd quarter. Bouchey Financial Group Ltd now owns 697 shares of the company’s stock worth $429,000 after acquiring an additional 163 shares during the last quarter. Consolidated Portfolio Review Corp increased its holdings in GE Vernova by 3.4% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 1,045 shares of the company’s stock worth $643,000 after purchasing an additional 34 shares in the last quarter. Crossmark Global Holdings Inc. raised its position in GE Vernova by 5.3% in the third quarter. Crossmark Global Holdings Inc. now owns 13,377 shares of the company’s stock valued at $8,226,000 after purchasing an additional 675 shares during the last quarter. Finally, Orion Porfolio Solutions LLC boosted its stake in shares of GE Vernova by 23.7% during the third quarter. Orion Porfolio Solutions LLC now owns 17,525 shares of the company’s stock valued at $10,776,000 after purchasing an additional 3,358 shares in the last quarter.

GE Vernova News Summary

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

• Positive Sentiment: Erste Group initiated coverage with a “buy” rating, providing independent institutional support that can boost demand from investors and help underpin the stock.
• Positive Sentiment: Company-level operational and capital-return positives: reporting ~US$2.0B of 2025 data-center electrification orders (about triple year-over-year), higher dividend guidance, an expanded share-repurchase program and upgraded multi-year guidance — items that shift the narrative toward recurring AI-related revenue and shareholder returns. Did GE Vernova’s (GEV) AI Data Center Orders and Capital Returns Just Redefine Its Narrative?
• Positive Sentiment: Bullish deep-dive: a Seeking Alpha thesis argues GEV is underpriced and can unlock high-margin recurring revenues via slot-reservation arbitrage and GridOS-related services through 2028–2035, highlighting vertical integration and contracted revenue protections. GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028
• Neutral Sentiment: Zacks notes GEV is drawing elevated attention from users, which can increase trading volume and volatility but is not a direct signal on fundamentals. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Aalo Atomics signed a fuel fabrication contract with Global Nuclear Fuel — part of a GE Vernova-led alliance — which signals longer-term optionality in advanced-nuclear work for AI facilities but is an indirect and longer-horizon development. Aalo Atomics Signs Contract to Secure Fabricated Fuel Rods From Global Nuclear Fuel
• Negative Sentiment: Bear case flagged: a Seeking Alpha piece warns that if AI-driven power demand cools, GEV could face overcapacity and meaningful downside to the bullish growth assumptions — a direct risk to the recent AI/order-driven rerating. GE Vernova: Cooling AI Energy Demand Could Bust This Stock
• Negative Sentiment: Near-term price pressure: coverage of today’s intra-session pullback and broader-market weakness is likely amplifying selling and volatility. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know

GE Vernova Trading Down 3.2%

Shares of GEV opened at $814.71 on Friday. The stock has a market capitalization of $219.59 billion, a P/E ratio of 45.77, a price-to-earnings-growth ratio of 3.35 and a beta of 1.45. The firm’s fifty day simple moving average is $740.55 and its two-hundred day simple moving average is $654.59. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $894.93.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter last year, the firm posted $1.73 earnings per share. The firm’s revenue was up 3.8% on a year-over-year basis. As a group, research analysts predict that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The business 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. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is currently 11.24%.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on GEV shares. Royal Bank Of Canada upped their price objective on GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Bank of America boosted their price objective on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. JPMorgan Chase & Co. restated an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. Finally, Evercore lifted their target price on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and a consensus price target of $805.25.

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.