Spire Wealth Management Cuts Stock Position in GE Vernova Inc. $GEV

Spire Wealth Management decreased its position in shares of GE Vernova Inc. (NYSE:GEV) by 56.9% in the fourth quarter, HoldingsChannel reports. The fund owned 6,329 shares of the company’s stock after selling 8,349 shares during the quarter. Spire Wealth Management’s holdings in GE Vernova were worth $4,136,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of GEV. Northwest Wealth Management LLC increased its position in shares of GE Vernova by 3.6% during the third quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock worth $286,000 after purchasing an additional 16 shares in the last quarter. Traphagen Investment Advisors LLC grew its stake in GE Vernova by 1.2% during the 3rd quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock worth $872,000 after buying an additional 17 shares during the last quarter. Navigoe LLC grew its stake in GE Vernova by 20.2% during the 3rd quarter. Navigoe LLC now owns 101 shares of the company’s stock worth $62,000 after buying an additional 17 shares during the last quarter. Elevation Wealth Partners LLC increased its position in GE Vernova by 47.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after buying an additional 17 shares in the last quarter. Finally, Tritonpoint Wealth LLC raised its stake in GE Vernova by 1.7% in the third quarter. Tritonpoint Wealth LLC now owns 994 shares of the company’s stock valued at $611,000 after buying an additional 17 shares during the last quarter.

Analysts Set New Price Targets

Several equities research analysts have weighed in on GEV shares. William Blair reissued an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Bank of America increased their price objective on shares of GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Erste Group Bank raised shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. UBS Group restated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Finally, Evercore raised 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. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $854.52.

GE Vernova Trading Down 0.0%

NYSE:GEV opened at $852.91 on Monday. The company’s 50-day moving average price is $802.93 and its 200-day moving average price is $682.73. The company has a market cap of $229.88 billion, a P/E ratio of 47.92, a P/E/G ratio of 3.35 and a beta of 1.45. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $948.38.

GE Vernova (NYSE:GEV) last posted its quarterly 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. The business had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 EPS. On average, analysts expect that GE Vernova Inc. will post 6.59 earnings per share 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 given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

GE Vernova News Summary

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

• Positive Sentiment: Erste Group upgraded GEV to “Strong‑Buy” and dramatically raised its earnings forecasts — $14.77 for FY2026 and $22.05 for FY2027 (vs. consensus ~$6.59). This large upward revision is a clear bullish catalyst for expectations of future profitability and likely supported recent buying interest. Article Title
• Positive Sentiment: Coverage reports GEV is expanding its presence in S&P 500 energy funds — increased fund exposure can boost share demand and liquidity over time. Article Title
• Neutral Sentiment: Market pieces note GEV recently outperformed the broader market in short‑term trading sessions, highlighting elevated volatility and investor focus on news flow. Article Title
• Neutral Sentiment: Sector commentary (example: AES coverage) underscores growing demand for energy services from data centers and corporates — a positive industry backdrop that could support long‑term revenue visibility for power/energy suppliers like GEV. Article Title
• Negative Sentiment: Despite the upgrade and bullish estimates, the stock moved lower today — this suggests short‑term profit taking, rotation, or sensitivity to high valuation multiples could weigh on the share price until forward results and guidance confirm the elevated EPS trajectory.

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.