V Square Quantitative Management LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 4,529 shares of the company’s stock, valued at approximately $2,960,000.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Capital World Investors lifted its holdings in shares of GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. grew its stake in GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after buying an additional 740,339 shares during the last quarter. Qube Research & Technologies Ltd increased its position in GE Vernova by 771.3% in the second quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock worth $403,861,000 after buying an additional 675,629 shares during the period. SG Americas Securities LLC increased its position in GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock worth $273,624,000 after buying an additional 414,631 shares during the period. Finally, Raymond James Financial Inc. lifted its stake in GE Vernova by 66.0% in the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock valued at $499,817,000 after buying an additional 375,677 shares during the last quarter.
GE Vernova Trading Up 2.8%
Shares of NYSE:GEV opened at $936.31 on Thursday. The company has a 50 day moving average of $836.90 and a 200-day moving average of $697.29. The firm has a market cap of $252.36 billion, a P/E ratio of 52.60, a P/E/G ratio of 3.54 and a beta of 1.43. GE Vernova Inc. has a twelve month low of $281.56 and a twelve month high of $962.72.
GE Vernova Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.
Key GE Vernova News
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: Hitachi Nuclear Energy (GE Vernova) signed a Main Services Agreement with Sweden’s AFRY to support deployment of the BWRX‑300 small modular reactor across Europe — a concrete step expanding GEV’s nuclear pipeline and potential long‑term recurring services revenue outside the U.S. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
- Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts and reiterated a “Strong‑Buy” stance, nudging near‑term earnings expectations higher — analyst upgrades like this can support multiple expansion and investor confidence. GE Vernova (GEV) MarketBeat Company Page
- Positive Sentiment: Macro/sector commentary suggests geopolitical energy disruptions (Middle East) could accelerate demand for reliable power solutions — analysts and some outlets argue this could boost order momentum for companies like GEV and has been tied to analyst rating upgrades. GE Vernova: How Middle East War Could Fuel Its Next Growth Surge (Rating Upgrade)
- Positive Sentiment: Technical/sentiment flows: MarketBeat highlighted GEV as a clean‑energy name showing bullish moving‑average signals (50/200 MA support), supporting momentum buying and short‑term upside interest. 3 Clean Energy Stocks With Bullish Moving Average Signals
- Neutral Sentiment: Market headlines and data providers reported the stock’s recent close and intraday strength, which likely amplified flows but don’t add new fundamental information. GE Vernova (GEV) Surpasses Market Returns: Some Facts Worth Knowing
Analyst Upgrades and Downgrades
GEV has been the subject of several recent research reports. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. The Goldman Sachs Group boosted their target price on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Royal Bank Of Canada upped their target price on shares of GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Wells Fargo & Company lifted their price target on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Finally, Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $863.61.
Read Our Latest Stock Report on GEV
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.
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