Bokf Na Acquires 7,194 Shares of GE Vernova Inc. $GEV

Bokf Na increased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 24.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,459 shares of the company’s stock after purchasing an additional 7,194 shares during the period. Bokf Na’s holdings in GE Vernova were worth $23,829,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of GEV. Jackson Grant Investment Advisers Inc. lifted its holdings in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC acquired a new position in GE Vernova during the 3rd quarter worth approximately $25,000. Torren Management LLC acquired a new position in GE Vernova during the 4th quarter worth approximately $26,000. ORG Wealth Partners LLC boosted its position in GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the last quarter. Finally, Monetary Management Group Inc. acquired a new position in GE Vernova during the 2nd quarter worth approximately $32,000.

GE Vernova News Roundup

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

• Positive Sentiment: Q1 results showed a big EPS beat, rising revenue and sizable AI‑linked orders plus an aggressive buyback program — supports higher earnings per share and cash‑flow expectations. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy and GE Vernova announced a paired 2.5 GW gas‑plus‑nuclear project aimed at meeting near‑term AI power demand — a strategic, high‑visibility partnership that expands GEV’s addressable market in U.S. baseload and hybrid plants. Blue Energy and GE Vernova Accelerate Gas‑Plus‑Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Multiple industry pieces argue the “real AI trade” is power equipment (substations, transformers, turbines), reinforcing durable demand tailwinds for GE Vernova’s product and service backlog. Industrial‑Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Positive Sentiment: GE Vernova won a pumped‑storage hydro order in India (nine 150 MW units), signaling international equipment and services demand beyond U.S. data‑center work. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Analyst and investor writeups are adding GEV to “AI‑power” and energy‑transition buy lists, increasing investor attention but not guaranteeing further operational upside. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Negative Sentiment: Labor and contractor constraints — notably a shortage of qualified electricians and specialized contractors — are being flagged as potential bottlenecks that could slow project delivery and erode near‑term revenue recognition. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: GE Vernova is involved in a dispute over Vineyard Wind claims — a legal/contractual fight that creates project execution and reputational risk on that offshore wind engagement. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

GE Vernova Trading Up 2.0%

Shares of GE Vernova stock opened at $1,095.87 on Wednesday. GE Vernova Inc. has a 12-month low of $387.03 and a 12-month high of $1,181.95. The stock has a market cap of $294.48 billion, a P/E ratio of 31.92, a P/E/G ratio of 4.02 and a beta of 1.51. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $924.72 and its 200-day moving average is $748.97.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the prior year, the business posted $0.91 EPS. The business’s revenue was up 17.0% compared to the same quarter last year. Equities research analysts predict that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s dividend payout ratio is 5.83%.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Barclays upped their price target on GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Jefferies Financial Group upped their price target on GE Vernova from $965.00 to $1,350.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. Mizuho set a $714.00 price target on GE Vernova in a research report on Tuesday, February 3rd. Robert W. Baird upped their price target on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Finally, Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

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.