TD Waterhouse Canada Inc. Has $24.52 Million Stock Holdings in GE Vernova Inc. $GEV

TD Waterhouse Canada Inc. increased its position in shares of GE Vernova Inc. (NYSE:GEV) by 8.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 40,357 shares of the company’s stock after acquiring an additional 3,114 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in GE Vernova were worth $24,520,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares in the last quarter. Sound Income Strategies LLC raised its stake in GE Vernova by 15.5% during the 2nd quarter. Sound Income Strategies LLC now owns 418 shares of the company’s stock worth $221,000 after buying an additional 56 shares during the period. Janney Montgomery Scott LLC raised its stake in GE Vernova by 32.8% during the 2nd quarter. Janney Montgomery Scott LLC now owns 89,935 shares of the company’s stock worth $47,590,000 after buying an additional 22,233 shares during the period. Raleigh Capital Management Inc. bought a new position in GE Vernova during the second quarter worth about $37,000. Finally, Capital Investment Advisors LLC grew its stake in GE Vernova by 18.0% in the second quarter. Capital Investment Advisors LLC now owns 3,605 shares of the company’s stock valued at $1,907,000 after acquiring an additional 551 shares during the period.

More GE Vernova News

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

• Positive Sentiment: Q4 results materially beat expectations — GAAP EPS came in at $13.39 vs. ~ $3.00 consensus and revenue was $10.96B (vs. ~$10.2B). Management highlighted margin expansion and cash generation. Read More.
• Positive Sentiment: Company raised FY 2026 revenue outlook to $44.0B–$45.0B, well above Street consensus (~$41.9B), signaling stronger demand visibility for power/electrification. Read More.
• Positive Sentiment: Backlog strength and shareholder returns: management cited a roughly $150B backlog and announced a doubled dividend — supports revenue visibility and cash-return narrative. Read More.
• Positive Sentiment: Wall Street support: Bank of America revisited coverage citing strengthening backlog and margin expansion; China Renaissance initiated coverage with a Buy and a $966 price target (material upside vs. current levels). Read More.
• Neutral Sentiment: Options activity and interest: elevated options flows and analyst forecast revisions ahead of the print suggest higher short?term trading/volatility. Read More.
• Neutral Sentiment: Some revenue mix headwinds noted (gas?turbine timing, weaker onshore wind) even as EBITDA and margins improved — watch segment trends for durability. Read More.
• Negative Sentiment: One?time items boosted EPS — the outsized EPS beat was materially driven by a tax benefit, so underlying operating earnings are smaller; investors should separate recurring operating momentum from accounting items. Read More.
• Negative Sentiment: Valuation: the stock trades at a high P/E (background data points to a stretched multiple), so much of the good news may already be priced in and raises sensitivity to execution risk. Read More.

GE Vernova Stock Up 3.0%

NYSE:GEV opened at $713.81 on Thursday. The company has a market cap of $193.67 billion, a P/E ratio of 116.26, a price-to-earnings-growth ratio of 2.96 and a beta of 1.67. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $731.00. The business has a 50 day moving average price of $646.06 and a two-hundred day moving average price of $620.43.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a net margin of 4.52% and a return on equity of 17.07%. The business had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same quarter in the previous year, the firm posted $1.73 earnings per share. The firm’s revenue for the quarter was up 3.8% on a year-over-year basis. As a group, analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be paid a dividend of $0.50 per share. The ex-dividend date is Monday, January 5th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio (DPR) is currently 32.57%.

Wall Street Analyst Weigh In

GEV has been the topic of a number of research analyst reports. China Renaissance started coverage on GE Vernova in a research report on Wednesday. They set a “buy” rating and a $966.00 price target on the stock. Rothschild Redb cut GE Vernova from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 15th. Glj Research lifted their price target on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. reiterated an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. Finally, Redburn Partners set a $475.00 price objective on shares of GE Vernova in a report on Wednesday, October 15th. Three investment analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $711.22.

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.