Stratos Wealth Partners LTD. lifted its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 59.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,525 shares of the company’s stock after buying an additional 8,049 shares during the period. Stratos Wealth Partners LTD.’s holdings in GE Vernova were worth $14,069,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors also recently modified their holdings of GEV. Vanguard Group Inc. increased its position in GE Vernova by 0.6% during the third quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock valued at $15,259,028,000 after acquiring an additional 150,892 shares during the last quarter. State Street Corp boosted its position in GE Vernova by 1.3% in the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock worth $6,910,417,000 after purchasing an additional 140,500 shares during the last quarter. Northern Trust Corp grew its stake in shares of GE Vernova by 1.8% during the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after purchasing an additional 51,738 shares during the period. Invesco Ltd. grew its stake in shares of GE Vernova by 7.1% during the 3rd quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock valued at $1,460,841,000 after purchasing an additional 158,481 shares during the period. Finally, Capital World Investors increased its position in shares of GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter.
GE Vernova Trading Down 0.0%
GE Vernova stock opened at $898.26 on Friday. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $948.38. The firm has a market capitalization of $242.11 billion, a price-to-earnings ratio of 50.46, a P/E/G ratio of 3.54 and a beta of 1.43. The firm has a 50 day moving average of $823.50 and a 200 day moving average of $690.55.
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 is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is 11.24%.
Wall Street Analyst Weigh In
Several equities analysts have recently weighed in on GEV shares. Wolfe Research upgraded shares of GE Vernova from a “peer perform” rating to a “buy” rating in a research note on Wednesday, December 10th. Zacks Research raised shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a report on Monday, March 30th. Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. TD Cowen lifted their price target on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, GE Vernova has a consensus rating of “Buy” and a consensus target price of $863.61.
View Our Latest Research Report on GE Vernova
Key Headlines Impacting GE Vernova
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: Long?term nuclear fuel supply extension with Entergy and rising AI/data?center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near?term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
- Positive Sentiment: Several analyst actions and price?target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
- Positive Sentiment: Multiple industry pieces and buy?lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium?term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
- Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
- Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
- Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit?taking despite positive fundamentals — short?term volatility remains a risk.
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.
Further Reading
Want to see what other hedge funds are holding GEV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Vernova Inc. (NYSE:GEV – Free Report).
Receive News & Ratings for GE Vernova Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Vernova and related companies with MarketBeat.com's FREE daily email newsletter.
