Lbp Am Sa Has $49.16 Million Position in GE Vernova Inc. $GEV

Lbp Am Sa grew its stake in GE Vernova Inc. (NYSE:GEV) by 17.9% during the fourth quarter, HoldingsChannel reports. The firm owned 75,214 shares of the company’s stock after buying an additional 11,397 shares during the quarter. Lbp Am Sa’s holdings in GE Vernova were worth $49,158,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of GE Vernova by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock valued at $15,259,028,000 after purchasing an additional 150,892 shares in the last quarter. State Street Corp boosted its stake in shares of GE Vernova by 1.3% in the 3rd quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after purchasing an additional 140,500 shares in the last quarter. Northern Trust Corp boosted its stake in shares of GE Vernova by 1.8% in 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 in the last quarter. Invesco Ltd. boosted its stake in shares of GE Vernova by 7.1% in 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 in the last quarter. Finally, Capital World Investors boosted its position in GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after buying an additional 2,048,792 shares during the period.

GE Vernova Stock Down 0.1%

GE Vernova stock opened at $986.29 on Thursday. GE Vernova Inc. has a 12-month low of $306.21 and a 12-month high of $1,007.38. The firm’s fifty day moving average is $860.93 and its 200 day moving average is $709.94. The company has a market capitalization of $265.17 billion, a PE ratio of 55.41, a PEG ratio of 3.88 and a beta of 1.43.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter in the previous year, the company earned $1.73 EPS. GE Vernova’s quarterly revenue was up 3.8% compared to the same quarter last year. Sell-side analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Citigroup raised its price target to $1,110, signaling increased analyst confidence in GEV’s outlook and supporting upside to the stock. Citigroup Raises GE Vernova (NYSE:GEV) Price Target to $1,110.00
• Positive Sentiment: Bank of America reiterated a Buy rating, which reinforces institutional support and can cushion downside from short-term headlines. Bank of America Securities Keeps Their Buy Rating on GE Vernova Inc. (GEV)
• Positive Sentiment: Another outlet reports a $260 increase to GEV’s price target on buy-list coverage, adding to bullish analyst momentum that may support longer-term valuation. GE Vernova (GEV) Price Target Increased by $260
• Positive Sentiment: CEO Scott Strazik said the company is pursuing work in Venezuela, the Middle East and Ukraine, highlighting new revenue opportunities and willingness to operate in geopolitically complex markets. This expands the addressable market but carries political risk. GE Vernova Eyeing Venezuela Opportunity, CEO Says
• Neutral Sentiment: GE Vernova has a scheduled quarterly earnings release this week; investors should watch guidance, margins and commentary on order timing for signs that validate recent analyst upgrades. GE Vernova to Release Quarterly Earnings on Wednesday
• Neutral Sentiment: Macro coverage notes industrials are rallying but flags renewed inflation risks—positive demand tailwinds for GEV but with broader margin/interest-rate risks to monitor. Industrial Stocks Are Rallying. Beware of This Looming Risk.
• Neutral Sentiment: Media pieces and screener articles discuss whether GEV is well positioned for rising energy demand; useful context but not immediate catalysts. Is GE Vernova (GEV) well positioned to benefit from increasing demand for energy?
• Neutral Sentiment: Company responded in the Vineyard Wind dispute (reported as “hits back”), indicating active legal defense—this clarifies posture but leaves outcome uncertain. GE Vernova hits back in Vineyard court battle
• Negative Sentiment: Vineyard Wind filed a lawsuit accusing GEV of trying to exit a large turbine supply/maintenance contract over alleged defective blades and withheld payments—this raises contract, reputational and financial risk for offshore-wind exposure. Vineyard Wind Lawsuit Tests GE Vernova Offshore Contract And Risk Story
• Negative Sentiment: Zacks argues GEV lacks the two key ingredients for a likely earnings beat in the coming report, suggesting downside risk to near-term EPS expectations if guidance disappoints. GE Vernova (GEV) Earnings Expected to Grow: Should You Buy?

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on GEV shares. The Goldman Sachs Group lifted their target price on shares of GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. TD Cowen lifted their target price on shares of GE Vernova from $680.00 to $780.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a research report on Friday, January 30th. Three equities research 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $889.30.

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.