J. Safra Sarasin Holding AG Trims Holdings in GE Vernova Inc. $GEV

J. Safra Sarasin Holding AG lessened its stake in GE Vernova Inc. (NYSE:GEV) by 34.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,538 shares of the company’s stock after selling 2,868 shares during the period. J. Safra Sarasin Holding AG’s holdings in GE Vernova were worth $3,619,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Mn Services Vermogensbeheer B.V. raised its holdings in GE Vernova by 2.0% in the fourth quarter. Mn Services Vermogensbeheer B.V. now owns 105,892 shares of the company’s stock valued at $69,208,000 after acquiring an additional 2,092 shares in the last quarter. Yarbrough Capital LLC grew its holdings in GE Vernova by 86.2% during the 4th quarter. Yarbrough Capital LLC now owns 7,588 shares of the company’s stock worth $4,959,000 after acquiring an additional 3,512 shares in the last quarter. Clarius Group LLC increased its position in shares of GE Vernova by 6.0% in the 4th quarter. Clarius Group LLC now owns 1,440 shares of the company’s stock worth $941,000 after purchasing an additional 82 shares during the last quarter. ORG Partners LLC raised its stake in shares of GE Vernova by 16.6% in the 4th quarter. ORG Partners LLC now owns 737 shares of the company’s stock valued at $482,000 after purchasing an additional 105 shares in the last quarter. Finally, ORG Wealth Partners LLC raised its stake in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after purchasing an additional 29 shares in the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Zacks/market screens added GEV to top momentum and Zacks Rank #1 (Strong Buy) lists today, increasing visibility to momentum traders and quant/retail models that follow Zacks signals. Best Momentum Stocks to Buy for March 31st
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (prior raise to $940 was noted), signaling strong industry checks and buy-side interest in the spin?off’s outlook. Analyst endorsements like this often drive incremental demand. GE Vernova (GEV) Rated Outperform by Evercore on Strong Outlook
• Positive Sentiment: Wells Fargo raised its price target to $896 and kept an Overweight rating, adding another near?term catalyst and supporting the stock’s higher trading level. Benzinga: Wells Fargo raises PT
• Neutral Sentiment: Recent valuation/price?action pieces highlight short?term weakness (1? and 7?day declines) but strong longer?term momentum (90?day and 1?year returns). That frames current moves as a corrective pullback inside a larger uptrend rather than a fundamental reversal. GE Vernova (GEV) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Sector/earnings coverage (quarterly preview and Q4 highlights) keeps focus on GE Vernova’s recent strong quarter and revenue/earnings momentum—important context but not an immediate new catalyst. GE Vernova’s quarterly earnings preview
• Neutral Sentiment: Macro/industry stories (e.g., AI-driven grid demand and new grid-tech funding) underscore secular tailwinds for power/infrastructure — helpful background but indirect for GEV near term. ThinkLabs AI closes $28M Series A

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on GEV shares. Bank of America lifted their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Guggenheim upgraded GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target for the company in a report on Friday, January 30th. Finally, BMO Capital Markets reissued an “outperform” rating and set a $785.00 price target on shares of GE Vernova in a research report on Thursday, January 29th. Two equities research 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 stock. Based on data from MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus price target of $857.35.

GE Vernova Trading Up 6.7%

NYSE:GEV opened at $872.45 on Wednesday. The firm has a market capitalization of $235.15 billion, a PE ratio of 49.01, a price-to-earnings-growth ratio of 3.20 and a beta of 1.45. The stock has a 50 day moving average of $809.38 and a 200-day moving average of $685.74. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $948.38.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business had revenue of $10.96 billion for the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter last year, the business posted $1.73 EPS. The business’s revenue was up 3.8% on a year-over-year basis. As a group, analysts predict 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 will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be 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 is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

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.