Willis Johnson & Associates Inc. Acquires New Position in GE Vernova Inc. $GEV

Willis Johnson & Associates Inc. bought a new position in shares of GE Vernova Inc. (NYSE:GEV) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 601 shares of the company’s stock, valued at approximately $393,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in GEV. Brighton Jones LLC raised its stake in shares of GE Vernova by 29.4% in the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. grew its stake in GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after purchasing an additional 26 shares in the last quarter. Jump Financial LLC purchased a new stake in GE Vernova during the 2nd quarter worth about $258,000. Ossiam purchased a new stake in GE Vernova during the 2nd quarter worth about $42,000. Finally, Intact Investment Management Inc. acquired a new stake in GE Vernova in the 2nd quarter valued at about $75,000.

GE Vernova Stock Up 3.5%

GEV stock opened at $968.78 on Friday. The business has a 50 day moving average price of $841.93 and a 200 day moving average price of $699.17. The stock has a market cap of $260.47 billion, a price-to-earnings ratio of 54.43, a PEG ratio of 3.68 and a beta of 1.43. GE Vernova Inc. has a fifty-two week low of $303.10 and a fifty-two week high of $979.43.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $10.21 billion. During the same period in the prior year, the firm posted $1.73 earnings per share. The firm’s revenue was up 3.8% on a year-over-year basis. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on GEV shares. Morgan Stanley lifted their price objective on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research note on Monday, March 23rd. Glj Research raised their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th. Barclays lifted their price target on shares of GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 1st. Evercore boosted their price target on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $874.91.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Multiple firms raised price targets and kept favorable ratings (Susquehanna, Barclays, Goldman Sachs), lifting investor sentiment and supporting the rally. GE Vernova (GEV) Stock Is Up, What You Need To Know
• Positive Sentiment: Susquehanna materially increased its target (from $820 to $1,080) and assigned a “positive” rating — a direct catalyst for upside as it implies higher analyst conviction and a larger implied upside. Read More
• Positive Sentiment: Erste Group raised FY2026–FY2027 EPS forecasts and maintains a “Strong-Buy” view, which reinforces the growth narrative and supports higher valuation multiples. Erste Group Bank Increases Earnings Estimates for GE Vernova
• Positive Sentiment: Hitachi Nuclear Energy (GE Vernova unit) signed a Main Services Agreement with AFRY to support deploying the BWRX?300 SMR in Europe — expands addressable market for nuclear services and shows concrete project progress. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
• Neutral Sentiment: Analyst pieces and sector write-ups highlight structural demand from AI/data centers and utility decarbonization, which underpin longer-term growth but are already well known to the market. GE Vernova Is In the Right Place at the Right Time
• Neutral Sentiment: Coverage comparing GE spinoffs discusses relative valuations and growth profiles — useful context for investors re: peer multiples but not an immediate catalyst. The GE Family Divided
• Negative Sentiment: Some analysts and commentaries warn GEV trades at a premium after a recent run (12.8% monthly gain), which raises timing risk for new entrants despite strong fundamentals. GE Vernova Surges 12.8% in a Month

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.