GE Vernova Inc. $GEV Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH increased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 2.3% in the 4th quarter, HoldingsChannel reports. The firm owned 173,316 shares of the company’s stock after buying an additional 3,939 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in GE Vernova were worth $113,544,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of GEV. Capital World Investors raised 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 worth $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. raised its position in shares of GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares during the last quarter. SG Americas Securities LLC raised its position in shares of GE Vernova by 10,288.6% during the 4th quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock worth $273,624,000 after purchasing an additional 414,631 shares during the last quarter. Raymond James Financial Inc. raised its position in shares of GE Vernova by 66.0% during the 2nd quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock worth $499,817,000 after purchasing an additional 375,677 shares during the last quarter. Finally, Nordea Investment Management AB grew its stake in GE Vernova by 136.1% in the 3rd quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock worth $341,038,000 after acquiring an additional 323,481 shares during the period.

GE Vernova News Summary

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

• Positive Sentiment: Quarterly blowout — GEV reported $17.44 EPS vs. a ~$1.95 consensus and revenue of $9.34B vs. ~$9.19B, a huge surprise that drove the move higher. Management slides and the press release provide detail on segment performance and margins. Press Release
• Positive Sentiment: Raised annual revenue outlook — GE Vernova lifted its full-year revenue forecast, citing accelerating order growth driven by strong data?center demand for power and electrification equipment, which supports near-term top-line visibility. GE Vernova lifts annual revenue forecast on data center demand
• Positive Sentiment: Analyst backing — BMO Capital reaffirmed a Buy on GEV ahead of the print, which can help sustain investor confidence after the beat. BMO Keeps Buy Rating
• Neutral Sentiment: Pre-earnings analyst expectations — Wall Street previews and consensus estimates (many had expected ~ $2 EPS pre-report) framed expectations; the actual results materially exceeded those previews, so prior commentary is now less relevant for near-term moves. Analyst Forecast Changes
• Neutral Sentiment: Broader coverage and thematic pieces — Multiple previews (Zacks, Barron’s, Yahoo) highlighted metrics to watch and the energy-transition narrative; useful for context but less likely to move the stock now that results and guidance are out. Wall Street Insights
• Negative Sentiment: Valuation and elevated expectations — GEV trades at a high P/E (~55.7) and near its 52?week high, so the stock could be vulnerable to profit?taking or to any guidance that falls short of the newly raised expectations.

Analysts Set New Price Targets

Several research firms have commented on GEV. BMO Capital Markets reaffirmed an “outperform” rating and issued a $785.00 target price on shares of GE Vernova in a research note on Thursday, January 29th. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Robert W. Baird set a $923.00 target price on shares of GE Vernova and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Mizuho set a $714.00 target price on shares of GE Vernova in a research note on Tuesday, February 3rd. Finally, Morgan Stanley lifted their target price on shares of GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a research note on Monday, March 23rd. Three 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, the company currently has a consensus rating of “Buy” and a consensus target price of $919.48.

GE Vernova Stock Up 0.1%

Shares of NYSE GEV opened at $990.92 on Wednesday. GE Vernova Inc. has a 52-week low of $317.60 and a 52-week high of $1,016.00. The firm has a fifty day moving average of $878.06 and a 200-day moving average of $721.56. The stock has a market capitalization of $266.42 billion, a PE ratio of 55.67, a P/E/G ratio of 3.87 and a beta of 1.43.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $15.49. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The company had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same period in the previous year, the company earned $0.91 EPS. The business’s quarterly revenue was up 17.0% compared to the same quarter last year. Equities research analysts expect that GE Vernova Inc. will post 14.2 EPS for the current fiscal year.

GE Vernova Dividend Announcement

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

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.