Oppenheimer Asset Management Inc. Acquires 12,172 Shares of GE Vernova Inc. $GEV

Oppenheimer Asset Management Inc. boosted its holdings in GE Vernova Inc. (NYSE:GEV) by 2,124.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 12,745 shares of the company’s stock after buying an additional 12,172 shares during the period. Oppenheimer Asset Management Inc.’s holdings in GE Vernova were worth $8,330,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after purchasing an additional 208,162 shares during the last quarter. State Street Corp raised its holdings in GE Vernova by 1.3% during the 3rd 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 position in 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 during the period. Invesco Ltd. grew its position in 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 during the period. Finally, Capital World Investors grew its position in GE Vernova by 1,907.5% in 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 period.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. UBS Group restated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Zacks Research cut GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Barclays boosted their price objective on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, Robert W. Baird boosted their price objective on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Billionaire Philippe Laffont (Coatue) has built a sizable stake in GEV ($~2.2B reported), drawing attention from momentum and institutional investors; his ownership and prior outperformance are cited as a catalyst for buying interest. Billionaire Philippe Laffont Is Buying GE Vernova (GEV) – Here’s Why
• Positive Sentiment: Analysts and outlets point to AI and hyperscaler data-center buildouts as a major demand driver for GE Vernova’s gas turbines and power equipment — a “pick?and?shovel” play that helped push the stock to all?time highs. Here’s How AI Data Center Spending Helped This Stock Pop to an All-Time High Today
• Positive Sentiment: Erste Group raised its FY2027 EPS estimate materially (to $24.02 from $22.15) and reiterates a strong?buy view — an analyst upgrade that supports higher fundamental expectations. GE Vernova analyst note / MarketBeat
• Neutral Sentiment: Sector context: thematic ETF and industry writeups (e.g., VOLT/Tema Electrification coverage) note the structural grid upgrades and large power contracts from hyperscalers — tailwinds for the industry but not direct company-specific guidance. VOLT Investors: Here’s the One Signal That Predicts Your Returns This Year
• Negative Sentiment: Zacks downgraded GE Vernova from “strong?buy” to “hold,” creating near?term selling pressure from investors who track Zacks ratings or use them in quant screens. Zacks.com downgrade
• Negative Sentiment: Technical/momentum coverage flagged signal strength but also raised “key concerns ahead,” which can trigger profit?taking after the fast run?up and make the stock more sensitive to negative news. GE Vernova (NYSE:GEV) Signal Strength but Raise Key Concerns Ahead

GE Vernova Stock Down 1.9%

GEV stock opened at $1,062.78 on Friday. The firm has a market capitalization of $285.59 billion, a PE ratio of 30.96, a PEG ratio of 4.06 and a beta of 1.51. The stock has a 50-day simple moving average of $919.40 and a two-hundred day simple moving average of $744.21. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a twelve month low of $385.55 and a twelve month high of $1,181.95.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating the consensus estimate of $1.95 by $15.49. The firm had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue was up 17.0% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.91 earnings per share. On average, equities analysts predict that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued 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 dividend payout ratio is currently 5.83%.

GE Vernova Company 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.