Caisse Des Depots ET Consignations Sells 2,088 Shares of GE Vernova Inc. $GEV

Caisse Des Depots ET Consignations trimmed its stake in shares of GE Vernova Inc. (NYSE:GEV) by 17.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 9,667 shares of the company’s stock after selling 2,088 shares during the quarter. Caisse Des Depots ET Consignations’ holdings in GE Vernova were worth $6,318,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in GEV. Jackson Grant Investment Advisers Inc. raised its position in shares of GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC acquired a new stake in GE Vernova during the third quarter worth approximately $25,000. Torren Management LLC acquired a new stake in GE Vernova during the fourth quarter worth approximately $26,000. ORG Wealth Partners LLC grew its stake in GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares during the period. Finally, Monetary Management Group Inc. acquired a new stake in GE Vernova during the second quarter worth approximately $32,000.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $1,062.78 on Friday. The business’s fifty day simple moving average is $919.40 and its 200 day simple moving average is $744.21. The firm has a market capitalization of $285.59 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 4.06 and a beta of 1.51. GE Vernova Inc. has a 12 month low of $385.55 and a 12 month high of $1,181.95. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The business had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same period last year, the company posted $0.91 earnings per share. As a group, analysts anticipate that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were paid 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 5.83%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Jefferies Financial Group raised their target price on GE Vernova from $965.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,328.00 target price on shares of GE Vernova in a research note on Friday, April 24th. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. JPMorgan Chase & Co. raised their target price on GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Finally, TD Cowen raised their target price on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,090.76.

GE Vernova News Roundup

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

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.