Banco Bilbao Vizcaya Argentaria S.A. Acquires 12,061 Shares of GE Vernova Inc. $GEV

Banco Bilbao Vizcaya Argentaria S.A. boosted its holdings in GE Vernova Inc. (NYSE:GEV) by 236.1% in the 3rd quarter, HoldingsChannel reports. The firm owned 17,170 shares of the company’s stock after purchasing an additional 12,061 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in GE Vernova were worth $10,506,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. Bell Investment Advisors Inc lifted its holdings in shares of GE Vernova by 6.7% in the second quarter. Bell Investment Advisors Inc now owns 256 shares of the company’s stock worth $135,000 after buying an additional 16 shares in the last quarter. Northwest Wealth Management LLC boosted its position in shares of GE Vernova by 3.6% during the third quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock worth $286,000 after acquiring an additional 16 shares during the last quarter. Traphagen Investment Advisors LLC grew its stake in GE Vernova by 1.2% during the third quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock valued at $872,000 after acquiring an additional 17 shares in the last quarter. Navigoe LLC grew its stake in GE Vernova by 20.2% during the third quarter. Navigoe LLC now owns 101 shares of the company’s stock valued at $62,000 after acquiring an additional 17 shares in the last quarter. Finally, Elevation Wealth Partners LLC increased its holdings in GE Vernova by 47.2% in the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares during the last quarter.

Analysts Set New Price Targets

Several research analysts have commented on GEV shares. Mizuho set a $714.00 price objective on shares of GE Vernova in a report on Tuesday, February 3rd. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Barclays reiterated an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research report on Monday, February 2nd. Glj Research increased their price target on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Finally, William Blair restated an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $831.29.

GE Vernova Stock Down 3.3%

Shares of NYSE:GEV opened at $804.45 on Monday. The firm has a fifty day simple moving average of $759.92 and a two-hundred day simple moving average of $664.12. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $894.93. The stock has a market capitalization of $216.82 billion, a P/E ratio of 45.19, a PEG ratio of 3.20 and a beta of 1.44.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (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 firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same period in the prior year, the company earned $1.73 EPS. The business’s revenue was up 3.8% compared to the same quarter last year. On average, analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

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

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Management and industry reports say gas-turbine demand is surging and the backlog is growing toward ~$200B by 2028, underpinning revenue visibility and analyst upgrades. GE Vernova Expands Power Role As AI And Grid Backlog Swell
• Positive Sentiment: Analysts have been raising estimates and targets on AI-driven gas-turbine demand and a reported ~$150B backlog, supporting momentum and revisions higher to revenue/earnings forecasts. A Look At GE Vernova (GEV) Valuation After AI Driven Upgrades And US$150b Backlog
• Positive Sentiment: High-profile bullish commentary from Jim Cramer (saying he likes the stock and would buy) can boost retail interest and liquidity in the short term. Jim Cramer on GE Vernova: “I like the stock very much”
• Neutral Sentiment: GE Vernova is expanding manufacturing and supply capacity (Vietnam, Italy, wind facilities) to meet demand — capex and execution will determine margin leverage and timing of revenue realization. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Negative Sentiment: Valuation and profitability concerns: independent analysis flags GEV’s rich multiples versus industrial peers and weaker operating margins, suggesting limited upside if growth slows. That supports short-term profit-taking. Is GEV Stock A Better Pick Than Honeywell And Eaton?
• Negative Sentiment: High past gains and recent run-up (strong YTD performance) raise the risk of short-term volatility and pullbacks as some investors lock in gains despite long-term demand signals. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing

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.