NorthCrest Asset Manangement LLC Has $4.93 Million Stake in GE Vernova Inc. $GEV

NorthCrest Asset Manangement LLC increased its stake in GE Vernova Inc. (NYSE:GEV) by 341.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,239 shares of the company’s stock after acquiring an additional 5,601 shares during the quarter. NorthCrest Asset Manangement LLC’s holdings in GE Vernova were worth $4,929,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in GE Vernova by 29.4% in the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares during the period. Schnieders Capital Management LLC. increased its stake in GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after purchasing an additional 26 shares in the last quarter. Prudential PLC raised its holdings in shares of GE Vernova by 15.8% during the second quarter. Prudential PLC now owns 5,368 shares of the company’s stock valued at $2,840,000 after purchasing an additional 731 shares during the period. JPMorgan Chase & Co. raised its holdings in shares of GE Vernova by 21.7% during the second quarter. JPMorgan Chase & Co. now owns 1,549,947 shares of the company’s stock valued at $820,155,000 after purchasing an additional 276,247 shares during the period. Finally, Sfmg LLC bought a new position in shares of GE Vernova during the 2nd quarter worth about $305,000.

GE Vernova Stock Performance

Shares of NYSE GEV opened at $851.43 on Monday. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $894.93. The stock has a market cap of $229.48 billion, a price-to-earnings ratio of 47.83, a PEG ratio of 3.39 and a beta of 1.44. The firm’s 50-day simple moving average is $779.34 and its 200 day simple moving average is $672.80.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company’s revenue for the quarter was up 3.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.73 EPS. On average, sell-side analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

Trending Headlines about GE Vernova

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

• Positive Sentiment: Huge nuclear commitment: GE Vernova and Hitachi’s combined ~$40 billion SMR investment would materially expand long-term U.S. nuclear demand for reactors and services, reinforcing decades‑long revenue visibility for GE Vernova’s nuclear-related equipment and services. GE Vernova and Hitachi’s $40 Billion SMR Investment Signals a New Era for U.S. Nuclear Energy
• Positive Sentiment: AI/data-center driven turbine demand: Analysts and coverage highlight surging gas‑turbine orders as hyperscale AI data centers boost power demand; backlog has jumped (reported ~83 GW), improving near‑term revenue visibility and supporting higher medium‑term growth assumptions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Upgraded outlook and strategic focus: GE Vernova raised its 2028 revenue and cash‑flow outlook on stronger backlog and order momentum across power, wind and electrification, and completed the Proficy divestiture (Velotic) to concentrate on core hardware/grid solutions — a message investors often reward. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Neutral Sentiment: Proficy → Velotic spinout: The newly formed Velotic (TPG-backed) will carry the industrial software/AI business; this simplifies GE Vernova’s portfolio but removes a growing software cash flow stream — a tradeoff between clarity and diversification. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Neutral Sentiment: Market attention and retail/analyst chatter: Multiple outlets and commentators (Zacks, Yahoo, Jim Cramer mentions) are driving elevated interest and volatility in GEV; attention can amplify both rallies and pullbacks. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Negative Sentiment: Profit‑taking and valuation risk: Despite upbeat operational news, the stock has run sharply (large trailing gains and coverage of spinoff winners) and trades at a high P/E, so some investors are locking in gains — press coverage notes spinoff/separation-related outperformance that may have already been priced in. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Barclays restated an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research note on Monday, February 2nd. Bank of America increased their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. BMO Capital Markets restated an “outperform” rating and set a $785.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Finally, Citigroup upped their target price on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $831.29.

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.