Bourgeon Capital Management LLC Takes $1.02 Million Position in GE Vernova Inc. $GEV

Bourgeon Capital Management LLC purchased a new position in shares of GE Vernova Inc. (NYSE:GEV) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 1,557 shares of the company’s stock, valued at approximately $1,018,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. increased its stake in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova in the 3rd quarter worth approximately $25,000. ORG Wealth Partners LLC boosted its stake in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares during the last quarter. Bay Harbor Wealth Management LLC grew its holdings in shares of GE Vernova by 537.5% in the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after acquiring an additional 43 shares in the last quarter. Finally, Elevation Wealth Partners LLC grew its holdings in shares of GE Vernova by 47.2% in the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares in the last quarter.

More GE Vernova News

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

• Positive Sentiment: Zacks/market screens added GEV to top momentum and Zacks Rank #1 (Strong Buy) lists today, increasing visibility to momentum traders and quant/retail models that follow Zacks signals. Best Momentum Stocks to Buy for March 31st
• Positive Sentiment: Evercore reiterated an Outperform rating and raised its price target (prior raise to $940 was noted), signaling strong industry checks and buy-side interest in the spin‑off’s outlook. Analyst endorsements like this often drive incremental demand. GE Vernova (GEV) Rated Outperform by Evercore on Strong Outlook
• Positive Sentiment: Wells Fargo raised its price target to $896 and kept an Overweight rating, adding another near‑term catalyst and supporting the stock’s higher trading level. Benzinga: Wells Fargo raises PT
• Neutral Sentiment: Recent valuation/price‑action pieces highlight short‑term weakness (1‑ and 7‑day declines) but strong longer‑term momentum (90‑day and 1‑year returns). That frames current moves as a corrective pullback inside a larger uptrend rather than a fundamental reversal. GE Vernova (GEV) Valuation Check After Recent Share Price Weakness
• Neutral Sentiment: Sector/earnings coverage (quarterly preview and Q4 highlights) keeps focus on GE Vernova’s recent strong quarter and revenue/earnings momentum—important context but not an immediate new catalyst. GE Vernova’s quarterly earnings preview
• Neutral Sentiment: Macro/industry stories (e.g., AI-driven grid demand and new grid-tech funding) underscore secular tailwinds for power/infrastructure — helpful background but indirect for GEV near term. ThinkLabs AI closes $28M Series A

GE Vernova Price Performance

NYSE:GEV opened at $872.45 on Wednesday. The company has a market capitalization of $235.15 billion, a P/E ratio of 49.01, a P/E/G ratio of 3.20 and a beta of 1.45. The business has a fifty day simple moving average of $809.38 and a two-hundred day simple moving average of $685.74. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $948.38.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The firm had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.73 EPS. As a group, analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend 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%.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on GEV shares. Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a report on Thursday, January 29th. Susquehanna upped their price objective on GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Citigroup lifted their target price on GE Vernova from $708.00 to $779.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Finally, Barclays restated an “overweight” rating and set a $849.00 price target on shares of GE Vernova in a research report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $857.35.

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.