Braun Stacey Associates Inc. Reduces Position in GE Vernova Inc. $GEV

Braun Stacey Associates Inc. trimmed its holdings in GE Vernova Inc. (NYSE:GEV) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 38,799 shares of the company’s stock after selling 1,212 shares during the quarter. Braun Stacey Associates Inc.’s holdings in GE Vernova were worth $25,358,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% in 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 period. Wealth Watch Advisors INC bought a new position in GE Vernova during the third quarter valued at approximately $25,000. ORG Wealth Partners LLC boosted its holdings in GE Vernova by 241.7% in 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 last quarter. Bay Harbor Wealth Management LLC boosted its holdings in GE Vernova by 537.5% in the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after purchasing an additional 43 shares during the last quarter. Finally, Elevation Wealth Partners LLC grew its position in GE Vernova by 47.2% in the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after purchasing an additional 17 shares during the period.

GE Vernova Trading Down 0.0%

NYSE GEV opened at $898.26 on Friday. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $948.38. The stock has a market cap of $242.11 billion, a PE ratio of 50.46, a P/E/G ratio of 3.54 and a beta of 1.43. The stock’s 50 day moving average is $823.50 and its 200 day moving average is $691.06.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping 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 the consensus estimate of $10.21 billion. During the same quarter in the previous year, the firm earned $1.73 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. On average, analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders 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 dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on GEV. Bank of America raised their price target on GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Evercore upped their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Barclays raised their target price on GE Vernova from $849.00 to $993.00 and gave the stock an “overweight” rating in a research report on Wednesday. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. Finally, Rothschild & Co Redburn raised shares of GE Vernova from a “sell” rating to a “buy” rating and upped their price target for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $863.61.

GE Vernova News Roundup

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

• Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
• Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova (NYSE:GEV) Price Target to $896.00
• Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can’t Keep Up. These 2 Utility Stocks Are the Buys of the Month.
• Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
• Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
• Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

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.