GE Vernova Inc. $GEV Shares Purchased by Moseley Investment Management Inc.

Moseley Investment Management Inc. increased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 27.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 2,947 shares of the company’s stock after purchasing an additional 631 shares during the period. Moseley Investment Management Inc.’s holdings in GE Vernova were worth $1,926,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in GEV. Northwest Wealth Management LLC raised its position in GE Vernova by 3.6% in the third quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock valued at $286,000 after purchasing an additional 16 shares during the period. Traphagen Investment Advisors LLC boosted its position in shares of GE Vernova by 1.2% during the third quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock worth $872,000 after buying an additional 17 shares during the period. Navigoe LLC grew its stake in shares of GE Vernova by 20.2% in the third quarter. Navigoe LLC now owns 101 shares of the company’s stock valued at $62,000 after buying an additional 17 shares in the last quarter. Elevation Wealth Partners LLC grew its stake 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 buying an additional 17 shares in the last quarter. Finally, Tritonpoint Wealth LLC raised its holdings in shares of GE Vernova by 1.7% in the 3rd quarter. Tritonpoint Wealth LLC now owns 994 shares of the company’s stock valued at $611,000 after buying an additional 17 shares during the period.

GE Vernova Price Performance

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 capitalization of $242.11 billion, a price-to-earnings ratio of 50.46, a PEG ratio of 3.54 and a beta of 1.43. The business has a fifty day moving average price of $823.50 and a 200 day moving average price of $691.06.

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

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th will be issued a $0.50 dividend. 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 (DPR) is 11.24%.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Robert W. Baird set a $923.00 price target on shares of GE Vernova and gave the stock an “outperform” rating in a research note on Wednesday, February 4th. Jefferies Financial Group reissued a “buy” rating and set a $930.00 price target on shares of GE Vernova in a research report on Thursday, January 29th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, Glj Research lifted their price objective on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $863.61.

More GE Vernova News

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.