Nisa Investment Advisors LLC Increases Stock Position in GE Vernova Inc. $GEV

Nisa Investment Advisors LLC grew its holdings in GE Vernova Inc. (NYSE:GEV) by 76.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 133,016 shares of the company’s stock after purchasing an additional 57,646 shares during the quarter. Nisa Investment Advisors LLC’s holdings in GE Vernova were worth $86,935,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of GEV. Vanguard Group Inc. lifted its stake in GE Vernova by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock valued at $15,259,028,000 after buying an additional 150,892 shares in the last quarter. State Street Corp increased its position in GE Vernova by 1.3% during the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock worth $6,910,417,000 after buying an additional 140,500 shares in the last quarter. Northern Trust Corp increased its position in GE Vernova by 1.8% during the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after buying an additional 51,738 shares in the last quarter. Invesco Ltd. raised its holdings in shares of GE Vernova by 7.1% in the third quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock worth $1,460,841,000 after acquiring an additional 158,481 shares during the last quarter. Finally, Capital World Investors raised its holdings in shares of GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after acquiring an additional 2,048,792 shares during the last quarter.

Key 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

Analyst Ratings Changes

GEV has been the topic of a number of analyst reports. Glj Research increased their price objective 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. Erste Group Bank raised shares of GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Susquehanna upped their target price on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a report on Thursday, January 29th. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and upped their target price for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Finally, Evercore raised their price target on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, GE Vernova has a consensus rating of “Buy” and an average price target of $857.35.

GE Vernova Stock Up 6.7%

NYSE:GEV opened at $872.45 on Wednesday. The company has a market cap 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 firm’s 50 day moving average is $809.38 and its two-hundred day moving average is $685.74. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $948.38.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data 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. The company had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same period in the previous year, the company earned $1.73 EPS. Research analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently declared 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. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s payout ratio is 11.24%.

GE Vernova 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.