GE Vernova Inc. $GEV Stock Position Raised by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC lifted its position in GE Vernova Inc. (NYSE:GEV) by 8.3% in the 4th quarter, Holdings Channel reports. The fund owned 9,286 shares of the company’s stock after buying an additional 712 shares during the period. Chicago Partners Investment Group LLC’s holdings in GE Vernova were worth $6,108,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Synergy Asset Management LLC increased its stake in GE Vernova by 300.0% in the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock valued at $1,078,000 after buying an additional 1,413 shares during the period. J.W. Cole Advisors Inc. increased its stake in shares of GE Vernova by 25.3% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after purchasing an additional 3,278 shares during the last quarter. Kercheville Advisors LLC increased its stake in shares of GE Vernova by 238.3% during the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after purchasing an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. acquired a new position in shares of GE Vernova during the 3rd quarter worth $18,601,000. Finally, US Bancorp DE increased its stake in shares of GE Vernova by 2.2% during the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after purchasing an additional 2,163 shares during the last quarter.

GE Vernova Stock Performance

NYSE:GEV opened at $1,151.01 on Friday. GE Vernova Inc. has a 1 year low of $337.31 and a 1 year high of $1,181.95. The firm’s fifty day simple moving average is $890.83 and its 200 day simple moving average is $727.35. The company has a current ratio of 0.89, a quick ratio of 0.73 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $309.46 billion, a PE ratio of 33.53, a PEG ratio of 4.36 and a beta of 1.43.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The business had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. During the same period last year, the business posted $0.91 EPS. GE Vernova’s revenue was up 17.0% compared to the same quarter last year. On average, sell-side analysts anticipate that GE Vernova Inc. will post 14.37 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were paid a $0.50 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

GE Vernova News Summary

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

• Positive Sentiment: Q1 beat and guidance raise: GEV reported much stronger‑than‑expected Q1 results and lifted its annual revenue forecast, with management citing accelerating demand from data centers as a key driver. GE Vernova lifts annual revenue forecast on data center demand
• Positive Sentiment: Massive earnings beat and FCF/guide lift: The company reported a huge EPS beat and raised guidance, which analysts and outlets say is driven by surging data‑center orders and record free cash flow. That surprise beat is the primary reason the stock is rising. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: AI/data‑center tailwind: Multiple outlets highlight that Big Tech data‑center buildouts for AI are materially lifting demand for GEV’s power equipment and electrification products, underpinning durable revenue upside. GE Vernova Stock Soars to New Highs. Its Sales Are Being Boosted by Big Tech’s Data Center Buildout
• Positive Sentiment: Backlog & bookings strength: Order growth and backlog expanded sharply (multiple reports cite significant GW bookings in Gas Power and large electrification/data‑center orders), supporting margin expansion and medium‑term revenue visibility. GE Vernova Q1: 75x Earnings And Still Not Expensive Enough
• Positive Sentiment: Analyst upgrades and higher targets: Several firms (TD Cowen, Robert W. Baird, Oppenheimer) raised price targets and reiterated buy/outperform views after the print, adding upward pressure to the share price. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Neutral Sentiment: Featured in long‑term stock lists: Editorials and screeners have added GEV to “best long‑term” and renewable/AI supply‑chain lists — supportive for sentiment but not a direct fundamental catalyst. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds and risk disclosures: The company flagged challenges in its Wind segment on the call, and its recently filed 10‑K added a new regulation‑related risk; these are potential drags if persistent. GE Vernova Is Setting Records. This Might Be the Most Surprising One. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

Wall Street Analyst Weigh In

Several brokerages have recently commented on GEV. Susquehanna set a $1,300.00 price target on shares of GE Vernova in a research note on Thursday. Wells Fargo & Company increased their price target on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Evercore increased 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. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, JPMorgan Chase & Co. increased their price target on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Three investment 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 stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $1,041.57.

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.