Canada Post Corp Registered Pension Plan Acquires 750 Shares of GE Vernova Inc. $GEV

Canada Post Corp Registered Pension Plan lifted its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 11.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,356 shares of the company’s stock after acquiring an additional 750 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in GE Vernova were worth $4,808,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of GE Vernova by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after acquiring an additional 208,162 shares in the last quarter. State Street Corp increased its position in shares of 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 acquiring an additional 140,500 shares in the last quarter. Northern Trust Corp increased its position in shares of 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 acquiring an additional 51,738 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in shares of GE Vernova by 5,171.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock worth $1,603,114,000 after acquiring an additional 2,406,326 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of GE Vernova by 7.1% during 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 in the last quarter.

GE Vernova Stock Down 3.8%

Shares of NYSE:GEV opened at $1,048.74 on Friday. The company has a market capitalization of $281.82 billion, a PE ratio of 30.55, a price-to-earnings-growth ratio of 3.93 and a beta of 1.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The business has a fifty day moving average price of $957.76 and a two-hundred day moving average price of $774.61. GE Vernova Inc. has a 1 year low of $421.64 and a 1 year high of $1,181.95.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data 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 return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter in the prior year, the company earned $0.91 EPS. The business’s revenue for the quarter was up 17.0% on a year-over-year basis. Analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova’s dividend payout ratio is currently 5.83%.

Analyst Ratings Changes

GEV has been the subject of several recent research reports. Jefferies Financial Group upped their price target on GE Vernova from $965.00 to $1,350.00 and gave the stock a “buy” rating in a report on Friday, April 24th. JPMorgan Chase & Co. upped their price target on GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Susquehanna set a $1,300.00 price target on GE Vernova in a report on Thursday, April 23rd. Oppenheimer set a $1,303.00 price objective on shares of GE Vernova in a research report on Thursday, April 23rd. Finally, BMO Capital Markets upped their price objective on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova’s recent “blowout” earnings continue to support bullish sentiment, with investors viewing the results as evidence that the company is benefiting from strong demand, improved execution, and a growing backlog. Article Title
• Positive Sentiment: Argus raised its price target on GE Vernova to $1,300 and kept a Buy rating after the company’s strong quarter, reinforcing the view that the stock can still re-rate higher if growth stays strong. Article Title
• Positive Sentiment: GE Vernova and Blue Energy announced a major U.S. nuclear-and-gas power plant collaboration, highlighting the company’s role in solving rising electricity demand from AI data centers and new industrial loads. Article Title
• Positive Sentiment: Recent coverage also points to strong orders, global project wins, and a faster path toward a $200 billion backlog target, all of which support the bull case for GE Vernova’s power and electrification businesses. Article Title
• Neutral Sentiment: The broader market backdrop was relatively calm, with indexes holding near highs, so GEV’s move appears more tied to company-specific catalysts than to a sector-wide risk-off shift. Article Title
• Negative Sentiment: Some analysts caution that GE Vernova’s premium valuation and potential tariff-related costs could limit upside, suggesting the stock may be vulnerable if growth expectations cool. Article Title

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.