WealthPlan Investment Management LLC Boosts Position in GE Vernova Inc. $GEV

WealthPlan Investment Management LLC boosted its stake in GE Vernova Inc. (NYSE:GEV) by 38.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 5,303 shares of the company’s stock after acquiring an additional 1,465 shares during the period. WealthPlan Investment Management LLC’s holdings in GE Vernova were worth $3,466,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. RFG Advisory LLC boosted its holdings in GE Vernova by 2.1% in the fourth quarter. RFG Advisory LLC now owns 634 shares of the company’s stock valued at $414,000 after purchasing an additional 13 shares in the last quarter. Voisard Asset Management Group Inc. boosted its holdings in GE Vernova by 2.7% in the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after purchasing an additional 15 shares in the last quarter. Clean Yield Group boosted its holdings in GE Vernova by 2.2% in the fourth quarter. Clean Yield Group now owns 685 shares of the company’s stock valued at $448,000 after purchasing an additional 15 shares in the last quarter. Sutton Place Investors LLC boosted its holdings in GE Vernova by 3.1% in the fourth quarter. Sutton Place Investors LLC now owns 531 shares of the company’s stock valued at $347,000 after purchasing an additional 16 shares in the last quarter. Finally, Washburn Capital Management Inc. boosted its holdings in GE Vernova by 0.3% in the fourth quarter. Washburn Capital Management Inc. now owns 4,735 shares of the company’s stock valued at $3,095,000 after purchasing an additional 16 shares in the last quarter.

Key GE Vernova News

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

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. Zacks Research downgraded GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. BMO Capital Markets upped their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Mizuho set a $714.00 price target on GE Vernova in a report on Tuesday, February 3rd. Jefferies Financial Group increased their price objective on GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a report on Friday, April 24th. Finally, Robert W. Baird increased their price objective on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,090.76.

GE Vernova Price Performance

GE Vernova stock opened at $1,048.74 on Friday. GE Vernova Inc. has a 12 month low of $421.64 and a 12 month high of $1,181.95. 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 50 day simple moving average of $957.76 and a 200-day simple moving average of $774.61. The stock 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.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the prior year, the business earned $0.91 earnings per share. The company’s quarterly revenue was up 17.0% compared to the same quarter last year. Equities analysts predict that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th were given a $0.50 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.83%.

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.