Peak Retirement Planning Inc. Takes $586,000 Position in GE Vernova Inc. $GEV

Peak Retirement Planning Inc. bought a new position in shares of GE Vernova Inc. (NYSE:GEV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 952 shares of the company’s stock, valued at approximately $586,000.

A number of other large investors have also recently bought and sold shares of the company. Synergy Asset Management LLC boosted its stake in shares of GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after acquiring an additional 1,413 shares during the last quarter. Kercheville Advisors LLC grew its holdings in shares of GE Vernova by 238.3% during the third quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after buying an additional 3,455 shares in the last quarter. Dupree Financial Group LLC acquired a new stake in shares of GE Vernova in the second quarter valued at about $253,000. Rakuten Investment Management Inc. purchased a new position in shares of GE Vernova in the third quarter worth about $18,601,000. Finally, Nordea Investment Management AB lifted its stake in shares of GE Vernova by 136.1% in the third quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock worth $341,038,000 after buying an additional 323,481 shares in the last quarter.

GE Vernova News Roundup

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

• Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
• Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12‑month high after upgrades — signaling renewed buy‑side conviction following GE Vernova’s strong January quarter. Read More.
• Positive Sentiment: High‑profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long‑range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
• Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company‑specific news. Read More.
• Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near‑term leverage and interest‑cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

GE Vernova Price Performance

Shares of GEV opened at $758.06 on Tuesday. The stock has a market cap of $205.68 billion, a PE ratio of 42.59, a P/E/G ratio of 3.03 and a beta of 1.67. GE Vernova Inc. has a 1-year low of $252.25 and a 1-year high of $762.36. The firm has a 50-day simple moving average of $656.20 and a two-hundred day simple moving average of $624.47.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same period in the prior year, the firm earned $1.73 earnings per share. The firm’s revenue was up 3.8% compared to the same quarter last year. As a group, sell-side analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 5th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, January 5th. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s payout ratio is currently 11.24%.

Analyst Ratings Changes

Several analysts recently issued reports on GEV shares. Mizuho dropped their price objective on shares of GE Vernova from $677.00 to $660.00 and set a “neutral” rating for the company in a research note on Friday, October 24th. Evercore ISI boosted their target price on GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday. UBS Group restated a “buy” rating on shares of GE Vernova in a research report on Thursday. Susquehanna lifted their price objective on GE Vernova from $800.00 to $820.00 and gave the stock a “positive” rating in a research report on Thursday. Finally, Redburn Partners set a $475.00 price objective on GE Vernova in a research note on Wednesday, October 15th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and an average target price of $752.96.

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.