Wingate Wealth Advisors Inc. Buys New Position in GE Vernova Inc. $GEV

Wingate Wealth Advisors Inc. bought a new stake in shares of GE Vernova Inc. (NYSE:GEV) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 524 shares of the company’s stock, valued at approximately $342,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in GEV. Capital World Investors raised its holdings in shares of GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares in the last quarter. Franklin Resources Inc. grew its stake in GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock worth $722,956,000 after purchasing an additional 740,339 shares during the period. SG Americas Securities LLC grew its stake in GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock worth $273,624,000 after purchasing an additional 414,631 shares during the period. Raymond James Financial Inc. grew its stake in GE Vernova by 66.0% in the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock worth $499,817,000 after purchasing an additional 375,677 shares during the period. Finally, Nordea Investment Management AB grew its stake in 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 purchasing an additional 323,481 shares during the period.

GE Vernova Trading Up 3.1%

NYSE GEV opened at $1,162.36 on Thursday. GE Vernova Inc. has a 12 month low of $337.31 and a 12 month high of $1,155.00. The stock has a market cap of $312.51 billion, a P/E ratio of 65.57, a P/E/G ratio of 3.88 and a beta of 1.43. The stock’s fifty day moving average price is $884.14 and its 200-day moving average price is $724.39.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. During the same period in the prior year, the firm posted $0.91 earnings per share. The company’s quarterly revenue was up 17.0% on a year-over-year basis. As a group, analysts forecast that GE Vernova Inc. will post 14.2 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid a $0.50 dividend. 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 11.24%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on the company. Jefferies Financial Group reaffirmed a “buy” rating and issued a $930.00 price target on shares of GE Vernova in a research note on Thursday, January 29th. 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 research note on Thursday, April 16th. Royal Bank Of Canada upped their price target on GE Vernova from $761.00 to $800.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. TD Cowen upped their price target on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Erste Group Bank raised GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. 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. Based on data from MarketBeat.com, GE Vernova currently has a consensus rating of “Buy” and a consensus target price of $1,007.70.

GE Vernova News Roundup

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

• Positive Sentiment: Big earnings beat and raised outlook — Q1 EPS came in at $17.44 vs. Street ~$1.95 and revenue $9.34B (+17% y/y); management raised annual revenue guidance citing accelerating power and electrification demand. This is the primary catalyst lifting the stock. GE Vernova lifts annual revenue forecast on data center demand (Reuters)
• Positive Sentiment: AI/data‑center tailwind — Multiple reports and the earnings commentary highlight outsized demand from big‑tech data center buildouts (power equipment and electrification), giving investors conviction that growth is durable beyond a single quarter. GE Vernova Stock Soars — Investopedia
• Positive Sentiment: Analysts lifting targets and reiterating buys — TD Cowen raised its PT to $1,220 (buy) and Robert W. Baird upped its PT to $1,400 (outperform), reflecting upgraded earnings/growth assumptions and supporting further upside. Analyst coverage roundup (Benzinga)
• Neutral Sentiment: Documentation and investor materials posted — Earnings call/transcripts and the slide deck are available for deeper reads (useful for verifying margin drivers, backlog and segment detail). Q1 2026 Earnings Call Transcript (InsiderMonkey)
• Neutral Sentiment: Market milestones — Coverage notes record highs and that GEV’s market value briefly exceeded that of related GE units, highlighting investor rotation into the power/AI-exposed franchise. Market reaction and context (Investopedia)
• Negative Sentiment: New 10‑K risk flagged — Analysts caution investors to scrutinize GE Vernova’s 2025 10‑K risk disclosures (Regulation category among others) that could pose execution or regulatory risks as the business scales. This adds a watchlist item despite the strong quarter. Why Investors Should Scrutinize GE Vernova’s 2025 10‑K (TipRanks)
• Negative Sentiment: Valuation is rich — The stock trades at a high P/E and elevated PEG versus historical norms, so the upside now depends on continued order momentum and margin improvement; disappointment could lead to a sharp pullback.

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.