Berman McAleer LLC Buys New Holdings in GE Vernova Inc. $GEV

Berman McAleer LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 711 shares of the company’s stock, valued at approximately $437,000.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. WFA Asset Management Corp acquired a new position in GE Vernova in the second quarter worth about $29,000. Howard Hughes Medical Institute acquired a new stake in GE Vernova during the second quarter valued at approximately $31,000. Bay Harbor Wealth Management LLC grew its stake in shares of GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares during the period. Monetary Management Group Inc. acquired a new position in shares of GE Vernova in the 2nd quarter worth approximately $32,000. Finally, Elevation Wealth Partners LLC lifted its position in shares of GE Vernova by 47.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after buying an additional 17 shares during the period.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on GEV. TD Cowen upped their price target on GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research report on Thursday. Guggenheim raised shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 target price on the stock in a report on Friday. Robert W. Baird set a $701.00 price target on shares of GE Vernova in a report on Thursday. The Goldman Sachs Group boosted their price target on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research report on Thursday. Finally, 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 report on Friday, October 24th. Two analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $752.26.

GE Vernova Stock Up 1.2%

Shares of NYSE:GEV opened at $726.04 on Friday. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $752.02. The company’s 50-day moving average price is $652.63 and its two-hundred day moving average price is $622.30. The firm has a market cap of $196.99 billion, a P/E ratio of 40.79, a P/E/G ratio of 2.99 and a beta of 1.67.

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

GE Vernova Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be issued a dividend of $0.50 per share. The ex-dividend date of this dividend is Monday, January 5th. This represents a $2.00 annualized dividend and a yield of 0.3%. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.

Key GE Vernova News

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

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.