MMA Asset Management LLC Increases Position in GE Vernova Inc. $GEV

MMA Asset Management LLC increased its position in GE Vernova Inc. (NYSE:GEV) by 147.9% in the third quarter, HoldingsChannel.com reports. The fund owned 1,351 shares of the company’s stock after buying an additional 806 shares during the period. MMA Asset Management LLC’s holdings in GE Vernova were worth $831,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in the company. Synergy Asset Management LLC grew its holdings in shares of GE Vernova by 300.0% during the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after purchasing an additional 1,413 shares during the period. J.W. Cole Advisors Inc. boosted its stake in GE Vernova by 25.3% during the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after buying an additional 3,278 shares during the period. Kercheville Advisors LLC increased its position 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 valued at $3,016,000 after acquiring an additional 3,455 shares during the last quarter. Dupree Financial Group LLC purchased a new stake in shares of GE Vernova in the 2nd quarter valued at approximately $253,000. Finally, Rakuten Investment Management Inc. acquired a new position in shares of GE Vernova in the 3rd quarter worth approximately $18,601,000.

Wall Street Analysts Forecast Growth

GEV has been the topic of a number of research reports. Mizuho set a $714.00 price target on GE Vernova in a research note on Tuesday. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Glj Research upped their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Bank of America lifted their price target on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $788.24.

Key GE Vernova News

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

• Positive Sentiment: Baird upgraded GEV to “outperform” with a $923 price target, arguing overcapacity risks are less likely than previously thought — a clear analyst endorsement that can support further upside. Baird upgrades GE Vernova, says overcapacity risks ‘farther away than believed’
• Positive Sentiment: GE Vernova’s Onshore Wind business booked 1.1 GW of U.S. repower orders for 2025, using U.S.-manufactured nacelles and drive trains — this directly supports near‑term revenue and backlog growth in a high‑margin services/repower segment. GE Vernova Bolsters US Onshore Wind Fleet with 1.1 GW of Repower Orders in 2025
• Positive Sentiment: Coverage pieces (Zacks) highlight a month‑long share gain and cite AI-driven power demand, grid investments and repowering tailwinds — reinforcing momentum and investor attention. GEV Stock Surges 9.7% in a Month: Time to Hold or Book Profits?
• Neutral Sentiment: GE Vernova completed a $2.6 billion multi‑tranche senior notes offering to help fund the remaining 50% of Prolec GE; proceeds are earmarked for acquisition financing and general corporate purposes — strategic but increases leverage. GE Vernova Announces Closing of $2.6 Billion Public Offering of Senior Notes
• Neutral Sentiment: Zacks and other outlets note GEV is a “trending” stock — helpful for liquidity and attention but not a fundamental driver by itself. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Coverage questioning whether GEV has “run too far” after a ~97% one‑year gain highlights valuation concerns and could prompt profit‑taking by momentum traders. Has GE Vernova (GEV) Run Too Far After 97% One Year Share Price Surge
• Negative Sentiment: Short‑term pullbacks appeared (MarketWatch noted a recent daily decline), suggesting some investors are booking gains despite the stock’s outperformance — adds near‑term volatility risk. GE Vernova Inc. stock falls Thursday, still outperforms market

GE Vernova Price Performance

NYSE GEV opened at $778.97 on Friday. The company has a fifty day moving average of $670.00 and a two-hundred day moving average of $628.99. The company has a market capitalization of $209.96 billion, a PE ratio of 43.76, a P/E/G ratio of 2.93 and a beta of 1.67. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $795.50.

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

GE Vernova Increases Dividend

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

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.