Invesco Ltd. Acquires 158,481 Shares of GE Vernova Inc. $GEV

Invesco Ltd. raised its holdings in GE Vernova Inc. (NYSE:GEV) by 7.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,375,738 shares of the company’s stock after purchasing an additional 158,481 shares during the quarter. Invesco Ltd.’s holdings in GE Vernova were worth $1,460,841,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently made changes to their positions in GEV. Jackson Grant Investment Advisers Inc. boosted its holdings in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in GE Vernova during the second quarter worth about $31,000. Bay Harbor Wealth Management LLC increased its holdings in GE Vernova by 537.5% during the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after buying an additional 43 shares during the last quarter. Monetary Management Group Inc. bought a new stake in GE Vernova in the second quarter worth about $32,000. Finally, Elevation Wealth Partners LLC boosted its stake in GE Vernova by 47.2% in the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 17 shares during the last quarter.

GE Vernova Stock Down 2.0%

NYSE GEV opened at $830.82 on Friday. The firm has a market cap of $223.93 billion, a P/E ratio of 46.68, a price-to-earnings-growth ratio of 3.37 and a beta of 1.45. The company’s 50 day moving average is $757.40 and its 200-day moving average is $662.18. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $894.93.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate 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 last year, the firm earned $1.73 EPS. GE Vernova’s revenue for the quarter was up 3.8% on a year-over-year basis. Equities analysts expect that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued 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 is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Erste Group Bank began coverage on shares of GE Vernova in a research report on Thursday, March 5th. They set a “buy” rating for the company. Bank of America upped their price objective on GE Vernova from $725.00 to $804.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. BMO Capital Markets reissued an “outperform” rating and set a $785.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Finally, Barclays restated an “overweight” rating and issued a $849.00 target price on shares of GE Vernova in a research note on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and an average target price of $831.29.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q4 results and lifted 2026 guidance pushed some bears to turn bullish; Seeking Alpha highlights accelerating estimate revisions and tight gas‑turbine supply through 2028 (and reports 2029–30 slots are nearly sold out), supporting a higher long‑term target. GE Vernova: Road To $1,000 As Estimate Revisions Keep Climbing
• Positive Sentiment: Rothschild & Co / Redburn upgraded GEV to Buy and raised price targets (one firm cited a $1,100 target), a clear catalyst for optimism and higher bid interest. Rothschild & Co Redburn Upgrades GE Vernova
• Positive Sentiment: Management says gas‑turbine backlog will exceed $200B by 2028 and the company is accelerating turbine output; coupled with a $5.3B grid acquisition, this supports higher revenue visibility and execution leverage. GE Vernova gas turbine backlog to reach $200B by 2028, CEO says
• Positive Sentiment: GEV is expanding manufacturing capacity (Vietnam, Italy, new wind facilities) to meet surging demand for grid, electrification and power equipment — a structural growth story for energy transition investors. Can GE Vernova’s Capacity Expansion Power the Global Energy Transition?
• Positive Sentiment: Public endorsements (e.g., Jim Cramer saying he likes GEV and suggested a share split) add retail visibility and can buoy sentiment/volume. Jim Cramer: I like GE Vernova very much, they should split it
• Neutral Sentiment: Geopolitical energy risk (Middle East) is renewing interest in nuclear and baseload solutions, a sector tailwind that could indirectly benefit GEV’s power‑equipment franchise. Nuclear ETFs in Spotlight as Middle East Conflict Intensifies Energy Crisis
• Neutral Sentiment: Academic and industry partnerships (e.g., MIT LGO program relationships) are supportive for talent and innovation but are long‑term rather than near‑term price drivers. MIT Leaders for Global Operations announces partnerships
• Negative Sentiment: Several pieces note GEV’s rich valuation (high trailing and forward P/E); after a strong rally investors may be trimming positions, so short‑term weakness can reflect profit‑taking rather than deteriorating fundamentals. Is GE Vernova Inc. (GEV) A Good Stock To Buy Now?

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.