Hudson Bay Capital Management LP Buys 11,479 Shares of GE Vernova Inc. $GEV

Hudson Bay Capital Management LP boosted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 314.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,130 shares of the company’s stock after purchasing an additional 11,479 shares during the period. Hudson Bay Capital Management LP’s holdings in GE Vernova were worth $9,303,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares in the last quarter. Wealth Watch Advisors INC acquired a new position in GE Vernova during the third quarter worth $25,000. Bay Harbor Wealth Management LLC raised its position 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 acquiring an additional 43 shares in the last quarter. Elevation Wealth Partners LLC raised its position in GE Vernova by 47.2% during the third quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock worth $33,000 after acquiring an additional 17 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators lifted its stake in GE Vernova by 112.0% in the third quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock valued at $33,000 after acquiring an additional 28 shares during the last quarter.

Wall Street Analyst Weigh In

GEV has been the subject of a number of analyst reports. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. UBS Group reiterated a “buy” rating on shares of GE Vernova in a report on Thursday, January 29th. Guggenheim raised GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target on the stock in a research report on Friday, January 30th. Wells Fargo & Company upped their price objective on GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and issued a $785.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $831.29.

GE Vernova Stock Performance

GEV opened at $874.43 on Friday. The stock has a fifty day moving average of $774.76 and a 200-day moving average of $669.84. The company has a market capitalization of $235.68 billion, a P/E ratio of 49.13, a P/E/G ratio of 3.42 and a beta of 1.45. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $894.93.

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 net margin of 12.83% and a return on equity of 46.91%. The business had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same period last year, the firm earned $1.73 earnings per share. GE Vernova’s revenue for the quarter was up 3.8% compared to the same quarter last year. On average, equities research analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

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

Trending Headlines about GE Vernova

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

• Positive Sentiment: Management raised its 2028 revenue and cash-flow outlook, citing stronger backlog growth and durable order momentum across power, wind and electrification — a direct catalyst for higher valuation and investor confidence. GE Vernova (GEV) Is Up 5.4% After Raising 2028 Outlook On AI-Driven Power Demand
• Positive Sentiment: Order backlog and demand for gas turbines have surged (backlog cited around 83 GW), boosting multi-year revenue visibility as data centers and electrification projects drive capacity additions. Can GEV Capitalize on the Exploding Power Demand From AI Data Centers?
• Positive Sentiment: Completed divestiture of Proficy to form Velotic (TPG-backed) clarifies GE Vernova’s strategy — keeps the company focused on hardware, turbines and grid solutions while still benefiting from software-driven demand indirectly. That simplification is attractive to investors valuing pure-play energy businesses. GE Vernova Refines Energy Focus As Proficy Joins Velotic AI Platform
• Positive Sentiment: Market context: spinoff/single-focus companies (including GEV) have outperformed the S&P 500 recently, supporting better multiples for GE Vernova as investors reward clearer, focused businesses. Spinoff Stocks Beat the S&P 500 While Conglomerate Shares Fall Behind
• Positive Sentiment: Sector tailwinds: infrastructure ETFs and investors are reallocating to electrification and data-center power plays, which benefits GE Vernova’s end markets. Beyond Tech: How Infrastructure ETFs are Cashing in on the AI Supercycle
• Neutral Sentiment: GE Vernova presented at the BofA Global Industrials conference (transcript available), providing detail on strategy and execution — useful for analysts but not an immediate price mover on its own. GE Vernova Inc. (GEV) Presents at Bank of America Global Industrials Conference 2026 Transcript
• Neutral Sentiment: Analysts maintain a generally constructive view (consensus “Moderate Buy”), which supports the rally but limits surprise to future guidance/earnings. GE Vernova Inc. (NYSE:GEV) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Increased media and retail attention (Zacks, Fool, Cramer mentions) is amplifying momentum—more noise than a standalone fundamental driver, but it can magnify moves on earnings or guidance updates. GE Vernova (GEV) Up In Triple Digit Percentages After Jim Cramer Said It Wasn’t Done In January 2025

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.