Moody National Bank Trust Division Sells 1,439 Shares of GE Vernova Inc. $GEV

Moody National Bank Trust Division lessened its holdings in GE Vernova Inc. (NYSE:GEV) by 30.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 3,342 shares of the company’s stock after selling 1,439 shares during the period. Moody National Bank Trust Division’s holdings in GE Vernova were worth $2,184,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Viking Fund Management LLC increased its position in GE Vernova by 7.1% during the 4th quarter. Viking Fund Management LLC now owns 3,000 shares of the company’s stock worth $1,961,000 after purchasing an additional 200 shares in the last quarter. Lee Johnson Capital Management LLC bought a new stake in shares of GE Vernova in the 4th quarter valued at $571,000. Wealth Management Partners LLC lifted its position in shares of GE Vernova by 27.2% during the 4th quarter. Wealth Management Partners LLC now owns 902 shares of the company’s stock valued at $590,000 after acquiring an additional 193 shares during the period. Howard Financial Services LTD. boosted its stake in GE Vernova by 95.8% during the fourth quarter. Howard Financial Services LTD. now owns 1,570 shares of the company’s stock worth $1,026,000 after acquiring an additional 768 shares in the last quarter. Finally, DAVENPORT & Co LLC increased its stake in GE Vernova by 11.5% in the fourth quarter. DAVENPORT & Co LLC now owns 7,806 shares of the company’s stock valued at $5,102,000 after purchasing an additional 807 shares in the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and kept an overweight/positive stance, citing stronger turbine pricing, rising demand for H‑class gas turbines and improved medium‑term growth tied to electrification — a primary catalyst for today’s gain. Morgan Stanley Raises GE Vernova (NYSE:GEV) Price Target to $960.00
• Positive Sentiment: Bank of America reiterated a Buy on GEV, reinforcing institutional support and signaling continued analyst conviction in the company’s execution and market opportunity. Bank of America Securities Remains a Buy on GE Vernova Inc. (GEV)
• Positive Sentiment: Macro/structural bull case: coverage tying GE Vernova to the AI/data‑center electrification theme (larger long‑term power demand), plus recent management actions — dividend increase and expanded buyback authorization — support a durable revenue/backlog narrative and investor appetite. MarketBeat: GE Vernova thematic coverage
• Neutral Sentiment: Media and personality-driven interest (e.g., Jim Cramer coverage) has amplified retail/investor attention and trading volume; this can boost momentum but may be less predictive of fundamentals. GE Vernova Up Heavily After Jim Cramer It Was A “Real Good Story”
• Neutral Sentiment: Short‑term market tailwinds (a broader risk‑off easing / geopolitical headlines) lifted several industrial and energy names today, which helped GEV alongside company‑specific news. GE Vernova, Applied Industrial, MYR Group, Advanced Drainage, and Kadant Shares Skyrocket

GE Vernova Stock Performance

Shares of GEV stock opened at $908.90 on Wednesday. The company has a market capitalization of $244.98 billion, a price-to-earnings ratio of 51.06, a PEG ratio of 3.51 and a beta of 1.45. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $920.63. The company has a 50-day simple moving average of $789.33 and a two-hundred day simple moving average of $677.10.

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. The firm had revenue of $10.96 billion for 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 company’s revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.73 EPS. On average, sell-side analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

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 paid a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Analysts Set New Price Targets

Several research analysts have weighed in on GEV shares. Wells Fargo & Company upped their price objective on shares of GE Vernova from $717.00 to $831.00 and gave the stock an “overweight” rating in a report on Tuesday, December 16th. William Blair restated an “outperform” rating on shares of GE Vernova in a report on Wednesday, December 10th. Robert W. Baird set a $923.00 price target on GE Vernova and gave the company an “outperform” rating in a research note on Wednesday, February 4th. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research note on Thursday, February 5th. Finally, China Renaissance raised GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $837.25.

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.