Silverleafe Capital Partners LLC Buys 1,144 Shares of GE Vernova Inc. $GEV

Silverleafe Capital Partners LLC increased its stake in GE Vernova Inc. (NYSE:GEV) by 169.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,820 shares of the company’s stock after purchasing an additional 1,144 shares during the period. Silverleafe Capital Partners LLC’s holdings in GE Vernova were worth $1,189,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank acquired a new position in shares of GE Vernova during the second quarter worth about $1,809,220,000. Capital World Investors raised its position in GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after buying an additional 2,048,792 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in GE Vernova by 273.7% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock valued at $798,126,000 after buying an additional 1,104,747 shares during the last quarter. Franklin Resources Inc. lifted its stake in GE Vernova by 170.0% in the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after acquiring an additional 740,339 shares in the last quarter. Finally, Qube Research & Technologies Ltd lifted its stake in GE Vernova by 771.3% in the 2nd quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock valued at $403,861,000 after acquiring an additional 675,629 shares in the last quarter.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GEV. Guggenheim raised shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target for the company in a research note on Friday, January 30th. Weiss Ratings raised shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a research report on Thursday, February 5th. Morgan Stanley increased their target price on shares of GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a report on Monday. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Finally, Royal Bank Of Canada lifted their price target on shares of GE Vernova from $761.00 to $800.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and a consensus price target of $837.25.

More GE Vernova News

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

• Positive Sentiment: Multiple analyst upgrades and price‑target lifts are supporting the rally — Erste Group moved GEV to “Strong Buy” and Morgan Stanley raised its price target to $960, both cited as catalysts for recent gains. Zacks: Erste upgrade American Banking News: MS PT raise
• Positive Sentiment: Brokerage support remains broad — Bank of America reiterated a Buy and other firms have repeatedly raised targets, reinforcing investor confidence in demand for GE Vernova’s turbines and electrification products. Globe & Mail: BofA remains a Buy
• Positive Sentiment: Macro/theme tailwinds: coverage highlights GEV as a primary beneficiary of surging AI data‑center power needs (gas turbines, grid upgrades), and notes dividend hikes and buyback authorizations that support shareholder returns. These narratives drive longer‑term demand from institutional investors. MarketBeat: AI power thesis
• Neutral Sentiment: Market coverage and recap pieces report the stock’s recent outperformance and intraday moves (several articles noting 1–3% moves), which can amplify flows but aren’t new fundamental news by themselves. Yahoo Finance: Outperformance recap
• Neutral Sentiment: Reports flag strong institutional buys and technical momentum (50/200‑day moving averages rising), which support continued interest but depend on execution and order flow. FXEmpire: institutional buys
• Negative Sentiment: Valuation concerns: commentary questioning whether the stock is already pricing in most upside after a ~171% one‑year surge raises risk that expectations are elevated; this could increase volatility if execution or order trends disappoint. Yahoo Finance: valuation caution

GE Vernova Stock Up 1.4%

NYSE:GEV opened at $922.57 on Thursday. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $948.38. The firm has a market capitalization of $248.66 billion, a price-to-earnings ratio of 51.83, a price-to-earnings-growth ratio of 3.59 and a beta of 1.45. The stock’s 50 day moving average price is $794.89 and its two-hundred day moving average price is $678.81.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company had revenue of $10.96 billion during the quarter, compared to the consensus estimate of $10.21 billion. During the same quarter in the prior year, the firm posted $1.73 EPS. The firm’s revenue for the quarter was up 3.8% compared to the same quarter last year. As a group, analysts anticipate that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be paid a $0.50 dividend. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) 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.