GE Vernova Inc. $GEV Shares Bought by Navellier & Associates Inc.

Navellier & Associates Inc. grew its position in shares of GE Vernova Inc. (NYSE:GEV) by 10.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,276 shares of the company’s stock after purchasing an additional 773 shares during the quarter. Navellier & Associates Inc.’s holdings in GE Vernova were worth $5,409,000 as of its most recent filing with the SEC.

Other hedge funds have also modified their holdings of the company. Jackson Grant Investment Advisers Inc. grew 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 acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC acquired a new stake in shares of GE Vernova in the third quarter worth $25,000. Torren Management LLC acquired a new stake in shares of GE Vernova in the fourth quarter worth $26,000. ORG Wealth Partners LLC boosted its position in GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after purchasing an additional 29 shares during the last quarter. Finally, Monetary Management Group Inc. bought a new position in GE Vernova during the second quarter valued at about $32,000.

Analyst Ratings Changes

Several research firms have weighed in on GEV. TD Cowen raised their target price on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Glj Research boosted their price target on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a research note on Monday, January 12th. BMO Capital Markets lifted their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Finally, Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and upped their price objective for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,090.76.

Key GE Vernova News

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

• Positive Sentiment: Q1 results and large orders — GE Vernova reported a very strong Q1 (big EPS beat), ~$13B in new orders and an aggressive buyback program that supports EPS and shareholder returns. This underpins investor optimism about AI-linked service and equipment demand. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy partnership — GE Vernova and Blue Energy announced a planned 2.5 GW hybrid gas + small modular reactor (SMR) plant in Texas aimed specifically at AI data‑center and advanced manufacturing customers; the project highlights faster, prefabricated deployment strategies that could win urgent hyperscaler contracts. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Pumped‑storage order — GE Vernova landed a multi-unit pumped-storage contract in India, diversifying backlog and adding long-duration grid storage exposure, which complements its AI-era power positioning. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Positive Sentiment: Sector tailwinds — multiple pieces link the industrial rally to AI power demand, reinforcing investor rotation into power equipment names and providing thematic support for GEV’s rerating. Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Neutral Sentiment: Valuation debate — commentators ask whether GEV’s substantial one‑year gain (~174%) leaves room for more upside or whether fundamentals fully reflect that run; this raises nearer‑term valuation risk for late buyers. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Neutral Sentiment: Execution bottlenecks — industry coverage highlights workforce and contractor shortages (electricians, site crews) that could slow project buildouts even as demand spikes, a mixed signal for near‑term revenue timing. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: Regulatory/contract dispute — GE Vernova is engaged in a public dispute related to Vineyard Wind claims; regulatory or contractual battles can create headline risk and potential costs. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

GE Vernova Price Performance

GEV opened at $1,095.87 on Wednesday. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a 12 month low of $387.03 and a 12 month high of $1,181.95. The company has a fifty day simple moving average of $924.72 and a 200 day simple moving average of $748.97. The stock has a market cap of $294.48 billion, a P/E ratio of 31.92, a P/E/G ratio of 4.02 and a beta of 1.51.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The business had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the prior year, the company earned $0.91 EPS. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. On average, research analysts expect that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were issued a $0.50 dividend. The ex-dividend date was 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 5.83%.

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.