ARS Investment Partners LLC Sells 674 Shares of GE Vernova Inc. $GEV

ARS Investment Partners LLC cut its stake in shares of GE Vernova Inc. (NYSE:GEV) by 1.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 54,265 shares of the company’s stock after selling 674 shares during the period. GE Vernova accounts for about 2.1% of ARS Investment Partners LLC’s portfolio, making the stock its 17th biggest position. ARS Investment Partners LLC’s holdings in GE Vernova were worth $35,466,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the stock. Aspire Growth Partners LLC lifted its stake in GE Vernova by 1.5% during the 4th quarter. Aspire Growth Partners LLC now owns 1,172 shares of the company’s stock valued at $766,000 after acquiring an additional 17 shares in the last quarter. iA Global Asset Management Inc. bought a new position in GE Vernova during the 4th quarter valued at $13,712,000. Guardian Capital LLC bought a new position in GE Vernova during the 4th quarter valued at $525,000. Security National Bank lifted its stake in GE Vernova by 61.1% during the 4th quarter. Security National Bank now owns 306 shares of the company’s stock valued at $200,000 after acquiring an additional 116 shares in the last quarter. Finally, May Hill Capital LLC raised its stake in shares of GE Vernova by 96.1% during the 4th quarter. May Hill Capital LLC now owns 1,098 shares of the company’s stock worth $718,000 after purchasing an additional 538 shares during the period.

GE Vernova News Summary

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

• Positive Sentiment: GE Vernova’s recent “blowout” earnings continue to support bullish sentiment, with investors viewing the results as evidence that the company is benefiting from strong demand, improved execution, and a growing backlog. Article Title
• Positive Sentiment: Argus raised its price target on GE Vernova to $1,300 and kept a Buy rating after the company’s strong quarter, reinforcing the view that the stock can still re-rate higher if growth stays strong. Article Title
• Positive Sentiment: GE Vernova and Blue Energy announced a major U.S. nuclear-and-gas power plant collaboration, highlighting the company’s role in solving rising electricity demand from AI data centers and new industrial loads. Article Title
• Positive Sentiment: Recent coverage also points to strong orders, global project wins, and a faster path toward a $200 billion backlog target, all of which support the bull case for GE Vernova’s power and electrification businesses. Article Title
• Neutral Sentiment: The broader market backdrop was relatively calm, with indexes holding near highs, so GEV’s move appears more tied to company-specific catalysts than to a sector-wide risk-off shift. Article Title
• Negative Sentiment: Some analysts caution that GE Vernova’s premium valuation and potential tariff-related costs could limit upside, suggesting the stock may be vulnerable if growth expectations cool. Article Title

Analysts Set New Price Targets

GEV has been the topic of a number of recent analyst reports. Morgan Stanley lifted their target price on GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a research note on Monday, March 23rd. Barclays lifted their target price on GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Citigroup lifted their target price on GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a research note on Monday, April 13th. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and lifted their target price for the stock from $560.00 to $1,100.00 in a research note on Monday, March 9th. Finally, Mizuho set a $714.00 target price on GE Vernova in a research note on Tuesday, February 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

GE Vernova Trading Down 3.8%

Shares of GEV opened at $1,048.74 on Friday. The business has a 50-day moving average of $957.76 and a 200 day moving average of $774.61. GE Vernova Inc. has a fifty-two week low of $421.64 and a fifty-two week high of $1,181.95. The firm has a market cap of $281.82 billion, a P/E ratio of 30.55, a price-to-earnings-growth ratio of 3.93 and a beta of 1.51. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same quarter last year, the firm posted $0.91 EPS. The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. As a group, research analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is 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.