GE Vernova Inc. $GEV Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. reduced its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 51.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 98,363 shares of the company’s stock after selling 102,300 shares during the quarter. Bessemer Group Inc.’s holdings in GE Vernova were worth $64,287,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Jackson Grant Investment Advisers Inc. grew its stake in GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in GE Vernova during the 3rd quarter valued at about $25,000. Torren Management LLC purchased a new stake in GE Vernova during the 4th quarter valued at about $26,000. ORG Wealth Partners LLC grew its stake in GE Vernova by 241.7% during the 4th 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, Navalign LLC purchased a new stake in GE Vernova during the 4th quarter valued at about $27,000.

GE Vernova Stock Down 3.8%

Shares of GEV opened at $1,048.74 on Friday. GE Vernova Inc. has a 52 week low of $421.64 and a 52 week high of $1,181.95. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $281.82 billion, a price-to-earnings ratio of 30.55, a PEG ratio of 4.08 and a beta of 1.51. The stock’s 50-day moving average price is $957.76 and its 200-day moving average price is $774.61.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter in the prior year, the business earned $0.91 earnings per share. The company’s revenue was up 17.0% compared to the same quarter last year. On average, sell-side analysts predict that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid a $0.50 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.83%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Royal Bank Of Canada boosted their price target on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. UBS Group reiterated a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Robert W. Baird boosted their price target on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Barclays boosted their price target on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Finally, BMO Capital Markets boosted their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,090.76.

Key Stories Impacting GE Vernova

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

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.