Paragon Advisors LLC Acquires New Position in GE Vernova Inc. $GEV

Paragon Advisors LLC bought a new position in GE Vernova Inc. (NYSE:GEV) in the 3rd quarter, Holdings Channel reports. The fund bought 1,505 shares of the company’s stock, valued at approximately $925,000.

Several other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares during the period. Sound Income Strategies LLC lifted its holdings in shares of GE Vernova by 15.5% in the second quarter. Sound Income Strategies LLC now owns 418 shares of the company’s stock worth $221,000 after buying an additional 56 shares in the last quarter. Janney Montgomery Scott LLC lifted its holdings in shares of GE Vernova by 32.8% in the second quarter. Janney Montgomery Scott LLC now owns 89,935 shares of the company’s stock worth $47,590,000 after buying an additional 22,233 shares in the last quarter. Raleigh Capital Management Inc. bought a new position in shares of GE Vernova during the 2nd quarter valued at about $37,000. Finally, Capital Investment Advisors LLC grew its position in shares of GE Vernova by 18.0% during the second quarter. Capital Investment Advisors LLC now owns 3,605 shares of the company’s stock valued at $1,907,000 after purchasing an additional 551 shares in the last quarter.

GE Vernova Trading Up 3.0%

Shares of GEV opened at $713.81 on Thursday. The firm has a market capitalization of $193.67 billion, a P/E ratio of 116.26, a P/E/G ratio of 2.96 and a beta of 1.67. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $731.00. The firm has a fifty day moving average price of $646.06 and a 200-day moving average price of $620.43.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a net margin of 4.52% and a return on equity of 17.07%. The business had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. During the same period last year, the company posted $1.73 earnings per share. The company’s quarterly revenue was up 3.8% compared to the same quarter last year. Analysts predict that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be given a dividend of $0.50 per share. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend is Monday, January 5th. This represents a $2.00 dividend on an annualized basis and a yield of 0.3%. GE Vernova’s dividend payout ratio is presently 32.57%.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q4 results materially beat expectations — GAAP EPS came in at $13.39 vs. ~ $3.00 consensus and revenue was $10.96B (vs. ~$10.2B). Management highlighted margin expansion and cash generation. Read More.
• Positive Sentiment: Company raised FY 2026 revenue outlook to $44.0B–$45.0B, well above Street consensus (~$41.9B), signaling stronger demand visibility for power/electrification. Read More.
• Positive Sentiment: Backlog strength and shareholder returns: management cited a roughly $150B backlog and announced a doubled dividend — supports revenue visibility and cash-return narrative. Read More.
• Positive Sentiment: Wall Street support: Bank of America revisited coverage citing strengthening backlog and margin expansion; China Renaissance initiated coverage with a Buy and a $966 price target (material upside vs. current levels). Read More.
• Neutral Sentiment: Options activity and interest: elevated options flows and analyst forecast revisions ahead of the print suggest higher short‑term trading/volatility. Read More.
• Neutral Sentiment: Some revenue mix headwinds noted (gas‑turbine timing, weaker onshore wind) even as EBITDA and margins improved — watch segment trends for durability. Read More.
• Negative Sentiment: One‑time items boosted EPS — the outsized EPS beat was materially driven by a tax benefit, so underlying operating earnings are smaller; investors should separate recurring operating momentum from accounting items. Read More.
• Negative Sentiment: Valuation: the stock trades at a high P/E (background data points to a stretched multiple), so much of the good news may already be priced in and raises sensitivity to execution risk. Read More.

Wall Street Analyst Weigh In

A number of brokerages recently commented on GEV. The Goldman Sachs Group reissued a “buy” rating and set a $925.00 price target on shares of GE Vernova in a research note on Thursday. Citigroup boosted their target price on shares of GE Vernova from $658.00 to $708.00 and gave the stock a “neutral” rating in a report on Monday, January 12th. Barclays increased their price target on shares of GE Vernova from $800.00 to $830.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. William Blair reissued an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Finally, Mizuho lowered their price objective on GE Vernova from $677.00 to $660.00 and set a “neutral” rating for the company in a research note on Friday, October 24th. Three research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and an average target price of $718.07.

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.