Independent Advisor Alliance Buys 1,226 Shares of GE Vernova Inc. $GEV

Independent Advisor Alliance raised its stake in shares of GE Vernova Inc. (NYSE:GEV) by 9.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 14,076 shares of the company’s stock after purchasing an additional 1,226 shares during the period. Independent Advisor Alliance’s holdings in GE Vernova were worth $8,656,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Columbia Asset Management increased its holdings in shares of GE Vernova by 2.6% in the 3rd quarter. Columbia Asset Management now owns 977 shares of the company’s stock worth $601,000 after buying an additional 25 shares during the last quarter. Everhart Financial Group Inc. increased its stake in GE Vernova by 4.4% in the third quarter. Everhart Financial Group Inc. now owns 4,964 shares of the company’s stock valued at $3,052,000 after acquiring an additional 208 shares during the last quarter. Lingohr Asset Management GmbH increased its stake in GE Vernova by 89.6% in the third quarter. Lingohr Asset Management GmbH now owns 730 shares of the company’s stock valued at $449,000 after acquiring an additional 345 shares during the last quarter. Werba Rubin Papier Wealth Management purchased a new stake in GE Vernova during the third quarter valued at about $206,000. Finally, Core Wealth Partners LLC raised its position in GE Vernova by 3.5% during the third quarter. Core Wealth Partners LLC now owns 533 shares of the company’s stock valued at $328,000 after purchasing an additional 18 shares in the last quarter.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $726.04 on Friday. GE Vernova Inc. has a 52-week low of $252.25 and a 52-week high of $752.02. The company’s 50 day moving average price is $652.63 and its 200-day moving average price is $622.73. The stock has a market capitalization of $196.99 billion, a price-to-earnings ratio of 40.79, a P/E/G ratio of 2.99 and a beta of 1.67.

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

GE Vernova Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Monday, January 5th. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. GE Vernova’s payout ratio is 11.24%.

GE Vernova News Roundup

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

Analyst Upgrades and Downgrades

GEV has been the topic of several recent research reports. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research report on Thursday. The Goldman Sachs Group increased their price target on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research report on Thursday. UBS Group restated a “buy” rating on shares of GE Vernova in a report on Thursday. Evercore ISI upped their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $817.00 target price on shares of GE Vernova in a research report on Monday, January 26th. Two analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $752.26.

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.