Knights of Columbus Asset Advisors LLC Has $1.16 Million Position in GE Vernova Inc. $GEV

Knights of Columbus Asset Advisors LLC increased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 4,991.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,884 shares of the company’s stock after purchasing an additional 1,847 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in GE Vernova were worth $1,158,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in GEV. Synergy Asset Management LLC raised its stake in GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after buying an additional 1,413 shares in the last quarter. Kercheville Advisors LLC grew its holdings in shares of GE Vernova by 238.3% during the 3rd quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after acquiring an additional 3,455 shares during the period. Dupree Financial Group LLC bought a new position in shares of GE Vernova in the 2nd quarter worth approximately $253,000. Rakuten Investment Management Inc. purchased a new position in shares of GE Vernova in the 3rd quarter valued at approximately $18,601,000. Finally, Nordea Investment Management AB boosted its position in shares of GE Vernova by 136.1% during the third quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock valued at $341,038,000 after purchasing an additional 323,481 shares in the last quarter.

GE Vernova Stock Performance

NYSE:GEV opened at $726.04 on Friday. The firm has a market cap of $196.99 billion, a P/E ratio of 40.79, a P/E/G ratio of 2.99 and a beta of 1.67. GE Vernova Inc. has a fifty-two week low of $252.25 and a fifty-two week high of $752.02. The firm has a 50-day simple moving average of $652.63 and a two-hundred day simple moving average of $622.73.

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

GE Vernova Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Monday, January 5th will be paid a $0.50 dividend. This is an increase from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, January 5th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on GEV. UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of GE Vernova in a research report on Thursday, January 22nd. Susquehanna lifted their price target on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research report on Thursday. Morgan Stanley reissued an “overweight” rating and set a $817.00 price objective on shares of GE Vernova in a research note on Monday, January 26th. Finally, Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Thursday. Two analysts have rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, GE Vernova currently has an average rating of “Moderate Buy” and a consensus price target of $752.26.

Key GE Vernova News

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

About GE Vernova

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.