PFG Advisors Sells 671 Shares of GE Vernova Inc. $GEV

PFG Advisors trimmed its holdings in GE Vernova Inc. (NYSE:GEV) by 10.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,461 shares of the company’s stock after selling 671 shares during the quarter. PFG Advisors’ holdings in GE Vernova were worth $3,569,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in GEV. Synergy Asset Management LLC raised its holdings in shares of GE Vernova by 300.0% during the 3rd quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after acquiring an additional 1,413 shares in the last quarter. J.W. Cole Advisors Inc. raised its holdings in shares of GE Vernova by 25.3% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after acquiring an additional 3,278 shares in the last quarter. Kercheville Advisors LLC increased its position 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 valued at $3,016,000 after purchasing an additional 3,455 shares during the last quarter. Rakuten Investment Management Inc. bought a new position in shares of GE Vernova during the 3rd quarter valued at approximately $18,601,000. Finally, US Bancorp DE increased its position in shares of GE Vernova by 2.2% during the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after purchasing an additional 2,163 shares during the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Wall Street expects a big EPS beat for GEV (consensus ~ $1.97 vs. $1.07 a year ago), which is driving bullish positioning into the print. GE Vernova Stock Has Soared to the Moon. How Earnings Could Keep It in Orbit.
• Positive Sentiment: Analysts are broadly bullish on top industrial names including GE Vernova, supporting demand for the shares ahead of results and into the energy transition story. Analysts Are Bullish on Top Industrial Goods Stocks
• Positive Sentiment: Strong results at GE Aerospace (beats on revenue and orders) highlight robust end-market demand in commercial services and defense — a positive signal for industrial order trends and investor sentiment across GE spin-offs. GE Aerospace Q1 Earnings & Revenues Beat Estimates
• Neutral Sentiment: Research pieces outline which specific metrics (orders, backlog conversion, margin drivers, free cash flow) will matter in the Q1 release — investors are focused on those details more than headline EPS alone. Wall Street’s Insights Into Key Metrics Ahead of GE Vernova Q1
• Neutral Sentiment: Pre-earnings writeups summarize what to watch in GEV’s report (segment performance, service revenue, margin progression) — informational rather than immediately price-moving until the print. GE Vernova Earnings: What To Look For From GEV
• Negative Sentiment: Coverage flags offshore-project setbacks and shifting demand streams that could complicate GEV’s energy-transition growth narrative and future bookings. That risk could pressure the stock if management flags project delays or weaker future orders. Will Offshore Setback and New Demand Streams Change GE Vernova’s Energy Transition Narrative?
• Negative Sentiment: Analysts note margin pressure from rising costs in related GE businesses; if Vernova reports weaker-than-expected margins or cost inflation, the stock could give back gains. GE Aerospace Q1 Earnings & Revenues Beat Estimates (notes on margin pressure)

GE Vernova Stock Up 0.1%

GEV opened at $990.92 on Wednesday. The business has a fifty day moving average of $878.06 and a 200 day moving average of $721.56. GE Vernova Inc. has a 52-week low of $317.60 and a 52-week high of $1,016.00. The stock has a market cap of $266.42 billion, a P/E ratio of 55.67, a PEG ratio of 3.87 and a beta of 1.43.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. During the same quarter in the previous year, the business earned $1.73 EPS. GE Vernova’s revenue was up 3.8% compared to the same quarter last year. Equities analysts anticipate that GE Vernova Inc. will post 14.2 EPS for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a dividend of $0.50 per share. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s payout ratio is presently 11.24%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on GEV. UBS Group reissued a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Barclays boosted their target price on GE Vernova from $849.00 to $993.00 and gave the company an “overweight” rating in a research report on Wednesday, April 1st. Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and boosted their target price for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Mizuho set a $714.00 target price on GE Vernova in a research report on Tuesday, February 3rd. Finally, Oppenheimer boosted their target price on GE Vernova from $871.00 to $1,139.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, GE Vernova currently has an average rating of “Buy” and an average target price of $919.48.

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.