Cadinha & Co. LLC Acquires Shares of 15,171 GE Vernova Inc. $GEV

Cadinha & Co. LLC acquired a new stake in GE Vernova Inc. (NYSE:GEV) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 15,171 shares of the company’s stock, valued at approximately $9,915,000. GE Vernova makes up 1.5% of Cadinha & Co. LLC’s portfolio, making the stock its 22nd biggest position.

Several other institutional investors also recently bought and sold shares of GEV. Capital World Investors increased its stake in GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after buying an additional 2,048,792 shares during the period. Franklin Resources Inc. increased its stake in GE Vernova by 170.0% in the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after buying an additional 740,339 shares during the period. SG Americas Securities LLC increased its stake in GE Vernova by 10,288.6% in the 4th quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after buying an additional 414,631 shares during the period. Raymond James Financial Inc. increased its stake in GE Vernova by 66.0% in the 2nd quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock valued at $499,817,000 after buying an additional 375,677 shares during the period. Finally, Nordea Investment Management AB increased its stake in GE Vernova by 136.1% in the 3rd quarter. Nordea Investment Management AB now owns 561,213 shares of the company’s stock valued at $341,038,000 after buying an additional 323,481 shares during the period.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on GEV. Royal Bank Of Canada boosted their price objective on shares of GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday. Zacks Research raised shares of GE Vernova from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 30th. Robert W. Baird boosted their price objective on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday. JPMorgan Chase & Co. upped their price target on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Finally, Mizuho set a $714.00 price target on shares of GE Vernova in a research note on Tuesday, February 3rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $1,041.57.

GE Vernova News Roundup

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

• Positive Sentiment: Q1 beat and guidance raise: GEV reported much stronger‑than‑expected Q1 results and lifted its annual revenue forecast, with management citing accelerating demand from data centers as a key driver. GE Vernova lifts annual revenue forecast on data center demand
• Positive Sentiment: Massive earnings beat and FCF/guide lift: The company reported a huge EPS beat and raised guidance, which analysts and outlets say is driven by surging data‑center orders and record free cash flow. That surprise beat is the primary reason the stock is rising. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: AI/data‑center tailwind: Multiple outlets highlight that Big Tech data‑center buildouts for AI are materially lifting demand for GEV’s power equipment and electrification products, underpinning durable revenue upside. GE Vernova Stock Soars to New Highs. Its Sales Are Being Boosted by Big Tech’s Data Center Buildout
• Positive Sentiment: Backlog & bookings strength: Order growth and backlog expanded sharply (multiple reports cite significant GW bookings in Gas Power and large electrification/data‑center orders), supporting margin expansion and medium‑term revenue visibility. GE Vernova Q1: 75x Earnings And Still Not Expensive Enough
• Positive Sentiment: Analyst upgrades and higher targets: Several firms (TD Cowen, Robert W. Baird, Oppenheimer) raised price targets and reiterated buy/outperform views after the print, adding upward pressure to the share price. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Neutral Sentiment: Featured in long‑term stock lists: Editorials and screeners have added GEV to “best long‑term” and renewable/AI supply‑chain lists — supportive for sentiment but not a direct fundamental catalyst. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds and risk disclosures: The company flagged challenges in its Wind segment on the call, and its recently filed 10‑K added a new regulation‑related risk; these are potential drags if persistent. GE Vernova Is Setting Records. This Might Be the Most Surprising One. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

GE Vernova Stock Performance

NYSE:GEV opened at $1,151.01 on Friday. The company has a quick ratio of 0.73, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a fifty-two week low of $337.31 and a fifty-two week high of $1,181.95. The stock has a market cap of $309.46 billion, a PE ratio of 33.53, a price-to-earnings-growth ratio of 4.36 and a beta of 1.43. The firm’s fifty day simple moving average is $890.83 and its 200-day simple moving average is $727.35.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The business had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. During the same period in the prior year, the company posted $0.91 EPS. The business’s revenue for the quarter was up 17.0% on a year-over-year basis. Analysts expect that GE Vernova Inc. will post 14.37 earnings per share 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 paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova’s dividend payout ratio is presently 11.24%.

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.