US Bancorp DE Acquires 1,016 Shares of GE Vernova Inc. $GEV

US Bancorp DE raised its holdings in GE Vernova Inc. (NYSE:GEV) by 1.0% in the fourth quarter, Holdings Channel reports. The firm owned 101,558 shares of the company’s stock after purchasing an additional 1,016 shares during the period. US Bancorp DE’s holdings in GE Vernova were worth $66,375,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of GEV. Torren Management LLC bought a new position in shares of GE Vernova during the 4th quarter worth $26,000. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after acquiring an additional 31 shares during the period. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the 3rd quarter worth $25,000. ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the period. Finally, Nvest Wealth Strategies Inc. bought a new position in shares of GE Vernova during the 4th quarter worth $33,000.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Argus raised its price target sharply to $1,300 and reiterated a Buy rating, citing electrification and decarbonization tailwinds that support higher valuation for GEV. Argus Backs GE Vernova (GEV) on Electrification and Decarbonization Trends
• Positive Sentiment: Erste Group raised its FY2027 EPS estimate to $24.02 (from $22.15) and maintains a Strong-Buy view, boosting fundamental expectations for future profits. MarketBeat – Erste Group raises EPS estimate for GE Vernova
• Positive Sentiment: GE Vernova won a major contract to modernize power plants in Egypt (Bahna and Nubaria), extending its grid and generation footprint in MENA and adding near‑term backlog and revenue visibility. GE Vernova Egypt Deal Highlights Growth Potential And Valuation Trade Off
• Positive Sentiment: Market narrative: AI-driven demand for large gas turbines helped GEV surpass GE Aerospace in market cap for the first time, underscoring investor enthusiasm around industrial AI tailwinds and order momentum. Something Amazing That No One Predicted Just Happened in the Markets (Yes, AI Is at the Center of It)
• Neutral Sentiment: Two technical/momentum notes flag both strength and caution: Kalkine published a momentum update tying GEV to energy-sector/S&P dynamics and a follow-up noting signal strength but raising concerns ahead — useful for timing/volatility but not standalone fundamentals. GE Vernova Momentum Update (NYSE:GEV) On Energy Sector S&P 500 Index GE Vernova (NYSE:GEV) Signal Strength but Raise Key Concerns Ahead
• Neutral Sentiment: Zacks’ sector/ETF coverage mentioned GE Vernova when discussing the iShares U.S. Power Infrastructure ETF (POWR) — context for investors tracking thematic ETFs but indirect for GEV-specific drivers. Should You Invest in the iShares U.S. Power Infrastructure ETF (POWR)?
• Negative Sentiment: Zacks Research downgraded GEV from “strong-buy” to “hold,” which could pressure short-term sentiment despite the strong earnings and order backdrop. Zacks.com – downgrade note

GE Vernova Stock Up 2.0%

Shares of NYSE GEV opened at $1,084.60 on Friday. GE Vernova Inc. has a 52 week low of $378.47 and a 52 week high of $1,181.95. The business has a 50-day simple moving average of $919.40 and a two-hundred day simple moving average of $744.21. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The company has a market cap of $291.45 billion, a P/E ratio of 31.59, a P/E/G ratio of 3.98 and a beta of 1.43.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter last year, the company earned $0.91 EPS. The firm’s revenue was up 17.0% compared to the same quarter last year. Research analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th were paid a $0.50 dividend. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 5.83%.

Analyst Upgrades and Downgrades

GEV has been the subject of several research reports. BMO Capital Markets increased their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Mizuho set a $714.00 price target on GE Vernova in a research note on Tuesday, February 3rd. Jefferies Financial Group increased their price target on GE Vernova from $965.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Friday, April 24th. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research note on Saturday, January 31st. Finally, BNP Paribas Exane downgraded GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target for the company. in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

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.