Navellier & Associates Inc. Has $5.41 Million Stock Position in GE Vernova Inc. $GEV

Navellier & Associates Inc. boosted its position in GE Vernova Inc. (NYSE:GEV) by 10.3% in the 4th quarter, HoldingsChannel reports. The firm owned 8,276 shares of the company’s stock after acquiring an additional 773 shares during the period. Navellier & Associates Inc.’s holdings in GE Vernova were worth $5,409,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the stock. RFG Advisory LLC lifted its position in GE Vernova by 2.1% during the fourth quarter. RFG Advisory LLC now owns 634 shares of the company’s stock worth $414,000 after acquiring an additional 13 shares during the last quarter. Stevens Capital Management LP increased its stake in GE Vernova by 20.1% in the fourth quarter. Stevens Capital Management LP now owns 4,373 shares of the company’s stock valued at $2,858,000 after acquiring an additional 733 shares during the last quarter. Swedbank AB increased its stake in GE Vernova by 1.2% in the fourth quarter. Swedbank AB now owns 156,772 shares of the company’s stock valued at $102,461,000 after acquiring an additional 1,900 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in GE Vernova by 4.8% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 572,341 shares of the company’s stock valued at $388,934,000 after acquiring an additional 26,139 shares during the last quarter. Finally, BOKF NA boosted its position in GE Vernova by 24.6% in the fourth quarter. BOKF NA now owns 36,459 shares of the company’s stock valued at $23,829,000 after buying an additional 7,194 shares in the last quarter.

Analysts Set New Price Targets

A number of analysts have weighed in on GEV shares. Oppenheimer set a $1,303.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. BMO Capital Markets boosted their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. TD Cowen boosted their target price on shares of GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Morgan Stanley boosted their target price on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. Finally, Jefferies Financial Group lifted their price target on shares of GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,090.76.

GE Vernova Trading Up 2.0%

NYSE:GEV opened at $1,095.87 on Wednesday. GE Vernova Inc. has a one year low of $387.03 and a one year high of $1,181.95. The company has a market cap of $294.48 billion, a PE ratio of 31.92, a PEG ratio of 4.02 and a beta of 1.51. The firm has a 50-day moving average of $924.72 and a 200-day moving average of $748.97. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping the consensus estimate 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 previous year, the company earned $0.91 earnings per share. The firm’s revenue for the quarter was up 17.0% compared to the same quarter last year. As a group, equities research analysts expect that GE Vernova Inc. will post 14.84 EPS 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. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s payout ratio is presently 5.83%.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Q1 results and large orders — GE Vernova reported a very strong Q1 (big EPS beat), ~$13B in new orders and an aggressive buyback program that supports EPS and shareholder returns. This underpins investor optimism about AI-linked service and equipment demand. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy partnership — GE Vernova and Blue Energy announced a planned 2.5 GW hybrid gas + small modular reactor (SMR) plant in Texas aimed specifically at AI data‑center and advanced manufacturing customers; the project highlights faster, prefabricated deployment strategies that could win urgent hyperscaler contracts. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Pumped‑storage order — GE Vernova landed a multi-unit pumped-storage contract in India, diversifying backlog and adding long-duration grid storage exposure, which complements its AI-era power positioning. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Positive Sentiment: Sector tailwinds — multiple pieces link the industrial rally to AI power demand, reinforcing investor rotation into power equipment names and providing thematic support for GEV’s rerating. Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Neutral Sentiment: Valuation debate — commentators ask whether GEV’s substantial one‑year gain (~174%) leaves room for more upside or whether fundamentals fully reflect that run; this raises nearer‑term valuation risk for late buyers. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Neutral Sentiment: Execution bottlenecks — industry coverage highlights workforce and contractor shortages (electricians, site crews) that could slow project buildouts even as demand spikes, a mixed signal for near‑term revenue timing. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: Regulatory/contract dispute — GE Vernova is engaged in a public dispute related to Vineyard Wind claims; regulatory or contractual battles can create headline risk and potential costs. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

GE Vernova 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.