Stevens Capital Management LP Has $2.86 Million Holdings in GE Vernova Inc. $GEV

Stevens Capital Management LP raised its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 20.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,373 shares of the company’s stock after acquiring an additional 733 shares during the quarter. GE Vernova makes up 1.0% of Stevens Capital Management LP’s investment portfolio, making the stock its 24th largest holding. Stevens Capital Management LP’s holdings in GE Vernova were worth $2,858,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Voisard Asset Management Group Inc. boosted its holdings in shares of GE Vernova by 2.7% during the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after purchasing an additional 15 shares during the period. Clean Yield Group increased its stake in GE Vernova by 2.2% in the 4th quarter. Clean Yield Group now owns 685 shares of the company’s stock valued at $448,000 after buying an additional 15 shares during the period. Sutton Place Investors LLC lifted its position in GE Vernova by 3.1% in the 4th quarter. Sutton Place Investors LLC now owns 531 shares of the company’s stock worth $347,000 after buying an additional 16 shares in the last quarter. Washburn Capital Management Inc. lifted its position in GE Vernova by 0.3% in the 4th quarter. Washburn Capital Management Inc. now owns 4,735 shares of the company’s stock worth $3,095,000 after buying an additional 16 shares in the last quarter. Finally, Evergreen Capital Management LLC boosted its stake in shares of GE Vernova by 0.6% during the 4th quarter. Evergreen Capital Management LLC now owns 2,602 shares of the company’s stock valued at $1,701,000 after buying an additional 16 shares during the period.

GE Vernova Stock Performance

Shares of GEV opened at $1,095.87 on Wednesday. The firm has a market cap of $294.48 billion, a price-to-earnings ratio of 31.92, a price-to-earnings-growth ratio of 4.02 and a beta of 1.51. The company’s fifty day moving average is $924.72 and its 200-day moving average is $748.97. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a 12 month low of $387.03 and a 12 month high of $1,181.95.

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

GE Vernova Dividend Announcement

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

Analyst Ratings Changes

Several research firms have recently commented on GEV. Mizuho set a $714.00 price target on shares of GE Vernova in a report on Tuesday, February 3rd. Oppenheimer set a $1,303.00 price objective on GE Vernova in a report on Thursday, April 23rd. Wall Street Zen raised GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. TD Cowen upped their target price on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Finally, Susquehanna set a $1,300.00 target price on GE Vernova in a research report on Thursday, April 23rd. Two investment 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. According to MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q1 results showed a big EPS beat, rising revenue and sizable AI‑linked orders plus an aggressive buyback program — supports higher earnings per share and cash‑flow expectations. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy and GE Vernova announced a paired 2.5 GW gas‑plus‑nuclear project aimed at meeting near‑term AI power demand — a strategic, high‑visibility partnership that expands GEV’s addressable market in U.S. baseload and hybrid plants. Blue Energy and GE Vernova Accelerate Gas‑Plus‑Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Multiple industry pieces argue the “real AI trade” is power equipment (substations, transformers, turbines), reinforcing durable demand tailwinds for GE Vernova’s product and service backlog. Industrial‑Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Positive Sentiment: GE Vernova won a pumped‑storage hydro order in India (nine 150 MW units), signaling international equipment and services demand beyond U.S. data‑center work. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Analyst and investor writeups are adding GEV to “AI‑power” and energy‑transition buy lists, increasing investor attention but not guaranteeing further operational upside. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Negative Sentiment: Labor and contractor constraints — notably a shortage of qualified electricians and specialized contractors — are being flagged as potential bottlenecks that could slow project delivery and erode near‑term revenue recognition. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: GE Vernova is involved in a dispute over Vineyard Wind claims — a legal/contractual fight that creates project execution and reputational risk on that offshore wind engagement. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

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.