GE Vernova Inc. $GEV Stake Boosted by Schear Investment Advisers LLC

Schear Investment Advisers LLC lifted its position in GE Vernova Inc. (NYSE:GEV) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,684 shares of the company’s stock after purchasing an additional 937 shares during the period. GE Vernova accounts for approximately 3.6% of Schear Investment Advisers LLC’s investment portfolio, making the stock its 5th largest holding. Schear Investment Advisers LLC’s holdings in GE Vernova were worth $8,290,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of GEV. Jackson Grant Investment Advisers Inc. raised its holdings in GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after purchasing an additional 31 shares during the period. Wealth Watch Advisors INC bought a new position in GE Vernova in the 3rd quarter worth $25,000. ORG Wealth Partners LLC raised its holdings in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares during the period. Monetary Management Group Inc. bought a new position in GE Vernova in the 2nd quarter worth $32,000. Finally, Deseret Mutual Benefit Administrators raised its holdings in GE Vernova by 112.0% in the 3rd quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company’s stock worth $33,000 after purchasing an additional 28 shares during the period.

More GE Vernova News

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

• Positive Sentiment: Large Q1 beat — GE Vernova reported materially stronger-than-expected results (EPS and revenue ahead of consensus), showing improved margins and year-over-year revenue growth that underpins the current optimism. GE Vernova (GEV) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Raised guidance — Management lifted its annual revenue outlook, citing a surge in data‑center and AI-related orders that accelerated demand across power & electrification, which is the main catalyst for the stock move. GE Vernova lifts annual revenue forecast on data center demand (Reuters)
• Positive Sentiment: Strong market reaction — Shares rallied to record highs and jumped double digits intraday as investors reprice the company for stronger growth and higher margins. GE Vernova Zooms 13% as Earnings Fracture the Family (247wallst)
• Positive Sentiment: AI/data‑center tailwind — Coverage highlights that big‑tech data center buildouts are boosting orders for power equipment and services, providing a multi‑year demand runway that supports higher revenue and margin expectations. GE Vernova Stock Soars to New Highs (Investopedia)
• Positive Sentiment: Project execution update — GE Vernova says its next‑generation nuclear project in Ontario is ~38% complete and on track for 2030 start, supporting long‑term power generation exposure. Trump’s Nuclear Push Meets Reality As GE Vernova Targets Power By 2030 (Benzinga)
• Neutral Sentiment: Analyst positioning and commentary — Several sell‑side firms remain bullish and have updated models ahead of/after the print; watch how consensus EPS and target‑price revisions evolve following management’s guidance change. GE Vernova Stock Has Soared to the Moon (Barron’s)
• Negative Sentiment: New regulatory risk disclosed in 2025 10‑K — TipRanks flags an added Regulation risk in the company’s 10‑K; while not immediate, it adds a downside governance/regulatory uncertainty investors should review. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors (TipRanks)

Wall Street Analyst Weigh In

A number of research firms have commented on GEV. Citigroup raised their price target on GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a report on Monday, April 13th. Jefferies Financial Group reissued a “buy” rating and set a $930.00 price target on shares of GE Vernova in a report on Thursday, January 29th. Glj Research raised their price target on GE Vernova from $758.00 to $1,087.00 and gave the company a “buy” rating in a report on Monday, January 12th. Robert W. Baird raised their price target on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Oppenheimer raised their price target on GE Vernova from $871.00 to $1,139.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $959.35.

GE Vernova Trading Up 13.6%

Shares of GEV stock opened at $1,126.25 on Thursday. GE Vernova Inc. has a 12-month low of $333.19 and a 12-month high of $1,142.00. The stock’s 50-day moving average price is $884.14 and its 200-day moving average price is $724.39. The stock has a market capitalization of $302.80 billion, a price-to-earnings ratio of 63.27, a price-to-earnings-growth ratio of 3.88 and a beta of 1.43.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The firm had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue was up 17.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.91 earnings per share. As a group, research analysts predict that GE Vernova Inc. will post 14.2 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. Investors of record on Tuesday, March 17th were given 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 11.24%.

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.