Hoey Investments Inc. Buys 1,129 Shares of GE Vernova Inc. $GEV

Hoey Investments Inc. increased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 14.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 9,135 shares of the company’s stock after purchasing an additional 1,129 shares during the quarter. GE Vernova accounts for approximately 0.8% of Hoey Investments Inc.’s portfolio, making the stock its 15th largest position. Hoey Investments Inc.’s holdings in GE Vernova were worth $5,970,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Vanguard Group Inc. grew its position in GE Vernova by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock worth $15,259,028,000 after acquiring an additional 150,892 shares during the last quarter. State Street Corp grew its position in GE Vernova by 1.3% during the 3rd quarter. State Street Corp now owns 11,238,278 shares of the company’s stock worth $6,910,417,000 after acquiring an additional 140,500 shares during the last quarter. Northern Trust Corp grew its position in GE Vernova by 1.8% during the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after acquiring an additional 51,738 shares during the last quarter. Invesco Ltd. grew its position in GE Vernova by 7.1% during the 3rd quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock worth $1,460,841,000 after acquiring an additional 158,481 shares during the last quarter. Finally, Capital World Investors lifted its holdings 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 worth $1,325,842,000 after buying an additional 2,048,792 shares during the period.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. TD Cowen increased their price objective on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a report on Thursday. Weiss Ratings upgraded GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Jefferies Financial Group reiterated a “buy” rating and issued a $930.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Finally, Robert W. Baird increased their price objective on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a report on Thursday. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $1,041.57.

GE Vernova Trading Up 2.1%

NYSE GEV opened at $1,151.01 on Friday. The stock has a market cap of $309.46 billion, a P/E ratio of 33.53, a price-to-earnings-growth ratio of 4.36 and a beta of 1.43. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.73 and a current ratio of 0.89. The stock has a 50 day simple moving average of $890.83 and a two-hundred day simple moving average of $727.35. GE Vernova Inc. has a fifty-two week low of $337.31 and a fifty-two week high of $1,181.95.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same quarter last year, the business posted $0.91 EPS. On average, analysts forecast that GE Vernova Inc. will post 14.37 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Key Headlines Impacting GE Vernova

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 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.