NBC Securities Inc. Has $2.84 Million Position in GE Vernova Inc. $GEV

NBC Securities Inc. increased its position in shares of GE Vernova Inc. (NYSE:GEV) by 171.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 4,350 shares of the company’s stock after purchasing an additional 2,750 shares during the quarter. NBC Securities Inc.’s holdings in GE Vernova were worth $2,843,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Field & Main Bank raised its holdings in GE Vernova by 3.6% in the 4th quarter. Field & Main Bank now owns 2,597 shares of the company’s stock valued at $1,697,000 after acquiring an additional 90 shares in the last quarter. First Financial Group Corp acquired a new position in GE Vernova in the 4th quarter valued at $245,000. Cornerstone Enterprises LLC acquired a new position in GE Vernova in the 4th quarter valued at $1,570,000. Nadler Financial Group Inc. raised its holdings in GE Vernova by 7.4% in the 4th quarter. Nadler Financial Group Inc. now owns 505 shares of the company’s stock valued at $330,000 after acquiring an additional 35 shares in the last quarter. Finally, Mowery & Schoenfeld Wealth Management LLC raised its holdings in GE Vernova by 38.3% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 130 shares of the company’s stock valued at $85,000 after acquiring an additional 36 shares in the last quarter.

Key GE Vernova News

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

• Positive Sentiment: Massive Q1 beat and guidance lift — GE Vernova reported a huge EPS surprise and raised its full?year outlook, driving the initial sharp rally. GE Vernova (NYSE:GEV) Shares Up 13.6% After Strong Earnings
• Positive Sentiment: AI / data?center demand is a major catalyst — Management cited surging orders from data?center customers for electrification gear, lifting revenue and free cash flow expectations. That structural demand narrative is a key reason investors are bidding the stock higher. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple brokers have lifted targets and reiterated buy/outperform calls after the quarter, reinforcing bullish sentiment. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Positive Sentiment: Backlog, orders and margin improvement — Analysts and bulls point to large backlog and rising margins in Power & Electrification, supporting higher forward earnings multiples. GE Vernova: Integrated Power And Electrification To Delivery High-Margin Growth
• Neutral Sentiment: Media / market narratives amplify momentum — Coverage highlighting GEV as a top long?term or green/renewables pick has helped retail and institutional interest but may simply magnify short?term flows. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds (Wind) and regulatory/risk disclosures — The company noted challenges in its Wind business and its 10?K flagged new regulatory risks; these could pressure specific margins or create execution risk. GE Vernova Inc (GEV) Q1 2026 Earnings Call Highlights
• Negative Sentiment: New 10?K risk item — Investors should review recent filings calling out regulation and other risks that could affect future results if conditions change. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. BMO Capital Markets lifted their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday. The Goldman Sachs Group lifted their price objective on GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Citigroup lifted their price target on GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. Finally, JPMorgan Chase & Co. lifted their price target on GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, GE Vernova currently has a consensus rating of “Buy” and an average target price of $1,041.57.

GE Vernova Stock Up 2.1%

Shares of NYSE:GEV opened at $1,151.01 on Friday. The business’s 50-day moving average is $890.83 and its 200-day moving average is $727.35. GE Vernova Inc. has a 1 year low of $337.31 and a 1 year high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.73. The company has a market capitalization of $309.46 billion, a price-to-earnings ratio of 33.53, a P/E/G ratio of 4.36 and a beta of 1.43.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The business had revenue of $9.34 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the prior year, the business earned $0.91 EPS. Equities research analysts predict that GE Vernova Inc. will post 14.37 earnings per share for the current year.

GE Vernova Announces Dividend

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

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.