Castle Rock Wealth Management LLC Acquires New Shares in GE Vernova Inc. $GEV

Castle Rock Wealth Management LLC bought a new position in GE Vernova Inc. (NYSE:GEV) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 2,215 shares of the company’s stock, valued at approximately $1,448,000.

Other hedge funds have also recently modified their holdings of the company. Jackson Grant Investment Advisers Inc. boosted its position in shares of GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in GE Vernova in the 3rd quarter worth about $25,000. Torren Management LLC bought a new position in GE Vernova during the 4th quarter valued at about $26,000. ORG Wealth Partners LLC lifted its stake in GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the period. Finally, Navalign LLC purchased a new stake in shares of GE Vernova during the 4th quarter valued at about $27,000.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on GEV. TD Cowen lifted their price target on shares of GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group restated a “buy” rating and issued a $1,328.00 target price on shares of GE Vernova in a report on Friday, April 24th. Mizuho set a $714.00 target price on shares of GE Vernova in a research report on Tuesday, February 3rd. Zacks Research lowered shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Finally, Weiss Ratings raised GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, GE Vernova presently has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova has been repeatedly highlighted as a key beneficiary of the AI-driven power equipment crunch, with investors focusing on rising demand for grid modernization and power-generation equipment. Why GE Vernova (GEV) Is Tied to the Power Equipment Crunch Behind AI Data Centers
• Positive Sentiment: The company recently raised its 2026 revenue and adjusted core profit margin outlook, signaling that stronger data-center and grid infrastructure demand is improving the earnings trajectory. US considering financing billions of dollars in long-lead time parts of nuclear plants, NEI says
• Positive Sentiment: GE Vernova and ENKA began commercial operation of the 852 MW K?rklareli plant in Türkiye, another sign that its gas-turbine and power plant business continues to win and execute on large projects. GE Vernova, ENKA launch 852MW K?rklareli plant in Türkiye
• Positive Sentiment: GE Vernova also announced a partnership with Blue Energy on a proposed 2.5 GW nuclear and natural gas plant in Texas, reinforcing its role in next-generation U.S. power buildout. GE Vernova (GEV) Partners with Blue Energy for 2.5 GW Texas Nuclear and Natural Gas Plant
• Neutral Sentiment: Several technical-analysis articles pointed to a bullish “golden cross” setup, which may be supporting short-term trading interest but does not change fundamentals. GE Vernova (GEV) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Broader market commentary also continues to frame GE Vernova as a major AI-infrastructure and nuclear-energy winner, but some reports warn the theme may be getting crowded. AI Mania Makes Old-School Industrials Behave Like Chip Stocks

GE Vernova Price Performance

NYSE GEV opened at $1,062.65 on Thursday. The business’s fifty day moving average is $948.72 and its 200 day moving average is $769.13. GE Vernova Inc. has a fifty-two week low of $421.64 and a fifty-two week high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. The company has a market capitalization of $285.56 billion, a PE ratio of 30.95, a price-to-earnings-growth ratio of 4.01 and a beta of 1.51.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter last year, the company earned $0.91 earnings per share. The business’s revenue for the quarter was up 17.0% compared to the same quarter last year. Sell-side analysts predict that GE Vernova Inc. will post 14.84 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. Shareholders of record on Tuesday, March 17th were paid a dividend of $0.50 per share. The ex-dividend date was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is presently 5.83%.

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.