WCM Investment Management LLC Has $410.66 Million Position in GE Vernova Inc. $GEV

WCM Investment Management LLC grew its position in shares of GE Vernova Inc. (NYSE:GEV) by 3.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 681,672 shares of the company’s stock after buying an additional 22,221 shares during the period. WCM Investment Management LLC owned approximately 0.25% of GE Vernova worth $410,660,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Norges Bank bought a new stake in shares of GE Vernova in the 2nd quarter valued at about $1,809,220,000. Arrowstreet Capital Limited Partnership boosted its stake in shares of GE Vernova by 273.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company’s stock worth $798,126,000 after acquiring an additional 1,104,747 shares during the last quarter. Qube Research & Technologies Ltd increased its holdings in GE Vernova by 771.3% in the 2nd quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company’s stock worth $403,861,000 after acquiring an additional 675,629 shares in the last quarter. Invesco Ltd. boosted its holdings in GE Vernova by 26.3% in the 2nd quarter. Invesco Ltd. now owns 2,217,257 shares of the company’s stock worth $1,173,262,000 after buying an additional 462,038 shares during the period. Finally, Raymond James Financial Inc. grew its position in shares of GE Vernova by 66.0% during the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company’s stock worth $499,817,000 after purchasing an additional 375,677 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GEV closed its purchase of the remaining 50% of Prolec GE for $5.275 billion, bringing the North American transformer and electrification leader fully onto GE Vernova’s balance sheet — a move that should accelerate electrification segment growth and margin capture. Read More.
• Positive Sentiment: Analysts lifted ratings and price targets this week (several reports raising targets into the high $700s), and the stock hit a new 12?month high after upgrades — signaling renewed buy?side conviction following GE Vernova’s strong January quarter. Read More.
• Positive Sentiment: High?profile media coverage (Jim Cramer segments and commentary) has highlighted GE Vernova’s long?range earnings visibility and upside potential, which tends to boost retail and momentum flows. Read More. Read More.
• Neutral Sentiment: Macro and sector catalysts to watch (U.S. grid spending, nuclear pricing, AI/market timing and Fed rate pivot dates) are flagged as potential 2026 drivers for GE Vernova but are broader market factors rather than company?specific news. Read More.
• Negative Sentiment: GE Vernova launched a registered offering of senior notes to help finance part of the Prolec GE buyout. The planned debt issuance raises near?term leverage and interest?cost risk, which could temper investor enthusiasm depending on size, pricing and market conditions. Read More.

GE Vernova Trading Up 4.4%

GEV stock opened at $758.06 on Tuesday. GE Vernova Inc. has a 12-month low of $252.25 and a 12-month high of $762.36. The stock has a 50-day moving average price of $656.20 and a two-hundred day moving average price of $624.47. The company has a market cap of $205.68 billion, a PE ratio of 42.59, a price-to-earnings-growth ratio of 3.03 and a beta of 1.67.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business’s revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the firm earned $1.73 EPS. Equities analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Monday, January 5th were given a dividend of $0.50 per share. This is a boost from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, January 5th. GE Vernova’s dividend payout ratio (DPR) is presently 11.24%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. JPMorgan Chase & Co. reissued an “overweight” rating on shares of GE Vernova in a research report on Wednesday, December 10th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Evercore ISI lifted their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday. Rothschild Redb downgraded GE Vernova from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 15th. Finally, The Goldman Sachs Group increased their price target on GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $752.96.

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.