Artemis Investment Management LLP Buys 34,743 Shares of GE Vernova Inc. $GEV

Key Points

• Artemis Investment Management LLP increased its stake in GE Vernova by 58.9% in Q4, acquiring 34,743 shares to hold 93,719 shares valued at about $61.25 million.
• GE Vernova reported an outsized quarterly EPS beat of $17.44 vs. $1.95 expected with revenue up 17% YoY, prompting multiple analyst target upgrades and a consensus rating of "Moderate Buy" (consensus target ~$1,090.76), with AI/hyperscaler data‑center demand cited as a major growth driver.

Artemis Investment Management LLP grew its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 58.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 93,719 shares of the company's stock after purchasing an additional 34,743 shares during the period. Artemis Investment Management LLP's holdings in GE Vernova were worth $61,252,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of GEV. Vanguard Group Inc. raised its position in GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company's stock valued at $16,354,691,000 after purchasing an additional 208,162 shares in the last quarter. State Street Corp raised 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 valued at $6,910,417,000 after purchasing an additional 140,500 shares in the last quarter. Northern Trust Corp raised 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 valued at $1,769,349,000 after purchasing an additional 51,738 shares in the last quarter. Invesco Ltd. raised 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 valued at $1,460,841,000 after purchasing an additional 158,481 shares in the last quarter. Finally, Capital World Investors raised its position in GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company's stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the company. Robert W. Baird lifted their target price on GE Vernova from $1,008.00 to $1,400.00 and gave the company an "outperform" rating in a research report on Thursday, April 23rd. Evercore lifted their target price on GE Vernova from $860.00 to $905.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Susquehanna set a $1,300.00 target price on GE Vernova in a research report on Thursday, April 23rd. TD Cowen lifted their target price on GE Vernova from $780.00 to $1,220.00 and gave the company a "buy" rating in a research report on Thursday, April 23rd. Finally, BNP Paribas Exane downgraded GE Vernova from an "outperform" rating to a "neutral" rating and set a $1,190.00 price target on the stock. in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,090.76.

GE Vernova News Summary

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

• Positive Sentiment: Billionaire Philippe Laffont (Coatue) has built a sizable stake in GEV ($~2.2B reported), drawing attention from momentum and institutional investors; his ownership and prior outperformance are cited as a catalyst for buying interest. Billionaire Philippe Laffont Is Buying GE Vernova (GEV) – Here’s Why
• Positive Sentiment: Analysts and outlets point to AI and hyperscaler data-center buildouts as a major demand driver for GE Vernova’s gas turbines and power equipment — a “pick‑and‑shovel” play that helped push the stock to all‑time highs. Here's How AI Data Center Spending Helped This Stock Pop to an All-Time High Today
• Positive Sentiment: Erste Group raised its FY2027 EPS estimate materially (to $24.02 from $22.15) and reiterates a strong‑buy view — an analyst upgrade that supports higher fundamental expectations. GE Vernova analyst note / MarketBeat
• Neutral Sentiment: Sector context: thematic ETF and industry writeups (e.g., VOLT/Tema Electrification coverage) note the structural grid upgrades and large power contracts from hyperscalers — tailwinds for the industry but not direct company-specific guidance. VOLT Investors: Here's the One Signal That Predicts Your Returns This Year
• Negative Sentiment: Zacks downgraded GE Vernova from “strong‑buy” to “hold,” creating near‑term selling pressure from investors who track Zacks ratings or use them in quant screens. Zacks.com downgrade
• Negative Sentiment: Technical/momentum coverage flagged signal strength but also raised “key concerns ahead,” which can trigger profit‑taking after the fast run‑up and make the stock more sensitive to negative news. GE Vernova NYSE: GEV Signal Strength but Raise Key Concerns Ahead

GE Vernova Trading Down 1.9%

Shares of NYSE:GEV opened at $1,062.78 on Friday. GE Vernova Inc. has a 12-month low of $385.55 and a 12-month high of $1,181.95. The company has a market capitalization of $285.59 billion, a PE ratio of 30.96, a PEG ratio of 4.06 and a beta of 1.51. The business has a 50 day moving average of $919.40 and a two-hundred day moving average of $744.21. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the previous year, the company posted $0.91 earnings per share. GE Vernova's revenue for the quarter was up 17.0% on a year-over-year basis. As a group, analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders 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 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova's payout ratio is 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.

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