Bokf Na Has $23.83 Million Stock Position in GE Vernova Inc. $GEV

Key Points

• Bokf Na lifted its stake in GE Vernova by 24.6% in Q4 to 36,459 shares, valued at approximately $23.83 million.
• GE Vernova’s Q1 results far exceeded expectations — EPS $17.44 vs $1.95 consensus and revenue $9.34 billion (up 17% year-over-year) — buoyed by AI‑linked orders and an aggressive buyback program.
• Analyst sentiment is generally positive with a "Moderate Buy" consensus and an average target of about $1,090.76; the company also pays a $0.50 quarterly dividend (annualized $2.00, ~0.2% yield).

Bokf Na lifted its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 24.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,459 shares of the company's stock after acquiring an additional 7,194 shares during the period. Bokf Na's holdings in GE Vernova were worth $23,829,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. J.W. Cole Advisors Inc. lifted its holdings in shares of GE Vernova by 25.3% during the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company's stock valued at $9,990,000 after acquiring an additional 3,278 shares during the period. Rakuten Investment Management Inc. bought a new position in shares of GE Vernova during the third quarter valued at $18,601,000. US Bancorp DE lifted its holdings in shares of GE Vernova by 2.2% during the third quarter. US Bancorp DE now owns 100,542 shares of the company's stock valued at $61,824,000 after acquiring an additional 2,163 shares during the period. Vanguard Group Inc. lifted its holdings in shares of GE Vernova by 0.6% during the third quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company's stock valued at $15,259,028,000 after acquiring an additional 150,892 shares during the period. Finally, Nordea Investment Management AB lifted its holdings in shares of GE Vernova by 136.1% during the third quarter. Nordea Investment Management AB now owns 561,213 shares of the company's stock valued at $341,038,000 after acquiring an additional 323,481 shares during the period.

GE Vernova Price Performance

GE Vernova stock opened at $1,095.87 on Wednesday. The firm has a market capitalization of $294.48 billion, a P/E ratio of 31.92, a PEG ratio of 4.02 and a beta of 1.51. GE Vernova Inc. has a 1 year low of $387.03 and a 1 year high of $1,181.95. The business has a 50-day moving average of $924.72 and a 200-day moving average of $748.97. 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 posted its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company's revenue for the quarter was up 17.0% compared to the same quarter last year. During the same period in the previous year, the company earned $0.91 EPS. On average, equities analysts anticipate 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 issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova's payout ratio is 5.83%.

Wall Street Analysts Forecast Growth

GEV has been the subject of a number of analyst reports. Citigroup lifted their price objective on GE Vernova from $779.00 to $1,110.00 and gave the company a "neutral" rating in a report on Monday, April 13th. Zacks Research cut GE Vernova from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 28th. Mizuho set a $714.00 price objective on GE Vernova in a report on Tuesday, February 3rd. Weiss Ratings upgraded GE Vernova from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Finally, The Goldman Sachs Group restated a "buy" rating and issued a $1,328.00 target price on shares of GE Vernova in a research note on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $1,090.76.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Q1 results showed a big EPS beat, rising revenue and sizable AI‑linked orders plus an aggressive buyback program — supports higher earnings per share and cash‑flow expectations. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy and GE Vernova announced a paired 2.5 GW gas‑plus‑nuclear project aimed at meeting near‑term AI power demand — a strategic, high‑visibility partnership that expands GEV’s addressable market in U.S. baseload and hybrid plants. Blue Energy and GE Vernova Accelerate Gas‑Plus‑Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Multiple industry pieces argue the “real AI trade” is power equipment (substations, transformers, turbines), reinforcing durable demand tailwinds for GE Vernova’s product and service backlog. Industrial‑Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Positive Sentiment: GE Vernova won a pumped‑storage hydro order in India (nine 150 MW units), signaling international equipment and services demand beyond U.S. data‑center work. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Analyst and investor writeups are adding GEV to “AI‑power” and energy‑transition buy lists, increasing investor attention but not guaranteeing further operational upside. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Negative Sentiment: Labor and contractor constraints — notably a shortage of qualified electricians and specialized contractors — are being flagged as potential bottlenecks that could slow project delivery and erode near‑term revenue recognition. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: GE Vernova is involved in a dispute over Vineyard Wind claims — a legal/contractual fight that creates project execution and reputational risk on that offshore wind engagement. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

About GE Vernova

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.

Want to see what other hedge funds are holding GEV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Vernova Inc. (NYSE:GEV - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.