GE Vernova Inc. $GEV Shares Bought by World Investment Advisors

Key Points

• World Investment Advisors increased its GE Vernova stake by 19.9% in the fourth quarter, adding 2,241 shares and bringing its total holding to 13,497 shares worth about $8.8 million.
• Several other institutions also bought or added to positions in GE Vernova, underscoring continued investor interest in the stock amid strong momentum.
• Analysts remain broadly bullish: multiple firms recently raised price targets, and GE Vernova reported a blowout quarter with EPS far above estimates and revenue up 17% year over year, while also lifting its outlook on demand tied to AI data centers and grid infrastructure.

World Investment Advisors raised its position in GE Vernova Inc. (NYSE:GEV - Free Report) by 19.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,497 shares of the company's stock after acquiring an additional 2,241 shares during the quarter. World Investment Advisors' holdings in GE Vernova were worth $8,821,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the company. Brighton Jones LLC boosted its stake in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company's stock valued at $1,091,000 after buying an additional 753 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company's stock valued at $828,000 after buying an additional 26 shares during the last quarter. Jump Financial LLC purchased a new position in shares of GE Vernova during the 2nd quarter valued at approximately $258,000. Ossiam purchased a new position in shares of GE Vernova during the 2nd quarter valued at approximately $42,000. Finally, Nebula Research & Development LLC boosted its stake in shares of GE Vernova by 23.9% during the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company's stock valued at $886,000 after buying an additional 323 shares during the last quarter.

More 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 Kırklareli 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 Kırklareli 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

Analyst Ratings Changes

Several equities analysts have recently commented on GEV shares. Oppenheimer set a $1,303.00 target price on GE Vernova in a research note on Thursday, April 23rd. Guggenheim increased their target price on GE Vernova from $910.00 to $1,300.00 and gave the company a "buy" rating in a research note on Thursday, April 23rd. Jefferies Financial Group increased their target price on GE Vernova from $965.00 to $1,350.00 and gave the company a "buy" rating in a research note on Friday, April 24th. UBS Group reiterated a "buy" rating on shares of GE Vernova in a research note on Thursday, January 29th. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $1,328.00 target price on shares of GE Vernova in a research note on Friday, April 24th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, GE Vernova has a consensus rating of "Moderate Buy" and a consensus price target of $1,090.76.

GE Vernova Stock Performance

Shares of GEV opened at $1,062.65 on Thursday. The business's fifty day moving average price is $948.72 and its 200 day moving average price is $769.13. GE Vernova Inc. has a 12-month low of $421.64 and a 12-month high of $1,181.95. The stock 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. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.

GE Vernova (NYSE:GEV - Get Free Report) last announced its quarterly earnings data 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. 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 analysts' expectations of $9.19 billion. During the same period last year, the business posted $0.91 earnings per share. The firm's revenue for the quarter was up 17.0% on a year-over-year basis. Equities research analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors 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 annualized dividend and a yield of 0.2%. GE Vernova's dividend payout ratio (DPR) 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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