GE Vernova Inc. $GEV Shares Sold by BLB&B Advisors LLC

Key Points

• BLB&B Advisors LLC trimmed its stake in GE Vernova by 6.3% in Q4, selling 1,909 shares and retaining 28,377 shares valued at about $18.55 million.
• GE Vernova posted a sizable quarterly beat with EPS $13.39 vs. $2.99 expected, revenue of $10.96 billion (vs. $10.21B est.) and a 12.83% net margin.
• The company faces material legal risk from a Vineyard Wind lawsuit over a $4.5 billion offshore wind contract alleging defective blades, which could produce financial liabilities, delays or reputational harm.

BLB&B Advisors LLC reduced its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 6.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,377 shares of the company's stock after selling 1,909 shares during the quarter. BLB&B Advisors LLC's holdings in GE Vernova were worth $18,547,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. boosted its stake in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company's stock worth $25,000 after purchasing an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova during the third quarter valued at approximately $25,000. ORG Wealth Partners LLC boosted its position in GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company's stock worth $27,000 after acquiring an additional 29 shares during the last quarter. Bay Harbor Wealth Management LLC grew its stake in GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company's stock worth $31,000 after acquiring an additional 43 shares during the period. Finally, Monetary Management Group Inc. acquired a new position in GE Vernova in the 2nd quarter valued at $32,000.

Key GE Vernova News

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

• Positive Sentiment: Bank of America Securities reiterated a Buy rating, signaling continued analyst confidence in GEV’s fundamentals and long‑term story. Read More.
• Positive Sentiment: Recent coverage lifted price targets and included GEV on lists of blue‑chip energy names, reflecting bullish views on the company’s position in power equipment and services. Read More.
• Positive Sentiment: GE Vernova’s last reported quarter showed a sizable earnings beat and strong margins (large EPS beat and 12.8% net margin), which supports higher analyst targets and the stock’s valuation premium.
• Positive Sentiment: Recent writeups argue GEV is well‑positioned to benefit from rising energy demand, reinforcing the bull case for investors focused on long‑term structural demand. Read More.
• Neutral Sentiment: Citigroup raised its price target to $1,110 but maintained a Neutral rating, implying upside exists but the bank sees balanced near‑term risks and rewards. Read More.
• Neutral Sentiment: Macro coverage notes a rally in industrials (AI datacenters, aerospace, defense) that benefits suppliers like GEV, but warns of renewed inflation risks that could pressure margins and capital costs. Read More.
• Neutral Sentiment: Mention in market commentary (e.g., Jim Cramer discussion) keeps GEV in investor conversations but doesn’t materially change fundamentals. Read More.
• Negative Sentiment: Vineyard Wind has sued GE Vernova over a $4.5bn offshore wind contract, alleging defective blades and disputed payments; GEV’s attempt to exit the contract is central. The case highlights contract, execution and customer‑relationship risk in offshore wind and could lead to financial liabilities, delays or reputational damage. Read More. Read More.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on GEV shares. Royal Bank Of Canada raised their price objective on GE Vernova from $761.00 to $800.00 and gave the stock an "outperform" rating in a report on Friday, January 30th. Citigroup increased their target price on GE Vernova from $779.00 to $1,110.00 and gave the stock a "neutral" rating in a research report on Monday. Rothschild & Co Redburn raised GE Vernova from a "sell" rating to a "buy" rating and raised their price target for the stock from $560.00 to $1,100.00 in a research note on Monday, March 9th. Wells Fargo & Company lifted their price target on GE Vernova from $831.00 to $896.00 and gave the company an "overweight" rating in a report on Tuesday, March 31st. Finally, The Goldman Sachs Group upped their price objective on shares of GE Vernova from $840.00 to $925.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, GE Vernova presently has an average rating of "Buy" and an average target price of $889.30.

GE Vernova Stock Down 0.3%

GEV stock opened at $987.82 on Wednesday. The company has a market cap of $265.59 billion, a price-to-earnings ratio of 55.50, a PEG ratio of 3.90 and a beta of 1.43. The business has a fifty day simple moving average of $856.11 and a 200-day simple moving average of $707.99. GE Vernova Inc. has a 52 week low of $306.21 and a 52 week high of $1,007.38.

GE Vernova (NYSE:GEV - Get Free Report) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, beating analysts' consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm had revenue of $10.96 billion for the quarter, compared to analysts' expectations of $10.21 billion. During the same quarter last year, the firm earned $1.73 earnings per share. The firm's revenue for the quarter was up 3.8% compared to the same quarter last year. As a group, analysts expect that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova's payout ratio is currently 11.24%.

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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