GE Vernova Inc. $GEV Shares Sold by Richard Bernstein Advisors LLC

Key Points

• Richard Bernstein Advisors cut its GE Vernova stake by 51.0% in Q3, selling 4,223 shares and holding 4,065 shares valued at about $2.5 million at period end.
• Capital World Investors dramatically increased its position—up 1,907.5%—to 2,156,197 shares worth roughly $1.326 billion, signaling large institutional accumulation.
• GE Vernova posted a major earnings beat (EPS $13.39 vs. $2.99 estimate), has a roughly $150 billion backlog, was added to the S&P 100, and received several analyst upgrades (notably Rothschild to a $1,100 target), supporting recent share gains.

Richard Bernstein Advisors LLC cut its holdings in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 51.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,065 shares of the company's stock after selling 4,223 shares during the period. Richard Bernstein Advisors LLC's holdings in GE Vernova were worth $2,500,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in GEV. Tiemann Investment Advisors LLC lifted its stake in GE Vernova by 24.7% in the third quarter. Tiemann Investment Advisors LLC now owns 990 shares of the company's stock valued at $609,000 after buying an additional 196 shares during the period. PFC Capital Group Inc. bought a new position in GE Vernova in the 3rd quarter worth approximately $328,000. Capital World Investors boosted its holdings in shares of GE Vernova by 1,907.5% in the third 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 during the period. Capital International Sarl boosted its holdings in shares of GE Vernova by 25.4% in the 3rd quarter. Capital International Sarl now owns 52,368 shares of the company's stock valued at $32,201,000 after acquiring an additional 10,601 shares during the last quarter. Finally, Capital International Ltd. CA raised its stake in shares of GE Vernova by 94.1% in the third quarter. Capital International Ltd. CA now owns 20,437 shares of the company's stock valued at $12,567,000 after acquiring an additional 9,910 shares in the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Added to the S&P 100 — inclusion raises index/ETF buying demand and visibility, supporting institutional flows into the stock. GE Vernova Joins S&P 100 As AI Power Demand Draws Focus
• Positive Sentiment: Rothschild & Co. Redburn issued a rare double upgrade (Sell → Buy) and raised its price target dramatically to $1,100, signaling increased analyst conviction and likely prompting buy-side reweights. GE Vernova double upgraded to Buy at Rothschild on stronger gas turbine demand
• Positive Sentiment: Fresh analyst coverage — Erste Group initiated coverage with a Buy, increasing institutional research coverage and potential demand from European investors. GE Vernova (GEV) Sees Fresh Analyst Coverage
• Positive Sentiment: Strong backlog and demand visibility — commentators note a large (roughly $150B) backlog across gas turbines, grid equipment and wind, supporting multi-year revenue visibility. Top 2 Growth Stocks to Buy After Nvidia's Latest Sell-Off
• Neutral Sentiment: Broader market tailwind — reports tie GEV's move to firmer S&P 500 futures and general risk-on sentiment, which helps cyclical/industrial names. This is a market-driven lift rather than company-specific news. GE Vernova NYSE: GEV Surges With Growing S&P 500 Futures Confidence
• Neutral Sentiment: Media and TV mentions (Yahoo Finance segment, other coverage) increase visibility and short-term trading interest but don’t change fundamentals immediately. Jefferies, United Airlines, GE Vernova: Top Analyst Calls
• Negative Sentiment: Valuation and “high-expectations” risk — commentary warns that expensive stocks can move sharply if execution slips; GEV’s premium multiple and steep run raise downside sensitivity. 1 High-Flying Stock to Own for Decades and 2 We Turn Down

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Barclays reiterated an "overweight" rating and set a $849.00 price target on shares of GE Vernova in a research report on Monday, February 2nd. TD Cowen raised their price target on GE Vernova from $680.00 to $780.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Citigroup lifted their target price on GE Vernova from $708.00 to $779.00 and gave the stock a "neutral" rating in a research report on Thursday, January 29th. UBS Group reaffirmed a "buy" rating on shares of GE Vernova in a report on Thursday, January 29th. Finally, Rothschild & Co Redburn raised GE Vernova from a "sell" rating to a "buy" rating and raised their target price for the company from $560.00 to $1,100.00 in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, GE Vernova currently has a consensus rating of "Moderate Buy" and an average price target of $831.29.

GE Vernova Trading Up 5.1%

Shares of GE Vernova stock opened at $829.66 on Tuesday. The stock has a market cap of $223.62 billion, a price-to-earnings ratio of 46.61, a price-to-earnings-growth ratio of 3.14 and a beta of 1.44. The company has a fifty day moving average price of $746.41 and a 200 day moving average price of $658.06. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $894.93.

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

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued 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 is Tuesday, March 17th. GE Vernova's payout ratio is presently 11.24%.

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.

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