GE Vernova Inc. $GEV Stake Boosted by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 4.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 572,341 shares of the company's stock after buying an additional 26,139 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.21% of GE Vernova worth $388,934,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of GEV. Torren Management LLC purchased a new position in shares of GE Vernova in the fourth quarter worth approximately $26,000. Jackson Grant Investment Advisers Inc. lifted its position in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company's stock valued at $25,000 after acquiring an additional 31 shares in the last quarter. Wealth Watch Advisors INC acquired a new position in GE Vernova in the 3rd quarter worth approximately $25,000. ORG Wealth Partners LLC grew its position in GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company's stock worth $27,000 after purchasing an additional 29 shares in the last quarter. Finally, Nvest Wealth Strategies Inc. purchased a new position in GE Vernova during the 4th quarter worth approximately $33,000.

GE Vernova Trading Up 2.0%

NYSE GEV opened at $1,095.87 on Wednesday. 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 Inc. has a 1-year low of $387.03 and a 1-year high of $1,181.95. The firm's fifty day simple moving average is $924.72 and its 200-day simple moving average is $748.97. The company has a market capitalization of $294.48 billion, a PE ratio of 31.92, a price-to-earnings-growth ratio of 4.02 and a beta of 1.51.

GE Vernova (NYSE:GEV - Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 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 firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter in the previous year, the company posted $0.91 earnings per share. The business's quarterly revenue was up 17.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were paid a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova's payout ratio is presently 5.83%.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on GEV. JPMorgan Chase & Co. increased their target price on GE Vernova from $1,000.00 to $1,150.00 and gave the company an "overweight" rating in a report on Thursday, April 16th. Weiss Ratings raised GE Vernova from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, April 24th. Erste Group Bank raised GE Vernova to a "strong-buy" rating in a research note on Tuesday, March 24th. Robert W. Baird raised their price objective on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an "outperform" rating in a research report on Thursday, April 23rd. Finally, Glj Research lifted their target price on GE Vernova from $758.00 to $1,087.00 and gave the company a "buy" rating in a research note on Monday, January 12th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $1,090.76.

Key GE Vernova News

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.

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