Morse Asset Management Inc Has $3.04 Million Stock Position in GE Vernova Inc. $GEV

Key Points

• Morse Asset Management increased its stake in GE Vernova by 25.8% in Q4 to 4,645 shares worth about $3.04 million.
• GE Vernova reported a blockbuster quarter with EPS $17.44 (vs. $1.95 est.) and $9.34B revenue, driven by AI/data‑center demand and supported by a multi‑billion dollar buyback program.
• Analysts and institutions are broadly bullish—MarketBeat shows a "Moderate Buy" consensus with an average price target of $1,090.76, while large holders like Vanguard and State Street recently boosted positions.

Morse Asset Management Inc raised its holdings in GE Vernova Inc. (NYSE:GEV - Free Report) by 25.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 4,645 shares of the company's stock after acquiring an additional 952 shares during the quarter. Morse Asset Management Inc's holdings in GE Vernova were worth $3,036,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GEV. Vanguard Group Inc. boosted its stake in shares of GE Vernova by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company's stock valued at $16,354,691,000 after purchasing an additional 208,162 shares during the last quarter. State Street Corp boosted its stake in shares of GE Vernova by 1.3% in the 3rd quarter. State Street Corp now owns 11,238,278 shares of the company's stock valued at $6,910,417,000 after purchasing an additional 140,500 shares during the last quarter. Northern Trust Corp boosted its stake in shares of GE Vernova by 1.8% in the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company's stock valued at $1,769,349,000 after purchasing an additional 51,738 shares during the last quarter. Invesco Ltd. boosted its stake in shares of GE Vernova by 7.1% in the 3rd quarter. Invesco Ltd. now owns 2,375,738 shares of the company's stock valued at $1,460,841,000 after purchasing an additional 158,481 shares during the last quarter. Finally, Capital World Investors boosted its stake in shares of GE Vernova by 1,907.5% in the 3rd 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 last quarter.

Analysts Set New Price Targets

GEV has been the topic of several research analyst reports. Wall Street Zen raised shares of GE Vernova from a "hold" rating to a "buy" rating in a research note on Saturday, January 31st. Robert W. Baird upped their price objective on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the stock an "outperform" rating in a report on Thursday, April 23rd. TD Cowen increased their target price on shares of GE Vernova from $780.00 to $1,220.00 and gave the company a "buy" rating in a report on Thursday, April 23rd. Glj Research increased their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a "buy" rating in a report on Monday, January 12th. Finally, Wells Fargo & Company increased their target price on shares of GE Vernova from $831.00 to $896.00 and gave the company an "overweight" rating in a report on Tuesday, March 31st. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $1,090.76.

GE Vernova Stock Performance

NYSE GEV opened at $1,074.28 on Tuesday. GE Vernova Inc. has a 52-week low of $387.03 and a 52-week high of $1,181.95. The company has a 50-day simple moving average of $919.40 and a 200 day simple moving average of $745.60. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. The company has a market capitalization of $288.68 billion, a PE ratio of 31.29, a price-to-earnings-growth ratio of 3.98 and a beta of 1.51.

GE Vernova (NYSE:GEV - Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The business had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter last year, the company posted $0.91 earnings per share. The firm's quarterly revenue was up 17.0% compared to the same quarter last year. On average, research analysts predict that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Dividend Announcement

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

Trending Headlines about GE Vernova

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

• Positive Sentiment: Q1 results and outlook — GE Vernova reported revenue of $9.34B and EPS that far exceeded expectations, backed by renewed full‑year guidance and strong free‑cash‑flow prospects; management’s multi‑billion dollar buyback program is compressing share count and supporting EPS. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: AI data‑center demand fueling backlog — Multiple pieces link GEV’s surge to booming data‑center builds (huge capex from cloud providers), which is driving large equipment and service orders for power systems and grid solutions. This secular tailwind supports higher revenue visibility. Electricians Are the New Must-Have for Data Centers. These Stocks Benefit.
• Positive Sentiment: Strategic gas‑plus‑nuclear partnership — GE Vernova and Blue Energy announced a 2.5 GW collaboration to develop the world’s first gas‑plus‑nuclear plant concept in Texas, expanding GEV’s role in large baseload + flexible power solutions that appeal to AI/data center customers seeking resilient, low‑carbon power. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Analyst and media bullishness — Several outlets and analysts have added GEV to “buy” lists or highlighted it as a key AI‑power play, increasing investor interest and supporting the rerating versus peers. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Neutral Sentiment: Project dispute with Vineyard Wind — GE Vernova publicly challenged Vineyard Wind’s claims around potential harm if the firm exits a project. Legal or contractual outcomes could be uncertain; impact depends on resolution details. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project
• Neutral Sentiment: Media roundup and investor ideas — Multiple articles profile GEV’s rally and suggest related small‑cap renewable picks; these broaden interest but are secondary to GEV’s core fundamentals. As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30

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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