NBC Securities Inc. Acquires 2,750 Shares of GE Vernova Inc. $GEV

Key Points

• GE Vernova posted a massive Q1 beat: EPS $17.44 vs. $1.95 estimate and revenue $9.34B (+17% YoY), lifted full‑year guidance as surging AI/data‑center demand drove orders and free‑cash‑flow upside, prompting multiple analyst upgrades and a consensus "Buy" target near $1,041.57.
• NBC Securities materially increased its stake: the firm added 2,750 shares in Q4 (a 171.9% increase) to own 4,350 shares worth $2.843 million, while several other institutional investors also trimmed or added modest positions.

NBC Securities Inc. increased its position in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 171.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,350 shares of the company's stock after acquiring an additional 2,750 shares during the quarter. NBC Securities Inc.'s holdings in GE Vernova were worth $2,843,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Field & Main Bank lifted its stake in GE Vernova by 3.6% in the fourth quarter. Field & Main Bank now owns 2,597 shares of the company's stock valued at $1,697,000 after buying an additional 90 shares during the period. First Financial Group Corp acquired a new stake in shares of GE Vernova during the fourth quarter worth about $245,000. Cornerstone Enterprises LLC acquired a new stake in shares of GE Vernova during the fourth quarter worth about $1,570,000. Nadler Financial Group Inc. raised its position in shares of GE Vernova by 7.4% during the fourth quarter. Nadler Financial Group Inc. now owns 505 shares of the company's stock worth $330,000 after purchasing an additional 35 shares during the period. Finally, Mowery & Schoenfeld Wealth Management LLC raised its position in shares of GE Vernova by 38.3% during the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 130 shares of the company's stock worth $85,000 after purchasing an additional 36 shares during the period.

Analyst Ratings Changes

A number of research firms recently issued reports on GEV. Weiss Ratings upgraded GE Vernova from a "hold (c)" rating to a "buy (b-)" rating in a report on Thursday, February 5th. Jefferies Financial Group reiterated a "buy" rating and set a $930.00 price objective on shares of GE Vernova in a report on Thursday, January 29th. Wall Street Zen upgraded GE Vernova from a "hold" rating to a "buy" rating in a report on Saturday, January 31st. Wells Fargo & Company increased their price objective on GE Vernova from $831.00 to $896.00 and gave the stock an "overweight" rating in a report on Tuesday, March 31st. Finally, Erste Group Bank upgraded GE Vernova to a "strong-buy" rating in a report on Tuesday, March 24th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, GE Vernova currently has an average rating of "Buy" and a consensus target price of $1,041.57.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Massive Q1 beat and guidance lift — GE Vernova reported a huge EPS surprise and raised its full‑year outlook, driving the initial sharp rally. GE Vernova NYSE: GEV Shares Up 13.6% After Strong Earnings
• Positive Sentiment: AI / data‑center demand is a major catalyst — Management cited surging orders from data‑center customers for electrification gear, lifting revenue and free cash flow expectations. That structural demand narrative is a key reason investors are bidding the stock higher. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple brokers have lifted targets and reiterated buy/outperform calls after the quarter, reinforcing bullish sentiment. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Positive Sentiment: Backlog, orders and margin improvement — Analysts and bulls point to large backlog and rising margins in Power & Electrification, supporting higher forward earnings multiples. GE Vernova: Integrated Power And Electrification To Delivery High-Margin Growth
• Neutral Sentiment: Media / market narratives amplify momentum — Coverage highlighting GEV as a top long‑term or green/renewables pick has helped retail and institutional interest but may simply magnify short‑term flows. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds (Wind) and regulatory/risk disclosures — The company noted challenges in its Wind business and its 10‑K flagged new regulatory risks; these could pressure specific margins or create execution risk. GE Vernova Inc (GEV) Q1 2026 Earnings Call Highlights
• Negative Sentiment: New 10‑K risk item — Investors should review recent filings calling out regulation and other risks that could affect future results if conditions change. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

GE Vernova Stock Up 2.1%

GEV stock opened at $1,151.01 on Friday. The company has a quick ratio of 0.73, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The business has a 50 day moving average price of $890.83 and a two-hundred day moving average price of $727.35. The company has a market cap of $309.46 billion, a price-to-earnings ratio of 33.53, a P/E/G ratio of 4.36 and a beta of 1.43. GE Vernova Inc. has a twelve month low of $337.31 and a twelve month high of $1,181.95.

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, 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 company had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the previous year, the company posted $0.91 EPS. The firm's revenue for the quarter was up 17.0% compared to the same quarter last year. Analysts anticipate that GE Vernova Inc. will post 14.37 EPS 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 issued a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova's dividend payout ratio (DPR) is presently 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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