Oppenheimer Asset Management Inc. Acquires 12,172 Shares of GE Vernova Inc. $GEV

Key Points

• Oppenheimer Asset Management boosted its stake in GE Vernova (GEV) by 2,124.3% in Q4, buying 12,172 shares to hold 12,745 shares valued at about $8.33 million.
• GE Vernova delivered a huge earnings beat, reporting $17.44 EPS versus $1.95 expected and $9.34 billion in revenue, helping drive margins and ROE higher and contributing to the stock's recent run-up.
• Analysts and institutions are bullish but mixed: multiple price‑target increases and upgrades (Goldman, Barclays, Erste, Weiss) and demand drivers like AI/data‑center buildouts have attracted buyers, while some downgrades and technical concerns create near‑term sensitivity; the consensus target is around $1,090.76.

Oppenheimer Asset Management Inc. lifted its holdings in GE Vernova Inc. (NYSE:GEV - Free Report) by 2,124.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,745 shares of the company's stock after purchasing an additional 12,172 shares during the quarter. Oppenheimer Asset Management Inc.'s holdings in GE Vernova were worth $8,330,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Citizens Financial Group Inc. RI lifted its position in shares of GE Vernova by 2.9% in the fourth quarter. Citizens Financial Group Inc. RI now owns 6,480 shares of the company's stock worth $4,235,000 after purchasing an additional 182 shares in the last quarter. North Star Investment Management Corp. grew its stake in shares of GE Vernova by 1.6% in the fourth quarter. North Star Investment Management Corp. now owns 997 shares of the company's stock valued at $652,000 after acquiring an additional 16 shares in the last quarter. Activest Wealth Management grew its stake in shares of GE Vernova by 415.5% in the fourth quarter. Activest Wealth Management now owns 531 shares of the company's stock valued at $347,000 after acquiring an additional 428 shares in the last quarter. WoodTrust Financial Corp grew its stake in shares of GE Vernova by 16.5% in the fourth quarter. WoodTrust Financial Corp now owns 4,768 shares of the company's stock valued at $3,116,000 after acquiring an additional 674 shares in the last quarter. Finally, Delta Investment Management LLC grew its stake in shares of GE Vernova by 2.7% in the fourth quarter. Delta Investment Management LLC now owns 1,770 shares of the company's stock valued at $1,157,000 after acquiring an additional 46 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Billionaire Philippe Laffont (Coatue) has built a sizable stake in GEV ($~2.2B reported), drawing attention from momentum and institutional investors; his ownership and prior outperformance are cited as a catalyst for buying interest. Billionaire Philippe Laffont Is Buying GE Vernova (GEV) – Here’s Why
• Positive Sentiment: Analysts and outlets point to AI and hyperscaler data-center buildouts as a major demand driver for GE Vernova’s gas turbines and power equipment — a “pick‑and‑shovel” play that helped push the stock to all‑time highs. Here's How AI Data Center Spending Helped This Stock Pop to an All-Time High Today
• Positive Sentiment: Erste Group raised its FY2027 EPS estimate materially (to $24.02 from $22.15) and reiterates a strong‑buy view — an analyst upgrade that supports higher fundamental expectations. GE Vernova analyst note / MarketBeat
• Neutral Sentiment: Sector context: thematic ETF and industry writeups (e.g., VOLT/Tema Electrification coverage) note the structural grid upgrades and large power contracts from hyperscalers — tailwinds for the industry but not direct company-specific guidance. VOLT Investors: Here's the One Signal That Predicts Your Returns This Year
• Negative Sentiment: Zacks downgraded GE Vernova from “strong‑buy” to “hold,” creating near‑term selling pressure from investors who track Zacks ratings or use them in quant screens. Zacks.com downgrade
• Negative Sentiment: Technical/momentum coverage flagged signal strength but also raised “key concerns ahead,” which can trigger profit‑taking after the fast run‑up and make the stock more sensitive to negative news. GE Vernova NYSE: GEV Signal Strength but Raise Key Concerns Ahead

Analyst Upgrades and Downgrades

Several research firms recently commented on GEV. The Goldman Sachs Group restated a "buy" rating and issued a $1,328.00 price target on shares of GE Vernova in a research note on Friday, April 24th. Barclays upped their price target on shares of GE Vernova from $993.00 to $1,250.00 and gave the company an "overweight" rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded shares of GE Vernova from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, April 24th. Glj Research increased their price objective on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a "buy" rating in a research note on Monday, January 12th. Finally, Argus set a $1,300.00 price objective on shares of GE Vernova in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, GE Vernova has an average rating of "Moderate Buy" and an average target price of $1,090.76.

GE Vernova Stock Down 1.9%

GEV stock opened at $1,062.78 on Friday. The stock has a market capitalization of $285.59 billion, a P/E ratio of 30.96, a price-to-earnings-growth ratio of 4.06 and a beta of 1.51. 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 12 month low of $385.55 and a 12 month high of $1,181.95. The firm has a 50-day moving average price of $919.40 and a 200-day moving average price of $744.21.

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

GE Vernova Dividend Announcement

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

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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