Rathbones Group PLC Increases Stock Holdings in GE Vernova Inc. $GEV

Key Points

• Rathbones Group PLC increased its stake in GE Vernova by 13.4% in Q4, buying 7,944 shares to hold 67,309 shares worth about $43.99 million.
• Analysts are broadly bullish: MarketBeat shows an average Buy consensus with a $863.61 price target (notable targets include Goldman $925 and Robert W. Baird $923), and a ratings split of 3 Strong Buy, 22 Buy and 3 Hold.
• GE Vernova posted a major earnings beat (EPS $13.39 vs $2.99 est) with revenue above expectations, and rising AI/data‑center demand plus a nuclear fuel deal have expanded its order backlog; the stock carries a high P/E (~50.5) and pays a $0.50 quarterly dividend (annualized $2.00, ~0.2% yield).

Rathbones Group PLC grew its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 13.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 67,309 shares of the company's stock after purchasing an additional 7,944 shares during the quarter. Rathbones Group PLC's holdings in GE Vernova were worth $43,991,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Jackson Grant Investment Advisers Inc. grew 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 buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in GE Vernova in the third quarter valued at $25,000. ORG Wealth Partners LLC lifted its position in GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company's stock valued at $27,000 after acquiring an additional 29 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in GE Vernova in the second quarter valued at $31,000. Finally, Bay Harbor Wealth Management LLC boosted its stake in GE Vernova by 537.5% in the third quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company's stock valued at $31,000 after acquiring an additional 43 shares in the last quarter.

Analysts Set New Price Targets

A number of analysts have recently commented on GEV shares. Robert W. Baird set a $923.00 target price on GE Vernova and gave the stock an "outperform" rating in a research report on Wednesday, February 4th. Zacks Research raised GE Vernova from a "hold" rating to a "strong-buy" rating in a research report on Monday, March 30th. JPMorgan Chase & Co. restated an "overweight" rating on shares of GE Vernova in a research note on Wednesday, December 10th. The Goldman Sachs Group lifted their price target on GE Vernova from $840.00 to $925.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Finally, Oppenheimer reissued an "outperform" rating on shares of GE Vernova in a report on Thursday, January 29th. Three 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's stock. According to MarketBeat.com, the company presently has an average rating of "Buy" and a consensus price target of $863.61.

GE Vernova News Summary

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

• Positive Sentiment: Long‑term nuclear fuel supply extension with Entergy and rising AI/data‑center power demand have expanded GEV’s order backlog and attracted institutional attention — strengthens near‑term revenue visibility and utility/customer pipelines. Rising AI Power Demand And Nuclear Fuel Deal Might Change The Case For Investing In GE Vernova (GEV)
• Positive Sentiment: Several analyst actions and price‑target raises (including Wells Fargo’s raise to $896 and bullish notes from Barclays) have supported upside expectations and helped lift the stock in recent sessions. Wells Fargo & Company Raises GE Vernova NYSE: GEV Price Target to $896.00
• Positive Sentiment: Multiple industry pieces and buy‑lists flag GEV as a beneficiary of the surge in reliable power demand (AI/data centers, grid modernization, nuclear/SMR investment), which supports a constructive medium‑term narrative. The Grid Can't Keep Up. These 2 Utility Stocks Are the Buys of the Month.
• Positive Sentiment: High investor interest and positive mentions from notable investors (coverage noting Ray Dalio’s admiration) are increasing visibility and could attract more institutional flows. GE Vernova Inc. (GEV): Billionaire Ray Dalio Admires This Energy Stock
• Neutral Sentiment: Sector and competitor coverage (nuclear/SMR developments) are reshaping the opportunity set; advances by peers could both validate the market or intensify competition — watch execution and contract wins. Terrestrial Energy Shifts to Execution Mode – Quarterly Update Report
• Negative Sentiment: Valuation and momentum risk: GEV’s recent run, high P/E and elevated expectations create a backdrop for intraday pullbacks or profit‑taking despite positive fundamentals — short‑term volatility remains a risk.

GE Vernova Stock Performance

Shares of GEV opened at $898.26 on Monday. The stock has a market capitalization of $242.11 billion, a P/E ratio of 50.46, a P/E/G ratio of 3.54 and a beta of 1.43. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $948.38. The company's fifty day moving average is $823.50 and its two-hundred day moving average is $691.59.

GE Vernova (NYSE:GEV - Get Free Report) last released its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, topping the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion during the quarter, compared to analysts' expectations of $10.21 billion. GE Vernova had a net margin of 12.83% and a return on equity of 46.91%. The business's revenue was up 3.8% on a year-over-year basis. During the same quarter last year, the business earned $1.73 EPS. Sell-side analysts predict that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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