Silvant Capital Management LLC Acquires 1,965 Shares of GE Vernova Inc. $GEV

Key Points

• Silvant Capital Management raised its stake in GE Vernova by 2.5% in Q3, buying 1,965 shares to hold 82,061 shares worth about $50.46 million, representing ~1.8% of the firm's portfolio and its 13th-largest position.
• Several large institutions materially increased positions (including Norges Bank, Capital World Investors, Arrowstreet and Invesco), and sell-side sentiment has turned more bullish with a consensus rating of Moderate Buy and an average target price of $831.29.
• GE Vernova posted a hefty quarterly beat (EPS $13.39 vs. $2.99 expected; revenue $10.96B vs. $10.21B), announced a $0.50 quarterly dividend (annualized $2.00, yield 0.2%) and was added to the S&P 100, supporting index-driven demand and visibility.

Silvant Capital Management LLC raised its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 2.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 82,061 shares of the company's stock after acquiring an additional 1,965 shares during the quarter. GE Vernova makes up approximately 1.8% of Silvant Capital Management LLC's investment portfolio, making the stock its 13th largest position. Silvant Capital Management LLC's holdings in GE Vernova were worth $50,459,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of GE Vernova during the second quarter worth $1,809,220,000. Capital World Investors boosted its holdings in shares of GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company's stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in GE Vernova by 273.7% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 1,508,317 shares of the company's stock worth $798,126,000 after acquiring an additional 1,104,747 shares during the last quarter. Qube Research & Technologies Ltd grew its position in GE Vernova by 771.3% during the 2nd quarter. Qube Research & Technologies Ltd now owns 763,226 shares of the company's stock worth $403,861,000 after acquiring an additional 675,629 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in GE Vernova by 26.3% in the 2nd quarter. Invesco Ltd. now owns 2,217,257 shares of the company's stock worth $1,173,262,000 after purchasing an additional 462,038 shares in the last quarter.

Analyst Ratings Changes

Several equities analysts have commented on the company. Wall Street Zen upgraded GE Vernova from a "hold" rating to a "buy" rating in a research report on Saturday, January 31st. Bank of America upped their price objective on GE Vernova from $725.00 to $804.00 and gave the company a "buy" rating in a research note on Wednesday, December 10th. Oppenheimer reiterated an "outperform" rating on shares of GE Vernova in a report on Thursday, January 29th. JPMorgan Chase & Co. reissued an "overweight" rating on shares of GE Vernova in a report on Wednesday, December 10th. Finally, Glj Research upped their price target on shares of GE Vernova from $758.00 to $1,087.00 and gave the company a "buy" rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $831.29.

GE Vernova Price Performance

Shares of GEV opened at $838.14 on Wednesday. The business has a 50-day moving average of $749.97 and a 200-day moving average of $659.69. The company has a market capitalization of $225.90 billion, a price-to-earnings ratio of 47.09, a price-to-earnings-growth ratio of 3.30 and a beta of 1.45. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $894.93.

GE Vernova (NYSE:GEV - Get Free Report) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The business had revenue of $10.96 billion for the quarter, compared to analysts' expectations of $10.21 billion. During the same period in the prior year, the business posted $1.73 earnings per share. The firm's revenue was up 3.8% on a year-over-year basis. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, March 17th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova's dividend payout ratio is 11.24%.

GE Vernova News Roundup

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

• Positive Sentiment: Rothschild & Co. Redburn upgraded GEV from Sell to Buy and more than doubled its price target to $1,100, signaling a material change in sell-side sentiment and implying sizable upside vs. recent levels. Rothschild & Co Redburn Upgrades GE Vernova NYSE: GEV to Buy
• Positive Sentiment: CEO Scott Strazik said GEV is accelerating gas-turbine output and highlighted GE Vernova as one of only three global makers of natural-gas turbines — a supply-side response to strong demand that supports near-term revenue and backlog visibility. GE Vernova's Strazik: Accelerating Gas Turbine Output
• Positive Sentiment: GE Vernova was added to the S&P 100, which raises passive and index-driven demand and spotlights the company as an AI power-infrastructure play — a structural tailwind for visibility and liquidity. GE Vernova Joins S&P 100 As AI Power Demand Draws Focus
• Positive Sentiment: Industry coverage notes a multi-month rally driven by AI data-center power demand, strong gas-turbine activity and growth in wind/grid projects — reinforcing the narrative that revenues and order momentum are strengthening. Howmet Aerospace and GE Vernova Stocks Are Up Big in 2026, Extending Massive Rallies
• Neutral Sentiment: Market-moving summaries and trade reports note recent intraday/closing gains for GEV, useful for short-term traders but primarily descriptive rather than new fundamental news. GE Vernova (GEV) Advances While Market Declines: Some Information for Investors
• Neutral Sentiment: Analyst roundups and TV segments continue to highlight GEV as a top market catalyst, increasing visibility but not adding new fundamental data. Jefferies, United Airlines, GE Vernova: Top Analyst Calls
• Negative Sentiment: Cautionary pieces flag GEV’s expensive valuation and the risk that high expectations (premium P/E) leave limited margin for error if execution or demand slows — a reminder of downside risk despite the bullish flow. 1 High-Flying Stock to Own for Decades and 2 We Turn Down

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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