Total Clarity Wealth Management Inc. Sells 951 Shares of GE Vernova Inc. $GEV

Key Points

• Total Clarity Wealth Management reduced its stake in GE Vernova by 57.6%, selling 951 shares and ending the quarter with 701 shares valued at about $458,000.
• Several large institutions have been adding positions (e.g., Capital World Investors, Franklin Resources, Jennison, SG Americas), and analysts have raised targets — the consensus rating is "Moderate Buy" with an average price target of $1,090.76 and some targets up to $1,350.
• GE Vernova reported a blowout quarter with EPS $17.44 vs. $1.95 expected and 17% revenue growth, and rising demand from AI/data‑center buildouts plus a $0.50 quarterly dividend are cited as drivers behind its rally to near all‑time highs.

Total Clarity Wealth Management Inc. lowered its stake in GE Vernova Inc. (NYSE:GEV - Free Report) by 57.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 701 shares of the company's stock after selling 951 shares during the quarter. Total Clarity Wealth Management Inc.'s holdings in GE Vernova were worth $458,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of GEV. Capital World Investors lifted its stake in GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company's stock valued at $1,325,842,000 after buying an additional 2,048,792 shares in the last quarter. Franklin Resources Inc. lifted its stake in GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company's stock valued at $722,956,000 after buying an additional 740,339 shares in the last quarter. Jennison Associates LLC lifted its stake in GE Vernova by 1,300.4% in the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company's stock valued at $423,377,000 after buying an additional 601,533 shares in the last quarter. SG Americas Securities LLC lifted its stake in GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company's stock valued at $273,624,000 after buying an additional 414,631 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its stake in GE Vernova by 66.0% in the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company's stock valued at $499,817,000 after buying an additional 375,677 shares in the last quarter.

Analysts Set New Price Targets

A number of research firms have recently issued reports on GEV. Citigroup lifted their price objective on shares of GE Vernova from $779.00 to $1,110.00 and gave the company a "neutral" rating in a report on Monday, April 13th. TD Cowen lifted their price objective 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. Mizuho set a $714.00 price target on shares of GE Vernova in a research note on Tuesday, February 3rd. Guggenheim increased their price objective on shares of GE Vernova from $910.00 to $1,300.00 and gave the stock a "buy" rating in a research note on Thursday, April 23rd. Finally, Jefferies Financial Group raised their price objective on GE Vernova from $965.00 to $1,350.00 and gave the company a "buy" rating in a report on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company's stock. According to data from MarketBeat.com, GE Vernova presently has a consensus rating of "Moderate Buy" and an average price target of $1,090.76.

More GE Vernova News

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

GE Vernova Trading Down 1.9%

Shares of GE Vernova stock opened at $1,062.78 on Friday. GE Vernova Inc. has a 12-month low of $385.55 and a 12-month high of $1,181.95. The stock has a market cap of $285.59 billion, a P/E ratio of 30.96, a P/E/G ratio of 4.06 and a beta of 1.51. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The business's 50 day moving average is $919.40 and its 200-day moving average is $744.21.

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

GE Vernova Announces Dividend

The company also recently announced 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 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova's payout ratio is presently 5.83%.

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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