Meridian Wealth Management LLC Grows Stake in GE Vernova Inc. $GEV

Meridian Wealth Management LLC raised its holdings in GE Vernova Inc. (NYSE:GEV) by 39.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,703 shares of the company’s stock after buying an additional 1,883 shares during the quarter. Meridian Wealth Management LLC’s holdings in GE Vernova were worth $4,122,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. WFA Asset Management Corp bought a new stake in GE Vernova in the second quarter valued at $29,000. Howard Hughes Medical Institute bought a new position in GE Vernova in the 2nd quarter worth $31,000. Bay Harbor Wealth Management LLC lifted its position in shares of GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock worth $31,000 after purchasing an additional 43 shares during the period. Monetary Management Group Inc. purchased a new stake in shares of GE Vernova in the 2nd quarter worth about $32,000. Finally, Elevation Wealth Partners LLC boosted its stake in shares of GE Vernova by 47.2% during the 3rd quarter. Elevation Wealth Partners LLC now owns 53 shares of the company’s stock valued at $33,000 after purchasing an additional 17 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Robust Q4 results, raised guidance and record backlog — GEV beat revenue estimates and reported a large EPS beat (partly from a $2.9B tax benefit). Orders jumped and backlog hit record levels, and management raised 2026/2028 revenue targets and free‑cash‑flow guidance, improving visibility into growth. Reuters: GE Vernova forecasts revenue above estimates
• Positive Sentiment: Major analyst upgrades and higher price targets — Guggenheim upgraded GEV to Buy with a $910 target (~25% upside), TD Cowen raised its target to $780 and upgraded to Buy, and China Renaissance moved to Strong‑Buy; these lifts reflect bullish views on accelerating orders, margins and cash flow. The Fly: Guggenheim upgrade
• Positive Sentiment: Analyst coverage repriced upward after results — Citigroup, MarketBeat consensus and other shops raised targets and forecasts after the quarter, signaling broader analyst conviction in growth and margin progress. MarketBeat: Analyst reactions and consensus
• Neutral Sentiment: Company filings and transcripts available for deeper diligence — The Q4 earnings call and annual reports provide detail on backlog composition, the Prolec acquisition close, and tax items; worth reading before positioning. Barron’s: Annual reports and investor messages
• Negative Sentiment: Wind segment losses and regulatory risks — Management flagged larger‑than‑expected losses in the wind business and potential operational impacts from efforts to halt some offshore wind projects, creating execution and regulatory uncertainty that pressured the stock earlier. Seeking Alpha: Wind losses and warning
• Negative Sentiment: Premium valuation increases risk — GEV now trades at a sizable premium to peers (high forward P/E), so positive fundamentals are largely priced in; any disappointments or execution slips could lead to sharp pullbacks. MarketBeat: Valuation context

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Robert W. Baird set a $701.00 price target on shares of GE Vernova in a research note on Thursday. Redburn Partners set a $475.00 target price on GE Vernova in a report on Wednesday, October 15th. Rothschild Redb cut GE Vernova from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 15th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price target on shares of GE Vernova in a research report on Thursday. Finally, UBS Group reiterated a “buy” rating on shares of GE Vernova in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $752.26.

GE Vernova Stock Up 1.2%

GE Vernova stock opened at $726.04 on Friday. GE Vernova Inc. has a twelve month low of $252.25 and a twelve month high of $752.02. The company has a market capitalization of $196.99 billion, a P/E ratio of 40.79, a PEG ratio of 2.99 and a beta of 1.67. The stock’s 50 day moving average is $652.63 and its 200 day moving average is $622.73.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion during the quarter, compared to analysts’ expectations of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.73 earnings per share. As a group, equities analysts expect that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Monday, January 5th will be issued a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, January 5th. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. GE Vernova’s dividend payout ratio is 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.