Kampmann Melissa S. Increases Stock Holdings in GE Vernova Inc. $GEV

Kampmann Melissa S. boosted its position in shares of GE Vernova Inc. (NYSE:GEV) by 14.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,460 shares of the company’s stock after acquiring an additional 555 shares during the quarter. GE Vernova accounts for approximately 2.2% of Kampmann Melissa S.’s investment portfolio, making the stock its 21st biggest position. Kampmann Melissa S.’s holdings in GE Vernova were worth $2,979,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of GEV. Jackson Grant Investment Advisers Inc. raised its position in 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 purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC acquired a new stake in GE Vernova in the 3rd quarter valued at about $25,000. ORG Wealth Partners LLC raised its position in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after purchasing an additional 29 shares in the last quarter. Bay Harbor Wealth Management LLC raised its position in GE Vernova by 537.5% in the 3rd quarter. Bay Harbor Wealth Management LLC now owns 51 shares of the company’s stock valued at $31,000 after purchasing an additional 43 shares in the last quarter. Finally, Monetary Management Group Inc. acquired a new stake in GE Vernova in the 2nd quarter valued at about $32,000.

GE Vernova Stock Performance

Shares of NYSE GEV opened at $979.13 on Friday. GE Vernova Inc. has a fifty-two week low of $306.21 and a fifty-two week high of $1,007.38. The firm has a market capitalization of $263.25 billion, a PE ratio of 55.01, a price-to-earnings-growth ratio of 3.87 and a beta of 1.43. The stock’s 50-day simple moving average is $865.77 and its 200-day simple moving average is $711.81.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping 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 analyst estimates of $10.21 billion. During the same quarter last year, the company earned $1.73 EPS. The business’s quarterly revenue was up 3.8% on a year-over-year basis. On average, sell-side analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Citigroup increased their price target on GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a research report on Monday. Guggenheim raised GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target on the stock in a research report on Friday, January 30th. China Renaissance raised GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. TD Cowen increased their price target on GE Vernova from $680.00 to $780.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $919.48.

More GE Vernova News

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

• Positive Sentiment: JPMorgan raised its price target to $1,150 and maintained an “overweight” stance, signaling strong institutional confidence and possible upward pressure if investors follow. JPMorgan Raises Price Target
• Positive Sentiment: Citigroup boosted its price target to $1,110, reinforcing bullish analyst momentum that supports the recent multi‑period rally. Citigroup Raises Price Target
• Positive Sentiment: Bank of America reiterated its buy rating on GEV, adding another reputable vote of confidence that can help sustain investor demand. BofA Keeps Buy Rating
• Positive Sentiment: CEO Scott Strazik highlighted AI infrastructure as a “massive opportunity” for job and revenue growth, framing a longer‑term growth narrative beyond traditional energy projects. CEO: AI Infrastructure Opportunity
• Positive Sentiment: Management said GE Vernova is exploring work in Venezuela and other geopolitically sensitive markets, pointing to additional international upside if projects materialize. GE Vernova Eyeing Venezuela
• Neutral Sentiment: Zacks and other outlets note heightened retail/investor attention and provide earnings and valuation primers — useful context but not immediate catalysts. Zacks Trending Stock Primer
• Neutral Sentiment: Valuation write‑ups show GEV has run sharply (large YTD and 1‑year gains) and discuss whether the current price already reflects growth — these analyses can amplify volatility around earnings and guidance. Valuation Assessment
• Neutral Sentiment: Company is scheduled to release quarterly earnings next week; earnings execution and guidance will be a near‑term market mover. Quarterly Earnings Announcement
• Negative Sentiment: A federal judge indicated openness to ordering GE Vernova to continue work on the Vineyard Wind project — a potential legal and financial headwind that raises uncertainty about future costs, liabilities and contract exposure. Judge Open to Forcing GE to Keep Working on Vineyard Wind
• Negative Sentiment: Related coverage shows GE Vernova is actively defending itself in the Vineyard Wind litigation, underscoring an unresolved dispute that could produce headline risk and near‑term volatility. GE Vernova Hits Back in Vineyard Court Battle

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.