GE Vernova Inc. $GEV Shares Sold by Hoertkorn Richard Charles

Hoertkorn Richard Charles decreased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 8.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,255 shares of the company’s stock after selling 1,326 shares during the quarter. GE Vernova comprises 4.1% of Hoertkorn Richard Charles’ holdings, making the stock its 9th largest position. Hoertkorn Richard Charles’ holdings in GE Vernova were worth $10,624,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Jackson Grant Investment Advisers Inc. increased its stake 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 worth $25,000 after acquiring an additional 31 shares during the last quarter. Wealth Watch Advisors INC purchased a new position in shares of GE Vernova during the 3rd quarter worth $25,000. ORG Wealth Partners LLC raised its holdings in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after acquiring an additional 29 shares during the period. Monetary Management Group Inc. acquired a new position in shares of GE Vernova during the 2nd quarter valued at about $32,000. Finally, Elevation Wealth Partners LLC boosted its position 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 acquiring an additional 17 shares during the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Jim Cramer highlighted strong demand for GE Vernova’s turbine engines from data centers, calling the setup a potential catalyst if the company can push pricing or secure higher-volume contracts. Jim Cramer Notes That GE Vernova’s Turbine Engines “Have Been in High Demand for Data Centers”
• Positive Sentiment: An analyst upgrade lifted shares recently, signaling growing sell-side confidence in GEV’s near-term outlook and helping support the stock amid broader market moves. GE Vernova Shares Up 2.4% Following Analyst Upgrade
• Positive Sentiment: Jim Cramer also said he’s “comfortable with the numbers and the timeframe,” which can reassure retail and momentum traders ahead of earnings/updates. Jim Cramer on GE Vernova (GEV): “We’re Comfortable With the Numbers and the Timeframe”
• Neutral Sentiment: Broader market themes — Bloomberg/Yahoo pieces note flows into defense, energy and tech as geopolitical risk rises. That macro shift is generally supportive of large-cap energy/industrial names like GEV but is not a direct company-specific catalyst. A Stock Trader’s Guide to a Fractured Economic World
• Neutral Sentiment: Investors are watching geopolitical headlines and upcoming earnings across the GE complex (including GE Aerospace). Positive results at GE Aerospace could lift sentiment for GE-related businesses, but the direct impact on Vernova depends on company-specific guidance and orders. Is GE Aerospace Going to Report Blowout Q1 Results?
• Negative Sentiment: A recent analysis raises questions about offshore setbacks and shifting demand streams that could complicate Vernova’s energy-transition narrative — potential headwinds to expected renewable and offshore revenues if project timelines or incentives shift. Will Offshore Setback and New Demand Streams Change GE Vernova’s (GEV) Energy Transition Narrative?

GE Vernova Price Performance

Shares of NYSE:GEV opened at $992.59 on Tuesday. The firm has a market capitalization of $266.87 billion, a PE ratio of 55.76, a price-to-earnings-growth ratio of 3.92 and a beta of 1.43. GE Vernova Inc. has a 1 year low of $306.21 and a 1 year high of $1,009.89. The firm’s 50-day moving average is $874.05 and its two-hundred day moving average is $718.77.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, January 28th. The company reported $13.39 EPS for the quarter, beating the consensus estimate of $2.99 by $10.40. The business had revenue of $10.96 billion during the quarter, compared to analyst estimates 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 for the quarter was up 3.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.73 earnings per share. Analysts expect that GE Vernova Inc. will post 14.2 EPS for the current fiscal year.

GE Vernova Announces Dividend

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

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on GEV shares. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. The Goldman Sachs Group boosted their target price on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Morgan Stanley increased their price target on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a research note on Monday, March 23rd. Guggenheim upgraded shares of GE Vernova from a “neutral” rating to a “buy” rating and set a $910.00 price target for the company in a report on Friday, January 30th. Finally, Rothschild & Co Redburn raised shares of GE Vernova from a “sell” rating to a “buy” rating and lifted their price target for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, GE Vernova has a consensus rating of “Buy” and a consensus price target of $919.48.

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.