GE Vernova Inc. $GEV Shares Acquired by Keybank National Association OH

30 Apr 2026, 22:54 by Teresa Graham · The Cerbat Gem

Keybank National Association OH grew its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 168.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 30,551 shares of the company’s stock after buying an additional 19,188 shares during the period. Keybank National Association OH’s holdings in GE Vernova were worth $19,967,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of GE Vernova by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after purchasing an additional 208,162 shares during the last quarter. State Street Corp lifted its stake in shares of GE Vernova by 1.3% in the 3rd quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after purchasing an additional 140,500 shares during the last quarter. Northern Trust Corp lifted its stake in shares of GE Vernova by 1.8% in the 3rd quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after purchasing an additional 51,738 shares during the last quarter. Invesco Ltd. lifted its stake in shares of GE Vernova by 7.1% in the 3rd quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock valued at $1,460,841,000 after purchasing an additional 158,481 shares during the last quarter. Finally, Capital World Investors lifted its stake in shares of GE Vernova by 1,907.5% in the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter.

GE Vernova News Summary

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

Positive Sentiment: Q1 blowout pushed the shares to new highs — GE Vernova reported significantly stronger-than-expected results that helped drive a rally to all-time highs and renewed bullish momentum. GE Vernova (GEV) Rallies to a New High After Beating Estimates in Q1
Positive Sentiment: Analyst upgrade and much higher price target — Argus raised its price target substantially (to $1,300) and kept a Buy, supporting upside expectations tied to electrification and decarbonization trends. Argus Backs GE Vernova (GEV) on Electrification and Decarbonization Trends
Positive Sentiment: New international contract — GE Vernova won a material contract to modernize Egyptian power plants, expanding generation and grid exposure in MENA and supporting backlog and services revenue. GE Vernova Egypt Deal Highlights Growth Potential And Valuation Trade Off
Positive Sentiment: Growth in renewables footprint — Coverage highlights expansion of German wind deals and broader renewables momentum, which can support longer-term growth expectations. GE Vernova Expands German Wind Deals As Valuation And Momentum Diverge
Positive Sentiment: Strong market interest and bullish coverage — Multiple bullish write-ups (including The Motley Fool and other outlets) are pitching GEV as a high-upside energy/transition pick after huge YTD gains. GE Vernova: This Brand New Energy Player Could Be the 1 Stock You’ll Wish You’d Bought in 2026
Neutral Sentiment: Increased retail and institutional attention — Zacks and other coverage note heavy investor attention; that can amplify moves in either direction as flows change. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
Negative Sentiment: BNP Paribas downgrade triggered profit-taking — A downgrade to Neutral spurred selling pressure after the stock’s rapid run, contributing to today’s decline as investors locked in gains. BNP Paribas downgrades GE Vernova (GEV)
Negative Sentiment: Analyst cautions and valuation concerns — Critical takes (e.g., Seeking Alpha) flag valuation and execution risks that could cap upside if growth expectations slip. GE Vernova: The Warning Signs That Nobody Is Paying Attention To Right Now

GE Vernova Price Performance

GEV stock opened at $1,061.71 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $285.30 billion, a PE ratio of 30.93, a P/E/G ratio of 4.25 and a beta of 1.43. GE Vernova Inc. has a 12-month low of $357.64 and a 12-month high of $1,181.95. The business’s fifty day moving average price is $914.38 and its 200 day moving average price is $741.83.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $15.49. The firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 EPS. On average, sell-side analysts anticipate that GE Vernova Inc. will post 14.66 EPS for the current year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Tuesday, March 17th were issued a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova’s payout ratio is currently 5.83%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. TD Cowen upped their price target on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. BNP Paribas Exane lowered GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target on the stock. in a research note on Monday. Royal Bank Of Canada upped their price target on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Guggenheim boosted their price objective on GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Mizuho set a $714.00 price objective on GE Vernova in a report on Tuesday, February 3rd. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

View Our Latest Report on GEV

About GE Vernova

(Free Report)

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.