Robeco Institutional Asset Management B.V. Has $303.72 Million Stake in GE Vernova Inc. $GEV

12 Apr 2026, 10:40 by Danessa Lincoln · The Markets Daily

Robeco Institutional Asset Management B.V. decreased its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 464,709 shares of the company’s stock after selling 5,154 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in GE Vernova were worth $303,720,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Voisard Asset Management Group Inc. boosted its holdings in shares of GE Vernova by 2.7% during the 4th quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after acquiring an additional 15 shares in the last quarter. Northwest Wealth Management LLC boosted its holdings in shares of GE Vernova by 3.6% during the 3rd quarter. Northwest Wealth Management LLC now owns 465 shares of the company’s stock valued at $286,000 after acquiring an additional 16 shares in the last quarter. Sutton Place Investors LLC boosted its holdings in shares of GE Vernova by 3.1% during the 4th quarter. Sutton Place Investors LLC now owns 531 shares of the company’s stock valued at $347,000 after acquiring an additional 16 shares in the last quarter. Washburn Capital Management Inc. boosted its holdings in shares of GE Vernova by 0.3% during the 4th quarter. Washburn Capital Management Inc. now owns 4,735 shares of the company’s stock valued at $3,095,000 after acquiring an additional 16 shares in the last quarter. Finally, Traphagen Investment Advisors LLC boosted its holdings in shares of GE Vernova by 1.2% during the 3rd quarter. Traphagen Investment Advisors LLC now owns 1,418 shares of the company’s stock valued at $872,000 after acquiring an additional 17 shares in the last quarter.

More GE Vernova News

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

Positive Sentiment: Multiple analysts raised ratings/targets and estimates (Susquehanna, Barclays, Goldman Sachs, Erste), driving bullish investor sentiment and supporting higher price targets. GE Vernova (GEV) Stock Is Up, What You Need To Know
Positive Sentiment: Strategic Europe expansion: signed an MoU with Hungary’s MVM to explore cooperation on generation and grid projects, reinforcing European growth optionality. GE Vernova’s Hungary MoU Adds To Europe Growth And Valuation Debate
Positive Sentiment: Nuclear services foothold in Europe: Hitachi/GE Vernova signed a main services agreement with AFRY to advance deployment of the BWRX-300 SMR in Europe, expanding addressable markets for high-margin services. GE Vernova Extends Nuclear Ambitions In Europe With New SMR Services Deal
Neutral Sentiment: Positive sector narrative and media coverage highlight accelerating demand (data center power, grid modernization), but several pieces also note a premium valuation that could temper near-term upside. GE Vernova Is In the Right Place at the Right Time
Negative Sentiment: Lawsuit from Vineyard Wind seeking to block GE Vernova unit from abandoning work on a $4.5B offshore-wind farm — introduces legal, schedule and potential penalty risk at a high-profile project. Vineyard Wind sues GE Vernova to block it from abandoning work on wind farm
Negative Sentiment: Short interest jumped ~22.8% in March to ~7.29M shares (≈2.7% of shares short), increasing days-to-cover to ~2.5 — a rise in bearish positioning that can amplify downside on negative news or sell-offs.

GE Vernova Stock Up 2.5%

Shares of NYSE:GEV opened at $991.80 on Friday. The firm has a market cap of $266.66 billion, a P/E ratio of 55.72, a P/E/G ratio of 3.90 and a beta of 1.43. GE Vernova Inc. has a 12-month low of $306.00 and a 12-month high of $999.43. The business has a fifty day simple moving average of $847.25 and a 200 day simple moving average of $702.06.

GE Vernova (NYSE:GEV – Get Free Report) last announced its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping 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 return on equity of 46.91% and a net margin of 12.83%.GE Vernova’s revenue for the quarter was up 3.8% compared to the same quarter last year. During the same period last year, the company earned $1.73 EPS. As a group, equities research analysts expect that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

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

Analyst Ratings Changes

GEV has been the topic of several recent research reports. Weiss Ratings raised GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Rothschild & Co Redburn raised GE Vernova from a “sell” rating to a “buy” rating and raised their price objective for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Mizuho set a $714.00 target price on GE Vernova in a research report on Tuesday, February 3rd. China Renaissance raised GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Finally, Wells Fargo & Company raised their target price on GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 31st. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $874.91.

Get Our Latest Analysis on GE Vernova

GE Vernova Profile

(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.