Munro Partners Invests $96.78 Million in GE Vernova Inc. $GEV
Munro Partners has made a significant new investment in GE Vernova Inc. (NYSE:GEV), acquiring 182,888 shares valued at approximately $96.78 million, making it their 11th largest position. Other institutional investors have also adjusted their holdings in GEV, while analysts have provided varied ratings and target prices, with a consensus of "Moderate Buy." GE Vernova recently announced an increased quarterly dividend and reported its latest earnings, missing EPS estimates but exceeding revenue expectations.
Caxton Associates LLP Raises Stock Holdings in GE Vernova Inc. $GEV
Caxton Associates LLP significantly increased its stake in GE Vernova Inc. by 766.5% during the second quarter, now owning 21,186 shares valued at $11.21 million. Other institutional investors also adjusted their positions, with notable increases from firms like Dimensional Fund Advisors LP. Despite mixed Q2 results where revenue beat expectations but EPS missed, GE Vernova recently doubled its quarterly dividend to $0.50 per share, and analysts generally maintain a "Moderate Buy" rating for the stock.
Headlands Technologies LLC Invests $1.88 Million in GE Vernova Inc. $GEV
Headlands Technologies LLC has acquired a new stake worth $1.88 million in GE Vernova Inc. during the second quarter, purchasing 3,553 shares. Other institutional investors have also shown interest in GEV, with some increasing their holdings. GE Vernova recently announced an increased quarterly dividend of $0.50 per share and reported quarterly revenue of $9.97 billion, exceeding analyst estimates.
1248 Management LLC Raises Position in GE Vernova Inc. $GEV
1248 Management LLC significantly increased its holdings in GE Vernova Inc. (NYSE:GEV) by 2,163.1% in the second quarter, now owning 2,331 shares valued at $1,233,000. Other major institutional investors like Vanguard Group Inc. and State Street Corp also increased their stakes. GE Vernova recently declared a quarterly dividend of $0.50, up from the previous $0.25, and analysts forecast continued growth for the company despite a recent stock decline.
Who Owns Phillips 66? Top Shareholders and Recent Insider Trades
This article analyzes Phillips 66's (NYSE: PSX) ownership structure, highlighting top institutional shareholders, hedge fund activity, and insider trades. It notes that large passive institutions provide a stable base, while hedge funds show selective accumulation and insider activity is modest, suggesting a balanced view on the company's valuation and energy cycle risks.
Eventide Asset Management LLC Grows Stock Holdings in GE Vernova Inc. $GEV
Eventide Asset Management LLC has increased its stake in GE Vernova Inc. (NYSE:GEV) by 0.9%, now owning 200,407 shares worth $106.15 million, making it their 9th largest holding. Other institutional investors have also adjusted their positions in GE Vernova, while analysts maintain a "Moderate Buy" consensus rating with a price target of $654.54. The company recently reported quarterly earnings, missing EPS estimates but exceeding revenue expectations, and announced an increased quarterly dividend of $0.50 per share.
Electron Capital Partners LLC Sells 70,698 Shares of GE Vernova Inc. $GEV
Electron Capital Partners LLC significantly reduced its stake in GE Vernova Inc. by selling 70,698 shares in the second quarter, decreasing its position by 27.0%. Despite this sale, GE Vernova remains the fund's 8th largest holding, valued at $101.21 million. The article also details other institutional investor activities, analyst ratings with an average "Moderate Buy" consensus, and GE Vernova's recent financial performance including an increased dividend payout.
GE Vernova Inc. $GEV Shares Sold by AQR Capital Management LLC
AQR Capital Management LLC reduced its stake in GE Vernova Inc. (NYSE:GEV) by 17.4% in the second quarter, selling 216,906 shares and now owning 1,028,514 shares worth $541.235 million. Despite this, GE Vernova remains AQR's 27th largest holding, comprising 0.4% of its investment portfolio. Other institutional investors like Connecticut Wealth Management and California State Teachers Retirement System increased their stakes, while several analysts maintain a "buy" or "strong buy" rating with an average price target of $654.54.
Adage Capital Partners GP L.L.C. Has $124.88 Million Position in GE Vernova Inc. $GEV
Adage Capital Partners GP L.L.C. significantly increased its stake in GE Vernova Inc. ($GEV) during the second quarter, now holding 235,999 shares valued at $124.88 million. Other institutional investors also adjusted their positions, and the company recently declared a quarterly dividend of $0.50 per share. Several analysts have issued "Buy" or "Outperform" ratings for GE Vernova, with an average price target of $654.54.
This GE Spinoff Is Beating the S&P 500, Nvidia—and Bitcoin. Here’s How.
GE Vernova, a spinoff from General Electric, is outperforming the S&P 500, Nvidia, and Bitcoin by delivering gas turbines at high prices with a substantial backlog. The article highlights how the three-way split of the former General Electric has significantly benefited investors. The author notes that while the success might not have been entirely according to plan, the financial results speak for themselves.
Who Owns Blackstone Inc.? Top Shareholders and Recent Insider Trades
This article analyzes the top shareholders and recent insider trades of Blackstone Inc. (NYSE: BX), the world's largest alternative asset manager. It highlights that large passive holders anchor Blackstone's ownership, with significant accumulation by hedge funds and modest insider activity suggesting continued confidence in its long-term earnings potential despite a recent stock pullback and slower deal environment. The piece concludes that the shareholder mix indicates Blackstone is viewed as a durable long-term compounder, expected to strengthen as market conditions improve.
Johnson & Johnson (JNJ) Stock News Today, Forecasts and Analyst Targets (Dec. 12, 2025)
Johnson & Johnson (JNJ) stock is trading near record highs, closing Thursday at an all-time high of $210.01. Analysts are actively recalibrating price targets, with Wells Fargo raising its target to $230 and Morgan Stanley to $197, reflecting a valuation debate. The company's momentum is driven by strong Q3 2025 earnings, a raised sales outlook, a planned orthopaedics spin-off, and positive late-stage clinical data in oncology and hematology, despite ongoing talc litigation and policy uncertainties.
One Madison Group LLC Lowers Stake in GE Vernova Inc. $GEV
One Madison Group LLC reduced its stake in GE Vernova Inc. (NYSE:GEV) by 32.2% during the second quarter, now holding 85,000 shares valued at $44,978,000. Several other institutional investors have also adjusted their positions in GEV. GE Vernova recently announced an increased quarterly dividend of $0.50 per share and reported Q2 earnings of $1.64 per share on $9.97 billion in revenue, missing analyst estimates but showing significant year-over-year revenue growth.
Ieq Capital LLC Acquires 11,447 Shares of GE Vernova Inc. $GEV
Ieq Capital LLC increased its stake in GE Vernova Inc. by 22.4%, acquiring an additional 11,447 shares to hold a total of 62,540 shares valued at approximately $33.09 million. Other major institutions like Vanguard, State Street, and Norges Bank also significantly boosted their positions. GE Vernova recently doubled its quarterly dividend to $0.50 and maintains a "Moderate Buy" consensus rating from analysts with an average target price of $654.54.
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Takes $889,000 Position in GE Vernova Inc. $GEV
OCONNOR, a distinct business unit of UBS Asset Management Americas LLC, has reportedly purchased 1,680 shares of GE Vernova Inc. (NYSE:GEV) stock, valued at approximately $889,000, in the second quarter. Other institutional investors have also recently acquired positions in GE Vernova, while analysts have issued a "Moderate Buy" rating with an average target price of $654.54 for the stock. GE Vernova also announced a quarterly dividend increase to $0.50 per share.
NextEra leans into ‘bring your own generation’ as data centers chase reliable power
NextEra Energy is promoting a "bring your own generation" model for large data centers, where customers fund their own power assets while NextEra handles construction and operations. Notably, Google is funding the restart of the Duane Arnold nuclear facility to power a data center, with operations expected by early 2029. NextEra aims to develop 15 gigawatts of generation for data center hubs by 2035, relying heavily on gas-fired generation as a "bridge power" solution alongside renewables and storage.
TVA signs 20-year license extension with NRC for Browns Ferry Nuclear Plant
The Browns Ferry Nuclear Plant has received a 20-year extension on its operating license from the Nuclear Regulatory Commission, allowing its three units to continue operations for two more decades. This extension secures the plant's ability to provide low-cost electricity and reaffirms its status as the third-most powerful nuclear plant in the U.S. and TVA's most powerful generating station. The renewed licenses will expire between December 2053 and July 2056, benefiting the 1,500 employees at the plant.
Align Technology (ALGN): Revisiting Valuation After Thailand Launch of New Invisalign Mandibular Advancement System
Align Technology (ALGN) has launched its Invisalign System with mandibular advancement and occlusal blocks in Thailand, contributing to recent stock momentum with 30-day and 90-day share price gains. Despite these recent gains, the stock remains down over one and five years. The company is considered 10.6% undervalued with a fair value near $184 due to expanding clinical indications and growing adoption, though its P/E ratio is higher than industry averages, suggesting the market is already pricing in some growth.
How a Greenville turbine factory earned a White House shout out
A Greenville factory operated by GE Vernova, a General Electric spinoff, received a White House shout out for its role in a $14.2 billion deal to ship gas-fired turbines to Saudi Arabia. This deal was part of a larger $1 trillion investment commitment from Saudi Arabia touted by the Trump administration. While the recognition highlighted GE Vernova's significant contributions to energy demand and job creation, the impressive figures did not represent new promises for South Carolina but rather reaffirmed existing investments, including a substantial $160 million for the Greenville facility and plans to hire 650 new workers.
Stardust Power Advances Validated Lithium Project in OK
Stardust Power announced the completion of an independent third-party review of its Front-End Loading 3 (FEL 3) engineering study for its planned lithium carbonate refinery in Muskogee, Oklahoma. The review, conducted by Black & Veatch, affirmed the project's suitability, technical feasibility, and alignment with industry standards for constructing a 50,000 metric-ton-per-year lithium carbonate facility. This validation is a significant milestone for the company's commitment to U.S. energy security and industrial resilience.
TVA and Holtec secure U.S. energy department backing for a pair of SMR developments
The U.S. Energy Department has selected TVA and Holtec to develop two new Small Modular Reactors (SMRs), with a total investment of $800 million. This initiative, backed by the Trump administration, aims to boost America's nuclear energy capacity to compete with China and support growing AI-driven energy needs. The grants include $400 million for TVA to build a BWRX-300 reactor and funds for Holtec to transition into an SMR operator.
COP30 x B20: Inside a Global Turning Point for the World’s Energy
This article highlights GE Vernova's participation in COP30 and B20 summits, showcasing their commitment to decarbonization and the future of energy. It details projects like small modular reactors, direct air capture technology, and the Itaipu dam upgrade, emphasizing the need for robust energy infrastructure and a skilled workforce. The company also unveiled new initiatives in Asia and Africa, leveraging AI to accelerate the energy transition and improve grid resilience.
HighVista Strategies LLC Sells 5,800 Shares of GE Vernova Inc. $GEV
HighVista Strategies LLC reduced its stake in GE Vernova Inc. (NYSE:GEV) by 59.2% during the second quarter, selling 5,800 shares to hold 4,000 shares valued at $2.117 million. Several other institutional investors have also adjusted their positions in GEV. GE Vernova reported strong revenue growth in its recent earnings, maintains a "Moderate Buy" consensus rating from analysts, and recently increased its quarterly dividend.
Stock Market Today: Nasdaq, S&P 500 Futures Gain As Investors Await Fed Decision—GameStop, GE Vernova, Adobe, Oracle In Focus
U.S. stock futures advanced as investors awaited the Federal Reserve's rate cut decision and Fed Chair Jerome Powell's speech. GameStop shares dropped after missing third-quarter revenue estimates, while GE Vernova jumped after doubling its dividend and raising its outlook. Adobe and Oracle were in focus ahead of their earnings reports.
Compass Minerals (CMP) Q4 Loss Narrows Sharply, Testing Persistent Bearish Profitability Narrative
Compass Minerals (CMP) reported a significant narrowing of its Q4 loss, with basic EPS improving from a $1.05 loss in Q3 2024 to a $0.17 loss in Q4 2025. Despite operational improvements and cost discipline leading to healthier margins, the company remains unprofitable, with a trailing twelve-month net loss of $120.9 million on $1.2 billion in revenue. The stock trades at 0.6x sales, but its DCF fair value of $6.12 is significantly below the current share price of $17.26, fueling both bullish and cautious sentiments among investors regarding its long-term profitability and debt concerns.
Agios Pharmaceuticals (AGIO): Reassessing Valuation After FDA Delays Thalassemia Decision for PYRUKYND Expansion
Agios Pharmaceuticals (AGIO) is facing re-evaluation after the FDA missed its decision date for the mitapivat thalassemia sNDA, leading to a significant share price decline. Despite potential growth for PYRUKYND, the delay has cooled investor enthusiasm. The article suggests that while a narrative fair value points to upside, the SWS DCF model indicates the stock might be deeply undervalued, prompting investors to consider if the sell-off presents a mispriced entry opportunity.
Western Alliance Bancorporation (WAL) Stock Trades Up, Here Is Why
Shares of Western Alliance Bancorporation (WAL) rose by 4.2% after the Federal Reserve's third and final interest rate cut of the year, lowering the federal funds rate by 25 basis points. This dovish action, along with signals from Chair Jerome Powell, caused a market rally. The market anticipates further rate reductions, which benefits corporate valuations and boosts the equity market.
Veea and Viasat Mexico partner to expand digital inclusion
Veea Inc. and Viasat Mexico have partnered to expand digital inclusion in underserved communities across Mexico. This collaboration integrates Veea’s VeeaONE intelligent edge platform with Viasat Mexico’s hybrid satellite and terrestrial infrastructure to deliver managed Wi-Fi and edge applications. Despite Veea's recent revenue growth, the company remains unprofitable and exhibits high stock volatility.
Colgate-Palmolive declares $0.52 quarterly dividend
Colgate-Palmolive (NYSE: CL) announced a quarterly cash dividend of $0.52 per common share, equating to an annual dividend of $2.08 and a 2.7% current yield. The company boasts an impressive record of uninterrupted dividend payments since 1895 and 36 consecutive years of dividend increases. Trading near its 52-week low, the stock appears undervalued according to InvestingPro Fair Value estimates, with a market capitalization of $62.57 billion and a P/E ratio of 21.74.
BOK Financial stock hits 52-week high at $118.78
BOK Financial Corporation's stock reached a new 52-week high of $118.78, indicating strong performance with impressive gains over the past six months and year-to-date. Despite broader market fluctuations, the stock has shown resilience and growth potential, further supported by 21 consecutive years of dividend payments and a healthy dividend yield. Recent analyst actions include DA Davidson raising its price target to $122.00, while Keefe, Bruyette & Woods lowered theirs to $116.00 following the company's Q3 2025 earnings report.
Hippo (NYSE:HIPO) Shares Little Changed in NYSE Trade Session
Hippo, a company providing property and casualty insurance through technology-enabled platforms, saw its shares remain little changed during a recent NYSE trade session. The article notes Hippo's focus on enhancing service delivery and operational efficiency within the financial sector. To access the full article, readers are prompted to log in or create an account.
NNN REIT (NNN): Assessing Valuation After a 9% Three-Month Pullback
NNN REIT has experienced a 9% pullback in its share price over the last three months, despite its long lease terms and consistent rental income. Analysts suggest the company is currently undervalued, with a fair value estimate of $44.54, presenting a potential opportunity for income-focused investors. This undervaluation is supported by its ongoing property acquisitions, robust sales-leaseback deals, and inflation-linked rent escalations, though rising competition and tenant risks could pose challenges.
Western Digital stock hits all-time high at 178.51 USD
Western Digital (WDC) stock achieved an all-time high of $178.51, reflecting significant investor confidence and strong market performance with a 227.28% increase over the past year. Analyst firms like BofA Securities, TD Cowen, UBS, and Baird have raised their price targets, signaling a positive outlook for the company driven by strategic advancements and favorable market conditions. The company's financial health is rated as "GREAT" by InvestingPro, indicating potential for continued growth.
Pepsico, Applovin among market cap stock movers on Wednesday
This article highlights significant stock movements on Wednesday, focusing on companies like Pepsico and Applovin. It categorizes movers by market capitalization (mega, large, mid, and small-cap) and briefly notes reasons for some of the changes, such as analyst upgrades, earnings reports, or business initiatives.
Lam Research stock hits all-time high at 167.29 USD
Lam Research (NASDAQ:LRCX) stock has reached an all-time high of $167.29, reflecting a 123.4% increase over the past year. The company showcases strong fundamentals with a market capitalization of $209.15 billion, a P/E ratio of 36.36, and a 25.66% revenue growth. Analysts have raised price targets for LRCX, citing strong demand and growth opportunities in the wafer fabrication equipment sector.
Bank of New York Mellon stock hits all-time high at 117.42 USD
Bank of New York Mellon (BK) stock has achieved an all-time high of $117.42, reflecting robust investor confidence and a 46.98% one-year total return. The company, considered undervalued by InvestingPro, maintains a "GOOD" financial health rating and a strong dividend history. Recent strategic moves include integrating AI, launching a stablecoin reserves fund, and lowering its Prime Lending Rate.
Why GE Vernova Stock Rocketed to a 52-Week High Today
GE Vernova stock surged 15.9% to a 52-week high after the company announced ambitious financial goals through 2028, including significant increases in backlog, revenue, and cash flows. Additionally, GE Vernova doubled its dividend and expanded its share buyback program, while also reportedly collaborating with the U.S. government on rare earth supplies. An analyst from J.P. Morgan projected the stock could rally to $1,000 per share.
GE Vernova jumps to fresh record highs
GE Vernova shares surged to fresh record highs after the company raised its multi-year financial targets, doubled its dividend, and expanded share buybacks. The power-equipment maker increased its 2028 revenue forecast to $52bn and adjusted EBITDA margin target to 20%, reflecting rapid growth driven by rising electricity consumption from AI-driven computing and industrial demand. Despite anticipated near-term losses in its wind business, the company forecasts a return to profitability by 2028.
Shoe Carnival and Williams-Sonoma Stocks Trade Up, What You Need To Know
Shoe Carnival (NASDAQ: SCVL) and Williams-Sonoma (NYSE: WSM) stocks jumped after the Federal Reserve cut interest rates, signaling a dovish monetary policy with a 25 basis point reduction. This move, combined with the Fed's plan to expand its balance sheet and focus on supporting economic growth, led to a bullish market reaction. Investors anticipate further rate cuts, boosting corporate valuations and creating momentum for equity markets.
GE Vernova Inc. (NYSE:GEV) Plans Quarterly Dividend of $0.50
GE Vernova Inc. (NYSE:GEV) announced a quarterly dividend of $0.50 per share, a 100% increase from its previous $0.25, payable on February 2nd to shareholders of record on January 5th. This news sent shares up 9.3% to $683.59, valuing the company at approximately $185.5 billion. The company reported missing EPS estimates but beat revenue expectations, with recent institutional investor activity showing modified holdings.
Daktronics, Photronics, Dave & Buster's Entertainment, GE Vernova And Other Big Stocks Moving Higher On Wednesday
Several stocks including Daktronics, Photronics, Dave & Buster's Entertainment, and GE Vernova are experiencing significant gains on Wednesday. These increases are driven by positive quarterly financial results, raised guidance, analyst upgrades, or other company-specific news such as expanded buyback authorizations and public offerings. While the Nasdaq Composite saw a decline, these specific companies moved notably higher.
GE Vernova soars after AI spurs higher dividend and buybacks
GE Vernova surged to a record high after announcing a doubled dividend, increased share buyback authorization, and raised earnings projections, driven by soaring US electricity demand due to data centers and AI. The company's CEO, Scott Strazik, highlighted AI as a significant driver while emphasizing broader electrification trends. This bullish outlook prompted an Oppenheimer & Co upgrade and a raised price target due to GE Vernova's expertise in high and medium voltage technologies.
NuScale Power Plunges 20% in a Month: Time to Hold Tight or Exit?
NuScale Power (SMR) shares have dropped over 20% in the last month, underperforming its industry due to weaker-than-expected Q3 2025 results and concerns over Fluor's plan to divest its stake. The company faces significant competition and large upfront investments for its small modular reactor projects, with meaningful revenues still years away. Given these challenges and a stretched valuation, the stock currently holds a Zacks Rank #5 (Strong Sell).
Exxon Mobil To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Wednesday
This article details 10 top analyst forecasts for various companies, including updates to price targets and ratings. Notable changes include Keybanc raising G-III Apparel Group's price target, Jefferies boosting The Middleby Corporation, and Morgan Stanley increasing Exxon Mobil's target. The report provides a summary of recent analyst sentiment across several sectors.
MKS Instruments stock hits 52-week high at 167.38 USD
MKS Instruments (MKSI) stock reached a new 52-week high of $167.38, reflecting significant upward growth with a 50.19% return over the past year and 76.09% in six months. Despite being considered overvalued by InvestingPro, analysts remain bullish with price targets up to $200, driven by strong Q3 2025 earnings and positive outlook for its semiconductor business. The company has also maintained dividend payments for 15 consecutive years, further attracting investor attention.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: AbbVie, Amazon.com, Biogen, EchoStar, Ferrari, GE Vernova, PepsiCo, Take-Two Interactive, and More
This article compiles
S&P 500 Futures Decline in Premarket Trading; Louisiana-Pacific, GameStop Lag
S&P 500 futures showed a decline in premarket trading. Despite this, GE Vernova Inc. (GEV) saw a significant rise of 10.5% and Avantor Inc. (AVTR) was up 5.0% in pre-market activity. Louisiana-Pacific and GameStop were noted as lagging.
GE Vernova (NYSE:GEV) Upgraded by Royal Bank Of Canada to Outperform Rating
Royal Bank of Canada upgraded GE Vernova (NYSE:GEV) from "sector perform" to "outperform" and set a $761 price target, indicating a potential 21.8% upside. The stock currently holds a "Moderate Buy" consensus rating with an average analyst price target of $640.11. In its last quarter, GE Vernova reported EPS of $1.64 on revenue of $9.97 billion, an 11.8% increase year-over-year.
GE Vernova Inc. $GEV Shares Sold by SVB Wealth LLC
SVB Wealth LLC reduced its stake in GE Vernova Inc. by 62.5% in Q2, selling 2,240 shares and retaining 1,345 shares valued at $712,000. Despite this, Wall Street holds a largely positive outlook with a "Moderate Buy" consensus and an average target price of $640.11. The company recently raised its quarterly dividend to $0.50 and reported revenues exceeding estimates, though EPS missed expectations.
Black & Veatch review validates Stardust Power’s lithium refinery plans
Stardust Power Inc. announced that an independent review by Black & Veatch has validated the technical feasibility of its planned lithium carbonate refinery in Muskogee, Oklahoma. The review deemed the project to have "low technical and design risk" and confirmed the achievability of Phase 1 production targets, with the Muskogee site being suitable due to its access to essential infrastructure. This validation marks a significant step for Stardust Power in advancing its plans to produce battery-grade lithium carbonate for U.S. energy security.
