LaFleur & Godfrey LLC Lowers Stock Position in GE Vernova Inc. $GEV

LaFleur & Godfrey LLC cut its stake in shares of GE Vernova Inc. (NYSE:GEV) by 3.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 17,393 shares of the company’s stock after selling 704 shares during the quarter. GE Vernova makes up approximately 1.4% of LaFleur & Godfrey LLC’s holdings, making the stock its 25th biggest position. LaFleur & Godfrey LLC’s holdings in GE Vernova were worth $11,368,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Jackson Grant Investment Advisers Inc. boosted its position in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after purchasing an additional 31 shares during the period. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the third quarter worth $25,000. Torren Management LLC bought a new stake in shares of GE Vernova during the 4th quarter valued at $26,000. ORG Wealth Partners LLC raised its position 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 valued at $27,000 after purchasing an additional 29 shares during the period. Finally, Monetary Management Group Inc. purchased a new position in shares of GE Vernova during the 2nd quarter valued at $32,000.

GE Vernova Trading Up 2.0%

Shares of GEV stock opened at $1,095.87 on Wednesday. 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 stock has a market capitalization of $294.48 billion, a price-to-earnings ratio of 31.92, a price-to-earnings-growth ratio of 4.02 and a beta of 1.51. GE Vernova Inc. has a 12-month low of $387.03 and a 12-month high of $1,181.95. The stock’s 50-day moving average price is $924.72 and its 200-day moving average price is $748.97.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same period in the prior year, the company earned $0.91 earnings per share. The firm’s revenue was up 17.0% on a year-over-year basis. Equities research analysts predict that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Announces Dividend

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

GE Vernova News Summary

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

• Positive Sentiment: Q1 results and large orders — GE Vernova reported a very strong Q1 (big EPS beat), ~$13B in new orders and an aggressive buyback program that supports EPS and shareholder returns. This underpins investor optimism about AI-linked service and equipment demand. Should GE Vernova’s Record AI?Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy partnership — GE Vernova and Blue Energy announced a planned 2.5 GW hybrid gas + small modular reactor (SMR) plant in Texas aimed specifically at AI data?center and advanced manufacturing customers; the project highlights faster, prefabricated deployment strategies that could win urgent hyperscaler contracts. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Pumped?storage order — GE Vernova landed a multi-unit pumped-storage contract in India, diversifying backlog and adding long-duration grid storage exposure, which complements its AI-era power positioning. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Positive Sentiment: Sector tailwinds — multiple pieces link the industrial rally to AI power demand, reinforcing investor rotation into power equipment names and providing thematic support for GEV’s rerating. Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Neutral Sentiment: Valuation debate — commentators ask whether GEV’s substantial one?year gain (~174%) leaves room for more upside or whether fundamentals fully reflect that run; this raises nearer?term valuation risk for late buyers. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Neutral Sentiment: Execution bottlenecks — industry coverage highlights workforce and contractor shortages (electricians, site crews) that could slow project buildouts even as demand spikes, a mixed signal for near?term revenue timing. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: Regulatory/contract dispute — GE Vernova is engaged in a public dispute related to Vineyard Wind claims; regulatory or contractual battles can create headline risk and potential costs. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on GEV shares. Mizuho set a $714.00 target price on shares of GE Vernova in a report on Tuesday, February 3rd. JPMorgan Chase & Co. raised their price target on GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Zacks Research lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Finally, Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and increased their target price for the stock from $560.00 to $1,100.00 in a research report on Monday, March 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

GE Vernova 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.