Groupama Asset Managment Sells 1,711 Shares of GE Vernova Inc. $GEV

Groupama Asset Managment trimmed its holdings in GE Vernova Inc. (NYSE:GEV) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 117,308 shares of the company’s stock after selling 1,711 shares during the quarter. GE Vernova comprises about 1.1% of Groupama Asset Managment’s investment portfolio, making the stock its 23rd biggest holding. Groupama Asset Managment’s holdings in GE Vernova were worth $76,644,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of GEV. RFG Advisory LLC grew its holdings in GE Vernova by 2.1% in the fourth quarter. RFG Advisory LLC now owns 634 shares of the company’s stock worth $414,000 after purchasing an additional 13 shares during the period. BlackDiamond Wealth Management LLC lifted its holdings in shares of GE Vernova by 2.8% during the fourth quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock valued at $308,000 after purchasing an additional 13 shares during the last quarter. First Commonwealth Financial Corp PA lifted its holdings in shares of GE Vernova by 3.5% during the fourth quarter. First Commonwealth Financial Corp PA now owns 380 shares of the company’s stock valued at $248,000 after purchasing an additional 13 shares during the last quarter. Apriem Advisors boosted its position in shares of GE Vernova by 0.7% in the 4th quarter. Apriem Advisors now owns 2,124 shares of the company’s stock worth $1,388,000 after purchasing an additional 14 shares in the last quarter. Finally, Voisard Asset Management Group Inc. boosted its position in shares of GE Vernova by 2.7% in the 4th quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock worth $376,000 after purchasing an additional 15 shares in the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Sanford C. Bernstein upgraded GE Vernova to “strong-buy”, adding fresh analyst support and reinforcing the bullish view on the company’s long-term power and electrification growth story.
• Positive Sentiment: GE Vernova signed a deal to help rebuild Venezuela’s power grid, highlighting new international project opportunities and demand for its grid and power solutions. GE Vernova signs deal to rebuild Venezuelan power grid
• Positive Sentiment: The company’s newly released 2025 Sustainability Report emphasized progress in adding power to the grid, lowering carbon intensity, and advancing breakthrough energy technologies, supporting the investment case around its clean-energy and infrastructure exposure. GE Vernova’s New Sustainability Report Highlights Progress Adding New Power to the Grid, Enabling People to Thrive, Reducing Carbon Intensity, and Advancing Breakthrough Energy Technologies
• Positive Sentiment: Investor interest remains strong as GE Vernova is being viewed as a key AI power-infrastructure play, with growing electricity demand from data centers keeping sentiment elevated.
• Neutral Sentiment: GE Vernova’s supplier Arcosa broke out on strength tied to data-center-driven construction demand, a supportive read-through for the broader power and infrastructure supply chain. GE Vernova Supplier Breaks Out As Data Centers Lift Construction Sector
• Negative Sentiment: One report flagged recent insider selling at GE Vernova as a cautionary sign, which may temper enthusiasm despite the broader bullish trend.

GE Vernova Price Performance

Shares of GEV opened at $1,111.65 on Friday. The company has a market capitalization of $298.72 billion, a P/E ratio of 32.38, a price-to-earnings-growth ratio of 3.89 and a beta of 1.23. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The firm has a 50 day moving average of $1,019.28 and a 200 day moving average of $845.99. GE Vernova Inc. has a twelve month low of $479.04 and a twelve month high of $1,181.95.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.91 EPS. As a group, equities research analysts anticipate that GE Vernova Inc. will post 14.99 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be paid a $0.50 dividend. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s payout ratio is currently 5.83%.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on GEV. Sanford C. Bernstein assumed coverage on GE Vernova in a research report on Tuesday. They set an “outperform” rating and a $1,206.00 price objective for the company. Erste Group Bank raised GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. Royal Bank Of Canada increased their target price on GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Wells Fargo & Company raised their price target on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Finally, Morgan Stanley raised their price target on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,089.88.

Insider Buying and Selling at GE Vernova

In other news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is owned by insiders.

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.