GE Vernova Inc. $GEV is Granite Investment Partners LLC’s 3rd Largest Position

Granite Investment Partners LLC cut its stake in shares of GE Vernova Inc. (NYSE:GEV) by 2.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 56,481 shares of the company’s stock after selling 1,695 shares during the period. GE Vernova makes up 3.0% of Granite Investment Partners LLC’s holdings, making the stock its 3rd biggest holding. Granite Investment Partners LLC’s holdings in GE Vernova were worth $49,302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in GEV. Cornerstone Financial Management LLC purchased a new position in shares of GE Vernova during the 4th quarter worth approximately $25,000. Wealth Watch Advisors INC purchased a new stake in GE Vernova in the third quarter valued at approximately $25,000. Torren Management LLC purchased a new stake in GE Vernova in the fourth quarter valued at approximately $26,000. ORG Wealth Partners LLC raised its position in GE Vernova by 241.7% in the fourth 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, Navalign LLC acquired a new position in GE Vernova during the fourth quarter worth $27,000.

Insider Activity

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

Key GE Vernova News

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

• Positive Sentiment: GE Vernova continues to benefit from surging demand for grid, turbine, and power infrastructure tied to AI data center growth, which has helped make the stock a major 2026 winner. GE Vernova’s Power Surge Turns the Grid Into an AI Trade
• Positive Sentiment: The company’s recent earnings backdrop has been strong, with revenue growth and a sizable earnings beat in the latest reported quarter, reinforcing the view that fundamentals are supporting the stock’s long-term move higher.
• Positive Sentiment: Coverage suggesting GE Vernova may still be undervalued reflects optimism that AI-driven power demand and inclusion in the Russell Top 50 could support further upside. Is GE Vernova (GEV) Undervalued Following AI Demand And Russell Top 50 Inclusion?

GE Vernova Stock Performance

Shares of GEV stock opened at $1,075.36 on Thursday. The firm has a 50 day moving average of $1,039.86 and a two-hundred day moving average of $891.01. The stock has a market capitalization of $288.97 billion, a PE ratio of 31.32, a P/E/G ratio of 3.98 and a beta of 1.09. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a 52 week low of $520.00 and a 52 week high of $1,195.94.

GE Vernova (NYSE:GEV) last posted 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 business had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company’s revenue was up 17.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.91 earnings per share. On average, research analysts predict that GE Vernova Inc. will post 15.05 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, June 16th. GE Vernova’s payout ratio is presently 5.83%.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. TD Cowen raised their price target on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Wall Street Zen lowered GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Zacks Research lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Weiss Ratings upgraded GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Argus set a $1,300.00 target price on GE Vernova in a research report on Monday, April 27th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,089.88.

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.