Sanctuary Advisors LLC Increases Position in GE Vernova Inc. $GEV

Sanctuary Advisors LLC grew its position in shares of GE Vernova Inc. (NYSE:GEV) by 3.8% during the first quarter, Holdings Channel reports. The firm owned 77,106 shares of the company’s stock after acquiring an additional 2,793 shares during the quarter. Sanctuary Advisors LLC’s holdings in GE Vernova were worth $67,306,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Onyx Bridge Wealth Group LLC raised its holdings in shares of GE Vernova by 1.3% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after buying an additional 9 shares during the period. Red Door Wealth Management LLC grew its position in GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock valued at $1,548,000 after acquiring an additional 10 shares in the last quarter. Advance Capital Management Inc. increased its stake in GE Vernova by 2.2% during the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after purchasing an additional 10 shares during the period. Bell Investment Advisors Inc lifted its position in shares of GE Vernova by 5.2% during the first quarter. Bell Investment Advisors Inc now owns 221 shares of the company’s stock worth $193,000 after purchasing an additional 11 shares in the last quarter. Finally, Sky Investment Group LLC lifted its position in shares of GE Vernova by 0.5% during the first quarter. Sky Investment Group LLC now owns 2,405 shares of the company’s stock worth $2,099,000 after purchasing an additional 12 shares in the last quarter.

GE Vernova Stock Up 2.4%

Shares of GE Vernova stock opened at $1,067.16 on Wednesday. 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 $530.16 and a 52-week high of $1,195.94. The company has a market capitalization of $286.77 billion, a P/E ratio of 31.09, a P/E/G ratio of 3.85 and a beta of 1.09. The company has a 50 day moving average of $1,038.73 and a 200 day moving average of $902.48.

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, beating 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 net margin of 23.81% and a return on equity of 43.97%. The company’s revenue was up 17.0% on a year-over-year basis. During the same period last year, the business earned $0.91 EPS. As a group, research analysts forecast that GE Vernova Inc. will post 15.06 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th were paid a $0.50 dividend. The ex-dividend date was Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 5.83%.

Insiders Place Their Bets

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. The trade was a 72.42% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, 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 value of $2,470,856.97. Following the transaction, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.21% of the stock is owned by company insiders.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Analysts and market commentary highlighted GE Vernova’s strong positioning ahead of earnings, saying the company may be underestimated based on its order book and market share versus rivals. Article Title
• Positive Sentiment: GE Vernova’s aggressive $11 billion investment plan, including upgrades to Italian R&D and manufacturing sites, was framed as a catalyst for grid reliability, growth, and improved margins. Article Title
• Positive Sentiment: Technical coverage noted that GEV crossed above its 20-day moving average, a short-term bullish signal that can attract momentum-focused buyers. Article Title
• Positive Sentiment: Several pieces argued GEV remains a stronger alternative-energy play than peers, citing its stock performance, valuation, dividend, and favorable 2026 outlook. Article Title
• Neutral Sentiment: Fubon Securities initiated coverage with a Hold rating, which is not a strong positive but suggests the stock is viewed as fairly valued after its strong run. Article Title
• Neutral Sentiment: Market commentary also noted GE Vernova’s inclusion in Ray Dalio-related stock-picking chatter, but this is more of a sentiment/interest driver than a direct business catalyst. Article Title
• Negative Sentiment: One recent report said GEV fell more than the broader market in the prior session, reminding investors that the name can still see volatility around expectations. Article Title

Analysts Set New Price Targets

GEV has been the subject of a number of research reports. Oppenheimer set a $1,303.00 price objective on shares of GE Vernova in a report on Thursday, April 23rd. Argus set a $1,300.00 price objective on GE Vernova in a research report on Monday, April 27th. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. TD Cowen lifted their target price on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Guggenheim boosted their target price on GE Vernova from $910.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Three 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 data from MarketBeat.com, GE Vernova presently has an average rating of “Moderate Buy” and a consensus price target of $1,089.88.

About GE Vernova

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.