GE Vernova Inc. $GEV Shares Acquired by NFSG Corp

NFSG Corp boosted its position in GE Vernova Inc. (NYSE:GEV) by 120.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,166 shares of the company’s stock after purchasing an additional 2,277 shares during the period. NFSG Corp’s holdings in GE Vernova were worth $3,636,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the company. Manning & Napier Advisors LLC increased its position in shares of GE Vernova by 68.4% in the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after buying an additional 13 shares in the last quarter. Torren Management LLC acquired a new position in shares of GE Vernova during the 4th quarter worth $26,000. Cornerstone Financial Management LLC purchased a new stake in shares of GE Vernova in the 4th quarter worth about $25,000. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the 3rd quarter worth about $25,000. Finally, ORG Wealth Partners LLC grew its stake in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after acquiring an additional 29 shares during the last quarter.

Analyst Upgrades and Downgrades

GEV has been the subject of several recent research reports. Morgan Stanley raised their target price on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. TD Cowen upped their price target on shares of GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Robert W. Baird increased their price target on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Barclays raised their price objective on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Finally, Susquehanna set a $1,300.00 target price on GE Vernova in a research note on Thursday, April 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,089.88.

GE Vernova News Roundup

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

Insider Buying and Selling

In other GE Vernova news, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction on 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 completion of 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Victor Abate sold 4,819 shares of the stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their position. The SEC filing for this sale provides additional information. 0.21% of the stock is currently owned by company insiders.

GE Vernova Trading Up 2.4%

Shares of GEV stock opened at $1,067.16 on Wednesday. The company has a market capitalization of $286.77 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 3.85 and a beta of 1.09. 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 firm has a 50-day moving average price of $1,038.73 and a 200 day moving average price of $902.48. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period last year, the company earned $0.91 EPS. Research analysts forecast that GE Vernova Inc. will post 15.06 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th were given a dividend of $0.50 per share. 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 5.83%.

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.