Adell Harriman & Carpenter Inc. Acquires 5,663 Shares of GE Vernova Inc. $GEV

Adell Harriman & Carpenter Inc. raised its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 490.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,817 shares of the company’s stock after buying an additional 5,663 shares during the period. Adell Harriman & Carpenter Inc.’s holdings in GE Vernova were worth $4,455,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. boosted its holdings in GE Vernova by 5,171.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after acquiring an additional 2,406,326 shares during the period. Capital World Investors raised its holdings in GE Vernova by 1,907.5% during the 3rd quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after buying an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. raised its holdings in GE Vernova by 170.0% during the 3rd quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after buying an additional 740,339 shares during the last quarter. Jennison Associates LLC boosted its position in GE Vernova by 1,300.4% during the 4th quarter. Jennison Associates LLC now owns 647,791 shares of the company’s stock valued at $423,377,000 after buying an additional 601,533 shares during the period. Finally, SG Americas Securities LLC boosted its position in GE Vernova by 10,288.6% during the 4th quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after buying an additional 414,631 shares during the period.

GE Vernova Stock Down 0.1%

GEV stock opened at $1,010.87 on Wednesday. GE Vernova Inc. has a fifty-two week low of $442.56 and a fifty-two week high of $1,181.95. The company has a market capitalization of $271.64 billion, a price-to-earnings ratio of 29.45, a price-to-earnings-growth ratio of 3.79 and a beta of 1.51. The business’s 50 day moving average price is $966.16 and its two-hundred day moving average price is $782.12. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating the consensus estimate of $1.95 by $15.49. The company 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 firm’s revenue was up 17.0% on a year-over-year basis. During the same period in the previous year, the company posted $0.91 earnings per share. As a group, analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have issued reports on GEV. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Argus set a $1,300.00 target price on GE Vernova in a research note on Monday, April 27th. Barclays upped their price target on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Finally, Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and increased their price objective for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Two research 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 data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova reported that its Electrification business is seeing strong momentum from grid modernization tied to AI infrastructure, with orders up sharply and backlog above $163 billion. Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: Analysts and commentary continue to highlight GEV as a key way to play rising electricity demand from AI data centers, with articles pointing to its large order growth and power-infrastructure exposure. Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
• Positive Sentiment: GE Vernova also declared a $0.50 quarterly dividend, which reinforces management’s confidence in cash generation and financial stability. GE Vernova Declares Third Quarter 2026 Dividend
• Positive Sentiment: Recent earnings commentary remains favorable after GE Vernova beat first-quarter expectations and raised full-year guidance, supporting the case for continued operational strength. GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
• Neutral Sentiment: The stock is drawing heightened attention from traders and investors, but “trending stock” coverage mostly reflects momentum and interest rather than a new fundamental catalyst. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by a GE Vernova executive may weigh on sentiment a bit, as it can raise questions about valuation after a strong run. GE Vernova (NYSE:GEV) CAO Matthew Joseph Potvin Sells 2,333 Shares

Insider Buying and Selling

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the stock in a transaction dated 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 completion of the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.21% of the company’s stock.

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.