Banque Cantonale Vaudoise Has $8.14 Million Stake in GE Vernova Inc. $GEV

Banque Cantonale Vaudoise raised its stake in shares of GE Vernova Inc. (NYSE:GEV) by 49.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,456 shares of the company’s stock after buying an additional 4,115 shares during the quarter. Banque Cantonale Vaudoise’s holdings in GE Vernova were worth $8,141,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Cullen Frost Bankers Inc. grew its position in shares of GE Vernova by 44.3% in the 4th quarter. Cullen Frost Bankers Inc. now owns 29,560 shares of the company’s stock valued at $19,319,000 after purchasing an additional 9,071 shares during the period. Creative Financial Designs Inc. ADV lifted its stake in GE Vernova by 9.9% in the fourth quarter. Creative Financial Designs Inc. ADV now owns 2,470 shares of the company’s stock valued at $1,615,000 after buying an additional 223 shares in the last quarter. Forefront Wealth Partners LLC lifted its stake in GE Vernova by 1.5% in the fourth quarter. Forefront Wealth Partners LLC now owns 997 shares of the company’s stock valued at $652,000 after buying an additional 15 shares in the last quarter. Harvest Portfolios Group Inc. boosted its holdings in shares of GE Vernova by 6.1% in the fourth quarter. Harvest Portfolios Group Inc. now owns 3,853 shares of the company’s stock valued at $2,518,000 after buying an additional 222 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in shares of GE Vernova in the fourth quarter valued at approximately $61,000.

GE Vernova News Summary

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

Analyst Ratings Changes

A number of equities research analysts recently commented on GEV shares. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Guggenheim increased their target price on GE Vernova from $910.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Zacks Research downgraded GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. Finally, Argus set a $1,300.00 price objective on GE Vernova in a research report on Monday, April 27th. Two 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’s stock. Based on data from MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

Insiders Place Their Bets

In other GE Vernova news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction on 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 completion of the sale, the chief accounting officer owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This trade represents a 39.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 0.21% of the company’s stock.

GE Vernova Price Performance

NYSE:GEV opened at $1,010.87 on Wednesday. GE Vernova Inc. has a 1-year low of $442.56 and a 1-year high of $1,181.95. 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 fifty day simple moving average of $966.16 and a 200 day simple moving average of $782.12. The stock has a market capitalization of $271.64 billion, a PE ratio of 29.45, a P/E/G ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The business had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.GE Vernova’s quarterly revenue was up 17.0% on a year-over-year basis. During the same quarter last year, the company posted $0.91 earnings per share. On average, research analysts expect that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Company 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.