PBU The Pension Fund of Early Childhood & Youth Educators Takes $16.40 Million Position in GE Vernova Inc. $GEV

PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in GE Vernova Inc. (NYSE:GEV) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 25,097 shares of the company’s stock, valued at approximately $16,403,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Fjarde AP Fonden Fourth Swedish National Pension Fund raised its holdings in shares of GE Vernova by 98.0% in the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 42,107 shares of the company’s stock valued at $27,520,000 after purchasing an additional 20,841 shares during the last quarter. FLC Capital Advisors purchased a new stake in shares of GE Vernova in the fourth quarter valued at about $203,000. Parallel Advisors LLC raised its holdings in shares of GE Vernova by 18.1% in the fourth quarter. Parallel Advisors LLC now owns 11,700 shares of the company’s stock valued at $7,647,000 after purchasing an additional 1,794 shares during the last quarter. BBR Partners LLC raised its holdings in shares of GE Vernova by 12.1% in the fourth quarter. BBR Partners LLC now owns 1,767 shares of the company’s stock valued at $1,155,000 after purchasing an additional 191 shares during the last quarter. Finally, VMS Asset Management Limited purchased a new stake in shares of GE Vernova in the fourth quarter valued at about $5,621,000.

More GE Vernova News

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

• Positive Sentiment: GE Vernova won new wind business in India, including a 100 MW order from Powerica to supply 28 onshore turbines for a Gujarat project. The deal supports the company’s renewable backlog and expands deployment of its 3.8 MW turbine platform in a key growth market.
• Positive Sentiment: Recent commentary continues to highlight GE Vernova as a beneficiary of rising AI-driven power demand, with stronger prospects in gas turbines, grid equipment, and broader electrification spending.
• Positive Sentiment: Analyst sentiment remains constructive overall, with several firms maintaining Buy ratings and high price targets, reflecting confidence in GE Vernova’s growth and pricing power.
• Neutral Sentiment: The company is also preparing to launch its 3.8 MW “workhorse” turbine in India, signaling continued product expansion, though the near-term stock impact is likely limited unless it translates into more orders.
• Neutral Sentiment: Investor interest remains elevated after GE Vernova’s strong earnings, but the stock’s premium valuation means expectations are already high and can amplify moves on any new headlines.
• Negative Sentiment: GE Vernova is facing fraud allegations from Iberdrola related to the Vineyard Wind offshore project, and a Boston judge declined to reconsider an order keeping the company on the project. That legal dispute adds uncertainty around execution, liability, and valuation.
• Negative Sentiment: CEO Victor Abate recently sold shares in a disclosed SEC filing, which may add to cautious sentiment even though the sale appears small relative to the company’s size.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $935.26 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $251.32 billion, a PE ratio of 27.24, a P/E/G ratio of 3.57 and a beta of 1.23. GE Vernova Inc. has a twelve month low of $458.65 and a twelve month high of $1,181.95. The company has a 50-day moving average price of $1,003.76 and a two-hundred day moving average price of $819.69.

GE Vernova (NYSE:GEV) last issued its earnings results 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 firm had revenue of $9.34 billion during 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 quarterly revenue was up 17.0% on a year-over-year basis. During the same quarter last year, the business earned $0.91 earnings per share. Equities analysts forecast that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Dividend Announcement

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

Insider Transactions at GE Vernova

In other GE Vernova 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 transaction of $2,470,856.97. Following the completion of the transaction, the chief accounting officer owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. 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 stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at $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 owned by company insiders.

Analyst Ratings Changes

Several analysts have recently commented on GEV shares. BMO Capital Markets increased their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Zacks Research downgraded shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Morgan Stanley raised their price objective on shares of GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a report on Monday, March 23rd. JPMorgan Chase & Co. raised their price objective on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Finally, Wells Fargo & Company raised their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a report on Tuesday, March 31st. Two 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 stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,090.76.

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.