GE Vernova Inc. $GEV Position Increased by Calamos Advisors LLC

Calamos Advisors LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 15.9% in the first quarter, HoldingsChannel reports. The firm owned 152,890 shares of the company’s stock after purchasing an additional 20,980 shares during the quarter. Calamos Advisors LLC’s holdings in GE Vernova were worth $133,458,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in the stock. Cornerstone Financial Management LLC bought a new position in shares of GE Vernova during the fourth quarter worth about $25,000. Wealth Watch Advisors INC acquired a new position in GE Vernova during the 3rd quarter valued at about $25,000. Torren Management LLC bought a new position in GE Vernova in the 4th quarter worth about $26,000. Manning & Napier Advisors LLC increased its stake 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 purchasing an additional 13 shares during the period. Finally, ORG Wealth Partners LLC raised its holdings in shares of GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares during the last quarter.

More GE Vernova News

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

• Positive Sentiment: Several articles highlighted GE Vernova’s strong stock performance, attractive valuation relative to peers, dividend, and upbeat 2026 outlook, which supports the bullish case for the company. GEV or XE: Which Alternative Energy Stock Is a Stronger Play Now?
• Positive Sentiment: Technical coverage noted that GE Vernova crossed above its 20-day moving average, a sign traders may view as a short-term bullish trend and possible support for further gains. GE Vernova (GEV) Crossed Above the 20-Day Moving Average: What That Means for Investors
• Positive Sentiment: Investor commentary also pointed to growing demand for gas turbines tied to data-center power needs, with Chevron’s joint venture reinforcing GE Vernova’s role in a key growth market. Does Chevron’s Joint Venture With GE Vernova Make the Stock a Buy Ahead of 2027?
• Neutral Sentiment: Analyst-style coverage and market commentary around the stock being “worth buying” or potentially outperforming through 2030 may have helped sentiment, but these pieces were more opinionated than company-specific catalysts. 2 Top Power Stocks That Could Outperform the Market Through 2030
• Negative Sentiment: The main drag was a broad pullback in the shares, with one report specifically noting GE Vernova fell more than the broader market, likely reflecting profit-taking after a strong run rather than a fundamental setback. Here’s Why GE Vernova (GEV) Fell More Than Broader Market

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on GEV shares. Zacks Research lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Guggenheim increased their price target 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. BNP Paribas Exane lowered GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target on the stock. in a report on Monday, April 27th. BMO Capital Markets lifted their price objective on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, Argus set a $1,300.00 price objective on shares of GE Vernova in a report on Monday, April 27th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus target price of $1,089.88.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $1,042.65 on Tuesday. The stock has a market cap of $280.18 billion, a price-to-earnings ratio of 30.37, a PEG ratio of 4.03 and a beta of 1.09. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. GE Vernova Inc. has a 12 month low of $530.16 and a 12 month high of $1,195.94. The stock’s 50 day moving average price is $1,039.30 and its 200 day moving average price is $899.66.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same period last year, the company posted $0.91 EPS. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. Equities research analysts anticipate that GE Vernova Inc. will post 15.06 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be issued a $0.50 dividend. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is 5.83%.

Insider Buying and Selling at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated 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 transaction, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were 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 of the company’s stock, valued at $1,739,726.80. This represents a 72.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.21% of the company’s stock.

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.