Vestor Capital LLC Increases Position in GE Vernova Inc. $GEV

Vestor Capital LLC increased its holdings in GE Vernova Inc. (NYSE:GEV) by 262.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 18,111 shares of the company’s stock after buying an additional 13,109 shares during the period. GE Vernova comprises about 1.1% of Vestor Capital LLC’s holdings, making the stock its 26th biggest position. Vestor Capital LLC’s holdings in GE Vernova were worth $15,809,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Auto Owners Insurance Co increased its position in shares of GE Vernova by 110,973.4% during the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after purchasing an additional 34,826,773 shares during the last quarter. Norges Bank purchased a new position in shares of GE Vernova in the 4th quarter worth about $2,283,114,000. Northwestern Mutual Wealth Management Co. grew its position in GE Vernova by 5,171.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after buying an additional 2,406,326 shares during the period. Corient Private Wealth LLC increased its holdings in GE Vernova by 2,802.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock worth $1,051,407,000 after buying an additional 1,553,295 shares during the last quarter. Finally, Janus Henderson Group PLC increased its holdings in GE Vernova by 4,358.6% during the first quarter. Janus Henderson Group PLC now owns 1,519,799 shares of the company’s stock worth $1,316,076,000 after buying an additional 1,485,712 shares during the last quarter.

Analyst Ratings Changes

A number of research analysts have recently weighed in on GEV shares. Susquehanna set a $1,300.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,328.00 price target on shares of GE Vernova in a research report on Friday, April 24th. BNP Paribas Exane cut GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective on the stock. in a report on Monday, April 27th. Argus set a $1,300.00 target price on GE Vernova in a research note on Monday, April 27th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of GE Vernova in a report on Monday. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,133.15.

Insider Buying and Selling at GE Vernova

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 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 sale, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the sale, the chief executive officer owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is currently owned by company insiders.

GE Vernova Price Performance

GEV stock opened at $983.95 on Friday. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. GE Vernova Inc. has a one year low of $530.16 and a one year high of $1,195.94. The stock has a market cap of $262.06 billion, a PE ratio of 28.16, a P/E/G ratio of 3.24 and a beta of 1.09. The firm has a 50 day simple moving average of $1,029.03 and a two-hundred day simple moving average of $932.36.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.17 by ($0.70). The company had revenue of $11.10 billion during the quarter, compared to analysts’ expectations of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The firm’s revenue was up 21.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.86 earnings per share. On average, analysts predict that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th were paid a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is 5.72%.

Trending Headlines about GE Vernova

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

• Positive Sentiment: A comparison with NuScale Power portrays GE Vernova as the more established and financially attractive industrial investment, citing approximately $3.7 billion in free cash flow and a 12% net margin versus NuScale’s cash burn and much higher price-to-sales valuation. GE Vernova vs. NuScale Power: Which Industrials Stock Is a Better Buy in 2026?
• Positive Sentiment: The aging U.S. power grid and expected growth in electricity consumption are fueling investor interest in grid and power-equipment companies. This reinforces the long-term demand outlook for GE Vernova’s gas turbines, electrification equipment, and related infrastructure. Why an Aging Power Grid Is Fueling a New ETF Bet
• Positive Sentiment: GE Vernova is increasingly being viewed as an indirect AI-infrastructure play because hyperscale data centers need reliable, rapidly deployable power. Rising demand for its gas turbines is supporting the company’s strategic importance and valuation. GE Is Finding a New Role Powering the AI Data Center Boom
• Neutral Sentiment: GE Vernova remains a heavily watched and trending stock, increasing visibility among investors but not providing a specific new fundamental catalyst. GE Vernova Is a Trending Stock
• Negative Sentiment: Erste Group Bank trimmed its fiscal 2027 EPS estimate slightly, a modest negative signal suggesting analysts see limited near-term upside to earnings expectations.
• Negative Sentiment: Reports that some turbines supporting AI data centers are experiencing early failures highlight execution, reliability, and maintenance risks. Weak results from data-center supplier Vertiv also underscore the possibility of volatility across the AI-infrastructure theme.

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.