Banque Transatlantique SA Increases Holdings in GE Vernova Inc. $GEV

Banque Transatlantique SA grew its stake in GE Vernova Inc. (NYSE:GEV) by 173.2% during the 4th quarter, HoldingsChannel reports. The fund owned 8,973 shares of the company’s stock after purchasing an additional 5,688 shares during the quarter. Banque Transatlantique SA’s holdings in GE Vernova were worth $5,863,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. US Bancorp DE increased its position in shares of GE Vernova by 2.2% in the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after acquiring an additional 2,163 shares during the period. Varenne Capital Partners acquired a new stake in GE Vernova during the 3rd quarter worth about $4,872,000. Merit Financial Group LLC lifted its position in GE Vernova by 17.4% during the 4th quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock worth $9,856,000 after acquiring an additional 2,230 shares during the period. Stevens Capital Management LP grew its stake in GE Vernova by 56.0% during the 3rd quarter. Stevens Capital Management LP now owns 3,640 shares of the company’s stock valued at $2,238,000 after purchasing an additional 1,307 shares during the last quarter. Finally, Vest Financial LLC grew its stake in GE Vernova by 56.7% during the 4th quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock valued at $43,260,000 after purchasing an additional 23,956 shares during the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Sanford C. Bernstein upgraded GE Vernova to “strong-buy”, adding fresh analyst support and reinforcing the bullish view on the company’s long-term power and electrification growth story.
• Positive Sentiment: GE Vernova signed a deal to help rebuild Venezuela’s power grid, highlighting new international project opportunities and demand for its grid and power solutions. GE Vernova signs deal to rebuild Venezuelan power grid
• Positive Sentiment: The company’s newly released 2025 Sustainability Report emphasized progress in adding power to the grid, lowering carbon intensity, and advancing breakthrough energy technologies, supporting the investment case around its clean-energy and infrastructure exposure. GE Vernova’s New Sustainability Report Highlights Progress Adding New Power to the Grid, Enabling People to Thrive, Reducing Carbon Intensity, and Advancing Breakthrough Energy Technologies
• Positive Sentiment: Investor interest remains strong as GE Vernova is being viewed as a key AI power-infrastructure play, with growing electricity demand from data centers keeping sentiment elevated.
• Neutral Sentiment: GE Vernova’s supplier Arcosa broke out on strength tied to data-center-driven construction demand, a supportive read-through for the broader power and infrastructure supply chain. GE Vernova Supplier Breaks Out As Data Centers Lift Construction Sector
• Negative Sentiment: One report flagged recent insider selling at GE Vernova as a cautionary sign, which may temper enthusiasm despite the broader bullish trend.

GE Vernova Stock Up 6.0%

GE Vernova stock opened at $1,111.65 on Friday. The firm has a market cap of $298.72 billion, a price-to-earnings ratio of 32.38, a price-to-earnings-growth ratio of 3.89 and a beta of 1.23. GE Vernova Inc. has a 52 week low of $479.04 and a 52 week high of $1,181.95. The business’s 50-day moving average price is $1,019.28 and its 200 day moving average price is $845.99. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV) last announced 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. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same period last year, the business earned $0.91 earnings per share. GE Vernova’s quarterly revenue was up 17.0% on a year-over-year basis. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Dividend Announcement

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

Insider Activity at GE Vernova

In related news, CEO Victor Abate sold 4,819 shares of the stock in a transaction on 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 directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction on 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 sale, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently issued reports on GEV shares. Guggenheim raised their price objective 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. Susquehanna set a $1,300.00 target price on GE Vernova in a research report on Thursday, April 23rd. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. Zacks Research lowered shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Finally, Barclays raised their price target on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,089.88.

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.