Bleakley Financial Group LLC Grows Position in GE Vernova Inc. $GEV

Bleakley Financial Group LLC raised its stake in shares of GE Vernova Inc. (NYSE:GEV) by 5.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,814 shares of the company’s stock after purchasing an additional 726 shares during the quarter. Bleakley Financial Group LLC’s holdings in GE Vernova were worth $12,058,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after buying an additional 753 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares during the last quarter. Jump Financial LLC acquired a new stake in GE Vernova during the 2nd quarter worth about $258,000. Ossiam acquired a new stake in GE Vernova during the 2nd quarter worth about $42,000. Finally, Nebula Research & Development LLC grew its stake in GE Vernova by 23.9% during the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after purchasing an additional 323 shares during the last quarter.

GE Vernova Stock Down 4.5%

Shares of GEV stock opened at $1,042.65 on Tuesday. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94. The stock has a market cap of $280.18 billion, a P/E ratio of 30.37, a P/E/G ratio of 4.03 and a beta of 1.09. The stock has a 50 day moving average of $1,039.30 and a 200 day moving average of $899.66. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. The business had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.91 EPS. As a group, sell-side analysts expect that GE Vernova Inc. will post 15.06 EPS for the current year.

GE Vernova Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on GEV. Weiss Ratings raised GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. BNP Paribas Exane lowered GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price on the stock. in a research report on Monday, April 27th. Oppenheimer set a $1,303.00 price target on shares of GE Vernova in a report on Thursday, April 23rd. 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 lifted their price objective on shares of GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,089.88.

Key Headlines Impacting GE Vernova

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

Insider Buying and Selling at GE Vernova

In other news, CEO Victor Abate sold 4,819 shares of the firm’s 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 sale, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. This trade represents a 72.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at approximately $3,758,710.41. The trade was a 39.66% 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 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.