GE Vernova Inc. (NYSE:GEV) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of GE Vernova Inc. (NYSE:GEV) have been assigned a consensus recommendation of “Moderate Buy” from the thirty research firms that are currently covering the firm, Marketbeat.com reports. Five equities research analysts have rated the stock with a hold rating, twenty-two have given a buy rating and three have assigned a strong buy rating to the company. The average 12-month target price among brokerages that have issued a report on the stock in the last year is $1,089.8846.

A number of research firms recently weighed in on GEV. Argus set a $1,300.00 target price on GE Vernova in a research report on Monday, April 27th. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Sanford C. Bernstein assumed coverage on shares of GE Vernova in a research note on Tuesday, June 16th. They set an “outperform” rating and a $1,206.00 price target on the stock. Wall Street Zen upgraded shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Sunday, July 12th. Finally, Barclays upped 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.

GE Vernova Trading Up 2.0%

NYSE GEV opened at $1,079.21 on Tuesday. The stock’s 50-day simple moving average is $1,037.65 and its two-hundred day simple moving average is $913.55. GE Vernova has a twelve month low of $530.16 and a twelve month high of $1,195.94. 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 company has a market capitalization of $290.01 billion, a price-to-earnings ratio of 31.44, a PEG ratio of 3.90 and a beta of 1.09.

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, topping 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 firm had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same quarter in the previous year, the company posted $0.91 earnings per share. The company’s revenue was up 17.0% compared to the same quarter last year. Research analysts forecast that GE Vernova will post 15.06 EPS for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders 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 annualized dividend and a yield of 0.2%. GE Vernova’s payout ratio is currently 5.83%.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova heads into earnings with a strong setup, as investors expect the company to report solid results that could extend its sharp 2026 run. GE Vernova’s Next Earnings Report on July 22 Could Send the Stock Soaring. Here’s Why.
• Positive Sentiment: The company’s sold-out gas turbines are a key signal that demand remains very strong, which supports revenue visibility and pricing power. What GE Vernova’s sold-out gas turbines represent for energy company
• Positive Sentiment: GE Vernova stock is trading higher ahead of its second-quarter results, reflecting optimism that earnings and guidance could come in better than expected. GE Vernova Stock Powers Higher Ahead of Earnings
• Positive Sentiment: Rising power demand from AI data centers is being seen as a major tailwind for GE Vernova, with investors rotating into industrial names tied to electrification. AI Data Centers Need Power, and These 2 Industrials Are Cashing In
• Neutral Sentiment: GE Vernova is included in broader market coverage this week as one of several notable companies reporting earnings, but this is more of a calendar item than a direct catalyst. Dow Jones Futures Fall As U.S.-Iran Attacks Escalate; Google, Tesla, AMD Ahead
• Neutral Sentiment: Commentary on the week’s earnings and geopolitical backdrop provides context for market sentiment, but it does not materially change GE Vernova’s near-term outlook. Big Tech earnings test tech’s big rotation: What to watch this week
• Neutral Sentiment: General “green energy” bullishness is supportive for the sector, but the articles are broad and not specific to a new company-level development. 3 Green Energy Stocks to Buy in July
• Neutral Sentiment: Another sector-focused article highlights renewables and electrification trends, which supports the investment case but does not add a fresh catalyst for GEV specifically. 3 Green Energy Stocks to Buy in July
• Neutral Sentiment: GE Vernova is also mentioned in a list of industrial growth stocks, reinforcing the long-term AI and electrification narrative. 5 Stocks Poised to Outperform With Their Best Growth Still Ahead

Insider Activity

In other news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the transaction, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction dated 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 approximately $3,758,710.41. This trade represents a 39.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.21% of the company’s stock.

Hedge Funds Weigh In On GE Vernova

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

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.