13,686 Shares in GE Vernova Inc. $GEV Bought by Arrow Capital Management LLC

Arrow Capital Management LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV) in the fourth quarter, Holdings Channel.com reports. The fund purchased 13,686 shares of the company’s stock, valued at approximately $8,945,000. GE Vernova makes up about 5.2% of Arrow Capital Management LLC’s holdings, making the stock its 8th biggest holding.

Other large investors have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings in shares of GE Vernova by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after purchasing an additional 208,162 shares during the last quarter. State Street Corp lifted its position in shares of GE Vernova by 2.1% during the fourth quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after purchasing an additional 231,392 shares in the last quarter. Geode Capital Management LLC boosted its holdings in GE Vernova by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock worth $4,074,039,000 after purchasing an additional 68,894 shares during the last quarter. Morgan Stanley boosted its holdings in GE Vernova by 12.8% during the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after purchasing an additional 685,466 shares during the last quarter. Finally, Norges Bank bought a new stake in GE Vernova in the 4th quarter worth about $2,283,114,000.

Analyst Ratings Changes

GEV has been the subject of several analyst reports. Jefferies Financial Group decreased their price objective on shares of GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a research note on Thursday, June 11th. Erste Group Bank upgraded GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Morgan Stanley upped their target price on GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. Sanford C. Bernstein started coverage on GE Vernova in a research report on Tuesday. They set an “outperform” rating and a $1,206.00 price target for the company. Finally, BMO Capital Markets lifted their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,089.88.

Insider Buying and Selling at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on 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 completion of the sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, 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 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. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is currently owned by corporate insiders.

GE Vernova Stock Up 6.0%

GEV opened at $1,111.65 on Friday. 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 stock has a market cap of $298.72 billion, a price-to-earnings ratio of 32.38, a PEG ratio of 3.89 and a beta of 1.23. GE Vernova Inc. has a twelve month low of $479.04 and a twelve month high of $1,181.95. The company’s 50-day moving average price is $1,019.28 and its two-hundred day moving average price is $845.99.

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 net margin of 23.81% and a return on equity of 43.97%. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same quarter last year, the business posted $0.91 EPS. GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. As a group, equities analysts expect that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Shareholders 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 yield of 0.2%. The ex-dividend date of this dividend is Tuesday, June 16th. GE Vernova’s dividend payout ratio is 5.83%.

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 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.