GE Vernova Inc. $GEV Stock Position Lifted by Franklin Resources Inc.

Franklin Resources Inc. grew its position in shares of GE Vernova Inc. (NYSE:GEV) by 8.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,280,940 shares of the company’s stock after buying an additional 105,211 shares during the period. Franklin Resources Inc. owned about 0.48% of GE Vernova worth $837,184,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the company. Torren Management LLC bought a new stake in shares of GE Vernova in the 4th quarter worth approximately $26,000. Jackson Grant Investment Advisers Inc. lifted its holdings in shares of GE Vernova by 344.4% in the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after purchasing an additional 31 shares during the last quarter. Wealth Watch Advisors INC bought a new stake in shares of GE Vernova in the 3rd quarter worth approximately $25,000. ORG Wealth Partners LLC lifted its holdings in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares during the last quarter. Finally, Navalign LLC bought a new stake in shares of GE Vernova in the 4th quarter worth approximately $27,000.

Insider Activity at GE Vernova

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. This trade represents a 39.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction on Monday, June 1st. The shares were 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. This trade represents a 72.42% 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 owned by company insiders.

Analyst Ratings Changes

Several analysts recently issued reports on GEV shares. Argus set a $1,300.00 price target on GE Vernova in a report on Monday, April 27th. Zacks Research downgraded GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Barclays raised their price target on GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Oppenheimer set a $1,303.00 price target on GE Vernova in a report on Thursday, April 23rd. Finally, BMO Capital Markets raised 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. Two equities research 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. Based on data from MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova won new wind business in India, including a 100 MW order from Powerica to supply 28 onshore turbines for a Gujarat project. The deal supports the company’s renewable backlog and expands deployment of its 3.8 MW turbine platform in a key growth market.
• Positive Sentiment: Recent commentary continues to highlight GE Vernova as a beneficiary of rising AI-driven power demand, with stronger prospects in gas turbines, grid equipment, and broader electrification spending.
• Positive Sentiment: Analyst sentiment remains constructive overall, with several firms maintaining Buy ratings and high price targets, reflecting confidence in GE Vernova’s growth and pricing power.
• Neutral Sentiment: The company is also preparing to launch its 3.8 MW “workhorse” turbine in India, signaling continued product expansion, though the near-term stock impact is likely limited unless it translates into more orders.
• Neutral Sentiment: Investor interest remains elevated after GE Vernova’s strong earnings, but the stock’s premium valuation means expectations are already high and can amplify moves on any new headlines.
• Negative Sentiment: GE Vernova is facing fraud allegations from Iberdrola related to the Vineyard Wind offshore project, and a Boston judge declined to reconsider an order keeping the company on the project. That legal dispute adds uncertainty around execution, liability, and valuation.
• Negative Sentiment: CEO Victor Abate recently sold shares in a disclosed SEC filing, which may add to cautious sentiment even though the sale appears small relative to the company’s size.

GE Vernova Stock Up 0.2%

GEV opened at $935.26 on Monday. GE Vernova Inc. has a 12 month low of $458.65 and a 12 month high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The stock has a market cap of $251.32 billion, a P/E ratio of 27.24, a P/E/G ratio of 3.46 and a beta of 1.24. The stock’s 50 day moving average price is $1,003.76 and its 200 day moving average price is $821.40.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS 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 firm had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. During the same period last year, the firm earned $0.91 EPS. The firm’s revenue was up 17.0% compared to the same quarter last year. As a group, research analysts predict that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date is Tuesday, June 16th. GE Vernova’s dividend payout ratio (DPR) is currently 5.83%.

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.