Vaughan Nelson Investment Management L.P. Buys 585 Shares of GE Vernova Inc. $GEV

Vaughan Nelson Investment Management L.P. boosted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 2.3% in the 1st quarter, HoldingsChannel.com reports. The fund owned 26,029 shares of the company’s stock after purchasing an additional 585 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in GE Vernova were worth $22,721,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Auto Owners Insurance Co boosted its stake in shares of GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after purchasing an additional 34,826,773 shares in the last quarter. Norges Bank bought a new position in GE Vernova during the 4th quarter valued at about $2,283,114,000. Northwestern Mutual Wealth Management Co. boosted its position in 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 valued at $1,603,114,000 after buying an additional 2,406,326 shares in the last quarter. Capital World Investors boosted its position in GE Vernova by 1,907.5% in the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock valued at $1,325,842,000 after buying an additional 2,048,792 shares in the last quarter. Finally, Corient Private Wealth LLC grew its stake in GE Vernova by 2,802.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock worth $1,051,407,000 after buying an additional 1,553,295 shares during the last quarter.

Insiders Place Their Bets

In other news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction on 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 transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’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 transaction, 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. The disclosure for this sale is available in the SEC filing. Insiders own 0.21% of the company’s stock.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: GE Vernova was named among the “13 Best Electrical Infrastructure Stocks to Buy in 2026,” reinforcing bullish sentiment around its position in the power-generation and grid-equipment market. GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026
• Positive Sentiment: Market commentary highlighted GE Vernova as one of the companies “solving the AI power crisis,” which supports the investment case for rising demand tied to AI data centers and grid expansion. 5 Stocks Solving the AI Power Crisis (GEV)
• Positive Sentiment: GE Vernova was also featured in hedge-fund and investing coverage as a high-conviction stock, adding to momentum and reinforcing institutional interest. Top 5 High Conviction Stocks to Buy According to Hedge Funds
• Neutral Sentiment: Several articles reviewed GE Vernova’s Q1 results and compared it with other electrical systems and utilities stocks, keeping the company in focus but not adding a clear new catalyst. Unpacking Q1 Earnings: GE Vernova (NYSE:GEV) In The Context Of Other Electrical Systems Stocks
• Neutral Sentiment: A comparison article pitted GE Vernova against American Electric Power as a 2026 utilities choice, which is more of a valuation and business-model discussion than a direct stock-moving event. American Electric Power vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $1,125.62 on Tuesday. 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 firm has a 50 day simple moving average of $1,025.92 and a 200 day simple moving average of $853.45. GE Vernova Inc. has a fifty-two week low of $479.04 and a fifty-two week high of $1,181.95. The firm has a market cap of $302.48 billion, a P/E ratio of 32.79, a P/E/G ratio of 4.11 and a beta of 1.24.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data 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. The firm had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.91 EPS. Sell-side analysts predict that GE Vernova Inc. will post 14.99 earnings per share for the current fiscal 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 given a dividend of $0.50 per share. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is presently 5.83%.

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Sanford C. Bernstein began coverage on shares of GE Vernova in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $1,206.00 target price for the company. Susquehanna set a $1,300.00 price target on GE Vernova in a research report on Thursday, April 23rd. Wells Fargo & Company raised their price target on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Jefferies Financial Group cut their price objective on GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a research report on Thursday, June 11th. Finally, BMO Capital Markets boosted their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price 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.