Kennedy Investment Group Boosts Holdings in GE Vernova Inc. $GEV

Kennedy Investment Group boosted its position in GE Vernova Inc. (NYSE:GEV) by 155.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,080 shares of the company’s stock after buying an additional 658 shares during the period. Kennedy Investment Group’s holdings in GE Vernova were worth $706,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. increased its holdings in shares of GE Vernova by 5,171.3% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after purchasing an additional 2,406,326 shares in the last quarter. Capital World Investors raised its holdings in GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after purchasing an additional 2,048,792 shares during the last quarter. Franklin Resources Inc. boosted its stake in shares of GE Vernova by 170.0% during the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company’s stock valued at $722,956,000 after acquiring an additional 740,339 shares during the last quarter. Jennison Associates LLC boosted its stake in shares of GE Vernova by 1,300.4% during the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company’s stock valued at $423,377,000 after acquiring an additional 601,533 shares during the last quarter. Finally, SG Americas Securities LLC boosted its stake in shares of GE Vernova by 10,288.6% during the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company’s stock valued at $273,624,000 after acquiring an additional 414,631 shares during the last quarter.

GE Vernova Trading Down 0.1%

NYSE GEV opened at $1,010.87 on Wednesday. GE Vernova Inc. has a 12 month low of $442.56 and a 12 month high of $1,181.95. The company has a 50-day moving average of $966.16 and a 200-day moving average of $782.12. 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 company has a market cap of $271.64 billion, a P/E ratio of 29.45, a P/E/G ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share 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% on a year-over-year basis. During the same period last year, the company posted $0.91 EPS. As a group, equities analysts predict that GE Vernova Inc. will post 14.84 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts recently commented on the company. Evercore increased their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Mizuho set a $714.00 target price on shares of GE Vernova in a research note on Tuesday, February 3rd. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a research note on Thursday, January 29th. Zacks Research cut shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Finally, UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Thursday, January 29th. Two 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,090.76.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova reported that its Electrification business is seeing strong momentum from grid modernization tied to AI infrastructure, with orders up sharply and backlog above $163 billion. Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: Analysts and commentary continue to highlight GEV as a key way to play rising electricity demand from AI data centers, with articles pointing to its large order growth and power-infrastructure exposure. Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
• Positive Sentiment: GE Vernova also declared a $0.50 quarterly dividend, which reinforces management’s confidence in cash generation and financial stability. GE Vernova Declares Third Quarter 2026 Dividend
• Positive Sentiment: Recent earnings commentary remains favorable after GE Vernova beat first-quarter expectations and raised full-year guidance, supporting the case for continued operational strength. GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
• Neutral Sentiment: The stock is drawing heightened attention from traders and investors, but “trending stock” coverage mostly reflects momentum and interest rather than a new fundamental catalyst. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by a GE Vernova executive may weigh on sentiment a bit, as it can raise questions about valuation after a strong run. GE Vernova (NYSE:GEV) CAO Matthew Joseph Potvin Sells 2,333 Shares

Insider Buying and Selling at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the transaction, 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 0.21% of the company’s stock.

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.