Bleakley Financial Group LLC Raises Stock Position in GE Vernova Inc. $GEV

Bleakley Financial Group LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV) by 5.5% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 13,814 shares of the company’s stock after acquiring an additional 726 shares during the period. Bleakley Financial Group LLC’s holdings in GE Vernova were worth $12,058,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in GEV. Onyx Bridge Wealth Group LLC raised its position in shares of GE Vernova by 1.3% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after purchasing an additional 9 shares during the last quarter. Red Door Wealth Management LLC boosted its holdings in GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after buying an additional 10 shares during the last quarter. Advance Capital Management Inc. boosted its holdings in GE Vernova by 2.2% in the 1st quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after buying an additional 10 shares during the last quarter. Bell Investment Advisors Inc increased its stake in GE Vernova by 5.2% during the 1st quarter. Bell Investment Advisors Inc now owns 221 shares of the company’s stock worth $193,000 after buying an additional 11 shares in the last quarter. Finally, Sky Investment Group LLC increased its stake in GE Vernova by 0.5% during the 1st quarter. Sky Investment Group LLC now owns 2,405 shares of the company’s stock worth $2,099,000 after buying an additional 12 shares in the last quarter.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Several articles highlighted GE Vernova’s strong stock performance, attractive valuation relative to peers, dividend, and upbeat 2026 outlook, which supports the bullish case for the company. GEV or XE: Which Alternative Energy Stock Is a Stronger Play Now?
• Positive Sentiment: Technical coverage noted that GE Vernova crossed above its 20-day moving average, a sign traders may view as a short-term bullish trend and possible support for further gains. GE Vernova (GEV) Crossed Above the 20-Day Moving Average: What That Means for Investors
• Positive Sentiment: Investor commentary also pointed to growing demand for gas turbines tied to data-center power needs, with Chevron’s joint venture reinforcing GE Vernova’s role in a key growth market. Does Chevron’s Joint Venture With GE Vernova Make the Stock a Buy Ahead of 2027?
• Neutral Sentiment: Analyst-style coverage and market commentary around the stock being “worth buying” or potentially outperforming through 2030 may have helped sentiment, but these pieces were more opinionated than company-specific catalysts. 2 Top Power Stocks That Could Outperform the Market Through 2030
• Negative Sentiment: The main drag was a broad pullback in the shares, with one report specifically noting GE Vernova fell more than the broader market, likely reflecting profit-taking after a strong run rather than a fundamental setback. Here’s Why GE Vernova (GEV) Fell More Than Broader Market

GE Vernova Stock Down 4.5%

Shares of GEV opened at $1,042.65 on Tuesday. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week 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 stock has a fifty day simple moving average of $1,039.30 and a two-hundred day simple moving average of $899.66. The company has a market capitalization of $280.18 billion, a PE ratio of 30.37, a price-to-earnings-growth ratio of 4.03 and a beta of 1.09.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating 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 firm had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the previous year, the company posted $0.91 EPS. The company’s revenue was up 17.0% compared to the same quarter last year. As a group, equities analysts forecast that GE Vernova Inc. will post 15.06 EPS for the current year.

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th will be paid a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s payout ratio is 5.83%.

Wall Street Analyst Weigh In

GEV has been the subject of a number of research analyst reports. Argus set a $1,300.00 target price on GE Vernova in a report on Monday, April 27th. Guggenheim lifted their price target on GE Vernova from $910.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Oppenheimer set a $1,303.00 price target on GE Vernova in a research report on Thursday, April 23rd. Royal Bank Of Canada increased their price objective on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, TD Cowen raised their price objective on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,089.88.

Insider Activity

In other GE Vernova news, 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 transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at $3,758,710.41. The trade was a 39.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Victor Abate sold 4,819 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction 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 approximately $1,739,726.80. This trade represents a 72.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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.