GE Vernova (NYSE:GEV) Shares Acquired Rep. Josh Gottheimer

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of GE Vernova Inc. (NYSE:GEV). In a filing disclosed on March 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in GE Vernova stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

GE Vernova Stock Up 1.4%

Shares of NYSE GEV traded up $13.16 during mid-day trading on Wednesday, reaching $922.57. 2,834,707 shares of the company were exchanged, compared to its average volume of 2,897,448. The stock has a market cap of $248.66 billion, a price-to-earnings ratio of 51.83, a P/E/G ratio of 3.51 and a beta of 1.45. GE Vernova Inc. has a 1 year low of $252.25 and a 1 year high of $948.38. The firm has a 50-day moving average of $789.33 and a 200 day moving average of $677.10.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.99 by $10.40. The company had revenue of $10.96 billion for the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The firm’s quarterly revenue was up 3.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.73 earnings per share. On average, equities analysts forecast that GE Vernova Inc. will post 6.59 earnings per share for the current year.

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s payout ratio is presently 11.24%.

Institutional Trading of GE Vernova

Large investors have recently bought and sold shares of the stock. Jackson Grant Investment Advisers Inc. increased its position 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 valued at $25,000 after acquiring an additional 31 shares during the period. Cornerstone Financial Management LLC purchased a new stake in GE Vernova during the 4th quarter valued at about $25,000. Wealth Watch Advisors INC acquired a new position in shares of GE Vernova in the third quarter valued at about $25,000. Torren Management LLC purchased a new position in shares of GE Vernova in the fourth quarter worth about $26,000. Finally, ORG Wealth Partners LLC lifted its holdings in shares of GE Vernova by 241.7% during the fourth 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 period.

Analyst Ratings Changes

GEV has been the topic of a number of analyst reports. BMO Capital Markets reaffirmed an “outperform” rating and issued a $785.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. JPMorgan Chase & Co. restated an “overweight” rating on shares of GE Vernova in a research note on Wednesday, December 10th. Glj Research lifted their price target on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Barclays reaffirmed an “overweight” rating and set a $849.00 price target on shares of GE Vernova in a research report on Monday, February 2nd. Finally, Mizuho set a $714.00 price objective on GE Vernova in a research report on Tuesday, February 3rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $837.25.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Morgan Stanley raised its price target (citing stronger turbine pricing and electrification-driven demand), a catalyst for buying and higher analyst confidence. Morgan Stanley price-target raise article
• Positive Sentiment: Multiple analyst moves and bank coverage (including a Bank of America “Buy” reiteration and at least one upgrade reported) have supported momentum by increasing visible institutional demand. Bank of America coverage
• Positive Sentiment: Institutional inflows, inclusion in large indices (S&P 100) and management actions — a doubled quarterly dividend and an expanded buyback authorization — are structural demand drivers that support higher valuation and reduced sell-side float. MarketBeat AI/flows/dividend story
• Neutral Sentiment: Industry pieces comparing GE Vernova to peers (e.g., AES) highlight similar exposure to renewables, PPAs and grid upgrades; these comparisons validate the sector thesis but don’t uniquely change GEV’s outlook. GE Vernova vs AES article
• Neutral Sentiment: Analyst-/media-themed pieces emphasize the AI-data-center power megatrend as a long-term tailwind for turbine, transformer and grid-equipment demand — supportive context but longer-dated. Zacks thematic coverage
• Negative Sentiment: Valuation/mean-reversion concerns: coverage questioning whether the stock is “too late” after a ~170% one-year run can pressure returns if future growth disappoints or expectations stay elevated. Investors should weigh stretched multiples versus backlog/earnings visibility. Valuation caution article

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About GE Vernova

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.