Reaves W H & Co. Inc. Purchases 58,403 Shares of GE Vernova Inc. $GEV

Reaves W H & Co. Inc. lifted its position in shares of GE Vernova Inc. (NYSE:GEV) by 389.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,403 shares of the company’s stock after acquiring an additional 58,403 shares during the period. Reaves W H & Co. Inc.’s holdings in GE Vernova were worth $47,974,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in GEV. Brighton Jones LLC increased its position in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares in the last quarter. Jump Financial LLC bought a new stake in shares of GE Vernova during the second quarter valued at approximately $258,000. Ossiam bought a new stake in shares of GE Vernova during the second quarter valued at approximately $42,000. Finally, Nebula Research & Development LLC increased its position in shares of GE Vernova by 23.9% during the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after acquiring an additional 323 shares in the last quarter.

GE Vernova Trading Up 0.1%

Shares of GE Vernova stock opened at $968.81 on Monday. The company’s fifty day simple moving average is $996.99 and its 200-day simple moving average is $807.91. The stock has a market capitalization of $260.34 billion, a PE ratio of 28.22, a P/E/G ratio of 3.63 and a beta of 1.24. GE Vernova Inc. has a 1-year low of $458.65 and a 1-year 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.

GE Vernova (NYSE:GEV) last issued its quarterly 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 analysts’ expectations of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The company’s revenue was up 17.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.91 EPS. As a group, equities analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

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

Insider Buying and Selling 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 shares were 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 owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.21% of the stock is owned by corporate insiders.

Key GE Vernova News

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

• Positive Sentiment: UBS named GE Vernova one of its highest-conviction industrial picks, and other market commentary highlighted the stock as one of Wall Street’s preferred buy ideas. GE Vernova, Boeing lead UBS’s highest-conviction industrial calls
• Positive Sentiment: Multiple articles pointed to GE Vernova as a beneficiary of surging electricity demand from AI data centers, reinforcing the company’s growth narrative tied to power generation and grid infrastructure. GE Vernova vs. Constellation Energy: Which AI Power Stock Wins?
• Positive Sentiment: Analyst coverage remains optimistic, with reports noting that Wall Street’s average brokerage recommendation still leans bullish on GEV. Is GE Vernova (GEV) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: One recent article framed GE Vernova as a cash-generating company, but did not provide a clear new catalyst for the stock. 2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
• Negative Sentiment: GE Vernova shares fell in the latest session, even as the broader market rose, suggesting some profit-taking or investor hesitation after the stock’s strong run. GE Vernova (GEV) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A bearish Seeking Alpha piece argued that physical constraints in power infrastructure could limit how much of the AI buildout GE Vernova can actually capture. GE Vernova: Physical Limitations Put A Harsh Ceiling On The AI Upside

Analyst Ratings Changes

GEV has been the topic of several research reports. Oppenheimer set a $1,303.00 target price on shares of GE Vernova in a report on Thursday, April 23rd. TD Cowen raised their target price on shares of GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. Citigroup raised their target price on shares of GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a report on Monday, April 13th. Finally, BNP Paribas Exane cut shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 target price on the stock. in a report on Monday, April 27th. 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

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.