Marietta Investment Partners LLC Boosts Holdings in GE Vernova Inc. $GEV

Posted by Trevor Kearing on Jun 4th, 2026

Marietta Investment Partners LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 25.2% during the 4th quarter, HoldingsChannel reports. The fund owned 14,489 shares of the company’s stock after acquiring an additional 2,920 shares during the quarter. GE Vernova makes up 1.9% of Marietta Investment Partners LLC’s investment portfolio, making the stock its 11th biggest position. Marietta Investment Partners LLC’s holdings in GE Vernova were worth $9,470,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the business. Private Wealth Asset Management LLC raised its stake in shares of GE Vernova by 230.0% during the fourth quarter. Private Wealth Asset Management LLC now owns 1,145 shares of the company’s stock worth $748,000 after acquiring an additional 798 shares in the last quarter. BlackDiamond Wealth Management LLC raised its stake in shares of GE Vernova by 2.8% during the fourth quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock worth $308,000 after acquiring an additional 13 shares in the last quarter. Goldstein Advisors LLC purchased a new position in shares of GE Vernova during the fourth quarter worth approximately $331,000. Nvest Financial LLC purchased a new position in shares of GE Vernova during the fourth quarter worth approximately $275,000. Finally, Avestar Capital LLC raised its stake in shares of GE Vernova by 93.9% during the fourth quarter. Avestar Capital LLC now owns 3,473 shares of the company’s stock worth $2,270,000 after acquiring an additional 1,682 shares in the last quarter.

GE Vernova Stock Down 1.1%

Shares of NYSE GEV opened at $959.30 on Thursday. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a 52 week low of $458.65 and a 52 week high of $1,181.95. The firm’s fifty day moving average is $1,002.41 and its 200 day moving average is $816.16. The company has a market cap of $257.78 billion, a price-to-earnings ratio of 27.94, a PEG ratio of 3.63 and a beta of 1.23.

GE Vernova (NYSE:GEV – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping 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 company had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the previous year, the firm earned $0.91 earnings per share. The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. On average, equities research analysts expect that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Dividend Announcement

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

Trending Headlines about GE Vernova

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

Positive Sentiment: GE Vernova is benefiting from rising demand for gas turbines and power infrastructure tied to AI data centers, with articles highlighting backlog growth, strong Power orders, and potential upside from the broader electrification buildout. Can GE Vernova Benefit From the Global Gas Turbine Supply Crunch?
Positive Sentiment: Analysts and market commentary continue to point to GE Vernova as a key beneficiary of AI-powered nuclear and non-tech infrastructure spending, which supports the stock’s longer-term growth story. Watch 3 AI-Powered Nuclear Energy OEMs Amid Double-Digit Price Upside
Positive Sentiment: Recent coverage also notes strong earnings, improving free cash flow, and new orders related to data center electrification, reinforcing confidence in GE Vernova’s operating momentum. Can GE Vernova (GEV) Power AI Data Center Demand While Managing Wind and Grid Headwinds?
Neutral Sentiment: The stock is also drawing attention from investors and analysts, but that interest appears to reflect broad market focus rather than a single new catalyst. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
Negative Sentiment: A court ruling upheld an injunction requiring GE Vernova to continue turbine work at Vineyard Wind, keeping a project-related legal and execution issue in focus. Judge upholds injunction requiring GE Vernova to continue turbine work at Vineyard Wind
Negative Sentiment: Insider selling may also be weighing on sentiment, as CEO Victor Abate sold shares in a disclosed SEC filing. SEC Form 4 Filing

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. BNP Paribas Exane downgraded shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target on the stock. in a research note on Monday, April 27th. Susquehanna set a $1,300.00 price target on shares of GE Vernova in a research note on Thursday, April 23rd. Robert W. Baird lifted their price target on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. BMO Capital Markets lifted their price target on shares of 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. Finally, Weiss Ratings raised shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,090.76.

Get Our Latest Stock Analysis on GEV

Insiders Place Their Bets

In other GE Vernova news, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s 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 directly owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction 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 transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.21% of the stock is currently owned by insiders.

About GE Vernova

(Free Report)

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.