750 Shares in GE Vernova Inc. $GEV Acquired by Triglav Investments D.O.O.

Triglav Investments D.O.O. acquired a new position in GE Vernova Inc. (NYSE:GEV) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 750 shares of the company’s stock, valued at approximately $490,000.

A number of other hedge funds have also recently added to or reduced their stakes in GEV. Brighton Jones LLC increased its holdings in GE Vernova by 29.4% in the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in 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 purchasing an additional 26 shares during the last quarter. Jump Financial LLC acquired a new position in GE Vernova during the second quarter valued at approximately $258,000. Ossiam acquired a new position in GE Vernova during the second quarter valued at approximately $42,000. Finally, Nebula Research & Development LLC grew its holdings in 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 purchasing an additional 323 shares during the last quarter.

Wall Street Analysts Forecast Growth

GEV has been the topic of several analyst reports. Susquehanna set a $1,300.00 price target on GE Vernova in a report on Thursday, April 23rd. Rothschild & Co Redburn upgraded GE Vernova from a “sell” rating to a “buy” rating and increased their price target for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Jefferies Financial Group increased their price target on GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a report on Friday, April 24th. Weiss Ratings upgraded GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Oppenheimer set a $1,303.00 price target on GE Vernova in a report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

Insider Buying and Selling

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s 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 completion of the transaction, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.21% of the stock is currently owned by company insiders.

Key Stories Impacting GE Vernova

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

GE Vernova Stock Down 2.7%

GEV opened at $968.81 on Friday. GE Vernova Inc. has a 1-year low of $458.65 and a 1-year high of $1,181.95. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $260.34 billion, a price-to-earnings ratio of 28.22, a P/E/G ratio of 3.73 and a beta of 1.51. The business has a 50 day moving average of $996.99 and a 200-day moving average of $806.32.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data 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 return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same period in the prior year, the business earned $0.91 earnings per share. GE Vernova’s revenue for the quarter was up 17.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Dividend Announcement

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

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.