Mar Vista Investment Partners LLC Makes New $3.34 Million Investment in GE Vernova Inc. $GEV

Mar Vista Investment Partners LLC bought a new position in shares of GE Vernova Inc. (NYSE:GEV) in the 4th quarter, Holdings Channel reports. The institutional investor bought 5,110 shares of the company’s stock, valued at approximately $3,340,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in GEV. Brighton Jones LLC lifted its stake in GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after purchasing an additional 753 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after purchasing an additional 26 shares during the last quarter. Jump Financial LLC bought a new stake in GE Vernova during the second quarter worth $258,000. Ossiam bought a new stake in GE Vernova during the second quarter worth $42,000. Finally, Nebula Research & Development LLC lifted its stake in shares of GE Vernova by 23.9% in the 2nd 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 during the last quarter.

More GE Vernova News

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

• Positive Sentiment: Media coverage highlighted GE Vernova’s equipment and technology as a beneficiary of rising AI-driven electricity demand and broader electrification trends. GE Vernova Powers Machines Behind AI & Electrification Demand
• Positive Sentiment: Analysts and market commentary emphasized GE Vernova’s expanding services franchise and $163.3 billion backlog, which provide revenue visibility and support a steadier growth outlook. Can GE Vernova’s Services Business Drive More Stable Growth?
• Positive Sentiment: Interest in GridOS for Transmission reflects investor optimism around GE Vernova’s AI-enabled software and grid stability solutions, which could deepen its role in utility modernization. GE Vernova Inc. (GEV) Unveils GridOS for Transmission to Enhance Grid Stability and Operations
• Neutral Sentiment: One article questioned GE Vernova’s growth and valuation after the GridOS launch, suggesting the market is weighing its software ambitions against a rich stock valuation. GE Vernova GridOS Launch Spurs Questions On Growth And Valuation
• Negative Sentiment: Another report said Rolls-Royce was selected over GE Vernova as a supplier for new small modular reactors in Sweden, a reminder of competitive headwinds in the nuclear energy opportunity. Rolls-Royce tops GE Vernova as supplier for new small modular reactors in Sweden
• Negative Sentiment: Jefferies reportedly trimmed its price target on GE Vernova, which may have pressured sentiment by signaling less upside near term. Jefferies Trims Price Target on GE Vernova (GEV). Here is Why

Insider Buying and Selling at GE Vernova

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 transaction 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is owned by company insiders.

GE Vernova Stock Up 0.4%

Shares of NYSE:GEV opened at $982.80 on Wednesday. The firm has a market cap of $264.10 billion, a P/E ratio of 28.63, a P/E/G ratio of 3.63 and a beta of 1.23. 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 12-month low of $479.04 and a 12-month high of $1,181.95. The business has a fifty day simple moving average of $1,012.17 and a 200 day simple moving average of $839.14.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The business had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.GE Vernova’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same period last year, the company earned $0.91 EPS. Analysts predict that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Announces Dividend

The business 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 dividend of $0.50 per share. 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 currently 5.83%.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Royal Bank Of Canada increased their price target 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. Barclays increased their price target on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Jefferies Financial Group dropped their price target on GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a research note on Thursday, June 11th. Robert W. Baird increased their price target on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, Zacks Research cut GE Vernova from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,089.88.

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.