Worth Asset Management LLC Boosts Holdings in GE Vernova Inc. $GEV

Worth Asset Management LLC raised its position in GE Vernova Inc. (NYSE:GEV) by 194.1% in the 1st quarter, Holdings Channel.com reports. The fund owned 2,573 shares of the company’s stock after acquiring an additional 1,698 shares during the quarter. GE Vernova makes up approximately 0.8% of Worth Asset Management LLC’s portfolio, making the stock its 25th biggest position. Worth Asset Management LLC’s holdings in GE Vernova were worth $2,246,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Cornerstone Financial Management LLC acquired a new position in shares of GE Vernova during the fourth quarter worth $25,000. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova during the 3rd quarter valued at $25,000. Torren Management LLC acquired a new stake in shares of GE Vernova in the 4th quarter worth $26,000. ORG Wealth Partners LLC boosted its position in shares of GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after purchasing an additional 29 shares in the last quarter. Finally, Navalign LLC purchased a new position in GE Vernova during the 4th quarter worth $27,000.

More GE Vernova News

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

• Positive Sentiment: GE Vernova was named among the “13 Best Electrical Infrastructure Stocks to Buy in 2026,” reinforcing bullish sentiment around its position in the power-generation and grid-equipment market. GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026
• Positive Sentiment: Market commentary highlighted GE Vernova as one of the companies “solving the AI power crisis,” which supports the investment case for rising demand tied to AI data centers and grid expansion. 5 Stocks Solving the AI Power Crisis (GEV)
• Positive Sentiment: GE Vernova was also featured in hedge-fund and investing coverage as a high-conviction stock, adding to momentum and reinforcing institutional interest. Top 5 High Conviction Stocks to Buy According to Hedge Funds
• Neutral Sentiment: Several articles reviewed GE Vernova’s Q1 results and compared it with other electrical systems and utilities stocks, keeping the company in focus but not adding a clear new catalyst. Unpacking Q1 Earnings: GE Vernova (NYSE:GEV) In The Context Of Other Electrical Systems Stocks
• Neutral Sentiment: A comparison article pitted GE Vernova against American Electric Power as a 2026 utilities choice, which is more of a valuation and business-model discussion than a direct stock-moving event. American Electric Power vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,328.00 target price on shares of GE Vernova in a research report on Friday, April 24th. Susquehanna set a $1,300.00 price target on GE Vernova in a report on Thursday, April 23rd. TD Cowen boosted their price target on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. Robert W. Baird upped their price objective on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Finally, Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and upped their price objective for the company from $560.00 to $1,100.00 in a report on Monday, March 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,089.88.

GE Vernova Price Performance

NYSE GEV opened at $1,125.62 on Tuesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The stock’s fifty day moving average price is $1,025.92 and its 200 day moving average price is $853.45. GE Vernova Inc. has a 1 year low of $479.04 and a 1 year high of $1,181.95. The company has a market cap of $302.48 billion, a price-to-earnings ratio of 32.79, a PEG ratio of 4.11 and a beta of 1.24.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $9.19 billion. During the same quarter last year, the business posted $0.91 EPS. The firm’s quarterly revenue was up 17.0% on a year-over-year basis. As a group, equities research analysts forecast that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be paid a $0.50 dividend. 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 presently 5.83%.

Insider Activity

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction that occurred 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 sale, the chief accounting officer owned 3,549 shares in the company, valued at $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Victor Abate sold 4,819 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the completion of the transaction, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.21% of the company’s stock.

GE Vernova Company 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.