GE Vernova Inc. $GEV Position Boosted by Stock Yards Bank & Trust Co.

Stock Yards Bank & Trust Co. lifted its holdings in GE Vernova Inc. (NYSE:GEV) by 57.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 4,280 shares of the company’s stock after acquiring an additional 1,555 shares during the quarter. Stock Yards Bank & Trust Co.’s holdings in GE Vernova were worth $3,736,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Torren Management LLC bought a new stake in GE Vernova during the fourth quarter worth approximately $26,000. Cornerstone Financial Management LLC acquired a new position in GE Vernova in the fourth quarter worth approximately $25,000. Wealth Watch Advisors INC bought a new position in shares of GE Vernova in the third quarter valued at $25,000. ORG Wealth Partners LLC increased its holdings in shares of GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares in the last quarter. Finally, Navalign LLC acquired a new stake in shares of GE Vernova during the 4th quarter valued at $27,000.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Morgan Stanley raised their price objective on GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a research note on Monday, March 23rd. Wall Street Zen downgraded GE Vernova from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. BMO Capital Markets increased their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Barclays lifted their price target on GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Finally, Oppenheimer set a $1,303.00 price objective on GE Vernova in a report on Thursday, April 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, GE Vernova currently has an average rating of “Moderate Buy” and a consensus price target of $1,089.88.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Bernstein reiterated a Buy/Outperform stance on GE Vernova, while other commentary highlighted continued support from strong gas turbine demand, AI data center power needs, and raised 2026 guidance. Bernstein Sticks to Their Buy Rating for GE Vernova Inc. (GEV)
• Positive Sentiment: Analysts remain upbeat on earnings power, with Erste Group nudging up FY2027 EPS estimates and keeping a Strong Buy rating, reinforcing expectations for continued profit growth. GE Vernova (GEV) Dips More Than Broader Market: What You Should Know
• Positive Sentiment: The stock continues to benefit from strong momentum themes, including AI-driven turbine demand and repeated mention as a trending stock and market leader, which can attract additional buying interest. AI-Driven Turbine Demand Propels GE Vernova, IBD Stock of the Day, Toward All-Time High
• Neutral Sentiment: Several articles focused on an upcoming earnings report, suggesting investors are waiting for fresh numbers and guidance before making larger moves. Earnings preview: What to expect from GE Vernova’s report
• Neutral Sentiment: GE Vernova is also being discussed as a “trending stock,” which reflects heightened investor attention but does not by itself change the fundamental outlook. Here is What to Know Beyond Why GE Vernova Inc. (GEV) is a Trending Stock
• Negative Sentiment: The main bearish factor is valuation: the stock has surged sharply year-to-date, and some investors appear to be taking profits after a big run, especially with expectations already elevated. GE Vernova Trades at a Premium Valuation: Buy, Hold or Sell the Stock?

GE Vernova Stock Performance

Shares of GEV opened at $1,133.65 on Thursday. The company has a market capitalization of $304.64 billion, a PE ratio of 33.02, a PEG ratio of 4.35 and a beta of 1.08. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. The company’s 50 day moving average price is $1,039.84 and its 200 day moving average price is $875.23. GE Vernova Inc. has a 52 week low of $497.30 and a 52 week high of $1,181.95.

GE Vernova (NYSE:GEV) last released 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. The company had revenue of $9.34 billion during the quarter, compared to the consensus estimate 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 in the prior year, the firm earned $0.91 EPS. Research analysts expect that GE Vernova Inc. will post 14.99 EPS for the current fiscal year.

GE Vernova Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be issued 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 GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction dated 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 $1,739,726.80. This represents a 72.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated 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 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 disclosure for this sale is available in the SEC filing. 0.21% of the stock is currently owned by company insiders.

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.