Public Employees Retirement System of Ohio Sells 8,543 Shares of GE Vernova Inc. $GEV

Public Employees Retirement System of Ohio decreased its position in shares of GE Vernova Inc. (NYSE:GEV) by 6.3% during the first quarter, Holdings Channel reports. The fund owned 126,355 shares of the company’s stock after selling 8,543 shares during the period. Public Employees Retirement System of Ohio’s holdings in GE Vernova were worth $110,295,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its stake 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 purchasing an additional 753 shares during the period. Schnieders Capital Management LLC. lifted its position 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 buying an additional 26 shares during the period. Jump Financial LLC purchased a new position in GE Vernova during the second quarter valued at $258,000. Ossiam purchased a new position in GE Vernova during the second quarter valued at $42,000. Finally, Nebula Research & Development LLC boosted its holdings in shares of GE Vernova by 23.9% during the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after buying an additional 323 shares in the last quarter.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $1,032.16 on Friday. The business has a fifty day moving average price of $1,035.16 and a 200-day moving average price of $921.40. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.65. The company has a market capitalization of $277.36 billion, a PE ratio of 29.54, a PEG ratio of 3.63 and a beta of 1.09. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The firm had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same quarter in the previous year, the firm earned $1.86 EPS. The business’s revenue for the quarter was up 21.9% on a year-over-year basis. As a group, equities analysts expect that GE Vernova Inc. will post 15.07 EPS for the current fiscal year.

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th were paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date was Tuesday, June 16th. GE Vernova’s dividend payout ratio is currently 5.83%.

Insider Activity at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were 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 in the company, valued at $3,758,710.41. The trade was a 39.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Victor Abate sold 4,819 shares of the stock in a transaction on Monday, June 1st. The shares were sold at an average price of $948.08, for a total value of $4,568,797.52. Following the sale, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on GEV shares. Sanford C. Bernstein increased their price target on shares of GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research note on Thursday. Robert W. Baird boosted their price objective 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. Susquehanna set a $1,300.00 price objective on shares of GE Vernova in a research note on Thursday, April 23rd. BMO Capital Markets raised their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Finally, Morgan Stanley raised their target price on shares of GE Vernova from $1,250.00 to $1,350.00 and gave the company an “overweight” rating in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,124.12.

More GE Vernova News

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

• Positive Sentiment: JPMorgan raised its price target on GE Vernova to $1,330 and kept an overweight rating, citing meaningful upside from current levels. Benzinga
• Positive Sentiment: Morgan Stanley boosted its target to $1,350 and reaffirmed an overweight view, while TD Cowen also lifted its target and maintained a buy rating. Benzinga
• Positive Sentiment: Q2 results showed strong revenue growth, record orders, and a backlog above $176 billion, reinforcing demand tied to power generation, electrification, and AI data-center infrastructure. Article Title
• Positive Sentiment: The company raised full-year revenue guidance and margin expectations, suggesting management sees continued momentum despite the earnings miss. Article Title
• Neutral Sentiment: Industry coverage highlighted GE Vernova as a key beneficiary of AI-related grid and power demand, which supports the growth narrative but does not change near-term fundamentals by itself. Article Title
• Negative Sentiment: The stock sold off after Q2 because investors focused on the earnings miss, tariff risk, and weak wind profitability rather than the stronger topline and backlog growth. Article Title

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.