Marble Harbor Investment Counsel LLC Cuts Stock Position in GE Vernova Inc. $GEV

Marble Harbor Investment Counsel LLC lessened its position in GE Vernova Inc. (NYSE:GEV) by 31.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,242 shares of the company’s stock after selling 4,777 shares during the quarter. Marble Harbor Investment Counsel LLC’s holdings in GE Vernova were worth $6,694,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. J.W. Cole Advisors Inc. increased its holdings in GE Vernova by 25.3% during the 3rd quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after purchasing an additional 3,278 shares during the period. Rakuten Investment Management Inc. purchased a new stake in GE Vernova during the 3rd quarter worth about $18,601,000. US Bancorp DE increased its holdings in GE Vernova by 2.2% during the 3rd quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after purchasing an additional 2,163 shares during the period. Vanguard Group Inc. increased its position in shares of GE Vernova by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock valued at $15,259,028,000 after purchasing an additional 150,892 shares during the last quarter. Finally, Varenne Capital Partners purchased a new stake in shares of GE Vernova in the 3rd quarter valued at approximately $4,872,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova reported that its Electrification business is seeing strong momentum from grid modernization tied to AI infrastructure, with orders up sharply and backlog above $163 billion. Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: Analysts and commentary continue to highlight GEV as a key way to play rising electricity demand from AI data centers, with articles pointing to its large order growth and power-infrastructure exposure. Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
• Positive Sentiment: GE Vernova also declared a $0.50 quarterly dividend, which reinforces management’s confidence in cash generation and financial stability. GE Vernova Declares Third Quarter 2026 Dividend
• Positive Sentiment: Recent earnings commentary remains favorable after GE Vernova beat first-quarter expectations and raised full-year guidance, supporting the case for continued operational strength. GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
• Neutral Sentiment: The stock is drawing heightened attention from traders and investors, but “trending stock” coverage mostly reflects momentum and interest rather than a new fundamental catalyst. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: Insider selling by a GE Vernova executive may weigh on sentiment a bit, as it can raise questions about valuation after a strong run. GE Vernova (NYSE:GEV) CAO Matthew Joseph Potvin Sells 2,333 Shares

Analyst Ratings Changes

A number of equities research analysts have commented on the stock. TD Cowen increased their price objective on shares of GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. The Goldman Sachs Group reissued a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a research report on Friday, April 24th. Oppenheimer set a $1,303.00 price objective on shares of GE Vernova in a research report on Thursday, April 23rd. Evercore increased their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, BNP Paribas Exane downgraded shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective on the stock. in a research report on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,090.76.

GE Vernova Trading Down 0.1%

NYSE GEV opened at $1,010.87 on Wednesday. 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 firm’s fifty day moving average price is $966.16 and its 200 day moving average price is $782.12. The company has a market capitalization of $271.64 billion, a price-to-earnings ratio of 29.45, a price-to-earnings-growth ratio of 3.79 and a beta of 1.51. GE Vernova Inc. has a 12 month low of $442.56 and a 12 month high of $1,181.95.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The firm had revenue of $9.34 billion for 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% on a year-over-year basis. During the same period last year, the firm posted $0.91 EPS. On average, sell-side analysts expect that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

Insider Activity at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’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 transaction of $2,470,856.97. Following the transaction, the chief accounting officer owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.21% of the stock is owned by company insiders.

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.