GE Vernova (NYSE:GEV) Shares Down 3.4% After Insider Selling

Shares of GE Vernova Inc. (NYSE:GEV) were down 3.4% on Monday after an insider sold shares in the company. The stock traded as low as $980.14 and last traded at $1,013.6120. Approximately 3,107,263 shares traded hands during mid-day trading, an increase of 14% from the average daily volume of 2,729,640 shares. The stock had previously closed at $1,049.23.

Specifically, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction 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 sale, the chief accounting officer owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. This trade represents a 39.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on GEV shares. The Goldman Sachs Group reissued a “buy” rating and issued a $1,328.00 price target on shares of GE Vernova in a research report on Friday, April 24th. Jefferies Financial Group lifted their price objective on shares of GE Vernova from $965.00 to $1,350.00 and gave the stock a “buy” rating in a report on Friday, April 24th. China Renaissance raised shares of GE Vernova to a “strong-buy” rating in a report on Thursday, January 29th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Finally, Evercore lifted their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Two 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’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

GE Vernova News Roundup

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

• Positive Sentiment: Analysts and market commentary continue to highlight GE Vernova as a key AI infrastructure beneficiary, citing strong demand for grid upgrades and electrification products, with one report noting electrification orders up 86% and backlog above $163 billion. Article: Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: The company announced a quarterly dividend of $0.50 per share, reinforcing confidence in its cash generation and financial stability. Article: GE Vernova Declares Third Quarter 2026 Dividend
• Positive Sentiment: Investor attention remains strong around GE Vernova, with multiple articles pointing to the company as a popular AI power and grid modernization play. Article: GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It

GE Vernova Stock Up 1.3%

The company has a market capitalization of $275.33 billion, a P/E ratio of 29.85, a PEG ratio of 3.79 and a beta of 1.51. 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 stock has a 50 day moving average price of $966.16 and a 200 day moving average price of $782.12.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to analysts’ expectations of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same period in the previous year, the business posted $0.91 EPS. Equities research analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be paid a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Tuesday, June 16th. GE Vernova’s payout ratio is presently 5.83%.

Institutional Investors Weigh In On GE Vernova

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in GEV. Brighton Jones LLC raised its stake in GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares during the period. Schnieders Capital Management LLC. raised its stake in GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares during the period. Jump Financial LLC bought a new stake in GE Vernova in the 2nd quarter valued at about $258,000. Ossiam bought a new stake in GE Vernova in the 2nd quarter valued at about $42,000. Finally, Nebula Research & Development LLC raised its stake in 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 period.

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.