Corient Private Wealth LLC Has $1.05 Billion Stake in GE Vernova Inc. $GEV

Corient Private Wealth LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 2,802.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,608,714 shares of the company’s stock after acquiring an additional 1,553,295 shares during the period. GE Vernova accounts for 0.5% of Corient Private Wealth LLC’s portfolio, making the stock its 25th largest holding. Corient Private Wealth LLC’s holdings in GE Vernova were worth $1,051,407,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of GEV. US Bancorp DE raised its stake in shares of GE Vernova by 2.2% in the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock worth $61,824,000 after acquiring an additional 2,163 shares during the last quarter. Varenne Capital Partners bought a new stake in shares of GE Vernova during the third quarter valued at approximately $4,872,000. Merit Financial Group LLC increased its holdings in shares of GE Vernova by 17.4% in the fourth quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock valued at $9,856,000 after purchasing an additional 2,230 shares in the last quarter. Stevens Capital Management LP increased its holdings in shares of GE Vernova by 56.0% in the third quarter. Stevens Capital Management LP now owns 3,640 shares of the company’s stock valued at $2,238,000 after purchasing an additional 1,307 shares in the last quarter. Finally, Vest Financial LLC raised its position in GE Vernova by 56.7% in the 4th quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock worth $43,260,000 after purchasing an additional 23,956 shares during the last quarter.

Key GE Vernova News

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

• Positive Sentiment: Sanford C. Bernstein upgraded GE Vernova to “strong-buy”, adding fresh analyst support and reinforcing the bullish view on the company’s long-term power and electrification growth story.
• Positive Sentiment: GE Vernova signed a deal to help rebuild Venezuela’s power grid, highlighting new international project opportunities and demand for its grid and power solutions. GE Vernova signs deal to rebuild Venezuelan power grid
• Positive Sentiment: The company’s newly released 2025 Sustainability Report emphasized progress in adding power to the grid, lowering carbon intensity, and advancing breakthrough energy technologies, supporting the investment case around its clean-energy and infrastructure exposure. GE Vernova’s New Sustainability Report Highlights Progress Adding New Power to the Grid, Enabling People to Thrive, Reducing Carbon Intensity, and Advancing Breakthrough Energy Technologies
• Positive Sentiment: Investor interest remains strong as GE Vernova is being viewed as a key AI power-infrastructure play, with growing electricity demand from data centers keeping sentiment elevated.
• Neutral Sentiment: GE Vernova’s supplier Arcosa broke out on strength tied to data-center-driven construction demand, a supportive read-through for the broader power and infrastructure supply chain. GE Vernova Supplier Breaks Out As Data Centers Lift Construction Sector
• Negative Sentiment: One report flagged recent insider selling at GE Vernova as a cautionary sign, which may temper enthusiasm despite the broader bullish trend.

GE Vernova Stock Performance

Shares of GE Vernova stock opened at $1,111.65 on Friday. The firm has a fifty day moving average of $1,019.28 and a two-hundred day moving average of $845.99. The stock has a market capitalization of $298.72 billion, a price-to-earnings ratio of 32.38, a PEG ratio of 3.89 and a beta of 1.23. GE Vernova Inc. has a 52 week low of $479.04 and a 52 week high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. During the same period last year, the company earned $0.91 EPS. The firm’s revenue was up 17.0% on a year-over-year basis. As a group, equities research analysts predict that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Announces Dividend

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

Analysts Set New Price Targets

Several research analysts have issued reports on GEV shares. Royal Bank Of Canada upped their price objective on GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Jefferies Financial Group dropped their target price on GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a research report on Thursday, June 11th. Barclays upped their price target on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Guggenheim lifted their price objective on GE Vernova from $910.00 to $1,300.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,089.88.

Insider Transactions at GE Vernova

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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.