Hartline Investment Corp Boosts Stock Holdings in GE Vernova Inc. $GEV

Hartline Investment Corp raised its position in shares of GE Vernova Inc. (NYSE:GEV) by 4.2% in the first quarter, Holdings Channel.com reports. The fund owned 17,022 shares of the company’s stock after acquiring an additional 692 shares during the quarter. GE Vernova makes up approximately 1.6% of Hartline Investment Corp’s portfolio, making the stock its 16th biggest holding. Hartline Investment Corp’s holdings in GE Vernova were worth $14,859,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Auto Owners Insurance Co raised its stake in GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after purchasing an additional 34,826,773 shares during the last quarter. Norges Bank acquired a new stake in GE Vernova during the 4th quarter worth $2,283,114,000. Northwestern Mutual Wealth Management Co. boosted its stake in GE Vernova by 5,171.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock worth $1,603,114,000 after purchasing an additional 2,406,326 shares during the last quarter. Capital World Investors grew its holdings in shares of GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company’s stock worth $1,325,842,000 after buying an additional 2,048,792 shares in the last quarter. Finally, Corient Private Wealth LLC grew its holdings in shares of GE Vernova by 2,802.8% during the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock worth $1,051,407,000 after buying an additional 1,553,295 shares in the last quarter.

GE Vernova Stock Down 6.0%

Shares of NYSE GEV opened at $1,083.00 on Wednesday. The company has a market capitalization of $291.02 billion, a P/E ratio of 31.55, a P/E/G ratio of 4.25 and a beta of 1.09. 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 company has a 50 day simple moving average of $1,040.73 and a 200-day simple moving average of $887.94. GE Vernova Inc. has a 1 year low of $511.50 and a 1 year high of $1,195.94.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm’s revenue for the quarter was up 17.0% compared to the same quarter last year. During the same period in the prior year, the business posted $0.91 earnings per share. On average, equities research analysts predict that GE Vernova Inc. will post 15.05 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be given 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 of this dividend is Tuesday, June 16th. GE Vernova’s dividend payout ratio (DPR) is presently 5.83%.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on GEV. Royal Bank Of Canada raised their price target on shares of GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Wells Fargo & Company upped their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Morgan Stanley increased their price objective on shares of GE Vernova from $817.00 to $960.00 and gave the company an “overweight” rating in a report on Monday, March 23rd. TD Cowen boosted their target price on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Finally, Argus set a $1,300.00 price target on GE Vernova in a research report on Monday, April 27th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,089.88.

GE Vernova News Roundup

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

• Negative Sentiment: GE Vernova fell alongside a broader market risk-off move, with Nasdaq weakness tied to AI-related concerns and higher oil prices weighing on sentiment across growth and industrial names.
• Negative Sentiment: A Wall Street downgrade of Siemens Energy sparked selling across power-generation equipment stocks, including GE Vernova, as investors reassessed the group’s near-term valuation and sector momentum. Article Title
• Negative Sentiment: Recent commentary noted that GEV has already had a huge run on AI-related power demand, but its elevated multiple and the fact that the stock is trading above consensus price targets leave it exposed to pullbacks if execution disappoints. Article Title
• Neutral Sentiment: One article framed GE Vernova as a key beneficiary of AI-driven electricity demand, supported by strong Q1 results, rising backlog, and management’s raised 2026 guidance—an underlying positive for the stock, though not enough to offset today’s market pressure. Article Title

Insider Transactions at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the completion of the transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the 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 transaction, the chief accounting officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is currently 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.