Csenge Advisory Group Acquires 2,032 Shares of GE Vernova Inc. $GEV

Csenge Advisory Group boosted its position in GE Vernova Inc. (NYSE:GEV) by 171.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 3,214 shares of the company’s stock after buying an additional 2,032 shares during the period. Csenge Advisory Group’s holdings in GE Vernova were worth $2,100,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings 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 in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of GE Vernova by 1.7% during the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after buying an additional 26 shares in the last quarter. Jump Financial LLC acquired a new position in shares of GE Vernova during the 2nd quarter worth $258,000. Ossiam acquired a new position in GE Vernova in the 2nd quarter worth about $42,000. Finally, Nebula Research & Development LLC increased its holdings in GE Vernova by 23.9% in the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock worth $886,000 after purchasing an additional 323 shares in the last quarter.

Key GE Vernova News

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

Insider Transactions at GE Vernova

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.21% of the company’s stock.

GE Vernova Price Performance

GE Vernova stock opened at $1,010.87 on Wednesday. GE Vernova Inc. has a one year low of $442.56 and a one year high of $1,181.95. The business has a fifty day moving average price of $966.16 and a 200-day moving average price of $782.12. 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 has a market capitalization of $271.64 billion, a P/E ratio of 29.45, a PEG ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV) last posted its quarterly 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. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same period last year, the company earned $0.91 earnings per share. The business’s revenue for the quarter was up 17.0% on a year-over-year basis. As a group, equities research analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have issued reports on GEV shares. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $1,328.00 target price on shares of GE Vernova in a report on Friday, April 24th. Jefferies Financial Group upped their target price on GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a research report on Friday, April 24th. BMO Capital Markets upped their price target on GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Erste Group Bank raised GE Vernova to a “strong-buy” rating in a research note on Tuesday, March 24th. Finally, Mizuho set a $714.00 price objective on GE Vernova in a research note on Tuesday, February 3rd. Two 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,090.76.

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.