First Manhattan CO. LLC. Purchases 517 Shares of GE Vernova Inc. $GEV

First Manhattan CO. LLC. boosted its position in GE Vernova Inc. (NYSE:GEV) by 0.2% during the fourth quarter, Holdings Channel reports. The fund owned 276,244 shares of the company’s stock after acquiring an additional 517 shares during the period. First Manhattan CO. LLC.’s holdings in GE Vernova were worth $180,545,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Torren Management LLC bought a new position in shares of GE Vernova during the fourth quarter valued at about $26,000. Cornerstone Financial Management LLC bought a new position in shares of GE Vernova during the fourth quarter valued at about $25,000. Jackson Grant Investment Advisers Inc. grew its stake in shares of GE Vernova by 344.4% during the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after buying an additional 31 shares during the last quarter. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the third quarter valued at about $25,000. Finally, ORG Wealth Partners LLC grew its stake in shares of GE Vernova by 241.7% during the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares during the last quarter.

GE Vernova Stock Performance

GE Vernova stock opened at $1,048.81 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. The firm has a 50-day moving average of $1,015.25 and a 200-day moving average of $842.37. The firm has a market cap of $281.84 billion, a P/E ratio of 30.55, a P/E/G ratio of 3.64 and a beta of 1.23. GE Vernova Inc. has a 1-year low of $479.04 and a 1-year high of $1,181.95.

GE Vernova (NYSE:GEV) last posted its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping analysts’ consensus estimates 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 net margin of 23.81% and a return on equity of 43.97%. GE Vernova’s revenue for the quarter was up 17.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.91 earnings per share. Sell-side analysts expect that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be issued 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 dividend payout ratio is currently 5.83%.

Insider Transactions at GE Vernova

In other GE Vernova news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated 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 directly owned 3,549 shares in the company, valued at $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the completion of the sale, 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 disclosure for this sale is available in the SEC filing. Corporate insiders own 0.21% of the company’s stock.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova released the 2025 Sustainability Report, highlighting progress in adding new power to the grid, reducing carbon intensity, and advancing breakthrough energy technologies, which supports the long-term investment case. 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: Several articles highlighted GE Vernova as a key AI infrastructure and electrification play, noting its turbines, nuclear services, and grid equipment could benefit from rising power demand tied to data centers and broader electrification. 2 Industrial Stocks Worth Watching
• Positive Sentiment: GE Vernova also drew investor attention and appeared in analyst-focused coverage, reinforcing that the stock remains a widely watched name with strong momentum behind it. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: GE Vernova showcased grid stability, emissions, and digital utility technologies at the Africa Energy Forum, supporting its positioning in global energy-transition markets. GE Vernova Highlights Grid Stability and Emissions Technologies at Africa Energy Forum
• Neutral Sentiment: Broader market headlines about rising Fed-rate concerns and mixed futures may be influencing trading across growth and industrial stocks, but they are not specific to GE Vernova. Dow Jones Futures Rise After Fed Rate Hike Bets Hit Stocks; SpaceX Falls As Robinhood Jumps
• Negative Sentiment: One article flagged insider selling at GE Vernova, which can create concern about valuation or near-term upside, especially after a strong run in the shares. Insiders Are Selling These 3 Stocks—Should Investors Be Concerned?
• Negative Sentiment: A separate report said Jefferies trimmed its price target on GEV, adding a modest valuation headwind even though analysts still view the stock favorably overall. Jefferies Trims Price Target on GE Vernova (GEV). Here is Why

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the company. Guggenheim raised their price objective on GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Argus set a $1,300.00 price objective on GE Vernova in a research note on Monday, April 27th. Jefferies Financial Group reduced their price objective on GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating on the stock in a research note on Thursday, June 11th. Wells Fargo & Company raised their price objective on GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Finally, BMO Capital Markets raised their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,089.88.

GE Vernova 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.