GE Vernova Inc. $GEV Holdings Raised by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp lifted its position in shares of GE Vernova Inc. (NYSE:GEV) by 94.8% during the 1st quarter, HoldingsChannel.com reports. The fund owned 19,507 shares of the company’s stock after acquiring an additional 9,495 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in GE Vernova were worth $17,028,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in GEV. Auto Owners Insurance Co increased its stake in GE Vernova by 110,973.4% during the fourth 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. Vanguard Group Inc. lifted its position in shares of GE Vernova by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after buying an additional 208,162 shares during the last quarter. State Street Corp boosted its holdings in shares of GE Vernova by 2.1% in the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after buying an additional 231,392 shares during the period. Geode Capital Management LLC boosted its holdings in shares of GE Vernova by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after buying an additional 68,894 shares during the period. Finally, Morgan Stanley grew its position in shares of GE Vernova by 12.8% during the 4th quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock valued at $3,957,024,000 after buying an additional 685,466 shares during the last quarter.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on GEV shares. Morgan Stanley increased their price objective on shares of GE Vernova from $1,250.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Thursday. Jefferies Financial Group decreased 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 note on Thursday, June 11th. Susquehanna set a $1,300.00 target price on GE Vernova in a report on Thursday, April 23rd. Wells Fargo & Company increased their price target on GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 31st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of GE Vernova in a report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,133.15.

GE Vernova News Roundup

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

• Positive Sentiment: Analysts at JPMorgan, Morgan Stanley, TD Cowen, and Evercore ISI reiterated bullish views and lifted price targets, signaling confidence in GE Vernova’s long-term growth and backlog strength.
• Positive Sentiment: Multiple reports highlighted robust demand tied to AI data centers, electrification, and grid expansion, with backlog cited around $176 billion and orders still growing rapidly.
• Positive Sentiment: Q2 revenue growth and improved 2026 guidance suggest the core business is still expanding, even as investors focus on the earnings miss. Revenue Growth & Margin Expansion Aid GEV’s Q2: More Upside Ahead?
• Neutral Sentiment: Trading-oriented coverage said GEV briefly showed bullish order-flow signals and hit an intraday high, which may have helped offset some of the post-earnings weakness, but this looks more technical than fundamental.
• Negative Sentiment: GE Vernova missed core profit estimates and wind weakness persisted, which is the main reason the stock has been sliding despite otherwise strong demand metrics. GE Vernova misses core profit estimates as Wind weakness persists
• Negative Sentiment: Several articles noted the stock fell sharply after earnings as investors focused on the EPS miss rather than the strong order book, suggesting near-term volatility may continue.

Insider Activity at GE Vernova

In related news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the sale, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. This trade represents a 72.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, 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 sale, the chief accounting officer directly owned 3,549 shares in the company, valued at $3,758,710.41. The trade was a 39.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is owned by company insiders.

GE Vernova Trading Down 1.7%

Shares of NYSE:GEV opened at $1,013.23 on Friday. The company has a quick ratio of 0.65, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The company’s 50-day moving average price is $1,034.45 and its 200 day moving average price is $922.04. The company has a market cap of $269.85 billion, a PE ratio of 29.00, a P/E/G ratio of 3.72 and a beta of 1.09. GE Vernova Inc. has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. GE Vernova’s revenue for the quarter was up 21.9% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.86 EPS. Sell-side analysts anticipate that GE Vernova Inc. will post 15.16 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th were issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 16th. GE Vernova’s dividend payout ratio is 5.72%.

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.