Rep. Josh Gottheimer Purchases Shares of GE Vernova Inc. (NYSE:GEV)

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of GE Vernova Inc. (NYSE:GEV). In a filing disclosed on March 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in GE Vernova stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

GE Vernova Stock Performance

Shares of NYSE GEV traded up $13.16 during midday trading on Wednesday, hitting $922.57. 2,857,599 shares of the stock traded hands, compared to its average volume of 2,626,027. The company has a market cap of $248.66 billion, a PE ratio of 51.83, a P/E/G ratio of 3.59 and a beta of 1.45. GE Vernova Inc. has a one year low of $252.25 and a one year high of $948.38. The business has a 50 day moving average price of $794.89 and a two-hundred day moving average price of $678.81.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.The company had revenue of $10.96 billion for the quarter, compared to analysts’ expectations of $10.21 billion. During the same period last year, the business earned $1.73 EPS. GE Vernova’s quarterly revenue was up 3.8% compared to the same quarter last year. As a group, equities research analysts forecast that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th will be paid 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 is Tuesday, March 17th. GE Vernova’s dividend payout ratio (DPR) is 11.24%.

Institutional Trading of GE Vernova

Several institutional investors and hedge funds have recently made changes to their positions in the company. Old North State Trust LLC bought a new position in GE Vernova during the fourth quarter valued at about $384,000. Purpose Unlimited Inc. bought a new stake in GE Vernova in the fourth quarter worth about $523,000. Rockefeller Capital Management L.P. boosted its stake in GE Vernova by 16.3% in the fourth quarter. Rockefeller Capital Management L.P. now owns 357,577 shares of the company’s stock valued at $233,703,000 after acquiring an additional 50,236 shares during the last quarter. Osbon Capital Management LLC bought a new position in shares of GE Vernova during the 4th quarter valued at approximately $69,000. Finally, Lane Brothers & Co. Inc. bought a new position in shares of GE Vernova during the 4th quarter valued at approximately $226,000.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Analyst upgrades and higher price targets are fueling buying — Morgan Stanley raised its price target (to $960) and several outlets report upgrades that pushed shares higher after the calls. GE Vernova (NYSE:GEV) Shares Up 3.7% After Analyst Upgrade
• Positive Sentiment: Strong fundamental momentum: recent earnings deeply beat expectations, management doubled the dividend and authorized buybacks, and order/backlog strength (notably gas-turbine demand) gives revenue visibility—supporting the bullish narrative around durable cash flows. GE Vernova: AI’s Thirst for Power Creates a New Class of Winner
• Positive Sentiment: Institutional inflows and research support: coverage notes heavy institutional buying and multiple brokerages (including Bank of America) maintaining Buy ratings, which lifts demand and liquidity for the stock. GE Vernova Growing with Institutional Buys
• Neutral Sentiment: Macro/sector comparison — analysts highlight that GE Vernova and peers like AES both benefit from AI-driven demand for power, renewables and grid upgrades; this frames GEV as a sector leader but also exposes it to competitive dynamics. GE Vernova vs. AES: Which Stock Leads the Clean Energy Race?
• Neutral Sentiment: News-driven intraday moves: some session gains were amplified by broader market headlines (e.g., geopolitical developments) that temporarily boosted energy-related names rather than reflecting company-specific fundamentals. GE Vernova, Applied Industrial, MYR Group, Advanced Drainage, and Kadant Shares Skyrocket
• Negative Sentiment: Valuation and momentum risk — GEV has run up sharply (multi?quarter/one?year gains >100%), raising questions about how much growth is already priced in; investors worried about PE expansion and short-term re-rating risk should consider potential pullbacks. Is It Too Late To Consider GE Vernova (GEV) After Its 171% One-Year Surge?

Analyst Upgrades and Downgrades

A number of research firms have weighed in on GEV. Susquehanna raised their price objective on shares of GE Vernova from $800.00 to $820.00 and gave the company a “positive” rating in a research note on Thursday, January 29th. Wall Street Zen raised shares of GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. Weiss Ratings upgraded shares of GE Vernova from a “hold (c)” rating to a “buy (b-)” rating in a report on Thursday, February 5th. Wells Fargo & Company lifted their price target on GE Vernova from $717.00 to $831.00 and gave the company an “overweight” rating in a research note on Tuesday, December 16th. Finally, JPMorgan Chase & Co. reissued an “overweight” rating on shares of GE Vernova in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $837.25.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.