Walser Wealth Management Company A Ltd Liability Co Acquires New Stake in GE Vernova Inc. $GEV

Walser Wealth Management Company A Ltd Liability Co bought a new position in shares of GE Vernova Inc. (NYSE:GEV) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 732 shares of the company’s stock, valued at approximately $479,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. MV Capital Management Inc. acquired a new stake in shares of GE Vernova in the fourth quarter valued at about $290,000. Sunbelt Securities Inc. raised its position in shares of GE Vernova by 5.6% during the fourth quarter. Sunbelt Securities Inc. now owns 2,522 shares of the company’s stock worth $1,648,000 after acquiring an additional 133 shares during the last quarter. Dorsey Wright & Associates lifted its stake in shares of GE Vernova by 2.7% in the fourth quarter. Dorsey Wright & Associates now owns 16,706 shares of the company’s stock worth $11,103,000 after acquiring an additional 443 shares during the period. Cambient Family Office LLC acquired a new position in shares of GE Vernova in the fourth quarter worth approximately $1,052,000. Finally, McLaughlin Asset Management Inc. acquired a new position in shares of GE Vernova in the fourth quarter worth approximately $989,000.

GE Vernova Stock Performance

NYSE:GEV opened at $1,111.65 on Friday. The company has a fifty day moving average of $1,019.28 and a 200-day moving average of $845.99. The firm has a market capitalization of $298.72 billion, a P/E ratio of 32.38, a P/E/G ratio of 3.89 and a beta of 1.23. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a twelve month low of $479.04 and a twelve month high of $1,181.95.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.91 EPS. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Announces Dividend

The business also recently disclosed 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. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is currently 5.83%.

Insider Activity

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was 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 position. 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 business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is currently owned by corporate insiders.

GE Vernova News Roundup

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

• Positive Sentiment: Sanford C. Bernstein upgraded GE Vernova to “strong-buy”, adding fresh analyst support and reinforcing the bullish view on the company’s long-term power and electrification growth story.
• Positive Sentiment: GE Vernova signed a deal to help rebuild Venezuela’s power grid, highlighting new international project opportunities and demand for its grid and power solutions. GE Vernova signs deal to rebuild Venezuelan power grid
• Positive Sentiment: The company’s newly released 2025 Sustainability Report emphasized progress in adding power to the grid, lowering carbon intensity, and advancing breakthrough energy technologies, supporting the investment case around its clean-energy and infrastructure exposure. 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: Investor interest remains strong as GE Vernova is being viewed as a key AI power-infrastructure play, with growing electricity demand from data centers keeping sentiment elevated.
• Neutral Sentiment: GE Vernova’s supplier Arcosa broke out on strength tied to data-center-driven construction demand, a supportive read-through for the broader power and infrastructure supply chain. GE Vernova Supplier Breaks Out As Data Centers Lift Construction Sector
• Negative Sentiment: One report flagged recent insider selling at GE Vernova as a cautionary sign, which may temper enthusiasm despite the broader bullish trend.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on GEV shares. Wells Fargo & Company increased their target price on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research report on Tuesday, March 31st. Guggenheim raised their price target on shares of GE Vernova from $910.00 to $1,300.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Oppenheimer set a $1,303.00 price target on shares of GE Vernova in a research report on Thursday, April 23rd. Argus set a $1,300.00 price objective on shares of GE Vernova in a research note on Monday, April 27th. Finally, BMO Capital Markets increased their price objective on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average 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.