Rathbones Group PLC Boosts Position in GE Vernova Inc. $GEV

Rathbones Group PLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV) by 13.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 67,309 shares of the company’s stock after acquiring an additional 7,944 shares during the quarter. Rathbones Group PLC’s holdings in GE Vernova were worth $43,991,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in GE Vernova by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock valued at $16,354,691,000 after acquiring an additional 208,162 shares during the last quarter. State Street Corp increased its position in GE Vernova by 1.3% during the third quarter. State Street Corp now owns 11,238,278 shares of the company’s stock valued at $6,910,417,000 after acquiring an additional 140,500 shares during the last quarter. Northern Trust Corp increased its position in GE Vernova by 1.8% during the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock valued at $1,769,349,000 after acquiring an additional 51,738 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its position in GE Vernova by 5,171.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after acquiring an additional 2,406,326 shares during the last quarter. Finally, Invesco Ltd. increased its position in GE Vernova by 7.1% during the third quarter. Invesco Ltd. now owns 2,375,738 shares of the company’s stock valued at $1,460,841,000 after acquiring an additional 158,481 shares during the last quarter.

Analysts Set New Price Targets

A number of research firms recently commented on GEV. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a research report on Saturday, January 31st. TD Cowen upped their price objective on GE Vernova from $780.00 to $1,220.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. China Renaissance upgraded GE Vernova to a “strong-buy” rating in a research report on Thursday, January 29th. Argus set a $1,300.00 price target on GE Vernova in a report on Monday, April 27th. Finally, Susquehanna set a $1,300.00 price target on GE Vernova in a report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,090.76.

GE Vernova Stock Performance

NYSE:GEV opened at $1,024.61 on Thursday. The stock has a 50-day simple moving average of $970.06 and a two-hundred day simple moving average of $785.29. GE Vernova Inc. has a 52-week low of $446.50 and a 52-week high of $1,181.95. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. The firm has a market capitalization of $275.33 billion, a PE ratio of 29.85, a P/E/G ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same quarter in the previous year, the company posted $0.91 earnings per share. GE Vernova’s revenue for the quarter was up 17.0% on a year-over-year basis. Analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is 5.83%.

GE Vernova News Roundup

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

• Positive Sentiment: Analysts and market commentary remain upbeat on GE Vernova’s role in the AI power buildout, pointing to surging electrification demand, an expanding backlog, and grid modernization opportunities that could support future revenue growth. Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: The company also announced a quarterly dividend of $0.50 per share, reinforcing financial stability and returning cash to shareholders, though the yield remains modest. GE Vernova Declares Third Quarter 2026 Dividend
• Neutral Sentiment: SeQent and Velotic expanded their partnership to support real-time alarm notification across Proficy software, including products formerly part of GE Vernova’s manufacturing software business; this is more of an ecosystem update than a direct earnings driver. SeQent and Velotic Deepen Long-Standing Partnership…
• Negative Sentiment: Recent insider selling, including a sale by CAO Matthew Joseph Potvin, may create some caution, though the transaction appears relatively limited compared with the company’s overall valuation and recent bullish operating narrative. GE Vernova (NYSE:GEV) CAO Matthew Joseph Potvin Sells 2,333 Shares

Insider Buying and Selling at GE Vernova

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of the company’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 transaction, the chief accounting officer owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.21% of the stock is currently owned by company insiders.

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.