GE Vernova (NYSE:GEV) Upgraded to Strong-Buy at Sanford C. Bernstein

Sanford C. Bernstein upgraded shares of GE Vernova (NYSE:GEV) to a strong-buy rating in a research note issued to investors on Tuesday morning,Zacks.com reports.

Several other brokerages have also commented on GEV. Jefferies Financial Group decreased their target price on shares of GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating on the stock in a research report on Thursday, June 11th. Susquehanna set a $1,300.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and boosted their target price for the stock from $560.00 to $1,100.00 in a research report on Monday, March 9th. Erste Group Bank upgraded shares of GE Vernova to a “strong-buy” rating in a research report on Tuesday, March 24th. Finally, Citigroup boosted their target price on shares of GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a research report on Monday, April 13th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,089.88.

GE Vernova Stock Performance

Shares of GEV opened at $1,048.81 on Tuesday. 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 stock has a market capitalization 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. The company’s fifty day moving average is $1,015.25 and its two-hundred day moving average is $842.37. GE Vernova has a 1 year low of $479.04 and a 1 year high of $1,181.95.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data 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. The company had revenue of $9.34 billion for the quarter, compared to analysts’ expectations 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 was up 17.0% compared to the same quarter last year. During the same period in the previous year, the company posted $0.91 EPS. On average, sell-side analysts predict that GE Vernova will post 14.99 earnings per share for the current year.

GE Vernova Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th 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, June 16th. GE Vernova’s dividend payout ratio is presently 5.83%.

Insider Transactions at GE Vernova

In related news, CEO Victor Abate sold 4,819 shares of the 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 sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the completion of the transaction, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This trade represents a 39.66% 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.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Onyx Bridge Wealth Group LLC lifted its holdings in GE Vernova by 1.3% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after purchasing an additional 9 shares in the last quarter. Red Door Wealth Management LLC lifted its holdings in GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock valued at $1,548,000 after purchasing an additional 10 shares in the last quarter. Advance Capital Management Inc. lifted its holdings in GE Vernova by 2.2% in the 1st quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock valued at $402,000 after purchasing an additional 10 shares in the last quarter. Alpha Financial Partners LLC lifted its holdings in GE Vernova by 2.0% in the 1st quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock valued at $449,000 after purchasing an additional 10 shares in the last quarter. Finally, Bell Investment Advisors Inc lifted its holdings in GE Vernova by 5.2% in the 1st quarter. Bell Investment Advisors Inc now owns 221 shares of the company’s stock valued at $193,000 after purchasing an additional 11 shares in the last quarter.

Key GE Vernova News

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

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.