Weiss Asset Management LP Invests $6.54 Million in GE Vernova Inc. $GEV

Weiss Asset Management LP bought a new stake in shares of GE Vernova Inc. (NYSE:GEV) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 7,488 shares of the company’s stock, valued at approximately $6,536,000.

Several other large investors have also added to or reduced their stakes in the business. Cornerstone Financial Management LLC acquired a new position in GE Vernova in the fourth quarter valued at approximately $25,000. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the 3rd quarter worth approximately $25,000. Torren Management LLC acquired a new stake in shares of GE Vernova during the 4th quarter worth approximately $26,000. Manning & Napier Advisors LLC grew its position in shares of GE Vernova by 68.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock worth $26,000 after buying an additional 13 shares during the period. Finally, ORG Wealth Partners LLC grew its position in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares during the period.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on GEV shares. Barclays boosted their target price on shares of GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Royal Bank Of Canada raised their price target on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a report on Thursday. TD Cowen lifted their price target on shares of GE Vernova from $1,220.00 to $1,235.00 and gave the company a “buy” rating in a research note on Thursday. Morgan Stanley upped their price objective on shares of GE Vernova from $1,250.00 to $1,350.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Wells Fargo & Company increased their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 31st. Two 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 MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova Price Performance

Shares of GEV opened at $1,013.23 on Friday. GE Vernova Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The business’s fifty day moving average is $1,034.45 and its 200 day moving average is $922.04. 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 stock has a market cap of $269.85 billion, a P/E ratio of 29.00, a P/E/G ratio of 3.72 and a beta of 1.09.

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

GE Vernova Dividend Announcement

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

Insider Activity

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the business’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 transaction 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 approximately $1,739,726.80. The trade was a 72.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on 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 sale, the chief accounting officer directly 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 disclosure for this sale is available in the SEC filing. Insiders own 0.21% of the company’s stock.

Key GE Vernova News

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.

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.