Callahan Advisors LLC Has $2.49 Million Position in GE Vernova Inc. $GEV

Callahan Advisors LLC boosted its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 834.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,814 shares of the company’s stock after buying an additional 3,406 shares during the period. Callahan Advisors LLC’s holdings in GE Vernova were worth $2,493,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of GEV. Brighton Jones LLC boosted its stake in shares of GE Vernova by 29.4% in the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after purchasing an additional 753 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after purchasing an additional 26 shares in the last quarter. Jump Financial LLC acquired a new stake in shares of GE Vernova in the 2nd quarter valued at $258,000. Ossiam acquired a new stake in shares of GE Vernova in the 2nd quarter valued at $42,000. Finally, Nebula Research & Development LLC boosted its stake in shares of GE Vernova by 23.9% in the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after purchasing an additional 323 shares in the last quarter.

GE Vernova Stock Performance

GE Vernova stock opened at $1,024.61 on Thursday. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a 1 year low of $446.50 and a 1 year high of $1,181.95. The company has a market cap of $275.33 billion, a PE ratio of 29.85, a PEG ratio of 3.79 and a beta of 1.51. The company’s 50-day moving average is $970.06 and its two-hundred day moving average is $785.29.

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. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The company had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period in the prior year, the company posted $0.91 EPS. The company’s revenue was up 17.0% compared to the same quarter last year. Equities analysts anticipate that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Announces Dividend

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

Insider Transactions at GE Vernova

In other GE Vernova news, 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 transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. Royal Bank Of Canada boosted their target price on shares of GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Argus set a $1,300.00 price target on shares of GE Vernova in a research report on Monday, April 27th. BMO Capital Markets upped their target price 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. Oppenheimer set a $1,303.00 target price on shares of GE Vernova in a research report on Thursday, April 23rd. Finally, Weiss Ratings raised shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Two 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. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,090.76.

GE Vernova News Summary

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

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.