Western Wealth Management LLC Increases Stock Holdings in GE Vernova Inc. $GEV

Western Wealth Management LLC boosted its stake in GE Vernova Inc. (NYSE:GEV) by 21.6% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,615 shares of the company’s stock after acquiring an additional 996 shares during the quarter. Western Wealth Management LLC’s holdings in GE Vernova were worth $4,901,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of GEV. Auto Owners Insurance Co lifted its position in shares of GE Vernova by 110,973.4% during the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after purchasing an additional 34,826,773 shares in the last quarter. Vanguard Group Inc. increased its stake in GE Vernova by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after buying an additional 208,162 shares during the period. State Street Corp increased its stake in GE Vernova by 2.1% during the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock worth $7,496,232,000 after buying an additional 231,392 shares during the period. Geode Capital Management LLC lifted its holdings in GE Vernova by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock worth $4,074,039,000 after buying an additional 68,894 shares in the last quarter. Finally, Morgan Stanley boosted its position in GE Vernova by 12.8% in the 4th quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock valued at $3,957,024,000 after buying an additional 685,466 shares during the last quarter.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on GEV shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Vernova in a research report on Tuesday, July 21st. JPMorgan Chase & Co. raised their price objective on GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Royal Bank Of Canada lifted their price objective on GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Zacks Research lowered GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Finally, Argus set a $1,300.00 target price on GE Vernova in a research note on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,133.15.

Key GE Vernova News

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

• Positive Sentiment: A comparison with NuScale Power portrays GE Vernova as the more established and financially attractive industrial investment, citing approximately $3.7 billion in free cash flow and a 12% net margin versus NuScale’s cash burn and much higher price-to-sales valuation. GE Vernova vs. NuScale Power: Which Industrials Stock Is a Better Buy in 2026?
• Positive Sentiment: The aging U.S. power grid and expected growth in electricity consumption are fueling investor interest in grid and power-equipment companies. This reinforces the long-term demand outlook for GE Vernova’s gas turbines, electrification equipment, and related infrastructure. Why an Aging Power Grid Is Fueling a New ETF Bet
• Positive Sentiment: GE Vernova is increasingly being viewed as an indirect AI-infrastructure play because hyperscale data centers need reliable, rapidly deployable power. Rising demand for its gas turbines is supporting the company’s strategic importance and valuation. GE Is Finding a New Role Powering the AI Data Center Boom
• Neutral Sentiment: GE Vernova remains a heavily watched and trending stock, increasing visibility among investors but not providing a specific new fundamental catalyst. GE Vernova Is a Trending Stock
• Negative Sentiment: Erste Group Bank trimmed its fiscal 2027 EPS estimate slightly, a modest negative signal suggesting analysts see limited near-term upside to earnings expectations.
• Negative Sentiment: Reports that some turbines supporting AI data centers are experiencing early failures highlight execution, reliability, and maintenance risks. Weak results from data-center supplier Vertiv also underscore the possibility of volatility across the AI-infrastructure theme.

GE Vernova Stock Performance

Shares of GEV opened at $983.95 on Friday. The business’s fifty day moving average price is $1,029.03 and its 200 day moving average price is $932.36. GE Vernova Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The stock has a market capitalization of $262.06 billion, a PE ratio of 28.16, a price-to-earnings-growth ratio of 3.24 and a beta of 1.09. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $3.17 by ($0.70). The business had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The firm’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.86 EPS. Equities research analysts forecast that GE Vernova Inc. will post 15.46 EPS for the current year.

GE Vernova Dividend Announcement

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

Insider Activity

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the firm’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 transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova stock in a transaction that occurred on Thursday, May 14th. The shares were 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 approximately $3,758,710.41. The trade was 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 owned by corporate insiders.

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.