GE Vernova Inc. $GEV Shares Purchased by Moors & Cabot Inc.

Moors & Cabot Inc. increased its position in shares of GE Vernova Inc. (NYSE:GEV) by 28.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,124 shares of the company’s stock after purchasing an additional 1,360 shares during the period. Moors & Cabot Inc.’s holdings in GE Vernova were worth $4,003,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in GEV. Brighton Jones LLC increased its position in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares during the last quarter. Schnieders Capital Management LLC. increased its position in shares of GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of GE Vernova during the second quarter valued at about $258,000. Ossiam acquired a new stake in shares of GE Vernova during the second quarter valued at about $42,000. Finally, Nebula Research & Development LLC increased its position in shares of GE Vernova by 23.9% during the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after acquiring an additional 323 shares during the last quarter.

Insider Buying and Selling at GE Vernova

In related news, 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 in the company, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company 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: UBS named GE Vernova one of its highest-conviction industrial picks, and other market commentary highlighted the stock as one of Wall Street’s preferred buy ideas. GE Vernova, Boeing lead UBS’s highest-conviction industrial calls
• Positive Sentiment: Multiple articles pointed to GE Vernova as a beneficiary of surging electricity demand from AI data centers, reinforcing the company’s growth narrative tied to power generation and grid infrastructure. GE Vernova vs. Constellation Energy: Which AI Power Stock Wins?
• Positive Sentiment: Analyst coverage remains optimistic, with reports noting that Wall Street’s average brokerage recommendation still leans bullish on GEV. Is GE Vernova (GEV) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: One recent article framed GE Vernova as a cash-generating company, but did not provide a clear new catalyst for the stock. 2 Cash-Producing Stocks Worth Your Attention and 1 We Avoid
• Negative Sentiment: GE Vernova shares fell in the latest session, even as the broader market rose, suggesting some profit-taking or investor hesitation after the stock’s strong run. GE Vernova (GEV) Stock Sinks As Market Gains: What You Should Know
• Negative Sentiment: A bearish Seeking Alpha piece argued that physical constraints in power infrastructure could limit how much of the AI buildout GE Vernova can actually capture. GE Vernova: Physical Limitations Put A Harsh Ceiling On The AI Upside

GE Vernova Trading Down 2.7%

Shares of GEV stock opened at $968.81 on Friday. 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 $260.34 billion, a P/E ratio of 28.22, a price-to-earnings-growth ratio of 3.73 and a beta of 1.51. The company has a 50 day moving average price of $996.99 and a 200 day moving average price of $806.32. GE Vernova Inc. has a fifty-two week low of $458.65 and a fifty-two week 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 for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. The firm had revenue of $9.34 billion during 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%. The business’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.91 earnings per share. Equities research analysts predict that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Dividend Announcement

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 issued a $0.50 dividend. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is 5.83%.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Jefferies Financial Group lifted their price target on shares of GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a research report on Friday, April 24th. BMO Capital Markets lifted their price target on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. BNP Paribas Exane cut shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target for the company. in a research report on Monday, April 27th. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and lifted their price target for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Finally, The Goldman Sachs Group reiterated a “buy” rating and set a $1,328.00 price target on shares of GE Vernova in a research report on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,090.76.

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.