DSM Capital Partners LLC Cuts Stock Position in GE Vernova Inc. $GEV

DSM Capital Partners LLC trimmed its stake in GE Vernova Inc. (NYSE:GEV) by 16.8% in the first quarter, HoldingsChannel reports. The firm owned 235,701 shares of the company’s stock after selling 47,507 shares during the period. GE Vernova makes up about 3.6% of DSM Capital Partners LLC’s portfolio, making the stock its 8th largest position. DSM Capital Partners LLC’s holdings in GE Vernova were worth $205,744,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of GEV. World Investment Advisors boosted its holdings in GE Vernova by 19.9% in the fourth quarter. World Investment Advisors now owns 13,497 shares of the company’s stock worth $8,821,000 after acquiring an additional 2,241 shares in the last quarter. Merit Financial Group LLC increased its holdings in shares of GE Vernova by 17.4% during the fourth quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock valued at $9,856,000 after acquiring an additional 2,230 shares in the last quarter. Vest Financial LLC increased its holdings in shares of GE Vernova by 56.7% during the fourth quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock valued at $43,260,000 after acquiring an additional 23,956 shares in the last quarter. Riverbend Wealth Management LLC acquired a new position in shares of GE Vernova during the fourth quarter worth approximately $567,000. Finally, RiverFront Investment Group LLC raised its position in shares of GE Vernova by 239.2% during the fourth quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock worth $1,432,000 after purchasing an additional 1,545 shares during the period.

Insider Activity

In related news, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the completion of the sale, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. The trade was a 39.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.21% of the company’s stock.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova continues to benefit from surging demand for grid, turbine, and power infrastructure tied to AI data center growth, which has helped make the stock a major 2026 winner. GE Vernova’s Power Surge Turns the Grid Into an AI Trade
• Positive Sentiment: The company’s recent earnings backdrop has been strong, with revenue growth and a sizable earnings beat in the latest reported quarter, reinforcing the view that fundamentals are supporting the stock’s long-term move higher.
• Positive Sentiment: Coverage suggesting GE Vernova may still be undervalued reflects optimism that AI-driven power demand and inclusion in the Russell Top 50 could support further upside. Is GE Vernova (GEV) Undervalued Following AI Demand And Russell Top 50 Inclusion?

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Zacks Research downgraded shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Barclays upped their price objective on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Weiss Ratings raised shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Wells Fargo & Company lifted their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Finally, BMO Capital Markets boosted 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. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,089.88.

GE Vernova Stock Down 0.2%

Shares of NYSE:GEV opened at $1,075.36 on Thursday. The business’s 50 day moving average is $1,039.86 and its 200 day moving average is $891.01. GE Vernova Inc. has a 12-month low of $520.00 and a 12-month high of $1,195.94. The stock has a market cap of $288.97 billion, a price-to-earnings ratio of 31.32, a PEG ratio of 3.98 and a beta of 1.09. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The business had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. During the same period in the prior year, the firm posted $0.91 EPS. GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. On average, sell-side analysts forecast that GE Vernova Inc. will post 15.05 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders 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 annualized dividend and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is currently 5.83%.

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.