Fisher Asset Management LLC Grows Position in GE Vernova Inc. $GEV

Posted by George Bondi on May 29th, 2026

Fisher Asset Management LLC lifted its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 48.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 6,916 shares of the company’s stock after purchasing an additional 2,254 shares during the period. Fisher Asset Management LLC’s holdings in GE Vernova were worth $4,520,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Torren Management LLC purchased a new stake in shares of GE Vernova in the fourth quarter worth about $26,000. Jackson Grant Investment Advisers Inc. lifted its holdings in shares of GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock worth $25,000 after buying an additional 31 shares in the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the third quarter worth about $25,000. ORG Wealth Partners LLC lifted its holdings in shares of GE Vernova by 241.7% in the fourth quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock worth $27,000 after buying an additional 29 shares in the last quarter. Finally, Navalign LLC purchased a new stake in shares of GE Vernova in the fourth quarter worth about $27,000.

Insiders Place Their Bets

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s 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 sale, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.21% of the stock is owned by corporate insiders.

GE Vernova Trading Down 3.5%

Shares of GEV opened at $996.00 on Friday. The firm’s 50 day simple moving average is $994.75 and its 200 day simple moving average is $805.17. The company has a market capitalization of $267.65 billion, a P/E ratio of 29.01, a P/E/G ratio of 3.86 and a beta of 1.51. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. GE Vernova Inc. has a 1-year low of $458.65 and a 1-year high of $1,181.95.

GE Vernova (NYSE:GEV – Get Free Report) last announced its earnings results 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 business had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. GE Vernova’s quarterly revenue was up 17.0% on a year-over-year basis. During the same period last year, the firm posted $0.91 earnings per share. Sell-side analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be paid a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Tuesday, June 16th. GE Vernova’s dividend payout ratio (DPR) is currently 5.83%.

GE Vernova News Roundup

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

Positive Sentiment: UBS identified GE Vernova as one of its highest-conviction industrial picks, signaling strong analyst confidence in the company’s outlook and supporting investor sentiment. GE Vernova, Boeing lead UBS’s highest-conviction industrial calls
Positive Sentiment: Another market report said analysts view GE Vernova (GEV) as one of the best industrial buy ideas, which can help sustain demand for the shares even after recent volatility. Analysts Name Best Picks In Industrials. One Is Topping A Buy Point Today.
Positive Sentiment: Coverage focused on GE Vernova’s strong cash generation and analyst optimism, suggesting the market continues to view the company as a quality industrial with solid fundamentals. Is GE Vernova (GEV) a Buy as Wall Street Analysts Look Optimistic?
Neutral Sentiment: An article highlighted GE Vernova’s presentation at Bernstein’s strategic decisions conference, but it did not include a major new catalyst for the stock. GE Vernova Inc. (GEV) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Negative Sentiment: Some commentary raised concerns that GE Vernova’s AI/data-center upside may be more limited than bulls expect, pointing to physical constraints and project delays that could temper enthusiasm. GE Vernova: Physical Limitations Put A Harsh Ceiling On The AI Upside
Negative Sentiment: Another piece questioned whether a turbine milestone will translate into stronger cash flow and dividend potential, which may weigh on valuation if investors focus on capital returns. GE Vernova Turbine Milestone Raises Questions On Cash Flows And Dividends

Analysts Set New Price Targets

A number of brokerages have recently issued reports on GEV. Susquehanna set a $1,300.00 price target on shares of GE Vernova in a report on Thursday, April 23rd. UBS Group reissued a “buy” rating on shares of GE Vernova in a report on Thursday, January 29th. The Goldman Sachs Group reissued a “buy” rating and issued a $1,328.00 price target on shares of GE Vernova in a report on Friday, April 24th. Weiss Ratings raised shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Royal Bank Of Canada increased their price target on shares of GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,090.76.

View Our Latest Report on GE Vernova

GE Vernova Company Profile

(Free Report)

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.