GE Vernova Inc. $GEV Holdings Raised by Xponance LLC

Posted by Geri Gentry on Jun 12th, 2026

Xponance LLC boosted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 69,051 shares of the company’s stock after buying an additional 3,437 shares during the quarter. Xponance LLC’s holdings in GE Vernova were worth $45,130,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Torren Management LLC bought a new position in shares of GE Vernova during the 4th quarter valued at $26,000. Jackson Grant Investment Advisers Inc. raised its holdings in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the 3rd quarter valued at $25,000. ORG Wealth Partners LLC raised its holdings in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after purchasing an additional 29 shares in the last quarter. Finally, Navalign LLC bought a new position in shares of GE Vernova during the 4th quarter valued at $27,000.

GE Vernova Stock Performance

NYSE GEV opened at $904.16 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The firm has a market capitalization of $242.97 billion, a price-to-earnings ratio of 26.34, a P/E/G ratio of 3.21 and a beta of 1.23. The company’s fifty day moving average is $1,007.95 and its two-hundred day moving average is $830.97. GE Vernova Inc. has a 52-week low of $474.21 and a 52-week high of $1,181.95.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period last year, the business posted $0.91 EPS. Equities research analysts forecast that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Dividend Announcement

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

More GE Vernova News

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

Positive Sentiment: Erste Group Bank lifted its FY2027 earnings estimate for GE Vernova and kept a Strong-Buy rating, reinforcing optimism around future earnings growth.
Positive Sentiment: A Benzinga report highlighted GE Vernova as a potential beneficiary of the U.S. Department of Energy’s new fusion-energy timeline, which could improve sentiment toward the company’s exposure to advanced energy infrastructure. Article Title
Neutral Sentiment: Broader market headlines referenced energy-related moves and geopolitical risk, but these were not specific to GE Vernova’s fundamentals.
Negative Sentiment: Recent market coverage also noted that GE Vernova had seen a short-term dip versus the broader market, suggesting some volatility may still be present. Article Title

Insider Activity

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of GE Vernova 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 sale, the chief accounting officer directly owned 3,549 shares in the company, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Victor Abate sold 4,819 shares of GE Vernova 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 sale, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 0.21% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms have recently weighed in on GEV. Wells Fargo & Company raised their price target 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. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and lifted their target price for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Morgan Stanley lifted their target price on shares of GE Vernova from $817.00 to $960.00 and gave the stock an “overweight” rating in a report on Monday, March 23rd. Weiss Ratings upgraded shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, April 24th. Finally, Zacks Research downgraded shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 28th. Two 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 data from MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and a consensus price target of $1,085.16.

Read Our Latest Research 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.