Kennedy Investment Group Grows Stock Position in GE Vernova Inc. $GEV

Posted by Stanley Muller on May 20th, 2026

Kennedy Investment Group boosted its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 155.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,080 shares of the company’s stock after acquiring an additional 658 shares during the period. Kennedy Investment Group’s holdings in GE Vernova were worth $706,000 as of its most recent SEC filing.

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

Insider Buying and Selling at GE Vernova

In other news, CAO Matthew Joseph Potvin sold 2,333 shares of the 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 completion of the sale, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This represents a 39.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on GEV. Argus set a $1,300.00 price objective on GE Vernova in a report on Monday, April 27th. BNP Paribas Exane downgraded GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective on the stock. in a report on Monday, April 27th. JPMorgan Chase & Co. increased their price objective on GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Evercore increased their price objective on GE Vernova from $860.00 to $905.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Mizuho set a $714.00 price objective on GE Vernova in a report on Tuesday, February 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, GE Vernova has an average rating of “Moderate Buy” and an average price target of $1,090.76.

View Our Latest Report on GE Vernova

Trending Headlines about GE Vernova

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

Positive Sentiment: GE Vernova reported that its Electrification business is seeing strong momentum from grid modernization tied to AI infrastructure, with orders up sharply and backlog above $163 billion. Can GE Vernova Benefit From the Global Grid Modernization Boom?
Positive Sentiment: Analysts and commentary continue to highlight GEV as a key way to play rising electricity demand from AI data centers, with articles pointing to its large order growth and power-infrastructure exposure. Forget Vistra. One Quarter of Orders at GE Vernova Exceeded All of Last Year. That Is the AI Power Trade Worth Owning
Positive Sentiment: GE Vernova also declared a $0.50 quarterly dividend, which reinforces management’s confidence in cash generation and financial stability. GE Vernova Declares Third Quarter 2026 Dividend
Positive Sentiment: Recent earnings commentary remains favorable after GE Vernova beat first-quarter expectations and raised full-year guidance, supporting the case for continued operational strength. GE Vernova (GEV) Crushes Estimates in the First Quarter, Raises 2026 Guidance
Neutral Sentiment: The stock is drawing heightened attention from traders and investors, but “trending stock” coverage mostly reflects momentum and interest rather than a new fundamental catalyst. GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It
Negative Sentiment: Insider selling by a GE Vernova executive may weigh on sentiment a bit, as it can raise questions about valuation after a strong run. GE Vernova (NYSE:GEV) CAO Matthew Joseph Potvin Sells 2,333 Shares

GE Vernova Price Performance

Shares of NYSE GEV opened at $1,010.87 on Wednesday. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. GE Vernova Inc. has a twelve month low of $442.56 and a twelve month high of $1,181.95. The stock has a 50 day moving average of $966.16 and a two-hundred day moving average of $782.12. The stock has a market cap of $271.64 billion, a P/E ratio of 29.45, a P/E/G ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV – Get Free Report) last issued 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. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same quarter in the previous year, the business earned $0.91 earnings per share. The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. On average, research analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current year.

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.

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Institutional Ownership by Quarter for GE Vernova (NYSE:GEV)

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