Vaughan Nelson Investment Management L.P. Has $22.72 Million Holdings in GE Vernova Inc. $GEV

Posted by Geri Gentry on Jun 23rd, 2026

Vaughan Nelson Investment Management L.P. increased its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 2.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,029 shares of the company’s stock after acquiring an additional 585 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in GE Vernova were worth $22,721,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Torren Management LLC bought a new position in shares of GE Vernova in the fourth quarter worth about $26,000. Cornerstone Financial Management LLC bought a new stake in GE Vernova during the 4th quarter valued at approximately $25,000. Wealth Watch Advisors INC acquired a new stake in GE Vernova in the 3rd quarter valued at approximately $25,000. ORG Wealth Partners LLC grew its holdings in GE Vernova by 241.7% in the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares during the last quarter. Finally, Navalign LLC bought a new position in GE Vernova in the 4th quarter worth approximately $27,000.

Insider Activity

In related news, CEO Victor Abate sold 4,819 shares of the stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the 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 transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is currently owned by insiders.

GE Vernova Stock Performance

GEV opened at $1,125.62 on Tuesday. The stock’s 50 day simple moving average is $1,025.92 and its 200-day simple moving average is $853.45. The company has a current ratio of 0.89, a quick ratio of 0.65 and a debt-to-equity ratio of 0.19. The stock has a market cap of $302.48 billion, a PE ratio of 32.79, a P/E/G ratio of 4.11 and a beta of 1.24. GE Vernova Inc. has a 1 year low of $479.04 and a 1 year high of $1,181.95.

GE Vernova (NYSE:GEV – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The firm had revenue of $9.34 billion during the quarter, compared to analysts’ expectations of $9.19 billion. During the same period last year, the business earned $0.91 earnings per share. GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. Sell-side analysts forecast that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Announces Dividend

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

GE Vernova News Summary

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

Positive Sentiment: GE Vernova was named among the “13 Best Electrical Infrastructure Stocks to Buy in 2026,” reinforcing bullish sentiment around its position in the power-generation and grid-equipment market. GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026
Positive Sentiment: Market commentary highlighted GE Vernova as one of the companies “solving the AI power crisis,” which supports the investment case for rising demand tied to AI data centers and grid expansion. 5 Stocks Solving the AI Power Crisis (GEV)
Positive Sentiment: GE Vernova was also featured in hedge-fund and investing coverage as a high-conviction stock, adding to momentum and reinforcing institutional interest. Top 5 High Conviction Stocks to Buy According to Hedge Funds
Neutral Sentiment: Several articles reviewed GE Vernova’s Q1 results and compared it with other electrical systems and utilities stocks, keeping the company in focus but not adding a clear new catalyst. Unpacking Q1 Earnings: GE Vernova (NYSE:GEV) In The Context Of Other Electrical Systems Stocks
Neutral Sentiment: A comparison article pitted GE Vernova against American Electric Power as a 2026 utilities choice, which is more of a valuation and business-model discussion than a direct stock-moving event. American Electric Power vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the company. Susquehanna set a $1,300.00 price objective on GE Vernova in a research report on Thursday, April 23rd. Guggenheim upped their target price on shares of GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Wells Fargo & Company increased 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. Zacks Research lowered shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Finally, Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and boosted their price objective for the stock from $560.00 to $1,100.00 in a report on Monday, March 9th. Three investment 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,089.88.

Read Our Latest Report on GEV

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.