QRG Capital Management Inc. Purchases 9,320 Shares of GE Vernova Inc. $GEV

Posted by Stanley Muller on Jul 4th, 2026

QRG Capital Management Inc. lifted its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 34.7% during the first quarter, Holdings Channel.com reports. The institutional investor owned 36,194 shares of the company’s stock after acquiring an additional 9,320 shares during the quarter. QRG Capital Management Inc.’s holdings in GE Vernova were worth $31,594,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Oxbow Advisors LLC bought a new position in shares of GE Vernova in the first quarter valued at approximately $227,000. HB Wealth Management LLC lifted its holdings in GE Vernova by 12.3% during the first quarter. HB Wealth Management LLC now owns 15,964 shares of the company’s stock worth $13,936,000 after acquiring an additional 1,746 shares during the period. Moran Wealth Management LLC lifted its holdings in GE Vernova by 69.4% during the first quarter. Moran Wealth Management LLC now owns 681 shares of the company’s stock worth $594,000 after acquiring an additional 279 shares during the period. Leelyn Smith LLC purchased a new position in GE Vernova in the first quarter worth $241,000. Finally, Baer Investment Advisory LLC purchased a new position in GE Vernova in the first quarter worth $837,000.

Key Headlines Impacting GE Vernova

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

Positive Sentiment: GE Vernova is benefiting from the AI boom not just through gas turbines, but also through higher demand for grid equipment and electrification products used by data centers, reinforcing growth across multiple business lines. GE Vernova’s gas turbines aren’t the only way it’s winning from the AI boom
Positive Sentiment: The stock is also getting support from its inclusion in the Russell Top 50 Index and from rising orders tied to AI-driven data center power needs, which can improve institutional visibility and sentiment. Why GE Vernova (GEV) Is Up 7.3% After Russell Top 50 Nod And AI Power Orders
Positive Sentiment: Jim Cramer said GE Vernova is his favorite among the takeover-related names he was discussing and specifically voiced confidence in CEO Scott Strazik, which may be adding to bullish investor attention. Jim Cramer on GE Vernova: “I Believe In Scott Strazik”
Positive Sentiment: Analysts are flagging GE Vernova as a candidate to beat earnings again, pointing to its strong track record of surprises and favorable setup ahead of its next report. Will GE Vernova (GEV) Beat Estimates Again in Its Next Earnings Report?
Neutral Sentiment: Some coverage is simply reminding investors to mark the calendar for July 22, likely a date tied to the company’s next earnings update or an important event, but it does not add new operational news. Dear GE Vernova stock fans, mark your calendars for July 22

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Barclays raised their target price on GE Vernova from $993.00 to $1,250.00 and gave the company an “overweight” rating in a research report on Thursday, April 23rd. Royal Bank Of Canada boosted 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. Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and increased their price target for the company from $560.00 to $1,100.00 in a research report on Monday, March 9th. Jefferies Financial Group decreased their price objective on shares of GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a report on Thursday, June 11th. Finally, Sanford C. Bernstein started coverage on shares of GE Vernova in a research report on Tuesday, June 16th. They issued an “outperform” rating and a $1,206.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,089.88.

Check Out Our Latest Report on GE Vernova

Insider Transactions at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’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 sale, the chief executive officer directly 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 Securities & Exchange Commission, which is available 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 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. This trade represents a 39.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.21% of the company’s stock.

GE Vernova Price Performance

Shares of NYSE GEV opened at $1,113.43 on Friday. 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 fifty day simple moving average of $1,042.04 and a two-hundred day simple moving average of $879.98. GE Vernova Inc. has a 1-year low of $506.02 and a 1-year high of $1,181.95. The firm has a market cap of $299.20 billion, a price-to-earnings ratio of 32.43, a price-to-earnings-growth ratio of 4.11 and a beta of 1.09.

GE Vernova (NYSE:GEV – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analyst estimates of $9.19 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The business’s revenue was up 17.0% on a year-over-year basis. Analysts anticipate that GE Vernova Inc. will post 15.05 earnings per share for the current year.

GE Vernova Dividend Announcement

The company also recently disclosed 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 is Tuesday, June 16th. GE Vernova’s payout ratio is currently 5.83%.

About GE Vernova

(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.