LaFleur & Godfrey LLC Reduces Stake in GE Vernova Inc. $GEV

LaFleur & Godfrey LLC decreased its stake in GE Vernova Inc. (NYSE:GEV) by 3.9% in the fourth quarter, Holdings Channel.com reports. The firm owned 17,393 shares of the company’s stock after selling 704 shares during the period. GE Vernova comprises about 1.4% of LaFleur & Godfrey LLC’s holdings, making the stock its 25th biggest position. LaFleur & Godfrey LLC’s holdings in GE Vernova were worth $11,368,000 at the end of the most recent reporting period.

Several other hedge funds also recently added to or reduced their stakes in GEV. Brighton Jones LLC boosted its holdings in GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares during the period. Schnieders Capital Management LLC. boosted its position in GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after buying an additional 26 shares during the period. Jump Financial LLC bought a new position in GE Vernova in the 2nd quarter worth about $258,000. Ossiam purchased a new position in shares of GE Vernova during the second quarter worth approximately $42,000. Finally, Nebula Research & Development LLC increased its position in shares of GE Vernova by 23.9% during the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock worth $886,000 after acquiring an additional 323 shares during the period.

GE Vernova Price Performance

NYSE GEV opened at $1,095.87 on Wednesday. The company has a market cap of $294.48 billion, a PE ratio of 31.92, a P/E/G ratio of 4.02 and a beta of 1.51. The firm’s 50 day moving average price is $924.72 and its 200-day moving average price is $748.97. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89. GE Vernova Inc. has a 52-week low of $387.03 and a 52-week high of $1,181.95.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The company had revenue of $9.34 billion during the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter in the previous year, the firm posted $0.91 earnings per share. GE Vernova’s revenue for the quarter was up 17.0% compared to the same quarter last year. Sell-side analysts forecast that GE Vernova Inc. will post 14.84 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were given a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s payout ratio is presently 5.83%.

Analysts Set New Price Targets

GEV has been the subject of several research analyst reports. Jefferies Financial Group lifted their price target on shares of GE Vernova from $965.00 to $1,350.00 and gave the company a “buy” rating in a research note on Friday, April 24th. Wall Street Zen upgraded GE Vernova from a “hold” rating to a “buy” rating in a report on Saturday, January 31st. Royal Bank Of Canada lifted their target price on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Mizuho set a $714.00 target price on GE Vernova in a report on Tuesday, February 3rd. Finally, TD Cowen increased their price target on GE Vernova from $780.00 to $1,220.00 and gave the stock a “buy” rating in a research report on Thursday, April 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,090.76.

Key GE Vernova News

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

• Positive Sentiment: Q1 results and large orders — GE Vernova reported a very strong Q1 (big EPS beat), ~$13B in new orders and an aggressive buyback program that supports EPS and shareholder returns. This underpins investor optimism about AI-linked service and equipment demand. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy partnership — GE Vernova and Blue Energy announced a planned 2.5 GW hybrid gas + small modular reactor (SMR) plant in Texas aimed specifically at AI data‑center and advanced manufacturing customers; the project highlights faster, prefabricated deployment strategies that could win urgent hyperscaler contracts. Blue Energy and GE Vernova Accelerate Gas-Plus-Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Pumped‑storage order — GE Vernova landed a multi-unit pumped-storage contract in India, diversifying backlog and adding long-duration grid storage exposure, which complements its AI-era power positioning. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Positive Sentiment: Sector tailwinds — multiple pieces link the industrial rally to AI power demand, reinforcing investor rotation into power equipment names and providing thematic support for GEV’s rerating. Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Neutral Sentiment: Valuation debate — commentators ask whether GEV’s substantial one‑year gain (~174%) leaves room for more upside or whether fundamentals fully reflect that run; this raises nearer‑term valuation risk for late buyers. Is It Too Late To Consider GE Vernova (GEV) After 174% One-Year Surge?
• Neutral Sentiment: Execution bottlenecks — industry coverage highlights workforce and contractor shortages (electricians, site crews) that could slow project buildouts even as demand spikes, a mixed signal for near‑term revenue timing. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: Regulatory/contract dispute — GE Vernova is engaged in a public dispute related to Vineyard Wind claims; regulatory or contractual battles can create headline risk and potential costs. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

GE Vernova Company Profile

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.