GE Vernova (NYSE:GEV) Trading Down 3.4% Following Insider Selling

GE Vernova Inc. (NYSE:GEV)’s stock price was down 3.4% on Monday following insider selling activity. The stock traded as low as $980.14 and last traded at $1,013.6120. Approximately 3,107,263 shares were traded during mid-day trading, an increase of 14% from the average daily volume of 2,729,640 shares. The stock had previously closed at $1,049.23.

Specifically, CAO Matthew Joseph Potvin sold 2,333 shares of the company’s stock in a transaction on 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 transaction, the chief accounting officer directly owned 3,549 shares in the company, valued at $3,758,710.41. This represents a 39.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

Analyst Ratings Changes

Several brokerages have issued reports on GEV. Guggenheim boosted their price target on shares of GE Vernova from $910.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Erste Group Bank raised shares of GE Vernova to a “strong-buy” rating in a report on Tuesday, March 24th. BMO Capital Markets upped their target price on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Oppenheimer set a $1,303.00 target price on shares of GE Vernova in a report on Thursday, April 23rd. Finally, Morgan Stanley upped 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. Two equities 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.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,090.76.

More GE Vernova News

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

• Positive Sentiment: Analysts and market commentary continue to highlight GE Vernova as a key AI infrastructure beneficiary, citing strong demand for grid upgrades and electrification products, with one report noting electrification orders up 86% and backlog above $163 billion. Article: Can GE Vernova Benefit From the Global Grid Modernization Boom?
• Positive Sentiment: The company announced a quarterly dividend of $0.50 per share, reinforcing confidence in its cash generation and financial stability. Article: GE Vernova Declares Third Quarter 2026 Dividend
• Positive Sentiment: Investor attention remains strong around GE Vernova, with multiple articles pointing to the company as a popular AI power and grid modernization play. Article: GE Vernova Inc. (GEV) Is a Trending Stock: Facts to Know Before Betting on It

GE Vernova Stock Up 1.3%

The business’s fifty day simple moving average is $966.16 and its 200 day simple moving average is $782.12. 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 $275.33 billion, a price-to-earnings ratio of 29.85, a price-to-earnings-growth ratio of 3.79 and a beta of 1.51.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results 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 net margin of 23.81% and a return on equity of 43.97%. The business had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same period last year, the company posted $0.91 EPS. GE Vernova’s revenue for the quarter was up 17.0% on a year-over-year basis. Equities analysts forecast that GE Vernova Inc. will post 14.84 earnings per share for the current fiscal year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Investors 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 yield of 0.2%. The ex-dividend date is Tuesday, June 16th. GE Vernova’s payout ratio is presently 5.83%.

Hedge Funds Weigh In On GE Vernova

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Manning & Napier Advisors LLC boosted its holdings in GE Vernova by 68.4% in the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after acquiring an additional 13 shares during the last quarter. Torren Management LLC bought a new stake in GE Vernova in the fourth quarter valued at approximately $26,000. Cornerstone Financial Management LLC bought a new stake in GE Vernova in the fourth quarter valued at approximately $25,000. Jackson Grant Investment Advisers Inc. boosted its holdings in GE Vernova by 344.4% in the third quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company’s stock valued at $25,000 after acquiring an additional 31 shares during the last quarter. Finally, Wealth Watch Advisors INC bought a new stake in GE Vernova in the third quarter valued at approximately $25,000.

About GE Vernova

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.