Altshuler Shaham Ltd Has $5.98 Million Stock Holdings in GE Vernova Inc. $GEV

Altshuler Shaham Ltd decreased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 54.2% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 9,147 shares of the company’s stock after selling 10,823 shares during the period. Altshuler Shaham Ltd’s holdings in GE Vernova were worth $5,978,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its holdings in GE Vernova by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after buying an additional 208,162 shares during the last quarter. State Street Corp grew its stake in shares of GE Vernova by 2.1% in the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock worth $7,496,232,000 after acquiring an additional 231,392 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of GE Vernova by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock worth $4,074,039,000 after acquiring an additional 68,894 shares in the last quarter. Morgan Stanley grew its stake in shares of GE Vernova by 12.8% in the 4th quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after acquiring an additional 685,466 shares in the last quarter. Finally, Norges Bank bought a new stake in shares of GE Vernova in the 4th quarter worth $2,283,114,000.

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. JPMorgan Chase & Co. upped their target price on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Sanford C. Bernstein assumed coverage on shares of GE Vernova in a research note on Tuesday. They issued an “outperform” rating and a $1,206.00 target price for the company. Royal Bank Of Canada upped their target price on shares of GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Weiss Ratings upgraded shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, April 24th. Finally, Rothschild & Co Redburn upgraded shares of GE Vernova from a “sell” rating to a “buy” rating and upped their target price for the stock from $560.00 to $1,100.00 in a research note on Monday, March 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,089.88.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: GE Vernova released the 2025 Sustainability Report, highlighting progress in adding new power to the grid, reducing carbon intensity, and advancing breakthrough energy technologies, which supports the long-term investment case. GE Vernova’s New Sustainability Report Highlights Progress Adding New Power to the Grid, Enabling People to Thrive, Reducing Carbon Intensity, and Advancing Breakthrough Energy Technologies
• Positive Sentiment: Several articles highlighted GE Vernova as a key AI infrastructure and electrification play, noting its turbines, nuclear services, and grid equipment could benefit from rising power demand tied to data centers and broader electrification. 2 Industrial Stocks Worth Watching
• Positive Sentiment: GE Vernova also drew investor attention and appeared in analyst-focused coverage, reinforcing that the stock remains a widely watched name with strong momentum behind it. GE Vernova Inc. (GEV) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: GE Vernova showcased grid stability, emissions, and digital utility technologies at the Africa Energy Forum, supporting its positioning in global energy-transition markets. GE Vernova Highlights Grid Stability and Emissions Technologies at Africa Energy Forum
• Neutral Sentiment: Broader market headlines about rising Fed-rate concerns and mixed futures may be influencing trading across growth and industrial stocks, but they are not specific to GE Vernova. Dow Jones Futures Rise After Fed Rate Hike Bets Hit Stocks; SpaceX Falls As Robinhood Jumps
• Negative Sentiment: One article flagged insider selling at GE Vernova, which can create concern about valuation or near-term upside, especially after a strong run in the shares. Insiders Are Selling These 3 Stocks—Should Investors Be Concerned?
• Negative Sentiment: A separate report said Jefferies trimmed its price target on GEV, adding a modest valuation headwind even though analysts still view the stock favorably overall. Jefferies Trims Price Target on GE Vernova (GEV). Here is Why

GE Vernova Price Performance

GEV opened at $1,048.81 on Thursday. The firm has a market cap of $281.84 billion, a P/E ratio of 30.55, a PEG ratio of 3.64 and a beta of 1.23. The firm has a 50-day moving average of $1,015.25 and a 200 day moving average of $842.37. 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 fifty-two week low of $479.04 and a fifty-two week high of $1,181.95.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating the consensus estimate of $1.95 by $15.49. The company had revenue of $9.34 billion during the quarter, compared to analyst estimates of $9.19 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The firm’s revenue for the quarter was up 17.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.91 earnings per share. On average, research analysts expect that GE Vernova Inc. will post 14.99 EPS for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th will be given a dividend of $0.50 per share. The ex-dividend date is Tuesday, June 16th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.83%.

Insider Activity

In related 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $4,568,797.52. Following the transaction, the chief executive officer owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their position. The SEC filing for this sale provides additional information. 0.21% of the stock is currently owned by corporate insiders.

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.