GE Vernova Inc. $GEV Shares Sold by West Michigan Advisors LLC

Key Points

• West Michigan Advisors LLC cut its stake in GE Vernova by 88.9% in Q4, selling 4,202 shares and leaving 524 shares valued at about $342,000.
• GE Vernova posted a massive Q1 beat—EPS of $17.44 versus $1.95 expected and revenue of $9.34 billion—then raised guidance, citing surging AI/data‑center demand and prompting analyst upgrades.
• Large institutions remain heavily invested: Vanguard holds ~24.8 million shares (~$15.26 billion), State Street ~11.2 million shares, and Capital World Investors boosted its position by ~1,907.5% (adding ~2.05 million shares).

West Michigan Advisors LLC lowered its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 88.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 524 shares of the company's stock after selling 4,202 shares during the quarter. West Michigan Advisors LLC's holdings in GE Vernova were worth $342,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. increased its holdings in shares of GE Vernova by 0.6% during the third quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company's stock valued at $15,259,028,000 after acquiring an additional 150,892 shares in the last quarter. State Street Corp increased its holdings in shares of GE Vernova by 1.3% during the third quarter. State Street Corp now owns 11,238,278 shares of the company's stock valued at $6,910,417,000 after acquiring an additional 140,500 shares in the last quarter. Northern Trust Corp increased its holdings in shares of GE Vernova by 1.8% during the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company's stock valued at $1,769,349,000 after acquiring an additional 51,738 shares in the last quarter. Invesco Ltd. increased its holdings in shares of GE Vernova by 7.1% during the third quarter. Invesco Ltd. now owns 2,375,738 shares of the company's stock valued at $1,460,841,000 after acquiring an additional 158,481 shares in the last quarter. Finally, Capital World Investors increased its holdings in shares of GE Vernova by 1,907.5% during the third quarter. Capital World Investors now owns 2,156,197 shares of the company's stock valued at $1,325,842,000 after acquiring an additional 2,048,792 shares in the last quarter.

GE Vernova Price Performance

Shares of NYSE GEV opened at $1,151.01 on Friday. The business's 50 day moving average price is $890.83 and its 200 day moving average price is $727.35. The firm has a market cap of $309.46 billion, a P/E ratio of 33.53, a P/E/G ratio of 4.36 and a beta of 1.43. GE Vernova Inc. has a 52 week low of $337.31 and a 52 week high of $1,181.95. The company has a quick ratio of 0.73, a current ratio of 0.89 and a debt-to-equity ratio of 0.19.

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, beating analysts' consensus estimates 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 quarter in the prior year, the firm earned $0.91 earnings per share. GE Vernova's revenue for the quarter was up 17.0% on a year-over-year basis. On average, sell-side analysts expect that GE Vernova Inc. will post 14.37 earnings per share for the current year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Tuesday, March 17th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, March 17th. GE Vernova's dividend payout ratio is currently 11.24%.

Key GE Vernova News

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

• Positive Sentiment: Massive Q1 beat and guidance lift — GE Vernova reported a huge EPS surprise and raised its full‑year outlook, driving the initial sharp rally. GE Vernova NYSE: GEV Shares Up 13.6% After Strong Earnings
• Positive Sentiment: AI / data‑center demand is a major catalyst — Management cited surging orders from data‑center customers for electrification gear, lifting revenue and free cash flow expectations. That structural demand narrative is a key reason investors are bidding the stock higher. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: Analyst upgrades and higher price targets — Multiple brokers have lifted targets and reiterated buy/outperform calls after the quarter, reinforcing bullish sentiment. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Positive Sentiment: Backlog, orders and margin improvement — Analysts and bulls point to large backlog and rising margins in Power & Electrification, supporting higher forward earnings multiples. GE Vernova: Integrated Power And Electrification To Delivery High-Margin Growth
• Neutral Sentiment: Media / market narratives amplify momentum — Coverage highlighting GEV as a top long‑term or green/renewables pick has helped retail and institutional interest but may simply magnify short‑term flows. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds (Wind) and regulatory/risk disclosures — The company noted challenges in its Wind business and its 10‑K flagged new regulatory risks; these could pressure specific margins or create execution risk. GE Vernova Inc (GEV) Q1 2026 Earnings Call Highlights
• Negative Sentiment: New 10‑K risk item — Investors should review recent filings calling out regulation and other risks that could affect future results if conditions change. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Weiss Ratings upgraded shares of GE Vernova from a "hold (c)" rating to a "buy (b-)" rating in a report on Thursday, February 5th. Royal Bank Of Canada upped 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. Oppenheimer set a $1,303.00 target price on GE Vernova in a research report on Thursday. China Renaissance upgraded GE Vernova to a "strong-buy" rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of GE Vernova in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Buy" and an average target price of $1,041.57.

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.

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