Intact Investment Management Inc. Sells 1,895 Shares of GE Vernova Inc. $GEV

Intact Investment Management Inc. lessened its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 94.3% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 115 shares of the company's stock after selling 1,895 shares during the period. Intact Investment Management Inc.'s holdings in GE Vernova were worth $75,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Capital World Investors lifted its position in shares of GE Vernova by 1,907.5% in 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. Franklin Resources Inc. lifted its position in shares of GE Vernova by 170.0% in the third quarter. Franklin Resources Inc. now owns 1,175,729 shares of the company's stock valued at $722,956,000 after acquiring an additional 740,339 shares in the last quarter. Jennison Associates LLC lifted its position in shares of GE Vernova by 1,300.4% in the fourth quarter. Jennison Associates LLC now owns 647,791 shares of the company's stock valued at $423,377,000 after acquiring an additional 601,533 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of GE Vernova by 10,288.6% in the fourth quarter. SG Americas Securities LLC now owns 418,661 shares of the company's stock valued at $273,624,000 after acquiring an additional 414,631 shares in the last quarter. Finally, Raymond James Financial Inc. lifted its position in shares of GE Vernova by 66.0% in the second quarter. Raymond James Financial Inc. now owns 944,567 shares of the company's stock valued at $499,817,000 after acquiring an additional 375,677 shares in the last quarter.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the company. China Renaissance upgraded GE Vernova to a "strong-buy" rating in a research report on Thursday, January 29th. Barclays boosted their price objective 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. Citigroup boosted their price objective on GE Vernova from $779.00 to $1,110.00 and gave the company a "neutral" rating in a research report on Monday, April 13th. The Goldman Sachs Group restated a "buy" rating and issued a $1,328.00 price objective on shares of GE Vernova in a research report on Friday, April 24th. Finally, BMO Capital Markets boosted their price objective on GE Vernova from $1,110.00 to $1,250.00 and gave the company an "outperform" rating in a research report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $1,090.76.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Q1 results showed a big EPS beat, rising revenue and sizable AI‑linked orders plus an aggressive buyback program — supports higher earnings per share and cash‑flow expectations. Should GE Vernova’s Record AI‑Linked Orders and Buybacks Prompt Action From GEV Investors?
• Positive Sentiment: Blue Energy and GE Vernova announced a paired 2.5 GW gas‑plus‑nuclear project aimed at meeting near‑term AI power demand — a strategic, high‑visibility partnership that expands GEV’s addressable market in U.S. baseload and hybrid plants. Blue Energy and GE Vernova Accelerate Gas‑Plus‑Nuclear Approach for Powering American Communities and Fueling Global AI Leadership
• Positive Sentiment: Multiple industry pieces argue the “real AI trade” is power equipment (substations, transformers, turbines), reinforcing durable demand tailwinds for GE Vernova’s product and service backlog. Industrial‑Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026
• Positive Sentiment: GE Vernova won a pumped‑storage hydro order in India (nine 150 MW units), signaling international equipment and services demand beyond U.S. data‑center work. GE Vernova to deliver pumped storage technology for Indian hydropower plant
• Neutral Sentiment: Analyst and investor writeups are adding GEV to “AI‑power” and energy‑transition buy lists, increasing investor attention but not guaranteeing further operational upside. 3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
• Negative Sentiment: Labor and contractor constraints — notably a shortage of qualified electricians and specialized contractors — are being flagged as potential bottlenecks that could slow project delivery and erode near‑term revenue recognition. How a Shortage of Electricians Could Derail the AI Boom
• Negative Sentiment: GE Vernova is involved in a dispute over Vineyard Wind claims — a legal/contractual fight that creates project execution and reputational risk on that offshore wind engagement. GE Vernova challenges Vineyard Wind’s claims of harm if it leaves project

GE Vernova Trading Up 2.0%

Shares of GEV stock opened at $1,095.87 on Wednesday. The company has a market cap of $294.48 billion, a PE ratio of 31.92, a price-to-earnings-growth ratio of 4.02 and a beta of 1.51. GE Vernova Inc. has a 1 year low of $387.03 and a 1 year high of $1,181.95. The stock's 50 day simple moving average is $924.72 and its two-hundred day simple moving average is $748.97. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.

GE Vernova (NYSE:GEV - Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $17.44 earnings per share 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 for the quarter, compared to analyst estimates of $9.19 billion. During the same period in the prior year, the company posted $0.91 EPS. The firm's revenue for the quarter was up 17.0% on a year-over-year basis. Research analysts predict that GE Vernova Inc. will post 14.84 earnings per share for the current year.

GE Vernova Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were paid a dividend of $0.50 per share. 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 dividend payout ratio is currently 5.83%.

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.

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