GE Vernova (GEV) is up 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a sentiment rebound in energy-transition and gas-power names after recent volatility, helped by renewed analyst optimism on GE Vernova’s longer-term earnings power. Separate shareholder-return updates, including a newly declared quarterly dividend, may also be supporting incremental demand for the stock.

Details:

Sources:

GE Vernova (press release), SEC (8-K / earnings release), Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GEV Insider Trading Activity

$GEV insiders have traded $GEV stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $GEV stock by insiders over the last 6 months:

• VICTOR ABATE (Chief Executive Officer, Wind) sold 4,819 shares for an estimated $4,568,797
• STEVEN BAERT (Chief People Officer) sold 5,300 shares for an estimated $4,505,000
• MATTHEW JOSEPH POTVIN (Chief Accounting Officer) sold 2,333 shares for an estimated $2,470,856

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$GEV Hedge Fund Activity

We have seen 1,694 institutional investors add shares of $GEV stock to their portfolio, and 1,085 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• AUTO-OWNERS INSURANCE CO removed 34,804,821 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $29,455,320,012
• FMR LLC removed 3,154,981 shares (-14.7%) from their portfolio in Q1 2026, for an estimated $2,670,060,420
• NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,411,288 shares (-98.3%) from their portfolio in Q1 2026, for an estimated $2,040,673,034
• CAPITAL WORLD INVESTORS added 2,081,044 shares (+95.4%) to their portfolio in Q1 2026, for an estimated $1,761,187,537
• CORIENT PRIVATE WEALTH LLC removed 1,537,969 shares (-95.6%) from their portfolio in Q1 2026, for an estimated $1,301,583,164
• AMUNDI added 1,298,896 shares (+256.6%) to their portfolio in Q1 2026, for an estimated $1,099,255,684
• COATUE MANAGEMENT LLC removed 797,816 shares (-23.7%) from their portfolio in Q1 2026, for an estimated $675,191,680

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GEV Government Contracts

We have seen $227,764 of award payments to $GEV over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

• BOREWORM (BURIED ORDNANCE ACCESS THROUGH WORMLIKE ROBOTIC MACHINE) EUROPEAN COMMAND DEMO: $227,764

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$GEV Congressional Stock Trading

Members of Congress have traded $GEV stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $GEV stock by members of Congress over the last 6 months:

• REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
• REPRESENTATIVE AUSTIN SCOTT sold up to $15,000 on 02/17.
• REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 02/05.
• REPRESENTATIVE JONATHAN L. JACKSON purchased up to $50,000 on 01/30.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/09, 12/19 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$GEV Analyst Ratings

Wall Street analysts have issued reports on $GEV in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Goldman Sachs issued a "Buy" rating on 01/29/2026
• GLJ Research issued a "Buy" rating on 01/12/2026
• Jefferies issued a "Buy" rating on 12/22/2025

To track analyst ratings and price targets for $GEV, check out Quiver Quantitative's $GEV forecast page.

$GEV Price Targets

Multiple analysts have issued price targets for $GEV recently. We have seen 19 analysts offer price targets for $GEV in the last 6 months, with a median target of $1190.0.

Here are some recent targets:

• Sunaina Ocalan from Bernstein set a target price of $1206.0 on 06/17/2026
• Julien Dumoulin-Smith from Jefferies set a target price of $1210.0 on 06/11/2026
• Moses Sutton from BNP Paribas set a target price of $1190.0 on 04/27/2026
• Ben Kallo from Baird set a target price of $1400.0 on 04/23/2026
• Ameet Thakkar from BMO Capital set a target price of $1250.0 on 04/23/2026
• Julian Mitchell from Barclays set a target price of $1250.0 on 04/23/2026
• Joseph Osha from Guggenheim set a target price of $1300.0 on 04/23/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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