Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of GE Vernova Inc. (NYSE:GEV)

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of GE Vernova Inc. (NYSE:GEV). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in GE Vernova stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

GE Vernova Trading Up 2.9%

Shares of NYSE GEV opened at $658.03 on Friday. The company has a market capitalization of $178.54 billion, a P/E ratio of 107.17, a P/E/G ratio of 4.87 and a beta of 1.71. GE Vernova Inc. has a 12 month low of $252.25 and a 12 month high of $731.00. The stock has a 50 day moving average of $601.18 and a 200-day moving average of $588.26.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, October 22nd. The company reported $1.64 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.72 by ($0.08). GE Vernova had a net margin of 4.52% and a return on equity of 17.07%. The business had revenue of $9.97 billion for the quarter, compared to analyst estimates of $9.15 billion. During the same period in the prior year, the business earned ($0.35) EPS. The company’s revenue for the quarter was up 11.8% compared to the same quarter last year. Analysts predict that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Monday, January 5th will be paid a $0.50 dividend. This is a positive change from GE Vernova’s previous quarterly dividend of $0.25. This represents a $2.00 annualized dividend and a yield of 0.3%. The ex-dividend date is Monday, January 5th. GE Vernova’s dividend payout ratio is currently 16.29%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Redburn Partners set a $475.00 target price on shares of GE Vernova in a research note on Wednesday, October 15th. Jefferies Financial Group raised shares of GE Vernova from a “hold” rating to a “buy” rating and increased their price target for the company from $736.00 to $815.00 in a report on Thursday. Seaport Res Ptn downgraded shares of GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Thursday, December 11th. Morgan Stanley boosted their price objective on GE Vernova from $710.00 to $822.00 and gave the stock an “overweight” rating in a report on Tuesday. Finally, Barclays upped their target price on GE Vernova from $710.00 to $720.00 and gave the company an “overweight” rating in a research report on Thursday, December 4th. Four research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $690.56.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. increased its stake in GE Vernova by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 24,815,463 shares of the company’s stock worth $15,259,028,000 after acquiring an additional 150,892 shares during the period. State Street Corp lifted its position in shares of GE Vernova by 1.3% during the 3rd 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 during the period. Geode Capital Management LLC grew its holdings in shares of GE Vernova by 2.2% during the 2nd quarter. Geode Capital Management LLC now owns 6,108,484 shares of the company’s stock worth $3,221,404,000 after purchasing an additional 129,315 shares in the last quarter. Norges Bank bought a new position in shares of GE Vernova in the second quarter worth $1,809,220,000. Finally, Northern Trust Corp increased its position in shares of GE Vernova by 1.8% in the third quarter. Northern Trust Corp now owns 2,877,458 shares of the company’s stock worth $1,769,349,000 after purchasing an additional 51,738 shares during the period.

Key Stores Impacting GE Vernova

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

• Positive Sentiment: Jefferies upgraded GEV, citing stronger outlook/earnings trajectory that helped spark buying interest and analyst-led momentum. Jefferies upgrades GE Vernova (GEV)
• Positive Sentiment: Barron’s reports GEV recovered after the prior session’s brutal selloff as the AI trade rebounded, suggesting sector flows (not just company-specific news) are driving near-term price moves. GE Vernova Stock Recovers as the AI Trade Rebounds
• Positive Sentiment: Market TV coverage cited the Micron earnings-driven AI rally and noted an upgrade-driven rally in GEV as part of broader session headlines — supportive short-term technical momentum. MU Posts Strong A.I. Demand, GEV Upgrade Rally, KMX Stalls on Earnings
• Neutral Sentiment: Investor’s Business Daily piece frames a recent GEV swing trade as a “losing trade” in execution but not a failed thesis — useful for traders but not new fundamental information. GE Vernova Stock Was A Losing Trade — But Not A Bad Trade
• Neutral Sentiment: MSN republished the IBD swing-trade commentary, reinforcing the message for traders that short-term setups don’t negate the longer-term thesis. GE Vernova stock was a losing trade — but not a bad trade
• Neutral Sentiment: Yahoo questions whether GEV’s 2025 ~100% rally is supported by fundamentals, highlighting valuation and margin concerns — a cautionary read for longer-term investors. Is GE Vernova’s 102% Surge in 2025 Still Supported by Fundamentals?
• Negative Sentiment: MSN runs a deeper “why it crashed and what to expect” piece that outlines catalysts for the recent sharp selloff and potential near-term downside risks, which likely pressured sentiment before today’s rebound. Here’s why the GE Vernova stock price crashed and what to expect

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.