Rep. Josh Gottheimer Buys GE Vernova Inc. (NYSE:GEV) Stock

Representative Josh Gottheimer (Democratic-New Jersey) recently bought shares of GE Vernova Inc. (NYSE:GEV). In a filing disclosed on March 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in GE Vernova stock on February 5th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Infineon Technologies (OTCMKTS:IFNNY) on 2/27/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 2/20/2026.
• Sold $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/18/2026.
• Sold $1,001 – $15,000 in shares of Carvana (NYSE:CVNA) on 2/18/2026.
• Purchased $1,001 – $15,000 in shares of Cummins (NYSE:CMI) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Exxon Mobil (NYSE:XOM) on 2/4/2026.
• Sold $1,001 – $15,000 in shares of Fair Isaac (NYSE:FICO) on 2/4/2026.

GE Vernova Price Performance

GE Vernova stock opened at $908.90 on Wednesday. GE Vernova Inc. has a one year low of $252.25 and a one year high of $920.63. The business’s fifty day moving average is $789.33 and its 200 day moving average is $677.10. The stock has a market capitalization of $244.98 billion, a PE ratio of 51.06, a price-to-earnings-growth ratio of 3.51 and a beta of 1.45.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, January 28th. The company reported $13.39 earnings per share for the quarter, topping analysts’ consensus estimates of $2.99 by $10.40. The business had revenue of $10.96 billion during the quarter, compared to analyst estimates of $10.21 billion. GE Vernova had a return on equity of 46.91% and a net margin of 12.83%.GE Vernova’s revenue was up 3.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.73 EPS. As a group, sell-side analysts expect that GE Vernova Inc. will post 6.59 EPS for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 17th. GE Vernova’s dividend payout ratio is presently 11.24%.

Hedge Funds Weigh In On GE Vernova

Several institutional investors have recently made changes to their positions in GEV. RFG Advisory LLC raised its position in shares of GE Vernova by 2.1% during the 4th quarter. RFG Advisory LLC now owns 634 shares of the company’s stock valued at $414,000 after purchasing an additional 13 shares during the period. BlackDiamond Wealth Management LLC boosted its holdings in GE Vernova by 2.8% in the 4th quarter. BlackDiamond Wealth Management LLC now owns 471 shares of the company’s stock worth $308,000 after buying an additional 13 shares during the period. First Commonwealth Financial Corp PA increased its stake in GE Vernova by 3.5% in the 4th quarter. First Commonwealth Financial Corp PA now owns 380 shares of the company’s stock worth $248,000 after buying an additional 13 shares in the last quarter. Apriem Advisors increased its stake in GE Vernova by 0.7% in the 4th quarter. Apriem Advisors now owns 2,124 shares of the company’s stock worth $1,388,000 after buying an additional 14 shares in the last quarter. Finally, Voisard Asset Management Group Inc. raised its holdings in GE Vernova by 2.7% during the fourth quarter. Voisard Asset Management Group Inc. now owns 575 shares of the company’s stock valued at $376,000 after acquiring an additional 15 shares during the period.

GE Vernova News Roundup

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

• Positive Sentiment: Morgan Stanley raised its price target to $960 and set an “overweight” rating, citing stronger turbine pricing and medium‑term growth from electrification — a direct bullish signal for GEV’s core Power business. Read More.
• Positive Sentiment: Bank of America Securities reiterated a Buy on GE Vernova, reinforcing institutional support that helps drive demand among professional investors. Read More.
• Positive Sentiment: Market commentary is pushing an AI-infrastructure narrative that favors GEV: increasing data‑center power demand benefits GE Vernova’s gas turbines, transformers and grid equipment. The piece also highlights corporate actions (dividend increase, buyback) and recent index inclusion as structural supports for the stock. Read More.
• Positive Sentiment: Retail/media attention lifted momentum — Jim Cramer called GEV “a real good story,” which can amplify retail buying and volume. Read More.
• Neutral Sentiment: Short‑term market moves also reflected macro headlines: a pause in U.S. military action raised risk appetite and helped push several industrial names higher, a move that benefited GEV alongside sector peers. Read More.
• Neutral Sentiment: Coverage pieces speculating on a large government/industrial project tied to the administration suggest potential upside but remain speculative — monitor for confirmed contracts or official announcements. Read More.
• Neutral Sentiment: An unrelated press release from AirJoule Technologies was included in the feed and has no direct impact on GE Vernova. Read More.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on GEV. The Goldman Sachs Group lifted their price target on shares of GE Vernova from $840.00 to $925.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. Bank of America raised their target price on shares of GE Vernova from $725.00 to $804.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Glj Research lifted their target price on shares of GE Vernova from $758.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Finally, Oppenheimer reiterated an “outperform” rating on shares of GE Vernova in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average target price of $837.25.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.