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GE Vernova

GEV · NYSE · Electronic & Other Electrical Equipment (No Computer Equip)
Insider buys (12 months)
0
Insider sales (12 months)
$11.5M
8-K reports (12 months)
8
Tracked investors holding
5

At a glance

GE Vernova reported 2025 revenue of $38.07B, up 9% from $34.94B in 2024. Over 3 years since 2022 ($29.65B), that is growth of about 8.7% a year. Operating margin was 3.6%, up from -9.7% in 2022. 2025 was the highest revenue year in this period. The company posted a loss in 2022 and 2023.

In the last 12 months 3 insiders reported 0 open-market purchases and 3 sales ($11.5M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $4.6M by Chief Executive Officer, Wind Victor Abate on Jun 3, 2026.

GE Vernova filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (2), shareholder vote results (1) and other events (1). The latest officer or director change was reported on Aug 27, 2026.

5 of the 20 investors tracked here held GE Vernova at the last quarter end, worth $4.76B combined. It is the largest weight for Coatue Management (6.2% of its portfolio), followed by Tiger Global Management (3.9%). New this quarter: Renaissance Technologies. Added: National Pension Service (Korea). Reduced: Tiger Global Management and Bridgewater Associates.

Annual results

2022
Revenue $29.65B
Op. -$2.88B
2023
Revenue $33.24B
Op. -$923M
2024
Revenue $34.94B
Op. $471M
2025
Revenue $38.07B
Op. $1.39B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year2022202320242025
Net income-$2.74B-$438M$1.55B$4.88B
Diluted EPS$-10.00$-1.60$5.58$17.69
Dividend per share--$0.25$1.25

Fiscal year ends Dec 31 · incorporated in DE

Tracked investors holding (13F)

Coatue ManagementUnchanged$3.01B · 6.2% · held 8 quarters
Tiger Global ManagementReduced$937M · 3.9% · held 6 quarters
National Pension Service (Korea)Added$663.3M · 0.4% · held 7 quarters
Bridgewater AssociatesReduced$144.2M · 0.6% · held 8 quarters
Renaissance TechnologiesNew$5.3M · 0.0% · held 7 quarters

Weight is the share of each investor's portfolio, as of the quarter end.

Current reports (8-K, last 12 months)

Insider open-market trades (last 12 months)

Source: SEC EDGAR. How figures are combined