GE Vernova Inc. $GEV Stock Acquired by Venture Visionary Partners LLC

Venture Visionary Partners LLC grew its holdings in GE Vernova Inc. (NYSE:GEV) by 12.1% during the 3rd quarter, Holdings Channel reports. The fund owned 19,795 shares of the company’s stock after buying an additional 2,143 shares during the period. Venture Visionary Partners LLC’s holdings in GE Vernova were worth $18,815,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. B. Metzler seel. Sohn & Co. AG raised its stake in shares of GE Vernova by 37.7% in the second quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock worth $27,116,000 after buying an additional 6,313 shares during the period. Citizens Financial Group Inc. RI bought a new position in shares of GE Vernova during the 2nd quarter valued at approximately $8,337,000. Sapient Capital LLC grew its stake in shares of GE Vernova by 31.4% during the 2nd quarter. Sapient Capital LLC now owns 76,038 shares of the company’s stock valued at $89,372,000 after acquiring an additional 18,188 shares during the period. Processus Wealth & Capital Management LLC purchased a new stake in GE Vernova in the 2nd quarter worth approximately $2,699,000. Finally, Field & Main Bank purchased a new stake in GE Vernova in the 2nd quarter worth approximately $3,018,000.

Analysts Set New Price Targets

GEV has been the topic of several analyst reports. Mizuho lifted their price target on shares of GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a report on Friday, July 24th. Wall Street Zen cut shares of GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Sanford C. Bernstein restated an “outperform” rating and set a $1,298.00 price objective (up from $1,206.00) on shares of GE Vernova in a research report on Tuesday, September 15th. President Capital lifted their target price on shares of GE Vernova from $1,368.00 to $1,398.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Finally, BNP Paribas Exane dropped their target price on shares of GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,171.87.

GE Vernova News Summary

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

• Positive Sentiment: GE Vernova plans to double its number of MIT interns and permanent hires in 2027, supporting its ability to expand its engineering and technical workforce as demand grows across power-generation and grid markets. GE Vernova to Double the Number of MIT Interns and Permanent Hires in 2027
• Positive Sentiment: Analysts and investors continue to point to GE Vernova’s expanding backlog, nuclear opportunities, services growth and exposure to electricity demand from artificial-intelligence data centers as sources of long-term revenue visibility. Importantly, only about 20% of its order book is tied directly to data centers, potentially reducing reliance on an AI spending cycle. Only 20% of GE Vernova’s Order Book Is Data Centers
• Positive Sentiment: Fisher Asset Management reportedly increased its GE Vernova position by 90,037% in the second quarter, making it the company’s largest hedge-fund holder. The purchase may reinforce institutional confidence in GEV’s AI and power-demand strategy, although it does not change near-term fundamentals. Why Billionaire Ken Fisher Went Big on GE Vernova
• Neutral Sentiment: Recent commentary highlights nuclear expansion and long-term energy contracts, but investors are focused on how quickly these opportunities translate into cash flow. The broader asset-performance-management market is also projected to grow, offering a supportive industry backdrop. GE Vernova Stock Appears Overvalued Following Its 70% Run
• Negative Sentiment: Valuation is the main pressure on GEV shares. After the substantial rally, market commentary argues the stock may be overvalued relative to the cash the business currently generates. Supply-chain constraints, tariffs and execution risks could further limit upside. GE Vernova Surges 9.4% in a Month

GE Vernova Price Performance

GEV traded down $31.42 during trading on Wednesday, reaching $997.79. 2,016,446 shares of the company traded hands, compared to its average volume of 2,650,735. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. GE Vernova Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The firm has a fifty day simple moving average of $967.21 and a 200 day simple moving average of $997.58. The company has a market cap of $265.74 billion, a P/E ratio of 28.56, a PEG ratio of 3.35 and a beta of 1.14.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The company had revenue of $11.10 billion during the quarter, compared to analysts’ expectations of $10.79 billion. During the same period last year, the firm posted $1.86 EPS. GE Vernova’s quarterly revenue was up 21.9% compared to the same quarter last year. On average, equities analysts forecast that GE Vernova Inc. will post 15.38 EPS for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Tuesday, October 27th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s payout ratio is currently 5.72%.

About GE Vernova

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.