GE Vernova Inc. $GEV Stock Purchased by Weaver Capital Management LLC

Weaver Capital Management LLC raised its stake in GE Vernova Inc. (NYSE:GEV) by 104.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,117 shares of the company’s stock after acquiring an additional 1,083 shares during the quarter. Weaver Capital Management LLC’s holdings in GE Vernova were worth $2,012,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the stock. Manning & Napier Advisors LLC grew its position in shares of GE Vernova by 68.4% in the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after purchasing an additional 13 shares during the last quarter. Parvin Asset Management LLC bought a new position in shares of GE Vernova during the second quarter worth approximately $32,000. Monetary Solutions Ltd bought a new position in shares of GE Vernova during the fourth quarter worth approximately $35,000. Strategic Wealth Advisors LLC acquired a new stake in GE Vernova during the 2nd quarter worth approximately $35,000. Finally, Pingora Partners LLC acquired a new stake in GE Vernova during the 2nd quarter worth approximately $36,000.

GE Vernova Stock Down 1.4%

Shares of GEV opened at $928.88 on Friday. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 12 month low of $530.16 and a 12 month high of $1,195.94. The firm’s 50 day moving average is $964.22 and its 200-day moving average is $1,001.66. The stock has a market capitalization of $247.39 billion, a PE ratio of 26.59, a P/E/G ratio of 3.26 and a beta of 1.14.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.17 by ($0.70). The company had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The company’s quarterly revenue was up 21.9% on a year-over-year basis. During the same quarter last year, the firm posted $1.86 earnings per share. Equities research analysts forecast that GE Vernova Inc. will post 15.04 EPS for the current year.

GE Vernova Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Stockholders of record on Tuesday, October 27th will be given 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 is Tuesday, October 27th. GE Vernova’s dividend payout ratio is presently 5.72%.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on GEV. Royal Bank Of Canada boosted their price target on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Glj Research began coverage on GE Vernova in a research report on Monday, September 14th. They set a “sell” rating and a $470.00 price objective on the stock. Sanford C. Bernstein reissued an “outperform” rating and set a $1,298.00 target price (up from $1,206.00) on shares of GE Vernova in a report on Tuesday, September 15th. JPMorgan Chase & Co. dropped their target price on GE Vernova from $1,330.00 to $1,150.00 and set an “overweight” rating for the company in a report on Friday, October 9th. Finally, Oppenheimer boosted their target price on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Two equities 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 given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,164.87.

GE Vernova News Summary

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

• Positive Sentiment: Major Venture Global power agreement: GE Vernova and Baker Hughes will supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, reinforcing GE Vernova’s position in behind-the-meter power infrastructure. The reported $17.2 billion headline value represents the maximum potential scope, not a firm commitment. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analyst support remains strong: Guggenheim assigned GE Vernova a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270. These targets imply substantial upside from recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Recent coverage highlights strong organic order growth, increased 2026 revenue and free-cash-flow guidance, and a reported backlog of approximately $176 billion. Gas-turbine services and electrification demand linked to AI data centers remain important parts of the bull case. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: GE Vernova is being discussed as a potential stock-split candidate because of its high share price, but a split would not change the company’s underlying value or earnings prospects. GE Vernova emerges as a prime stock-split candidate
• Negative Sentiment: The recent pullback reflects broader weakness in AI-infrastructure stocks and renewed scrutiny of GE Vernova’s elevated valuation. Coverage has cited a high earnings multiple, making the shares more sensitive to any slowdown in orders, guidance or AI-related spending. GE Vernova builds $176 billion backlog but valuation raises questions

GE Vernova Company Profile

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.