GE Vernova Inc. $GEV Stock: Oppenheimer & Co. Inc. Grows Position

Oppenheimer & Co. Inc. boosted its stake in GE Vernova Inc. (NYSE:GEV) by 9.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,727 shares of the company’s stock after purchasing an additional 2,086 shares during the period. Oppenheimer & Co. Inc.’s holdings in GE Vernova were worth $23,503,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. B. Metzler seel. Sohn & Co. AG grew its stake in shares of GE Vernova by 37.7% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock worth $27,116,000 after purchasing an additional 6,313 shares during the last quarter. BG Investment Services LLC bought a new stake in shares of GE Vernova in the 3rd quarter worth approximately $3,348,000. Citizens Financial Group Inc. RI bought a new stake in shares of GE Vernova in the 2nd quarter worth approximately $8,337,000. Sapient Capital LLC lifted its stake in GE Vernova by 31.4% during the second quarter. Sapient Capital LLC now owns 76,038 shares of the company’s stock valued at $89,372,000 after purchasing an additional 18,188 shares during the last quarter. Finally, Processus Wealth & Capital Management LLC acquired a new stake in GE Vernova during the second quarter valued at approximately $2,699,000.

GE Vernova Trading Up 5.0%

GE Vernova stock opened at $855.73 on Tuesday. GE Vernova Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. The firm has a market capitalization of $227.91 billion, a price-to-earnings ratio of 24.49, a P/E/G ratio of 2.82 and a beta of 1.14. The company has a 50 day moving average price of $949.47 and a 200 day moving average price of $934.68.

GE Vernova Announces Dividend

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

Analyst Upgrades and Downgrades

GEV has been the topic of several recent research reports. Jefferies Financial Group restated a “buy” rating and issued a $1,185.00 price target (up from $1,155.00) on shares of GE Vernova in a research report on Thursday, September 17th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. The Goldman Sachs Group upgraded GE Vernova from a “buy” rating to a “market outperform” rating in a research report on Monday, September 14th. Sanford C. Bernstein reissued an “outperform” rating and set a $1,298.00 price objective (up from $1,206.00) on shares of GE Vernova in a research note on Tuesday, September 15th. Finally, Wall Street Zen cut GE Vernova from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and a consensus price target of $1,164.87.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova secured an order to supply a gas turbine and generator for a 372-megawatt combined-cycle power plant in Côte d’Ivoire. The project expands the company’s presence in West Africa and supports its strategy of growing its Gas Power business in new markets. GE Vernova (GEV) Lands 372 MW Côte D’Ivoire Power Plant Order
• Positive Sentiment: Bank of America maintained its Buy rating and a $1,310 price target, signaling continued confidence in GE Vernova’s long-term exposure to grid investment, electrification, and rising electricity demand. BofA keeps Buy rating for GE Vernova stock at USD 1,310 target
• Positive Sentiment: Investors are watching demand for heavy-duty gas turbines and potential growth in high-margin service revenue. Strong third-quarter orders, full-year gigawatt bookings, or additional HA turbine-unit commitments could reinforce the bullish power-demand thesis. GE Vernova Reports Oct. 28
• Neutral Sentiment: GE Vernova is scheduled to report third-quarter results before the market opens on Wednesday, October 28. Guidance may have a greater effect on sentiment than the quarter’s results because expectations are already high. Energy Stock GE Vernova Eyes This Week’s Earnings Call
• Negative Sentiment: Analysts caution that GE Vernova’s valuation remains demanding even after a recent decline. Wind revenue and orders have weakened since 2024, while tariffs, higher interest rates, and possible industry earnings reductions could pressure results and investor expectations. GE Vernova: The Biggest Risk Is Not Demand

GE Vernova Company Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company focused on helping generate, transmit, store and deliver electricity. The company serves utilities, power producers, grid operators, commercial and industrial customers, and other energy-sector participants worldwide.

Its business is organized around three primary areas: Power, Wind and Electrification. Power provides technologies and services for gas and steam power generation, hydropower, nuclear power and other energy systems.