GE Vernova Inc. $GEV Shares Acquired by Nissay Asset Management Corp Japan

Nissay Asset Management Corp Japan increased its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 17.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 109,157 shares of the company’s stock after purchasing an additional 16,003 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in GE Vernova were worth $128,244,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. B. Metzler seel. Sohn & Co. AG increased its position in shares of GE Vernova by 37.7% during the second quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock worth $27,116,000 after acquiring an additional 6,313 shares during the period. World Investment Advisors boosted its holdings in GE Vernova by 19.9% in the fourth quarter. World Investment Advisors now owns 13,497 shares of the company’s stock valued at $8,821,000 after purchasing an additional 2,241 shares during the period. RiverFront Investment Group LLC boosted its holdings in GE Vernova by 239.2% in the fourth quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock valued at $1,432,000 after purchasing an additional 1,545 shares during the period. Citizens Financial Group Inc. RI acquired a new position in GE Vernova during the 2nd quarter worth $8,337,000. Finally, Morse Asset Management Inc grew its stake in GE Vernova by 25.8% during the 4th quarter. Morse Asset Management Inc now owns 4,645 shares of the company’s stock worth $3,036,000 after purchasing an additional 952 shares in the last quarter.

GE Vernova Stock Performance

NYSE GEV opened at $912.32 on Monday. The company has a fifty day moving average of $1,031.82 and a two-hundred day moving average of $975.58. The company has a market capitalization of $242.98 billion, a PE ratio of 26.11, a P/E/G ratio of 3.28 and a beta of 1.21. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The business had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. During the same quarter in the prior year, the firm posted $1.86 earnings per share. The company’s revenue for the quarter was up 21.9% compared to the same quarter last year. As a group, analysts expect that GE Vernova Inc. will post 15.46 earnings per share for the current year.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: HVDC joint venture expands growth prospects: GE Vernova announced a partnership with South Korea’s LS Electric to pursue voltage-source-converter HVDC projects. The venture could strengthen GEV’s position in a fast-growing market driven by grid modernization, renewable-power integration and rising electricity demand. GE Vernova’s New JV Could Unlock its Next Big Growth Engine
• Positive Sentiment: New U.K. grid contract adds backlog: GE Vernova was selected to supply a 400-kilovolt gas-insulated switchgear substation in Chesterfield, England, as part of National Grid’s Great Grid Upgrade. The award reinforces demand for GEV’s transmission equipment and exposure to long-term grid investment. GE Vernova secures 400 kV substation contract for UK grid upgrade
• Positive Sentiment: Demand outlook remains constructive: Recent coverage argues that GE Vernova’s businesses may be sold out through 2030, while AI-related data-center electricity demand and broader power shortages could support future orders. These themes bolster the long-term growth case, although they are largely forward-looking. GE Vernova: Sold Out Through 2030 Can AI Power Demand Drive Growth?
• Neutral Sentiment: Positive media commentary offers limited direct support: Jim Cramer continues to view GEV favorably because of its nuclear exposure and delivery visibility, but the commentary does not represent a change in earnings guidance or fundamentals. GE Vernova Isn’t A Great Short, Jim Cramer Said
• Negative Sentiment: CFO succession creates near-term uncertainty: GE Vernova’s announcement of a CFO transition may prompt investors to seek clarity on financial controls, capital allocation and execution. The move also coincided with Rivian’s CFO departing to join GEV, highlighting the leadership change but not necessarily signaling an operational problem. GE Vernova Announces CFO Transition and Leadership Succession

Analyst Upgrades and Downgrades

GEV has been the topic of a number of analyst reports. Mizuho increased their price target on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. TD Cowen boosted their price objective on GE Vernova from $1,220.00 to $1,235.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a research note on Friday, August 7th. Oppenheimer raised 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 report on Thursday, July 23rd. Finally, Morgan Stanley downgraded shares of GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova 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.