GE Vernova Inc. $GEV Shares Purchased by Formuepleje A S

Formuepleje A S increased its stake in GE Vernova Inc. (NYSE:GEV) by 51.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,556 shares of the company’s stock after purchasing an additional 871 shares during the period. Formuepleje A S’s holdings in GE Vernova were worth $2,429,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in GEV. Parvin Asset Management LLC bought a new stake in shares of GE Vernova in the second quarter valued at about $32,000. Pingora Partners LLC acquired a new position in shares of GE Vernova during the second quarter worth about $36,000. Manning & Napier Advisors LLC grew its holdings in shares of GE Vernova by 68.4% during the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock worth $26,000 after buying an additional 13 shares in the last quarter. IMG Wealth Management Inc. bought a new position in shares of GE Vernova during the second quarter worth about $39,000. Finally, Miller Global Investments LLC grew its holdings in shares of GE Vernova by 63.6% during the second quarter. Miller Global Investments LLC now owns 36 shares of the company’s stock worth $42,000 after buying an additional 14 shares in the last quarter.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on GEV shares. President Capital lifted their target price on GE Vernova from $1,368.00 to $1,398.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $1,298.00 price target (up from $1,206.00) on shares of GE Vernova in a research report on Tuesday, September 15th. TD Cowen raised their price target on shares of GE Vernova from $1,220.00 to $1,235.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Monday, August 3rd. Finally, Royal Bank Of Canada lifted their price objective on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,164.87.

More GE Vernova News

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

• Positive Sentiment: Large Venture Global power deal reinforces demand. Venture Global signed agreements with GE Vernova and Baker Hughes for up to 16 combined-cycle gas power units, each with 720 megawatts of capacity, plus related transformer equipment. The projects could support an off-grid network serving as much as 10 gigawatts of future computing capacity, strengthening GE Vernova’s position in data-center and industrial power. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analysts remain constructive. Guggenheim initiated a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270 from $1,300—still implying substantial upside based on recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Fundamentals and outlook remain strong. GE Vernova has reported robust organic order growth, raised its 2026 revenue and free-cash-flow guidance, and built a roughly $176 billion backlog. Its gas-turbine services and electrification businesses are benefiting from rising power demand tied to AI data centers. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: Third-quarter earnings are the next catalyst. Investors will look for evidence that order momentum is translating into revenue, margins and cash flow when results are released October 28. GE Vernova to announce third-quarter 2026 financial results
• Negative Sentiment: Valuation and sector weakness are pressuring the stock. GEV has pulled back sharply from its highs as investors reduced exposure to AI-related infrastructure shares. Commentators also warn that its elevated earnings multiple leaves limited room for execution disappointments, making the upcoming report particularly important. GE Vernova registers a bigger fall than the market

GE Vernova Stock Down 3.0%

Shares of NYSE GEV traded down $28.71 during trading hours on Thursday, hitting $913.07. The company had a trading volume of 2,454,296 shares, compared to its average volume of 2,631,749. The stock has a market capitalization of $243.18 billion, a P/E ratio of 26.24, a price-to-earnings-growth ratio of 3.48 and a beta of 1.14. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94. The firm’s 50 day moving average is $965.61 and its 200-day moving average is $1,001.12.

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

GE Vernova Dividend Announcement

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

GE Vernova 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.