GE Vernova Inc. $GEV Shares Purchased by Cambridge Investment Research Advisors Inc.

Cambridge Investment Research Advisors Inc. boosted its holdings in GE Vernova Inc. (NYSE:GEV) by 8.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 75,512 shares of the company’s stock after buying an additional 6,193 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in GE Vernova were worth $88,716,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of GEV. Onyx Bridge Wealth Group LLC increased its position in shares of GE Vernova by 1.3% in the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after acquiring an additional 9 shares in the last quarter. Red Door Wealth Management LLC raised its stake in shares of GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock valued at $1,548,000 after acquiring an additional 10 shares during the period. Advance Capital Management Inc. lifted its holdings in shares of GE Vernova by 2.2% during the 1st quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock valued at $402,000 after acquiring an additional 10 shares in the last quarter. Alpha Financial Partners LLC lifted its holdings in shares of GE Vernova by 2.0% during the 1st quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock valued at $449,000 after acquiring an additional 10 shares in the last quarter. Finally, Sandy Cove Advisors LLC boosted its position in GE Vernova by 2.6% during the 2nd quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock worth $457,000 after purchasing an additional 10 shares during the period.

GE Vernova Price Performance

GEV opened at $1,048.52 on Friday. The company has a fifty day simple moving average of $1,031.48 and a 200 day simple moving average of $957.01. The firm has a market cap of $279.25 billion, a price-to-earnings ratio of 30.01, a PEG ratio of 3.71 and a beta of 1.21. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94. 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 (NYSE:GEV) last released 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). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The firm had revenue of $11.10 billion for the quarter, compared to analysts’ expectations of $10.79 billion. During the same period last year, the firm earned $1.86 EPS. The business’s quarterly revenue was up 21.9% on a year-over-year basis. Equities research analysts expect that GE Vernova Inc. will post 15.57 EPS for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th were 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 of this dividend was Tuesday, June 16th. GE Vernova’s payout ratio is presently 5.72%.

Insider Activity

In related news, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the transaction, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Strong Q2 growth and higher guidance: GE Vernova reported approximately 22% year-over-year revenue growth, stronger margins and cash flow, robust orders, and a record $176 billion backlog. Management also raised its 2026 revenue and free-cash-flow outlook, supporting expectations for continued earnings growth. Can GE Vernova’s Strong Q2 Results Fuel Further Earnings Growth?
• Positive Sentiment: AI and data-center power demand remain major catalysts: Analysts view GE Vernova’s Power and Electrification businesses, backlog and high-margin services as key beneficiaries of surging electricity demand and grid investment. One bullish analysis projects $46 billion of 2026 revenue and sees significant backlog conversion ahead. GE Vernova: I Can’t Stop Buying This AI Power Stock
• Positive Sentiment: New Texas power project expands potential growth: GE Vernova Hitachi Nuclear Energy and Blue Energy agreed to advance a proposed 2.5-gigawatt gas-and-nuclear facility in Texas into engineering, licensing and safety work, reinforcing the company’s nuclear opportunity. GE Vernova and Blue Energy Move Forward With 2.5 GW Texas Gas-Nuclear Power Project
• Neutral Sentiment: Industry funding highlights storage competition and opportunity: Form Energy raised $750 million to expand iron-air battery production, signaling accelerating investment in large-scale power-storage technologies. The development is not directly tied to GEV but could influence future grid-equipment demand and competitive dynamics. Form Energy raises $750m to expand iron-air battery production
• Negative Sentiment: Valuation and execution risks temper the bullish outlook: GE Vernova’s shares have already delivered strong returns, and analysts warn that expectations are high. The company’s latest adjusted EPS of $2.47 missed the $3.17 consensus estimate, with wind-segment losses and tariff costs weighing on profitability. GE Vernova’s AI Power Boom Faces a Profit Test

Analyst Ratings Changes

GEV has been the subject of several recent research reports. William Blair reiterated an “outperform” rating on shares of GE Vernova in a report on Monday, August 3rd. The Goldman Sachs Group restated a “buy” rating and set a $1,328.00 price objective on shares of GE Vernova in a research note on Friday, April 24th. Jefferies Financial Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Monday, July 27th. Susquehanna set a $1,300.00 target price on GE Vernova in a research note on Thursday, April 23rd. Finally, Argus set a $1,300.00 target price on GE Vernova in a report on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target 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.