GE Vernova Inc. $GEV Position Lifted by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC raised its stake in GE Vernova Inc. (NYSE:GEV) by 8.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 9,182 shares of the company’s stock after purchasing an additional 742 shares during the period. Soltis Investment Advisors LLC’s holdings in GE Vernova were worth $10,788,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Auto Owners Insurance Co increased its holdings in GE Vernova by 110,973.4% in the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after buying an additional 34,826,773 shares during the last quarter. Vanguard Group Inc. grew its position in shares of GE Vernova by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 25,023,625 shares of the company’s stock worth $16,354,691,000 after acquiring an additional 208,162 shares in the last quarter. State Street Corp increased its holdings in shares of GE Vernova by 2.1% in the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after acquiring an additional 231,392 shares during the last quarter. Geode Capital Management LLC raised its position in shares of GE Vernova by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after acquiring an additional 68,894 shares in the last quarter. Finally, Morgan Stanley lifted its stake in GE Vernova by 12.8% during the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after purchasing an additional 685,466 shares during the last quarter.

Insider Activity

In other news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.21% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on GEV. JPMorgan Chase & Co. boosted their target price on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Susquehanna set a $1,300.00 price objective on shares of GE Vernova in a research report on Thursday, April 23rd. Oppenheimer increased their price objective on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a research note on Friday, August 7th. Finally, Robert W. Baird upped their target price on GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a report on Thursday, April 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,133.15.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

GE Vernova Trading Down 1.7%

GE Vernova stock opened at $987.05 on Thursday. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The firm has a 50-day moving average price of $1,041.16 and a two-hundred day moving average price of $966.52. The firm has a market capitalization of $262.88 billion, a price-to-earnings ratio of 28.25, a PEG ratio of 3.58 and a beta of 1.21. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. During the same quarter in the previous year, the business posted $1.86 EPS. GE Vernova’s revenue for the quarter was up 21.9% compared to the same quarter last year. Sell-side analysts expect that GE Vernova Inc. will post 15.57 earnings per share for the current year.

About GE Vernova

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.