Fairfield Financial Advisors LTD Purchases 554 Shares of GE Vernova Inc. $GEV

Fairfield Financial Advisors LTD raised its position in GE Vernova Inc. (NYSE:GEV) by 23.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,896 shares of the company’s stock after buying an additional 554 shares during the quarter. GE Vernova accounts for 1.0% of Fairfield Financial Advisors LTD’s holdings, making the stock its 23rd biggest holding. Fairfield Financial Advisors LTD’s holdings in GE Vernova were worth $2,753,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Adirondack Trust Co. grew its stake in shares of GE Vernova by 0.8% in the third quarter. Adirondack Trust Co. now owns 1,344 shares of the company’s stock valued at $1,277,000 after acquiring an additional 11 shares in the last quarter. N10 Wealth LLC increased its position in GE Vernova by 27.3% during the third quarter. N10 Wealth LLC now owns 10,332 shares of the company’s stock worth $9,820,000 after acquiring an additional 2,214 shares during the period. Aspen Wealth Management LLC raised its stake in GE Vernova by 37.2% in the 3rd quarter. Aspen Wealth Management LLC now owns 339 shares of the company’s stock worth $322,000 after purchasing an additional 92 shares in the last quarter. N10 Assets LLC raised its stake in GE Vernova by 21.2% in the 3rd quarter. N10 Assets LLC now owns 9,698 shares of the company’s stock worth $9,218,000 after purchasing an additional 1,696 shares in the last quarter. Finally, First Citizens Bank & Trust Co. raised its stake in GE Vernova by 119.2% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 7,021 shares of the company’s stock worth $6,673,000 after purchasing an additional 3,818 shares in the last quarter.

Analyst Ratings Changes

A number of analysts have issued reports on GEV shares. President Capital boosted their price objective on shares of GE Vernova from $1,368.00 to $1,398.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $1,185.00 target price (up from $1,155.00) on shares of GE Vernova in a report on Thursday, September 17th. JPMorgan Chase & Co. dropped their price target on shares of GE Vernova from $1,330.00 to $1,150.00 and set an “overweight” rating for the company in a research report on Friday, October 9th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Monday, August 3rd. Finally, Evercore restated an “outperform” rating and set a $1,350.00 price objective on shares of GE Vernova in a research note on Thursday, October 1st. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,164.87.

GE Vernova Price Performance

NYSE GEV traded down $70.02 on Wednesday, hitting $934.02. 1,807,938 shares of the company’s stock were exchanged, compared to its average volume of 2,623,939. The stock has a 50-day moving average of $967.20 and a 200-day moving average of $1,000.65. 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 Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94. The stock has a market cap of $248.76 billion, a price-to-earnings ratio of 26.73, a P/E/G ratio of 3.45 and a beta of 1.14.

GE Vernova (NYSE:GEV) last issued 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 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 the consensus estimate of $10.79 billion. During the same quarter in the previous year, the business posted $1.86 EPS. The company’s revenue for the quarter was up 21.9% on a year-over-year basis. Analysts expect that GE Vernova Inc. will post 15.04 earnings per share for the current year.

GE Vernova Dividend Announcement

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

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Large backlog supports long-term growth: GE Vernova reportedly generated 88% organic order growth in the second quarter of 2026, lifting its backlog to approximately $176 billion. The company also produced more free cash flow in the quarter than during all of 2025, highlighting strong demand and improving cash generation. GE Vernova: A $176B Backlog Meets a 66x Price Tag
• Positive Sentiment: Analysts continue to see upside: Guggenheim reaffirmed its “buy” rating and set a $1,450 price target. Susquehanna maintained a “positive” rating and lowered its target modestly from $1,300 to $1,270, still implying substantial potential appreciation from recent trading levels.
• Positive Sentiment: Upcoming earnings could provide a catalyst: GE Vernova plans to report third-quarter 2026 results on October 28. Analysts reportedly expect triple-digit year-over-year earnings growth, making the release an important test of whether order momentum is translating into profits. GE Vernova to announce third-quarter 2026 financial results
• Neutral Sentiment: Stock-split speculation: GE Vernova’s substantial post-IPO appreciation has prompted discussion about whether the company could split its shares. However, a split would not change the company’s underlying value or fundamentals. Stock-Split Watch: Is GE Vernova Next?
• Negative Sentiment: Valuation remains a key risk: Commentary highlights a roughly 66-times earnings valuation, leaving the stock vulnerable if earnings growth, margins, or the upcoming outlook disappoint. Citi’s decision to maintain a “hold” rating also signals that some analysts view the current valuation as fully reflected in the shares. GE Vernova Builds $176B Backlog But 66x Earnings Multiple Raises Questions

GE Vernova Company 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.