Weaver Capital Management LLC Purchases 1,083 Shares of GE Vernova Inc. $GEV

Weaver Capital Management LLC raised its stake in GE Vernova Inc. (NYSE:GEV) by 104.7% in the third quarter, Holdings Channel reports. The fund owned 2,117 shares of the company’s stock after purchasing an additional 1,083 shares during the quarter. Weaver Capital Management LLC’s holdings in GE Vernova were worth $2,012,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of GEV. B. Metzler seel. Sohn & Co. AG boosted its holdings in GE Vernova by 37.7% in 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 in the last quarter. Citizens Financial Group Inc. RI bought a new stake in shares of GE Vernova during the second quarter valued at approximately $8,337,000. Sapient Capital LLC increased its holdings in shares of GE Vernova by 31.4% during the second quarter. Sapient Capital LLC now owns 76,038 shares of the company’s stock valued at $89,372,000 after acquiring an additional 18,188 shares in the last quarter. Processus Wealth & Capital Management LLC bought a new stake in shares of GE Vernova during the second quarter valued at approximately $2,699,000. Finally, Field & Main Bank acquired a new position in shares of GE Vernova during the second quarter worth approximately $3,018,000.

Key GE Vernova News

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

• Positive Sentiment: Major Venture Global power agreement: GE Vernova and Baker Hughes will supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, reinforcing GE Vernova’s position in behind-the-meter power infrastructure. The reported $17.2 billion headline value represents the maximum potential scope, not a firm commitment. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analyst support remains strong: Guggenheim assigned GE Vernova a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270. These targets imply substantial upside from recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Recent coverage highlights strong organic order growth, increased 2026 revenue and free-cash-flow guidance, and a reported backlog of approximately $176 billion. Gas-turbine services and electrification demand linked to AI data centers remain important parts of the bull case. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: GE Vernova is being discussed as a potential stock-split candidate because of its high share price, but a split would not change the company’s underlying value or earnings prospects. GE Vernova emerges as a prime stock-split candidate
• Negative Sentiment: The recent pullback reflects broader weakness in AI-infrastructure stocks and renewed scrutiny of GE Vernova’s elevated valuation. Coverage has cited a high earnings multiple, making the shares more sensitive to any slowdown in orders, guidance or AI-related spending. GE Vernova builds $176 billion backlog but valuation raises questions

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. William Blair reiterated an “outperform” rating on shares of GE Vernova in a report on Monday, August 3rd. BNP Paribas Exane reduced their price target on shares of GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a research report on Thursday, August 20th. Morgan Stanley lowered shares of GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. TD Cowen upped their price objective on shares of GE Vernova from $1,220.00 to $1,235.00 and gave the stock a “buy” rating in a report on Thursday, July 23rd. Finally, Wall Street Zen downgraded shares of GE Vernova from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Two 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 given a Sell rating to the company. Based on data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and an average target price of $1,164.87.

GE Vernova Price Performance

GEV stock opened at $928.88 on Friday. The company has a market capitalization of $247.39 billion, a P/E ratio of 26.59, a price-to-earnings-growth ratio of 3.26 and a beta of 1.14. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The business has a 50-day simple moving average of $964.22 and a two-hundred day simple moving average of $1,001.66.

GE Vernova (NYSE:GEV) last issued 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). The company had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The business’s revenue for the quarter was up 21.9% on a year-over-year basis. During the same period in the prior year, the firm posted $1.86 earnings per share. Research analysts expect that GE Vernova Inc. will post 15.04 EPS for the current fiscal year.

GE Vernova Announces Dividend

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

About GE Vernova

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.