GE Vernova Inc. $GEV Shares Sold by VestGen Advisors LLC

VestGen Advisors LLC trimmed its stake in shares of GE Vernova Inc. (NYSE:GEV) by 14.8% in the third quarter, Holdings Channel.com reports. The firm owned 8,146 shares of the company’s stock after selling 1,416 shares during the quarter. VestGen Advisors LLC’s holdings in GE Vernova were worth $7,743,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in GEV. BlackRock Inc. bought a new stake in shares of GE Vernova during the second quarter worth $25,569,630,000. State Street Corp increased its holdings in shares of GE Vernova by 3.3% during the second quarter. State Street Corp now owns 11,765,340 shares of the company’s stock worth $13,828,380,000 after buying an additional 370,842 shares in the last quarter. Bank of America Corp DE acquired a new position in shares of GE Vernova during the second quarter worth $2,961,612,000. Bank of New York Mellon Corp acquired a new position in shares of GE Vernova during the second quarter worth $2,497,472,000. Finally, Jupiter Topco LLC bought a new position in shares of GE Vernova in the 2nd quarter valued at $2,371,538,000.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova reported third-quarter adjusted earnings of $4.81 per share versus the $4.03 analyst consensus, while revenue rose 26.8% year over year to $12.64 billion, exceeding expectations of $11.99 billion. GE Vernova Q3 Earnings and Revenues Top Estimates
• Positive Sentiment: Management raised its 2026 revenue outlook, citing strong demand in its Power business. The company also reported substantial free cash flow and increased its share-repurchase authorization, supporting the bullish long-term investment case. GE Vernova Raises 2026 Guidance and Buyback Authorization
• Positive Sentiment: GE Vernova agreed to acquire high-voltage grid-equipment manufacturer Trench Group for approximately $9 billion. The transaction should expand its Electrification portfolio and increase exposure to grid modernization, energy security and data-center-related power demand. GE Vernova to Acquire Trench Group
• Neutral Sentiment: Orders reportedly surged 96%, lifting the total backlog to roughly $197 billion. However, the market is evaluating whether that growth represents durable, executable demand rather than simply a large backlog headline. GE Vernova Orders Soar 96%
• Negative Sentiment: The principal pressure on GEV is that new orders and newly available production “slots” fell well short of elevated investor expectations. That concern suggests the company may face limits converting its backlog into near-term revenue, prompting selling despite the earnings beat and raised outlook. GE Vernova Stock Falls on New-Order Weakness
• Negative Sentiment: The Trench acquisition increases GE Vernova’s strategic scale but also commits approximately $9 billion of capital, adding execution and integration risks at a premium valuation.

GE Vernova Trading Down 2.1%

NYSE GEV opened at $876.07 on Thursday. The stock has a market capitalization of $233.32 billion, a price-to-earnings ratio of 25.07, a PEG ratio of 2.82 and a beta of 1.14. GE Vernova Inc. has a one year low of $530.16 and a one year high of $1,195.94. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. The business’s fifty day moving average is $939.01 and its 200-day moving average is $937.93.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results on Wednesday, October 28th. The company reported $4.81 earnings per share for the quarter, beating the consensus estimate of $4.03 by $0.78. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The company had revenue of $12.64 billion during the quarter, compared to analyst estimates of $11.99 billion. During the same quarter in the prior year, the business earned $1.64 earnings per share. The firm’s revenue for the quarter was up 26.8% on a year-over-year basis. Equities research analysts predict that GE Vernova Inc. will post 15.04 EPS for the current year.

GE Vernova Announces Dividend

The business also recently announced 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. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s payout ratio is presently 5.72%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on GEV shares. Evercore reissued an “outperform” rating and set a $1,350.00 price objective on shares of GE Vernova in a report on Thursday, October 1st. Citigroup reduced their price objective on GE Vernova from $1,219.00 to $1,125.00 and set a “neutral” rating on the stock in a research report on Thursday, July 23rd. Guggenheim reaffirmed a “buy” rating and issued a $1,450.00 target price on shares of GE Vernova in a report on Tuesday, October 13th. Morgan Stanley downgraded GE Vernova from an “overweight” rating to an “underweight” rating in a research report on Monday, August 3rd. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,298.00 target price on shares of GE Vernova in a research report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,164.87.

GE Vernova Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company focused on helping generate, transmit, store and deliver electricity. The company serves utilities, power producers, grid operators, commercial and industrial customers, and other energy-sector participants worldwide.

Its business is organized around three primary areas: Power, Wind and Electrification. Power provides technologies and services for gas and steam power generation, hydropower, nuclear power and other energy systems.