DSG Capital Advisors LLC Acquires 968 Shares of GE Vernova Inc. $GEV

DSG Capital Advisors LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 15.6% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 7,183 shares of the company’s stock after acquiring an additional 968 shares during the quarter. GE Vernova comprises 1.0% of DSG Capital Advisors LLC’s portfolio, making the stock its 28th largest holding. DSG Capital Advisors LLC’s holdings in GE Vernova were worth $6,827,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. B. Metzler seel. Sohn & Co. AG lifted its position in shares of GE Vernova by 37.7% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock worth $27,116,000 after purchasing an additional 6,313 shares during the period. BG Investment Services LLC bought a new stake in shares of GE Vernova during the 3rd quarter valued at about $3,348,000. Citizens Financial Group Inc. RI purchased a new position in shares of GE Vernova during the second quarter valued at about $8,337,000. Sapient Capital LLC increased its position 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 buying an additional 18,188 shares during the period. Finally, Processus Wealth & Capital Management LLC purchased a new position in shares of GE Vernova during the second quarter valued at about $2,699,000.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova plans to invest $34.5 million to expand transformer manufacturing in Shreveport, Louisiana, aiming to meet rising demand for grid equipment. Article: GE Vernova to spend $34.5M expanding Louisiana transformer manufacturing capacity
• Positive Sentiment: The company reported new hydrogen-testing milestones for its aeroderivative gas turbines, potentially strengthening its position in lower-carbon power generation. Article: GE Vernova Advances Hydrogen Capabilities for Aeroderivative Gas Turbines with New Milestones
• Positive Sentiment: A German customer ordered three onshore wind turbines along with a 20-year service agreement, adding equipment sales and potential recurring service revenue. Article: GE Vernova Stock In Focus After Germany Wind Turbine Order
• Neutral Sentiment: GE Vernova’s backlog reached a reported record $197 billion and the company raised its 2026 revenue guidance. These fundamentals support demand, though the stock’s decline suggests investors are weighing how reliably that backlog will convert into growth. Article: GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week
• Negative Sentiment: Shares came under pressure after SoftBank revised plans for U.S. data-center projects, raising concerns about potential changes to expected power demand and related equipment orders. Article: GE Vernova shares slide after SoftBank revises US data center project plans
• Negative Sentiment: The broader AI-power stock group retreated after a recent rally, adding sector-level pressure. GLJ Research also reaffirmed its sell rating and $540 price target, signaling a bearish analyst view. Article: GE Vernova Declines as AI Power Stocks Give Back Monday’s Rally

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on GEV shares. Wall Street Zen downgraded shares of GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Citigroup cut their price objective on GE Vernova from $1,125.00 to $1,000.00 and set a “neutral” rating on the stock in a research report on Thursday, October 29th. President Capital upped their target price on GE Vernova from $1,368.00 to $1,398.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Evercore reiterated an “outperform” rating and set a $1,350.00 target price on shares of GE Vernova in a report on Thursday, October 1st. Finally, Morgan Stanley lowered GE Vernova from an “overweight” rating to an “underweight” rating in a research report on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,144.20.

GE Vernova Stock Performance

Shares of GEV stock opened at $795.38 on Wednesday. The company’s fifty day moving average price is $919.64 and its 200-day moving average price is $946.09. The stock has a market cap of $210.52 billion, a PE ratio of 20.87, a price-to-earnings-growth ratio of 2.70 and a beta of 1.25. The company has a current ratio of 0.83, a quick ratio of 0.62 and a debt-to-equity ratio of 0.22. GE Vernova Inc. has a 12 month low of $530.16 and a 12 month high of $1,195.94.

GE Vernova (NYSE:GEV) last issued its quarterly earnings results on Wednesday, October 28th. The company reported $4.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.03 by $0.78. GE Vernova had a net margin of 23.54% and a return on equity of 46.50%. The company had revenue of $12.64 billion during the quarter, compared to analyst estimates of $11.99 billion. During the same period last year, the business earned $1.64 EPS. GE Vernova’s quarterly revenue was up 26.8% compared to the same quarter last year. On average, equities analysts expect that GE Vernova Inc. will post 16.13 EPS for the current fiscal year.

GE Vernova Announces Dividend

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 dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $2.00 annualized dividend and a yield of 0.3%. GE Vernova’s payout ratio is presently 5.25%.

About GE Vernova

GE Vernova is an energy technology company that designs, manufactures and services equipment used to generate, transmit and distribute electricity. It became an independent public company in April 2024 after separating from General Electric, which had built its energy businesses over more than a century. The company operates through three main businesses: Power, Wind and Electrification. Its offerings include gas and steam turbines, hydropower technologies and related services; onshore and offshore wind turbines; and grid equipment, power-conversion systems and software used to support electricity networks.