GE Vernova Inc. $GEV Shares Newly Purchased by M Holdings Securities Inc.

M Holdings Securities Inc. purchased a new position in shares of GE Vernova Inc. (NYSE:GEV) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,598 shares of the company’s stock, valued at approximately $3,274,000.

A number of other hedge funds have also bought and sold shares of the company. Shepherd Financial Partners LLC increased its holdings in GE Vernova by 13.0% in the third quarter. Shepherd Financial Partners LLC now owns 1,482 shares of the company’s stock valued at $1,408,000 after buying an additional 171 shares during the last quarter. Avantax Planning Partners Inc. raised its stake in GE Vernova by 21.8% during the third quarter. Avantax Planning Partners Inc. now owns 2,045 shares of the company’s stock valued at $1,944,000 after buying an additional 366 shares in the last quarter. Richard Young Associates Ltd. raised its stake in GE Vernova by 8.2% during the third quarter. Richard Young Associates Ltd. now owns 302 shares of the company’s stock valued at $287,000 after buying an additional 23 shares in the last quarter. Cullinan Associates Inc. lifted its holdings in GE Vernova by 67.3% during the 3rd quarter. Cullinan Associates Inc. now owns 2,008 shares of the company’s stock worth $1,909,000 after buying an additional 808 shares during the last quarter. Finally, Ethic Inc. lifted its holdings in GE Vernova by 1.7% during the 3rd quarter. Ethic Inc. now owns 33,895 shares of the company’s stock worth $32,217,000 after buying an additional 558 shares during the last quarter.

GE Vernova Price Performance

Shares of NYSE:GEV opened at $774.74 on Monday. The company has a quick ratio of 0.62, a current ratio of 0.83 and a debt-to-equity ratio of 0.22. GE Vernova Inc. has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94. The firm has a 50-day simple moving average of $923.33 and a 200 day simple moving average of $944.61. The company has a market cap of $205.06 billion, a PE ratio of 20.33, a P/E/G ratio of 2.52 and a beta of 1.25.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, October 28th. The company reported $4.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.03 by $0.78. GE Vernova had a net margin of 23.54% and a return on equity of 46.50%. The firm had revenue of $12.64 billion for the quarter, compared to analysts’ expectations of $11.99 billion. During the same quarter last year, the company posted $1.64 earnings per share. GE Vernova’s revenue was up 26.8% on a year-over-year basis. On average, sell-side analysts anticipate that GE Vernova Inc. will post 16.13 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. Stockholders of record on Tuesday, October 27th will be issued 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 dividend yield of 0.3%. GE Vernova’s dividend payout ratio is 5.25%.

More GE Vernova News

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

• Positive Sentiment: GE Vernova’s backlog and order growth, along with three increases to its 2026 guidance, support the longer-term earnings outlook. The article also points to gas turbines as a potential source of future high-margin service revenue. Article: GE Vernova Is Up 18% in 2026 After Three Guidance Raises
• Positive Sentiment: Some investors view the stock’s decline as a potential buying opportunity, arguing that GE Vernova supplies power equipment Nvidia and other technology companies need, while the company continues to add orders. Article: GE Vernova Has Something Nvidia Needs Under a Democratic Congress
• Neutral Sentiment: Analyst views are mixed: one report noted an Argus Research Buy rating, while other recent coverage highlighted a downgrade and a pessimistic price outlook. This leaves uncertainty about whether the selloff has made GEV an attractive value. Article: GE Vernova Receives a Buy from Argus Research
• Negative Sentiment: A reported analyst downgrade contributed to a sharp decline in the shares, adding pressure to a stock already hit by a broader selloff in data-center-related names. Article: GE Vernova Shares Down 9.4% on Analyst Downgrade
• Negative Sentiment: Newly elected Democratic officials in Texas have pledged to pause approvals for large AI data-center projects, and proposals elsewhere could bring tighter energy, zoning, and environmental reviews. If projects are delayed, demand for the power generation and grid equipment GE Vernova sells could be affected. Article: GE Vernova Sees New Risks From AI Data Center Permitting Pause

Wall Street Analysts Forecast Growth

GEV has been the subject of several research reports. Susquehanna decreased their target price on GE Vernova from $1,270.00 to $1,250.00 and set a “positive” rating for the company in a research report on Thursday, October 29th. Jefferies Financial Group reiterated a “buy” rating and issued a $1,100.00 price target on shares of GE Vernova in a report on Thursday, October 29th. Sanford C. Bernstein reissued an “outperform” rating and set a $1,298.00 price target on shares of GE Vernova in a research report on Wednesday, October 28th. Oppenheimer restated an “outperform” rating on shares of GE Vernova in a research note on Wednesday, October 28th. Finally, BMO Capital Markets restated an “outperform” rating and set a $1,200.00 price objective on shares of GE Vernova in a research note on Thursday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, four have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,144.20.

GE Vernova Company Profile

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.

GE Vernova serves utilities, power producers, grid operators and other customers around the world.