GE Vernova Inc. $GEV Shares Sold by VestGen Investment Management

VestGen Investment Management trimmed its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 30.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,945 shares of the company’s stock after selling 832 shares during the period. GE Vernova makes up about 1.2% of VestGen Investment Management’s portfolio, making the stock its 15th biggest position. VestGen Investment Management’s holdings in GE Vernova were worth $2,285,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. World Investment Advisors boosted its holdings in GE Vernova by 19.9% during the fourth quarter. World Investment Advisors now owns 13,497 shares of the company’s stock worth $8,821,000 after buying an additional 2,241 shares in the last quarter. Riverbend Wealth Management LLC purchased a new position in GE Vernova in the 4th quarter valued at about $567,000. Vest Financial LLC lifted its position in shares of GE Vernova by 56.7% in the fourth quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock valued at $43,260,000 after acquiring an additional 23,956 shares in the last quarter. RiverFront Investment Group LLC lifted its holdings in GE Vernova by 239.2% in the 4th quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock valued at $1,432,000 after purchasing an additional 1,545 shares in the last quarter. Finally, Danske Bank A S lifted its stake in shares of GE Vernova by 5.5% in the fourth quarter. Danske Bank A S now owns 156,236 shares of the company’s stock worth $102,111,000 after buying an additional 8,086 shares in the last quarter.

Insiders Place Their Bets

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.21% of the company’s stock.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

Analysts Set New Price Targets

A number of brokerages recently commented on GEV. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. Morgan Stanley lowered shares of GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Mizuho raised their target price on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a report on Friday, July 24th. BNP Paribas Exane cut shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price target for the company. in a research report on Monday, April 27th. Finally, Guggenheim lifted their price objective on GE Vernova from $1,300.00 to $1,450.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,133.15.

GE Vernova Stock Down 1.7%

GE Vernova stock opened at $987.05 on Thursday. The company has a market capitalization of $262.88 billion, a P/E ratio of 28.25, a PEG ratio of 3.58 and a beta of 1.21. GE Vernova Inc. has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94. The stock has a 50-day simple moving average of $1,041.16 and a 200-day simple moving average of $966.52. 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 (NYSE:GEV) last released its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 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 analysts’ expectations of $10.79 billion. During the same quarter last year, the company earned $1.86 EPS. The firm’s revenue for the quarter was up 21.9% compared to the same quarter last year. Equities research analysts expect that GE Vernova Inc. will post 15.57 earnings per share for the current year.

About GE Vernova

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.