GE Vernova Inc. $GEV Stock Bought by XXI Wealth LLC

XXI Wealth LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 168.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,118 shares of the company’s stock after purchasing an additional 701 shares during the quarter. XXI Wealth LLC’s holdings in GE Vernova were worth $1,063,000 at the end of the most recent quarter.

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

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: GE Vernova entered multiyear agreements with Venture Global and Baker Hughes covering up to 16 power-island units and transformer equipment. The systems are intended to provide behind-the-meter power for LNG facilities and planned AI data centers, supporting the company’s backlog and exposure to rising electricity demand. Why Is GE Vernova Tied To 16 Off Grid Power Units?
• Positive Sentiment: BMO Capital and Bank of America Securities reportedly maintained or issued Buy views on GEV, while several recent analyses highlighted long-term growth from grid modernization, electrification and expanding power demand. GE Vernova Gets a Buy from BMO Capital
• Neutral Sentiment: Investors are awaiting GE Vernova’s third-quarter 2026 results, with analysts focused on revenue, margins, orders and other operating metrics. The earnings report could clarify whether demand from data centers and broader power infrastructure is translating into profitable growth. Seeking Clues to GE Vernova Q3 Earnings
• Negative Sentiment: GEV fell sharply alongside Vertiv, Bloom Energy and Eaton after Meta’s larger AI spending outlook raised concerns about how data-center expansion will be financed. The move suggests investors are questioning the sustainability, timing and returns of AI infrastructure orders, even though long-term demand remains strong. GE Vernova Slumps as Meta Spending Outlook Stokes AI Financing Worries
• Negative Sentiment: Erste Group slightly reduced its 2027 EPS forecast to $24.36 from $24.55. The modest cut adds to execution concerns, particularly after GE Vernova’s prior quarterly EPS missed expectations despite stronger-than-expected revenue. GE Vernova Earnings Estimate Revision

GE Vernova Trading Down 1.6%

NYSE GEV traded down $13.05 on Friday, reaching $814.37. The stock had a trading volume of 3,858,087 shares, compared to its average volume of 2,387,168. The firm has a market capitalization of $216.89 billion, a price-to-earnings ratio of 23.31, a P/E/G ratio of 2.86 and a beta of 1.14. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The stock has a fifty day moving average price of $947.07 and a two-hundred day moving average price of $1,000.96.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The firm had revenue of $11.10 billion for the quarter, compared to analyst estimates of $10.79 billion. During the same quarter last year, the company earned $1.86 earnings per share. The firm’s revenue for the quarter was up 21.9% on a year-over-year basis. As a group, sell-side analysts forecast that GE Vernova Inc. will post 15.04 EPS for the current fiscal year.

GE Vernova Dividend Announcement

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

Analysts Set New Price Targets

A number of brokerages have recently issued reports on GEV. Royal Bank Of Canada raised their price target on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Vernova in a report on Monday. BMO Capital Markets reiterated an “outperform” rating and issued a $1,250.00 price objective (up from $1,110.00) on shares of GE Vernova in a research report on Friday, August 7th. Wall Street Zen cut GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $1,185.00 target price (up from $1,155.00) on shares of GE Vernova in a research note on Thursday, September 17th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,164.87.

GE Vernova Company 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.