GE Vernova Inc. $GEV Stock: IPG Investment Advisors LLC Decreases Holdings

IPG Investment Advisors LLC reduced its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 20.6% in the third quarter, HoldingsChannel.com reports. The fund owned 4,675 shares of the company’s stock after selling 1,214 shares during the quarter. IPG Investment Advisors LLC’s holdings in GE Vernova were worth $4,444,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Manning & Napier Advisors LLC boosted its position in shares of GE Vernova by 68.4% during the 1st quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock valued at $26,000 after purchasing an additional 13 shares in the last quarter. Parvin Asset Management LLC acquired a new stake in GE Vernova during the second quarter worth approximately $32,000. Strategic Wealth Advisors LLC acquired a new stake in GE Vernova during the second quarter worth approximately $35,000. Pingora Partners LLC acquired a new stake in GE Vernova during the second quarter worth approximately $36,000. Finally, IMG Wealth Management Inc. bought a new stake in GE Vernova in the second quarter worth approximately $39,000.

GE Vernova News Summary

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

• Positive Sentiment: Bernstein reaffirmed its Buy rating, arguing that election-related fears about data-center development are overblown. That view helped lift sentiment across power and data-center infrastructure stocks. Article: GE Vernova Rallies as Bernstein Calls Data-Center Fears Overblown Bernstein also separately reaffirmed its Buy rating. Article: Bernstein Reaffirms Buy Rating
• Positive Sentiment: The longer-term investment case centers on rising electricity demand and the need to move power reliably to data centers and other users. GE Vernova’s planned $9 billion purchase of Trench Group would expand its grid-equipment presence, although the deal also represents a substantial commitment. Article: GE Vernova Is Paying $9 Billion for Trench Group
• Positive Sentiment: Recent results and guidance provide fundamental support: GE Vernova beat earnings and revenue expectations, while a separate report noted 96% organic order growth and raised 2026 guidance. BMO sees 39% potential upside after the shares’ recent decline. Article: BMO Sees Upside After Recent Decline
• Neutral Sentiment: Argus lowered its price target from $1,300 to $1,100 but maintained a Buy rating. The reduced target tempers the bullish signal, while the rating still indicates expected upside. Article: Argus Ratings
• Negative Sentiment: Not all commentary is bullish: one analysis sees as much as 19% downside. The stock’s recent pullback and concerns around the cost and execution of the Trench acquisition remain risks for investors. Article: GE Vernova Could See Downside

GE Vernova Price Performance

GEV stock opened at $917.60 on Wednesday. The stock has a market capitalization of $242.87 billion, a PE ratio of 24.08, a price-to-earnings-growth ratio of 2.92 and a beta of 1.25. The company’s 50-day moving average is $932.44 and its 200-day moving average is $942.76. The company has a debt-to-equity ratio of 0.22, a current ratio of 0.83 and a quick ratio of 0.62. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94.

GE Vernova (NYSE:GEV) last issued its earnings results on Wednesday, October 28th. The company reported $4.81 EPS for the quarter, beating the consensus estimate of $4.03 by $0.78. GE Vernova had a return on equity of 46.50% and a net margin of 23.54%. The company had revenue of $12.64 billion during the quarter, compared to the consensus estimate of $11.99 billion. During the same period last year, the business posted $1.64 EPS. The firm’s revenue for the quarter was up 26.8% compared to the same quarter last year. Equities research analysts expect that GE Vernova Inc. will post 16.05 EPS for the current fiscal year.

GE Vernova Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Tuesday, October 27th will be issued a $0.50 dividend. The ex-dividend date is Tuesday, October 27th. This represents a $2.00 annualized dividend and a yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.25%.

Analysts Set New Price Targets

GEV has been the topic of several recent analyst reports. President Capital boosted their price target on GE Vernova from $1,368.00 to $1,398.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. JPMorgan Chase & Co. cut their price target on GE Vernova from $1,150.00 to $1,035.00 and set an “overweight” rating on the stock in a report on Thursday, October 29th. Guggenheim reduced their price objective on shares of GE Vernova from $1,450.00 to $1,400.00 and set a “buy” rating for the company in a research report on Monday. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,298.00 price objective on shares of GE Vernova in a research note on Wednesday, October 28th. Finally, BNP Paribas Exane lowered their price objective on shares of GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a research note on Thursday, August 20th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,144.20.

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.