1,696 GE Vernova Inc. $GEV Shares Acquired by N10 Assets LLC

N10 Assets LLC increased its stake in GE Vernova Inc. (NYSE:GEV) by 21.2% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 9,698 shares of the company’s stock after purchasing an additional 1,696 shares during the quarter. GE Vernova makes up 3.4% of N10 Assets LLC’s investment portfolio, making the stock its 14th largest holding. N10 Assets LLC’s holdings in GE Vernova were worth $9,218,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in GEV. Onyx Bridge Wealth Group LLC raised its position in shares of GE Vernova by 1.3% in the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after purchasing an additional 9 shares during the period. Red Door Wealth Management LLC lifted its stake in shares of GE Vernova by 0.6% in the first quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after buying an additional 10 shares during the last quarter. Advance Capital Management Inc. boosted its holdings in shares of GE Vernova by 2.2% during the 1st quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after buying an additional 10 shares during the period. Alpha Financial Partners LLC grew its stake in GE Vernova by 2.0% in the 1st quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock valued at $449,000 after buying an additional 10 shares during the last quarter. Finally, Sandy Cove Advisors LLC grew its stake in GE Vernova by 2.6% in the 2nd quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock valued at $457,000 after buying an additional 10 shares during the last quarter.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Morgan Stanley downgraded shares of GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Weiss Ratings restated a “buy (b)” rating on shares of GE Vernova in a report on Tuesday, July 21st. Guggenheim reaffirmed a “buy” rating and issued a $1,450.00 price target on shares of GE Vernova in a research report on Tuesday. President Capital raised their price target on GE Vernova from $1,368.00 to $1,398.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. dropped their price objective on GE Vernova from $1,330.00 to $1,150.00 and set an “overweight” rating on the stock in a research note on Friday, October 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,164.87.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Large backlog supports long-term growth: GE Vernova reportedly generated 88% organic order growth in the second quarter of 2026, lifting its backlog to approximately $176 billion. The company also produced more free cash flow in the quarter than during all of 2025, highlighting strong demand and improving cash generation. GE Vernova: A $176B Backlog Meets a 66x Price Tag
• Positive Sentiment: Analysts continue to see upside: Guggenheim reaffirmed its “buy” rating and set a $1,450 price target. Susquehanna maintained a “positive” rating and lowered its target modestly from $1,300 to $1,270, still implying substantial potential appreciation from recent trading levels.
• Positive Sentiment: Upcoming earnings could provide a catalyst: GE Vernova plans to report third-quarter 2026 results on October 28. Analysts reportedly expect triple-digit year-over-year earnings growth, making the release an important test of whether order momentum is translating into profits. GE Vernova to announce third-quarter 2026 financial results
• Neutral Sentiment: Stock-split speculation: GE Vernova’s substantial post-IPO appreciation has prompted discussion about whether the company could split its shares. However, a split would not change the company’s underlying value or fundamentals. Stock-Split Watch: Is GE Vernova Next?
• Negative Sentiment: Valuation remains a key risk: Commentary highlights a roughly 66-times earnings valuation, leaving the stock vulnerable if earnings growth, margins, or the upcoming outlook disappoint. Citi’s decision to maintain a “hold” rating also signals that some analysts view the current valuation as fully reflected in the shares. GE Vernova Builds $176B Backlog But 66x Earnings Multiple Raises Questions

GE Vernova Stock Performance

Shares of GEV traded down $73.20 during mid-day trading on Wednesday, hitting $930.84. The company’s stock had a trading volume of 1,835,396 shares, compared to its average volume of 2,624,343. GE Vernova Inc. has a one year low of $530.16 and a one year high of $1,195.94. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. The firm has a market capitalization of $247.91 billion, a PE ratio of 26.70, a price-to-earnings-growth ratio of 3.45 and a beta of 1.14. The stock’s 50-day moving average is $967.20 and its two-hundred day moving average is $1,000.65.

GE Vernova (NYSE:GEV) last announced its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.17 by ($0.70). The company had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a return on equity of 42.42% and a net margin of 23.03%. The company’s revenue was up 21.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.86 EPS. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 15.04 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. Investors of record on Tuesday, October 27th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s dividend payout ratio (DPR) is presently 5.72%.

GE Vernova Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.