871 GE Vernova Inc. $GEV Shares Bought by Formuepleje A S

Formuepleje A S lifted its stake in GE Vernova Inc. (NYSE:GEV) by 51.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,556 shares of the company’s stock after purchasing an additional 871 shares during the period. Formuepleje A S’s holdings in GE Vernova were worth $2,429,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the stock. Parvin Asset Management LLC acquired a new position in GE Vernova in the second quarter valued at about $32,000. Pingora Partners LLC acquired a new position in shares of GE Vernova during the 2nd quarter worth about $36,000. Manning & Napier Advisors LLC grew 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 worth $26,000 after buying an additional 13 shares during the period. IMG Wealth Management Inc. acquired a new position in shares of GE Vernova during the 2nd quarter worth about $39,000. Finally, Miller Global Investments LLC increased its stake in shares of GE Vernova by 63.6% in the 2nd quarter. Miller Global Investments LLC now owns 36 shares of the company’s stock valued at $42,000 after acquiring an additional 14 shares during the last quarter.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: Large Venture Global power deal reinforces demand. Venture Global signed agreements with GE Vernova and Baker Hughes for up to 16 combined-cycle gas power units, each with 720 megawatts of capacity, plus related transformer equipment. The projects could support an off-grid network serving as much as 10 gigawatts of future computing capacity, strengthening GE Vernova’s position in data-center and industrial power. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analysts remain constructive. Guggenheim initiated a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270 from $1,300—still implying substantial upside based on recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Fundamentals and outlook remain strong. GE Vernova has reported robust organic order growth, raised its 2026 revenue and free-cash-flow guidance, and built a roughly $176 billion backlog. Its gas-turbine services and electrification businesses are benefiting from rising power demand tied to AI data centers. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: Third-quarter earnings are the next catalyst. Investors will look for evidence that order momentum is translating into revenue, margins and cash flow when results are released October 28. GE Vernova to announce third-quarter 2026 financial results
• Negative Sentiment: Valuation and sector weakness are pressuring the stock. GEV has pulled back sharply from its highs as investors reduced exposure to AI-related infrastructure shares. Commentators also warn that its elevated earnings multiple leaves limited room for execution disappointments, making the upcoming report particularly important. GE Vernova registers a bigger fall than the market

GE Vernova Stock Down 3.0%

Shares of NYSE GEV traded down $28.71 during mid-day trading on Thursday, reaching $913.07. 2,454,296 shares of the company’s stock were exchanged, compared to its average volume of 2,631,749. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21. The firm has a market capitalization of $243.18 billion, a price-to-earnings ratio of 26.24, a PEG ratio of 3.48 and a beta of 1.14. The business has a fifty day simple moving average of $965.61 and a 200 day simple moving average of $1,001.12.

GE Vernova (NYSE:GEV) last issued 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). 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 analyst estimates of $10.79 billion. During the same quarter in the prior year, the firm posted $1.86 earnings per share. GE Vernova’s revenue for the quarter was up 21.9% compared to the same quarter last year. As a group, equities analysts expect that GE Vernova Inc. will post 15.04 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders 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 yield of 0.2%. GE Vernova’s payout ratio is presently 5.72%.

Analyst Ratings Changes

A number of analysts recently weighed in on GEV shares. BNP Paribas Exane cut their price target on shares of GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating on the stock in a research report on Thursday, August 20th. Weiss Ratings restated a “buy (b)” rating on shares of GE Vernova in a report on Tuesday, July 21st. Guggenheim restated a “buy” rating and set a $1,450.00 price objective on shares of GE Vernova in a report on Tuesday. Mizuho upped their target price on shares of GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research note on Friday, July 24th. Finally, The Goldman Sachs Group upgraded shares of GE Vernova from a “buy” rating to a “market outperform” rating in a report on Monday, September 14th. Two analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,164.87.

About GE Vernova

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.