Ninety One UK Ltd Buys 881 Shares of GE Vernova Inc. $GEV

Ninety One UK Ltd bought a new stake in shares of GE Vernova Inc. (NYSE:GEV) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 881 shares of the company’s stock, valued at approximately $837,000.

A number of other large investors also recently added to or reduced their stakes in the business. State of Alaska Department of Revenue boosted its holdings in GE Vernova by 3.6% during the 3rd quarter. State of Alaska Department of Revenue now owns 27,272 shares of the company’s stock valued at $25,920,000 after acquiring an additional 942 shares during the period. Charles Schwab Trust Co increased its stake in GE Vernova by 16.9% in the 3rd quarter. Charles Schwab Trust Co now owns 214 shares of the company’s stock worth $203,000 after purchasing an additional 31 shares during the period. Formuepleje A S increased its stake in GE Vernova by 51.7% in the 3rd quarter. Formuepleje A S now owns 2,556 shares of the company’s stock worth $2,429,000 after purchasing an additional 871 shares during the period. Turtle Creek Wealth Advisors LLC increased its stake in GE Vernova by 19.0% in the 3rd quarter. Turtle Creek Wealth Advisors LLC now owns 1,938 shares of the company’s stock worth $1,842,000 after purchasing an additional 309 shares during the period. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors lifted its position in GE Vernova by 13.3% in the third quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 467 shares of the company’s stock valued at $444,000 after purchasing an additional 55 shares during the last quarter.

GE Vernova Stock Down 1.4%

Shares of NYSE:GEV opened at $928.88 on Friday. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94. The company has a market cap of $247.39 billion, a PE ratio of 26.59, a P/E/G ratio of 3.26 and a beta of 1.14. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. The stock’s 50-day moving average is $964.22 and its 200 day moving average is $1,001.66.

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 net margin of 23.03% and a return on equity of 42.42%. The business had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. During the same period in the previous year, the company earned $1.86 EPS. The company’s revenue for the quarter was up 21.9% on a year-over-year basis. Sell-side analysts anticipate that GE Vernova Inc. will post 15.04 EPS for the current year.

GE Vernova Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on GEV. Guggenheim reissued a “buy” rating and set a $1,450.00 price objective on shares of GE Vernova in a research note on Tuesday. Citigroup decreased their target price on shares of GE Vernova from $1,219.00 to $1,125.00 and set a “neutral” rating on the stock in a research note on Thursday, July 23rd. Morgan Stanley lowered shares of GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. The Goldman Sachs Group raised shares of GE Vernova from a “buy” rating to a “market outperform” rating in a research report on Monday, September 14th. Finally, Royal Bank Of Canada increased their price target on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, GE Vernova has an average rating of “Moderate Buy” and an average price target of $1,164.87.

More GE Vernova News

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

• Positive Sentiment: Major Venture Global power agreement: GE Vernova and Baker Hughes will supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, reinforcing GE Vernova’s position in behind-the-meter power infrastructure. The reported $17.2 billion headline value represents the maximum potential scope, not a firm commitment. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analyst support remains strong: Guggenheim assigned GE Vernova a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270. These targets imply substantial upside from recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Recent coverage highlights strong organic order growth, increased 2026 revenue and free-cash-flow guidance, and a reported backlog of approximately $176 billion. Gas-turbine services and electrification demand linked to AI data centers remain important parts of the bull case. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: GE Vernova is being discussed as a potential stock-split candidate because of its high share price, but a split would not change the company’s underlying value or earnings prospects. GE Vernova emerges as a prime stock-split candidate
• Negative Sentiment: The recent pullback reflects broader weakness in AI-infrastructure stocks and renewed scrutiny of GE Vernova’s elevated valuation. Coverage has cited a high earnings multiple, making the shares more sensitive to any slowdown in orders, guidance or AI-related spending. GE Vernova builds $176 billion backlog but valuation raises questions

GE Vernova Company 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.