Paragon Advisors LLC Buys 953 Shares of GE Vernova Inc. $GEV

Paragon Advisors LLC increased its stake in shares of GE Vernova Inc. (NYSE:GEV) by 39.3% in the third quarter, HoldingsChannel.com reports. The firm owned 3,377 shares of the company’s stock after buying an additional 953 shares during the period. Paragon Advisors LLC’s holdings in GE Vernova were worth $3,210,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in GEV. BlackRock Inc. purchased a new stake in GE Vernova in the second quarter valued at approximately $25,569,630,000. Bank of America Corp DE acquired a new position in GE Vernova during the second quarter worth $2,961,612,000. Bank of New York Mellon Corp purchased a new position in shares of GE Vernova during the second quarter worth $2,497,472,000. Jupiter Topco LLC purchased a new position in shares of GE Vernova during the second quarter worth $2,371,538,000. Finally, Janus Henderson Group PLC boosted its position in shares of GE Vernova by 4,358.6% during the first quarter. Janus Henderson Group PLC now owns 1,519,799 shares of the company’s stock worth $1,316,076,000 after buying an additional 1,485,712 shares during the period.

GE Vernova Stock Up 0.1%

GEV stock opened at $774.74 on Monday. GE Vernova Inc. has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94. The company’s 50 day moving average price is $923.33 and its 200 day moving average price is $944.61. The firm has a market capitalization of $205.06 billion, a price-to-earnings ratio of 20.33, a PEG ratio of 2.52 and a beta of 1.25. The company has a debt-to-equity ratio of 0.22, a quick ratio of 0.62 and a current ratio of 0.83.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, October 28th. The company reported $4.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.03 by $0.78. GE Vernova had a net margin of 23.54% and a return on equity of 46.50%. The business had revenue of $12.64 billion during the quarter, compared to analysts’ expectations of $11.99 billion. During the same period in the previous year, the company earned $1.64 EPS. The company’s revenue for the quarter was up 26.8% on a year-over-year basis. On average, equities research analysts anticipate that GE Vernova Inc. will post 16.13 EPS for the current fiscal year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Tuesday, October 27th will be issued a dividend of $0.50 per share. 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 0.3%. GE Vernova’s dividend payout ratio (DPR) is presently 5.25%.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova’s backlog and order growth, along with three increases to its 2026 guidance, support the longer-term earnings outlook. The article also points to gas turbines as a potential source of future high-margin service revenue. Article: GE Vernova Is Up 18% in 2026 After Three Guidance Raises
• Positive Sentiment: Some investors view the stock’s decline as a potential buying opportunity, arguing that GE Vernova supplies power equipment Nvidia and other technology companies need, while the company continues to add orders. Article: GE Vernova Has Something Nvidia Needs Under a Democratic Congress
• Neutral Sentiment: Analyst views are mixed: one report noted an Argus Research Buy rating, while other recent coverage highlighted a downgrade and a pessimistic price outlook. This leaves uncertainty about whether the selloff has made GEV an attractive value. Article: GE Vernova Receives a Buy from Argus Research
• Negative Sentiment: A reported analyst downgrade contributed to a sharp decline in the shares, adding pressure to a stock already hit by a broader selloff in data-center-related names. Article: GE Vernova Shares Down 9.4% on Analyst Downgrade
• Negative Sentiment: Newly elected Democratic officials in Texas have pledged to pause approvals for large AI data-center projects, and proposals elsewhere could bring tighter energy, zoning, and environmental reviews. If projects are delayed, demand for the power generation and grid equipment GE Vernova sells could be affected. Article: GE Vernova Sees New Risks From AI Data Center Permitting Pause

Analyst Ratings Changes

GEV has been the subject of a number of research reports. Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a research note on Wednesday, October 28th. Jefferies Financial Group reissued a “buy” rating and set a $1,100.00 target price on shares of GE Vernova in a research note on Thursday, October 29th. Royal Bank Of Canada raised their target price on GE Vernova from $1,225.00 to $1,230.00 and gave the company an “outperform” rating in a report on Thursday, October 29th. The Goldman Sachs Group upgraded GE Vernova from a “buy” rating to a “market outperform” rating in a report on Monday, September 14th. Finally, Mizuho lifted their target price on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,144.20.

GE Vernova Profile

GE Vernova is an energy technology company that designs, manufactures and services equipment used to generate, transmit and distribute electricity. It became an independent public company in April 2024 after separating from General Electric, which had built its energy businesses over more than a century.

The company operates through three main businesses: Power, Wind and Electrification. Its offerings include gas and steam turbines, hydropower technologies and related services; onshore and offshore wind turbines; and grid equipment, power-conversion systems and software used to support electricity networks.

GE Vernova serves utilities, power producers, grid operators and other customers around the world.