Cetera Investment Advisers Has $132.67 Million Stake in GE Vernova Inc. $GEV

Cetera Investment Advisers raised its position in GE Vernova Inc. (NYSE:GEV) by 7.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 151,989 shares of the company’s stock after buying an additional 10,920 shares during the quarter. Cetera Investment Advisers’ holdings in GE Vernova were worth $132,671,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in GEV. Onyx Bridge Wealth Group LLC boosted its position in shares of GE Vernova by 1.3% during the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after acquiring an additional 9 shares in the last quarter. Red Door Wealth Management LLC raised its position in GE Vernova by 0.6% during the first quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock valued at $1,548,000 after purchasing an additional 10 shares in the last quarter. Advance Capital Management Inc. lifted its stake in GE Vernova by 2.2% during the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after purchasing an additional 10 shares during the last quarter. Alpha Financial Partners LLC boosted its holdings in shares of 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 purchasing an additional 10 shares in the last quarter. Finally, Bell Investment Advisors Inc boosted its holdings in shares of GE Vernova by 5.2% in the 1st quarter. Bell Investment Advisors Inc now owns 221 shares of the company’s stock valued at $193,000 after purchasing an additional 11 shares in the last quarter.

Analyst Ratings Changes

Several analysts recently weighed in on the company. BNP Paribas Exane downgraded GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective for the company. in a research report on Monday, April 27th. Oppenheimer set a $1,303.00 target price on GE Vernova in a research note on Thursday, April 23rd. Wells Fargo & Company raised their price target on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a research note on Tuesday, March 31st. Citigroup upped their price objective on shares of GE Vernova from $779.00 to $1,110.00 and gave the stock a “neutral” rating in a research report on Monday, April 13th. Finally, Argus set a $1,300.00 price objective on shares of GE Vernova in a research note on Monday, April 27th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and an average target price of $1,089.88.

GE Vernova Stock Down 8.1%

NYSE:GEV opened at $991.80 on Thursday. 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 0.19, a current ratio of 0.89 and a quick ratio of 0.65. The company has a market cap of $266.52 billion, a PE ratio of 28.89, a P/E/G ratio of 3.98 and a beta of 1.09. The firm’s 50 day simple moving average is $1,036.29 and its 200 day simple moving average is $918.91.

GE Vernova (NYSE:GEV) last released its quarterly earnings results 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 business had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. GE Vernova’s revenue was up 21.9% on a year-over-year basis. During the same period in the previous year, the business posted $1.86 EPS. On average, research analysts anticipate that GE Vernova Inc. will post 15.06 earnings per share for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th were 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 was Tuesday, June 16th. GE Vernova’s payout ratio is 5.83%.

Insider Activity

In related news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the sale, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the transaction, the chief accounting officer owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. The trade was a 39.66% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.21% of the company’s stock.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova reported Q2 revenue of $11.1 billion, topping expectations and rising 21.9% year over year, helped by strong demand across power and electrification units. Reuters article
• Positive Sentiment: The company raised its full-year revenue outlook again and lifted margin expectations, signaling confidence that order growth and backlog strength can support 2026 results. WSJ article
• Positive Sentiment: Management highlighted record orders and cash flow, with AI/data-center power demand helping drive backlog growth and improving the long-term outlook. Yahoo Finance article
• Neutral Sentiment: Investors are also assessing valuation after a big multi-year run, with some commentary suggesting the stock may already reflect much of the AI and infrastructure optimism. Yahoo Finance article
• Neutral Sentiment: Analysts and media coverage point to a “margin test,” with the market watching whether GE Vernova can convert strong demand into sustained profit growth. Kalkine Media article
• Negative Sentiment: Q2 adjusted EPS came in at $2.47, well below the $3.17 consensus, which is the main reason the stock is under pressure today. Zacks article
• Negative Sentiment: GE Vernova warned tariffs could add up to $200 million in costs, raising concerns about pressure on future margins and profitability. MSN article
• Negative Sentiment: The wind business remained a drag, with segment losses widening and overshadowing otherwise strong demand trends. Proactive Investors article

GE Vernova Profile

GE Vernova is the energy-focused company formed from the energy businesses of General Electric and operates as a publicly listed entity on the NYSE under the ticker GEV. It is organized to design, manufacture and service equipment and systems used across the power generation and energy transition value chain, bringing together legacy capabilities in conventional power, renewables and grid technologies under a single corporate platform.

The company’s offerings span large-scale power-generation equipment such as gas and steam turbines and associated generators and controls, as well as renewable energy technologies including onshore and offshore wind platforms and hydro solutions.