Sei Investments Co. Sells 83,727 Shares of GE Vernova Inc. $GEV

Sei Investments Co. lowered its stake in shares of GE Vernova Inc. (NYSE:GEV) by 16.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 435,878 shares of the company’s stock after selling 83,727 shares during the period. Sei Investments Co.’s holdings in GE Vernova were worth $380,477,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the stock. Cornerstone Financial Management LLC bought a new position in GE Vernova in the fourth quarter valued at $25,000. Wealth Watch Advisors INC bought a new stake in GE Vernova during the third quarter worth about $25,000. Torren Management LLC bought a new stake in GE Vernova during the fourth quarter worth about $26,000. Manning & Napier Advisors LLC increased 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 valued at $26,000 after purchasing an additional 13 shares during the last quarter. Finally, ORG Wealth Partners LLC raised its holdings in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company’s stock valued at $27,000 after buying an additional 29 shares in the last quarter.

Trending Headlines about GE Vernova

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

Insider Transactions at GE Vernova

In other GE Vernova news, CAO Matthew Joseph Potvin sold 2,333 shares of the 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 value of $2,470,856.97. Following the completion of the sale, the chief accounting officer owned 3,549 shares in the company, valued at approximately $3,758,710.41. This trade represents a 39.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Victor Abate sold 4,819 shares of GE Vernova 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 completion of the sale, the chief executive officer owned 1,835 shares in the company, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.21% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. BMO Capital Markets upped their target price on GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Oppenheimer set a $1,303.00 price target on shares of GE Vernova in a research note on Thursday, April 23rd. Argus set a $1,300.00 price objective on shares of GE Vernova in a report on Monday, April 27th. BNP Paribas Exane cut shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective for the company. in a research note on Monday, April 27th. Finally, Wells Fargo & Company increased their target price on shares of GE Vernova from $831.00 to $896.00 and gave the company an “overweight” rating in a report on Tuesday, March 31st. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,089.88.

GE Vernova Trading Down 8.1%

Shares of GEV opened at $991.80 on Thursday. The stock has a market capitalization of $266.52 billion, a P/E ratio of 28.89, a PEG ratio of 3.98 and a beta of 1.09. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94. The company has a quick ratio of 0.65, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The firm has a fifty day simple moving average of $1,036.29 and a two-hundred day simple moving average of $918.91.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.86 EPS. On average, research analysts anticipate that GE Vernova Inc. will post 15.06 EPS for the current year.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th were issued a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, June 16th. GE Vernova’s payout ratio is currently 5.83%.

GE Vernova Company 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.