Landscape Capital Management L.L.C. Takes $1.65 Million Position in GE Vernova Inc. $GEV

Landscape Capital Management L.L.C. purchased a new position in GE Vernova Inc. (NYSE:GEV) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,406 shares of the company’s stock, valued at approximately $1,652,000.

Several other institutional investors also recently added to or reduced their stakes in GEV. B. Metzler seel. Sohn & Co. AG lifted its stake in GE Vernova by 37.7% in the second quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock valued at $27,116,000 after purchasing an additional 6,313 shares during the last quarter. World Investment Advisors raised its stake in shares of GE Vernova by 19.9% in the fourth quarter. World Investment Advisors now owns 13,497 shares of the company’s stock valued at $8,821,000 after buying an additional 2,241 shares during the period. RiverFront Investment Group LLC raised its stake in shares of GE Vernova by 239.2% in the fourth quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock valued at $1,432,000 after buying an additional 1,545 shares during the period. Citizens Financial Group Inc. RI purchased a new position in shares of GE Vernova during the 2nd quarter valued at $8,337,000. Finally, Danske Bank A S lifted its position in shares of GE Vernova by 5.5% during the 4th quarter. Danske Bank A S now owns 156,236 shares of the company’s stock valued at $102,111,000 after buying an additional 8,086 shares during the last quarter.

GE Vernova Trading Up 3.1%

Shares of GEV opened at $955.61 on Thursday. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94. The stock has a market cap of $254.51 billion, a PE ratio of 27.35, a P/E/G ratio of 3.33 and a beta of 1.21. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The business’s 50-day moving average price is $1,038.97 and its 200-day moving average price is $973.57.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 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 the consensus estimate of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. GE Vernova’s revenue was up 21.9% compared to the same quarter last year. During the same quarter last year, the business posted $1.86 earnings per share. On average, equities analysts forecast that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

Insider Transactions at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the stock in a transaction that occurred on Monday, June 1st. The shares were 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.21% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on GEV shares. BMO Capital Markets reissued an “outperform” rating on shares of GE Vernova in a report on Friday, August 7th. Royal Bank Of Canada upped their price objective on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Mizuho increased their target price on shares of GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a research report on Friday, July 24th. William Blair reiterated an “outperform” rating on shares of GE Vernova in a research note on Monday, August 3rd. Finally, JPMorgan Chase & Co. boosted their price target on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,133.15.

More GE Vernova News

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

• Positive Sentiment: GE Vernova and South Korea’s LS Electric plan to launch a joint venture focused on the high-voltage direct current (HVDC) market. The partnership could expand GEV’s exposure to long-distance power transmission and grid infrastructure projects, which are expected to benefit from rising electricity demand. GE Vernova, Korea’s LS Electric to launch joint venture targeting HVDC market
• Positive Sentiment: Analysts and market commentary continue to identify GE Vernova as a potential major beneficiary of the AI power boom. Its growing orders and backlog in gas turbines, grid equipment and electrification products position the company to supply power for data centers and broader grid upgrades. Is GE Vernova Emerging as a Key Beneficiary of the AI Power Boom?
• Positive Sentiment: GE Vernova may offer near-term solutions to data centers facing long waits for gas turbines, with demand reportedly booked out through 2031. This reinforces the company’s strategic importance as data-center operators seek reliable power capacity. GE Vernova Offers Quick Solution To AI’s Power Turbine Quandary
• Neutral Sentiment: GE Vernova and American Electric Power are both positioned to benefit from increased electricity demand, AI data centers and U.S. grid expansion, although the comparison does not establish a clear near-term advantage for GEV. GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?
• Negative Sentiment: Jim Cramer warned that political and community backlash over data-center electricity consumption could slow hyperscaler projects and soften GE Vernova’s order book. Any reduction in new data-center commitments would pose a risk to the company’s growth outlook. Jim Cramer Says GE Vernova Order Book Might Have Gotten Soft

About GE Vernova

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.