SageGuard Financial Group LLC increased its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 10.8% in the 2nd quarter, Holdings Channel reports. The firm owned 4,933 shares of the company’s stock after buying an additional 479 shares during the period. SageGuard Financial Group LLC’s holdings in GE Vernova were worth $5,795,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds have also recently modified their holdings of the company. World Investment Advisors boosted its holdings 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 worth $8,821,000 after buying an additional 2,241 shares during the last quarter. Merit Financial Group LLC increased its holdings in GE Vernova by 17.4% during the fourth quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock valued at $9,856,000 after buying an additional 2,230 shares during the last quarter. Riverbend Wealth Management LLC bought a new position in GE Vernova in the fourth quarter worth approximately $567,000. Vest Financial LLC raised its position in GE Vernova by 56.7% in the fourth quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock worth $43,260,000 after acquiring an additional 23,956 shares during the period. Finally, RiverFront Investment Group LLC boosted its stake in shares of GE Vernova by 239.2% during the 4th quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock worth $1,432,000 after acquiring an additional 1,545 shares during the last quarter.
GE Vernova News Summary
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: Strong Q2 growth and higher guidance: GE Vernova reported approximately 22% year-over-year revenue growth, stronger margins and cash flow, robust orders, and a record $176 billion backlog. Management also raised its 2026 revenue and free-cash-flow outlook, supporting expectations for continued earnings growth. Can GE Vernova’s Strong Q2 Results Fuel Further Earnings Growth?
- Positive Sentiment: AI and data-center power demand remain major catalysts: Analysts view GE Vernova’s Power and Electrification businesses, backlog and high-margin services as key beneficiaries of surging electricity demand and grid investment. One bullish analysis projects $46 billion of 2026 revenue and sees significant backlog conversion ahead. GE Vernova: I Can’t Stop Buying This AI Power Stock
- Positive Sentiment: New Texas power project expands potential growth: GE Vernova Hitachi Nuclear Energy and Blue Energy agreed to advance a proposed 2.5-gigawatt gas-and-nuclear facility in Texas into engineering, licensing and safety work, reinforcing the company’s nuclear opportunity. GE Vernova and Blue Energy Move Forward With 2.5 GW Texas Gas-Nuclear Power Project
- Neutral Sentiment: Industry funding highlights storage competition and opportunity: Form Energy raised $750 million to expand iron-air battery production, signaling accelerating investment in large-scale power-storage technologies. The development is not directly tied to GEV but could influence future grid-equipment demand and competitive dynamics. Form Energy raises $750m to expand iron-air battery production
- Negative Sentiment: Valuation and execution risks temper the bullish outlook: GE Vernova’s shares have already delivered strong returns, and analysts warn that expectations are high. The company’s latest adjusted EPS of $2.47 missed the $3.17 consensus estimate, with wind-segment losses and tariff costs weighing on profitability. GE Vernova’s AI Power Boom Faces a Profit Test
Analyst Upgrades and Downgrades
Read Our Latest Research Report on GEV
Insider Buying and Selling
In other news, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.21% of the stock is currently owned by corporate insiders.
GE Vernova Stock Performance
Shares of NYSE GEV opened at $1,048.52 on Friday. The firm has a fifty day moving average price of $1,031.48 and a 200-day moving average price of $957.01. 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 has a market cap of $279.25 billion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 3.71 and a beta of 1.21. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94.
GE Vernova (NYSE:GEV – Get Free Report) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share 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 firm had revenue of $11.10 billion for the quarter, compared to analysts’ expectations of $10.79 billion. During the same quarter last year, the firm posted $1.86 EPS. The firm’s quarterly revenue was up 21.9% compared to the same quarter last year. Equities analysts anticipate that GE Vernova Inc. will post 15.57 earnings per share for the current fiscal year.
GE Vernova Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th were issued a dividend of $0.50 per share. The ex-dividend date of this dividend was Tuesday, June 16th. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 5.72%.
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.
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