Silvant Capital Management LLC Boosts Position in GE Vernova Inc. $GEV

Silvant Capital Management LLC boosted its position in shares of GE Vernova Inc. (NYSE:GEV) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 92,085 shares of the company’s stock after purchasing an additional 1,283 shares during the period. GE Vernova comprises 3.1% of Silvant Capital Management LLC’s holdings, making the stock its 7th biggest holding. Silvant Capital Management LLC’s holdings in GE Vernova were worth $108,188,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in GEV. Cornerstone Financial Management LLC purchased a new position in shares of GE Vernova during the fourth quarter valued at approximately $25,000. Wealth Watch Advisors INC purchased a new stake in shares of GE Vernova in the third quarter worth approximately $25,000. Torren Management LLC bought a new stake in shares of GE Vernova during the 4th quarter worth approximately $26,000. Manning & Napier Advisors LLC boosted its holdings in 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 acquiring an additional 13 shares during the period. Finally, Navalign LLC purchased a new position in GE Vernova during the 4th quarter valued at $27,000.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Mizuho increased their target price on GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Wall Street Zen lowered shares of GE Vernova from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Guggenheim boosted their price objective on shares of GE Vernova from $1,300.00 to $1,450.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. TD Cowen upped their target price on shares of GE Vernova from $1,220.00 to $1,235.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. Finally, Sanford C. Bernstein raised their target price on shares of GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,133.15.

GE Vernova Stock Down 1.7%

NYSE:GEV opened at $925.74 on Wednesday. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94. The company has a 50-day moving average of $1,040.83 and a 200 day moving average of $972.03. The firm has a market cap of $246.55 billion, a PE ratio of 26.50, a price-to-earnings-growth ratio of 3.39 and a beta of 1.21. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62.

GE Vernova (NYSE:GEV) last issued its 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). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. During the same quarter in the previous year, the company earned $1.86 earnings per share. The firm’s revenue was up 21.9% on a year-over-year basis. As a group, research analysts anticipate that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

Insider Activity

In related news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.21% of the company’s stock.

More GE Vernova News

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

• Positive Sentiment: GE Vernova introduced a medium-voltage uninterruptible power supply designed for AI data centers and other power-intensive facilities. The product addresses the need for reliable power amid rapidly rising and uneven AI workloads, potentially expanding GEV’s Electrification opportunity. GE Vernova Introduces Medium-Voltage UPS for AI Data Centers
• Positive Sentiment: GE Vernova may offer a faster solution to the AI power bottleneck as gas-turbine orders are reportedly backed up through 2031. Its equipment could help data centers manage steeply fluctuating electricity demand, supporting demand visibility for the Power and Electrification businesses. GE Vernova Offers Quick Solution To AI’s Power Turbine Quandary
• Positive Sentiment: GE Vernova was selected as a technology partner for stage three of Australia’s Queensland Supernode battery-storage project. The award strengthens its utility-scale battery and grid-connectivity credentials, while the project’s regulatory approval reduces development uncertainty. GE Vernova to supply technology for stage three of Supernode BESS project
• Positive Sentiment: Analyst commentary highlighted GEV’s backlog, customer-funded capacity expansion and exposure to both grid infrastructure and gas power. Data-center orders and expected Electrification growth could support improving margins and earnings. GE Vernova: The Grid-And-Gas Bottleneck Is Becoming A Margin Flywheel
• Neutral Sentiment: GE Vernova and American Electric Power were both identified as beneficiaries of AI-driven electricity demand and U.S. grid investment, but the comparison does not represent a new contract or financial forecast. GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?
• Negative Sentiment: Despite the favorable demand narrative, GEV trades at a demanding valuation. Its latest quarterly EPS fell short of consensus, leaving investors focused on whether strong revenue growth, backlog conversion and margin expansion can justify the premium.

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.