Capital Advisors Inc. OK Cuts Stock Position in GE Vernova Inc. $GEV

Capital Advisors Inc. OK lessened its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 1.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 86,038 shares of the company’s stock after selling 1,330 shares during the quarter. GE Vernova comprises about 1.5% of Capital Advisors Inc. OK’s holdings, making the stock its 18th biggest holding. Capital Advisors Inc. OK’s holdings in GE Vernova were worth $101,082,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in GEV. Auto Owners Insurance Co increased its stake in GE Vernova by 110,973.4% during the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after buying an additional 34,826,773 shares during the period. BlackRock Inc. acquired a new stake in GE Vernova during the 2nd quarter worth approximately $25,569,630,000. State Street Corp boosted its position in GE Vernova by 2.1% in the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after buying an additional 231,392 shares during the period. Geode Capital Management LLC boosted its position in GE Vernova by 1.1% in the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after buying an additional 68,894 shares during the period. Finally, Morgan Stanley grew its stake in shares of GE Vernova by 12.8% in the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after acquiring an additional 685,466 shares in the last quarter.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Vernova in a research report on Tuesday, July 21st. Sanford C. Bernstein lifted their target price on GE Vernova from $1,206.00 to $1,298.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. TD Cowen boosted their target price on 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. William Blair restated an “outperform” rating on shares of GE Vernova in a report on Monday, August 3rd. Finally, Mizuho upped their price target on GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Two equities 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 stock. According to MarketBeat.com, GE Vernova has an average rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova News Summary

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

• Positive Sentiment: HVDC joint venture expands growth prospects: GE Vernova announced a partnership with South Korea’s LS Electric to pursue voltage-source-converter HVDC projects. The venture could strengthen GEV’s position in a fast-growing market driven by grid modernization, renewable-power integration and rising electricity demand. GE Vernova’s New JV Could Unlock its Next Big Growth Engine
• Positive Sentiment: New U.K. grid contract adds backlog: GE Vernova was selected to supply a 400-kilovolt gas-insulated switchgear substation in Chesterfield, England, as part of National Grid’s Great Grid Upgrade. The award reinforces demand for GEV’s transmission equipment and exposure to long-term grid investment. GE Vernova secures 400 kV substation contract for UK grid upgrade
• Positive Sentiment: Demand outlook remains constructive: Recent coverage argues that GE Vernova’s businesses may be sold out through 2030, while AI-related data-center electricity demand and broader power shortages could support future orders. These themes bolster the long-term growth case, although they are largely forward-looking. GE Vernova: Sold Out Through 2030 Can AI Power Demand Drive Growth?
• Neutral Sentiment: Positive media commentary offers limited direct support: Jim Cramer continues to view GEV favorably because of its nuclear exposure and delivery visibility, but the commentary does not represent a change in earnings guidance or fundamentals. GE Vernova Isn’t A Great Short, Jim Cramer Said
• Negative Sentiment: CFO succession creates near-term uncertainty: GE Vernova’s announcement of a CFO transition may prompt investors to seek clarity on financial controls, capital allocation and execution. The move also coincided with Rivian’s CFO departing to join GEV, highlighting the leadership change but not necessarily signaling an operational problem. GE Vernova Announces CFO Transition and Leadership Succession

GE Vernova Stock Up 0.0%

Shares of GE Vernova stock opened at $912.32 on Monday. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a market capitalization of $242.98 billion, a P/E ratio of 26.11, a P/E/G ratio of 3.28 and a beta of 1.21. The company has a 50 day moving average of $1,031.82 and a 200 day moving average of $975.58.

GE Vernova (NYSE:GEV) last announced 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). 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 during the quarter, compared to analysts’ expectations of $10.79 billion. During the same period in the prior year, the company posted $1.86 earnings per share. The company’s revenue for the quarter was up 21.9% on a year-over-year basis. As a group, research analysts forecast that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

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.