4,269 GE Vernova Inc. $GEV Shares Sold by TB Alternative Assets Ltd.

TB Alternative Assets Ltd. lowered its holdings in GE Vernova Inc. (NYSE:GEV) by 84.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 816 shares of the company’s stock after selling 4,269 shares during the quarter. GE Vernova comprises approximately 0.2% of TB Alternative Assets Ltd.’s holdings, making the stock its 27th largest holding. TB Alternative Assets Ltd.’s holdings in GE Vernova were worth $776,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently modified their holdings of the business. Onyx Bridge Wealth Group LLC increased its holdings in GE Vernova by 1.3% during the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after buying an additional 9 shares during the period. Red Door Wealth Management LLC raised its stake in GE Vernova by 0.6% in the first quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after buying an additional 10 shares in the last quarter. Advance Capital Management Inc. lifted its holdings in GE Vernova by 2.2% during the first quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after buying an additional 10 shares during the period. Alpha Financial Partners LLC lifted its holdings in GE Vernova by 2.0% during the first quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock worth $449,000 after buying an additional 10 shares during the period. Finally, Sandy Cove Advisors LLC lifted its holdings in GE Vernova by 2.6% during the second quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock worth $457,000 after buying an additional 10 shares during the period.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Major Venture Global power agreement: GE Vernova and Baker Hughes will supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, reinforcing GE Vernova’s position in behind-the-meter power infrastructure. The reported $17.2 billion headline value represents the maximum potential scope, not a firm commitment. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analyst support remains strong: Guggenheim assigned GE Vernova a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270. These targets imply substantial upside from recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Recent coverage highlights strong organic order growth, increased 2026 revenue and free-cash-flow guidance, and a reported backlog of approximately $176 billion. Gas-turbine services and electrification demand linked to AI data centers remain important parts of the bull case. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: GE Vernova is being discussed as a potential stock-split candidate because of its high share price, but a split would not change the company’s underlying value or earnings prospects. GE Vernova emerges as a prime stock-split candidate
• Negative Sentiment: The recent pullback reflects broader weakness in AI-infrastructure stocks and renewed scrutiny of GE Vernova’s elevated valuation. Coverage has cited a high earnings multiple, making the shares more sensitive to any slowdown in orders, guidance or AI-related spending. GE Vernova builds $176 billion backlog but valuation raises questions

GE Vernova Trading Down 1.4%

NYSE GEV opened at $928.88 on Friday. GE Vernova Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94. The company has a 50 day moving average price of $964.22 and a 200 day moving average price of $1,001.66. 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 firm has a market cap of $247.39 billion, a PE ratio of 26.59, a price-to-earnings-growth ratio of 3.26 and a beta of 1.14.

GE Vernova (NYSE:GEV) last announced its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the business earned $1.86 earnings per share. As a group, sell-side analysts forecast that GE Vernova Inc. will post 15.04 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, November 24th. Stockholders of record on Tuesday, October 27th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, October 27th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio is presently 5.72%.

Analyst Ratings Changes

Several brokerages have issued reports on GEV. Guggenheim reaffirmed a “buy” rating and set a $1,450.00 target price on shares of GE Vernova in a research report on Tuesday. Jefferies Financial Group reissued a “buy” rating and issued a $1,185.00 price target (up from $1,155.00) on shares of GE Vernova in a research report on Thursday, September 17th. Oppenheimer upped their price objective on GE Vernova from $1,303.00 to $1,338.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Citigroup decreased their price objective on GE Vernova from $1,219.00 to $1,125.00 and set a “neutral” rating for the company in a research note on Thursday, July 23rd. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and set a $1,298.00 price objective (up from $1,206.00) on shares of GE Vernova in a research report on Tuesday, September 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $1,164.87.

GE Vernova Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.