VestGen Investment Management Cuts Stake in GE Vernova Inc. $GEV

VestGen Investment Management trimmed its position in shares of GE Vernova Inc. (NYSE:GEV) by 30.0% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,945 shares of the company’s stock after selling 832 shares during the quarter. GE Vernova comprises about 1.2% of VestGen Investment Management’s holdings, making the stock its 15th biggest holding. VestGen Investment Management’s holdings in GE Vernova were worth $2,285,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in GEV. Brighton Jones LLC boosted its position in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after buying an additional 753 shares during the last quarter. Schnieders Capital Management LLC. grew its position in GE Vernova by 1.7% during the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after buying an additional 26 shares during the period. Jump Financial LLC purchased a new stake in shares of GE Vernova in the 2nd quarter worth $258,000. Ossiam purchased a new stake in GE Vernova in the second quarter worth about $42,000. Finally, Nebula Research & Development LLC increased its holdings in GE Vernova by 23.9% in the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock worth $886,000 after acquiring an additional 323 shares in the last quarter.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

Insider Buying and Selling

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the firm’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 completion of the sale, the chief executive officer owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.21% of the company’s stock.

GE Vernova Trading Down 1.7%

Shares of NYSE GEV opened at $987.05 on Thursday. The stock has a market capitalization of $262.88 billion, a P/E ratio of 28.25, a price-to-earnings-growth ratio of 3.58 and a beta of 1.21. The business has a fifty day moving average price of $1,041.16 and a 200 day moving average price of $966.52. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94. 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 released its quarterly 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). 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%. The firm’s quarterly revenue was up 21.9% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.86 earnings per share. Equities research analysts expect that GE Vernova Inc. will post 15.57 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have issued reports on GEV. Robert W. Baird increased their price target on GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Barclays boosted their price target on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research report on Thursday, April 23rd. Morgan Stanley downgraded GE Vernova from an “overweight” rating to an “underweight” rating in a research report on Monday, August 3rd. Royal Bank Of Canada increased their target price on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Finally, Susquehanna set a $1,300.00 price target on GE Vernova in a research note on Thursday, April 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, GE Vernova currently has a consensus rating of “Moderate Buy” and an average price target of $1,133.15.

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.