205,607 GE Vernova Inc. $GEV Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC decreased its stake in GE Vernova Inc. (NYSE:GEV) by 99.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 2,180 shares of the company’s stock after selling 205,607 shares during the period. Curated Wealth Partners LLC’s holdings in GE Vernova were worth $2,072,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of GEV. Auto Owners Insurance Co increased its position in GE Vernova by 110,973.4% during the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock worth $2,278,224,000 after acquiring an additional 34,826,773 shares during the period. BlackRock Inc. acquired a new position in shares of GE Vernova in the second quarter valued at $25,569,630,000. Bank of America Corp DE acquired a new stake in GE Vernova during the second quarter worth $2,961,612,000. Bank of New York Mellon Corp bought a new stake in GE Vernova in the second quarter valued at about $2,497,472,000. Finally, Jupiter Topco LLC acquired a new stake in GE Vernova during the second quarter valued at approximately $2,371,538,000.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on GEV. BNP Paribas Exane lowered their target price on GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating for the company in a research note on Thursday, August 20th. Glj Research initiated coverage on GE Vernova in a research note on Monday, September 14th. They issued a “sell” rating and a $470.00 target price for the company. Guggenheim reiterated a “buy” rating and issued a $1,450.00 price objective on shares of GE Vernova in a research report on Tuesday. JPMorgan Chase & Co. reduced their price objective on shares of GE Vernova from $1,330.00 to $1,150.00 and set an “overweight” rating on the stock in a research note on Friday, October 9th. Finally, Royal Bank Of Canada lifted their price objective on GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and an average price target of $1,164.87.

GE Vernova Stock Down 2.9%

GEV stock traded down $27.78 during trading hours on Thursday, reaching $914.00. 2,454,296 shares of the stock were exchanged, compared to its average volume of 2,631,749. The company has a market cap of $243.43 billion, a price-to-earnings ratio of 26.24, a PEG ratio of 3.48 and a beta of 1.14. The firm’s 50-day moving average is $965.61 and its 200-day moving average is $1,001.12. GE Vernova Inc. has a 12 month low of $530.16 and a 12 month 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 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 return on equity of 42.42% and a net margin of 23.03%. The business had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same period in the prior year, the firm earned $1.86 EPS. The business’s revenue for the quarter was up 21.9% compared to the same quarter last year. On average, equities research analysts expect that GE Vernova Inc. will post 15.04 earnings per share for the current year.

GE Vernova Dividend Announcement

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

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Large Venture Global power deal reinforces demand. Venture Global signed agreements with GE Vernova and Baker Hughes for up to 16 combined-cycle gas power units, each with 720 megawatts of capacity, plus related transformer equipment. The projects could support an off-grid network serving as much as 10 gigawatts of future computing capacity, strengthening GE Vernova’s position in data-center and industrial power. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: Analysts remain constructive. Guggenheim initiated a Buy rating, while Susquehanna maintained a positive rating and lowered its price target modestly to $1,270 from $1,300—still implying substantial upside based on recent trading levels. GE Vernova earns Buy rating from Guggenheim
• Positive Sentiment: Fundamentals and outlook remain strong. GE Vernova has reported robust organic order growth, raised its 2026 revenue and free-cash-flow guidance, and built a roughly $176 billion backlog. Its gas-turbine services and electrification businesses are benefiting from rising power demand tied to AI data centers. Is GE Vernova undervalued after raising guidance and landing data center power deals?
• Neutral Sentiment: Third-quarter earnings are the next catalyst. Investors will look for evidence that order momentum is translating into revenue, margins and cash flow when results are released October 28. GE Vernova to announce third-quarter 2026 financial results
• Negative Sentiment: Valuation and sector weakness are pressuring the stock. GEV has pulled back sharply from its highs as investors reduced exposure to AI-related infrastructure shares. Commentators also warn that its elevated earnings multiple leaves limited room for execution disappointments, making the upcoming report particularly important. GE Vernova registers a bigger fall than the market

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.