GE Vernova Inc. $GEV Stock: XXI Wealth LLC Raises Holdings

XXI Wealth LLC grew its position in GE Vernova Inc. (NYSE:GEV) by 168.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,118 shares of the company’s stock after acquiring an additional 701 shares during the period. XXI Wealth LLC’s holdings in GE Vernova were worth $1,063,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of GEV. Onyx Bridge Wealth Group LLC increased its stake in shares of GE Vernova by 1.3% in the 1st quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock valued at $635,000 after purchasing an additional 9 shares in the last quarter. Red Door Wealth Management LLC raised its holdings in GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after purchasing an additional 10 shares during the period. Advance Capital Management Inc. boosted its position 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 purchasing an additional 10 shares in the last quarter. Alpha Financial Partners LLC boosted its position 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 purchasing an additional 10 shares in the last quarter. Finally, Sandy Cove Advisors LLC boosted its position 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 purchasing an additional 10 shares in the last quarter.

GE Vernova Price Performance

GE Vernova stock traded down $13.05 during midday trading on Friday, reaching $814.37. The company had a trading volume of 3,858,087 shares, compared to its average volume of 2,387,168. 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 Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The company has a market capitalization of $216.89 billion, a P/E ratio of 23.31, a P/E/G ratio of 2.86 and a beta of 1.14. The firm’s fifty day simple moving average is $947.07 and its 200-day simple moving average is $1,000.96.

GE Vernova (NYSE:GEV) last posted its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 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 firm had revenue of $11.10 billion for the quarter, compared to analysts’ expectations of $10.79 billion. During the same quarter last year, the firm posted $1.86 earnings per share. GE Vernova’s quarterly revenue was up 21.9% on a year-over-year basis. As a group, equities analysts anticipate that GE Vernova Inc. will post 15.04 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Stockholders of record on Tuesday, October 27th will be given a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s dividend payout ratio (DPR) is 5.72%.

Analyst Upgrades and Downgrades

Several analysts have commented on GEV shares. Guggenheim reissued a “buy” rating and issued a $1,450.00 price objective on shares of GE Vernova in a report on Tuesday, October 13th. Evercore reaffirmed an “outperform” rating and set a $1,350.00 target price on shares of GE Vernova in a research note on Thursday, October 1st. Oppenheimer increased their target price on GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Mizuho increased their target price on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research report on Friday, July 24th. Finally, Glj Research began coverage on shares of GE Vernova in a research note on Monday, September 14th. They issued a “sell” rating and a $470.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,164.87.

Key Headlines Impacting GE Vernova

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

• Positive Sentiment: GE Vernova entered multiyear agreements with Venture Global and Baker Hughes covering up to 16 power-island units and transformer equipment. The systems are intended to provide behind-the-meter power for LNG facilities and planned AI data centers, supporting the company’s backlog and exposure to rising electricity demand. Why Is GE Vernova Tied To 16 Off Grid Power Units?
• Positive Sentiment: BMO Capital and Bank of America Securities reportedly maintained or issued Buy views on GEV, while several recent analyses highlighted long-term growth from grid modernization, electrification and expanding power demand. GE Vernova Gets a Buy from BMO Capital
• Neutral Sentiment: Investors are awaiting GE Vernova’s third-quarter 2026 results, with analysts focused on revenue, margins, orders and other operating metrics. The earnings report could clarify whether demand from data centers and broader power infrastructure is translating into profitable growth. Seeking Clues to GE Vernova Q3 Earnings
• Negative Sentiment: GEV fell sharply alongside Vertiv, Bloom Energy and Eaton after Meta’s larger AI spending outlook raised concerns about how data-center expansion will be financed. The move suggests investors are questioning the sustainability, timing and returns of AI infrastructure orders, even though long-term demand remains strong. GE Vernova Slumps as Meta Spending Outlook Stokes AI Financing Worries
• Negative Sentiment: Erste Group slightly reduced its 2027 EPS forecast to $24.36 from $24.55. The modest cut adds to execution concerns, particularly after GE Vernova’s prior quarterly EPS missed expectations despite stronger-than-expected revenue. GE Vernova Earnings Estimate Revision

GE Vernova Company Profile

GE Vernova Inc (NYSE: GEV) is an energy technology company focused on helping generate, transmit, store and deliver electricity. The company serves utilities, power producers, grid operators, commercial and industrial customers, and other energy-sector participants worldwide.

Its business is organized around three primary areas: Power, Wind and Electrification. Power provides technologies and services for gas and steam power generation, hydropower, nuclear power and other energy systems.