B. Metzler seel. Sohn & Co. AG Increases Stock Position in GE Vernova Inc. $GEV

B. Metzler seel. Sohn & Co. AG lifted its position in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 37.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,080 shares of the company's stock after purchasing an additional 6,313 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in GE Vernova were worth $27,116,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in GEV. Firestone Capital Management bought a new stake in GE Vernova in the 2nd quarter worth about $224,000. Sunburst Financial Group LLC purchased a new stake in GE Vernova in the 2nd quarter valued at about $282,000. Natural Investments LLC lifted its position in shares of GE Vernova by 8.9% during the 2nd quarter. Natural Investments LLC now owns 989 shares of the company's stock worth $1,161,000 after buying an additional 81 shares in the last quarter. Beacon Financial Advisory LLC lifted its position in shares of GE Vernova by 6.4% during the 2nd quarter. Beacon Financial Advisory LLC now owns 515 shares of the company's stock worth $605,000 after buying an additional 31 shares in the last quarter. Finally, Laidlaw Wealth Management LLC purchased a new position in shares of GE Vernova in the 2nd quarter worth approximately $345,000.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova is positioned to benefit from surging electricity needs from AI data centers and hyperscaler expansion. Demand for heavy-duty gas turbines is supporting higher pricing and could strengthen the company’s Power segment outlook. Anthropic’s Real Constraint Is Electricity Gas Turbine Prices Are on Track to Nearly Triple
• Positive Sentiment: Recent commentary highlights GE Vernova’s expanding orders and backlog across grid equipment and power-generation products. A diversified portfolio may help offset weakness in wind, while long-term demand for grid modernization remains supportive. GEV Stock Rises 37.5% YTD I Wouldn’t Sell GE Vernova
• Positive Sentiment: Potential energy agreements in Venezuela involving GE Vernova could create additional equipment and services opportunities, although the projects remain subject to execution and geopolitical risks. Venezuela’s Energy Reopening Could Benefit Chevron and GE Vernova
• Neutral Sentiment: Analysts and valuation commentary present a mixed picture: market multiples may appear reasonable relative to growth prospects, but discounted-cash-flow analysis suggests the shares are near fair value after substantial gains. GE Vernova Stock Looks Near Fair Value
• Negative Sentiment: The key concern is whether GE Vernova can convert its large order book into sustainable margins. Investors are watching cost inflation, tariffs, supply-chain constraints and execution, particularly as expectations rise. GE Vernova Has the Orders But Can It Deliver the Margins
• Negative Sentiment: Wind remains a drag, with reports noting a sharp decline in the wind business. Erste Group also slightly reduced its FY2027 EPS forecast, reinforcing concerns that future earnings growth may not fully match the stock’s valuation. GE Vernova Analyst Estimate Update

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. JPMorgan Chase & Co. upped their target price on GE Vernova from $1,302.00 to $1,330.00 and gave the company an "overweight" rating in a report on Thursday, July 23rd. Mizuho lifted 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. Wall Street Zen cut GE Vernova from a "buy" rating to a "hold" rating in a research report on Saturday, July 25th. William Blair restated an "outperform" rating on shares of GE Vernova in a research note on Monday, August 3rd. Finally, Guggenheim raised their target price on GE Vernova from $1,300.00 to $1,450.00 and gave the company a "buy" rating in a research report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,133.15.

GE Vernova Trading Up 2.6%

NYSE:GEV opened at $922.25 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $245.62 billion, a PE ratio of 26.40, a price-to-earnings-growth ratio of 4.15 and a beta of 1.15. The firm's 50 day moving average is $1,021.80 and its 200 day moving average is $977.61. GE Vernova Inc. has a 12 month low of $530.16 and a 12 month high of $1,195.94.

GE Vernova (NYSE:GEV - Get Free Report) last announced its quarterly earnings data 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). 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 for the quarter, compared to the consensus estimate of $10.79 billion. During the same period last year, the company posted $1.86 earnings per share. GE Vernova's revenue for the quarter was up 21.9% on a year-over-year basis. Sell-side analysts expect that GE Vernova Inc. will post 15.46 earnings per share for the current year.

GE Vernova Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source