California State Teachers Retirement System Sells 4,580 Shares of GE Vernova Inc. $GEV

California State Teachers Retirement System lessened its holdings in GE Vernova Inc. (NYSE:GEV - Free Report) by 1.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 411,394 shares of the company's stock after selling 4,580 shares during the quarter. GE Vernova makes up approximately 0.4% of California State Teachers Retirement System's holdings, making the stock its 18th biggest holding. California State Teachers Retirement System owned about 0.15% of GE Vernova worth $483,330,355 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Auto Owners Insurance Co boosted its position in GE Vernova by 110,973.4% in the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company's stock worth $2,278,224,000 after purchasing an additional 34,826,773 shares during the last quarter. BlackRock Inc. purchased a new stake in shares of GE Vernova in the 2nd quarter worth approximately $25,569,630,000. State Street Corp raised its stake in shares of GE Vernova by 2.1% during the 4th quarter. State Street Corp now owns 11,469,670 shares of the company's stock valued at $7,496,232,000 after buying an additional 231,392 shares during the last quarter. Geode Capital Management LLC lifted its position in GE Vernova by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company's stock worth $4,074,039,000 after buying an additional 68,894 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of GE Vernova in the fourth quarter valued at $2,283,114,000.

GE Vernova Trading Up 0.3%

Shares of GEV traded up $2.40 during mid-day trading on Tuesday, reaching $877.16. The company had a trading volume of 1,328,433 shares, compared to its average volume of 2,679,046. 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 cap of $233.62 billion, a price-to-earnings ratio of 25.13, a price-to-earnings-growth ratio of 4.45 and a beta of 1.15. GE Vernova Inc. has a fifty-two week low of $530.16 and a fifty-two week high of $1,195.94. The firm has a fifty day simple moving average of $993.62 and a 200-day simple moving average of $983.88.

GE Vernova (NYSE:GEV - Get Free Report) last issued its quarterly earnings data 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). 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 during the quarter, compared to analyst estimates of $10.79 billion. During the same quarter in the previous year, the firm posted $1.86 earnings per share. GE Vernova's quarterly revenue was up 21.9% compared to the same quarter last year. On average, sell-side analysts anticipate that GE Vernova Inc. will post 15.36 EPS for the current fiscal year.

Analysts Set New Price Targets

GEV has been the topic of several analyst reports. Sanford C. Bernstein reiterated an "outperform" rating and set a $1,298.00 target price on shares of GE Vernova in a report on Tuesday. Mizuho boosted their price target on GE Vernova from $913.00 to $949.00 and gave the stock a "neutral" rating in a research report on Friday, July 24th. TD Cowen raised their price objective on GE Vernova from $1,220.00 to $1,235.00 and gave the company a "buy" rating in a report on Thursday, July 23rd. Glj Research assumed coverage on GE Vernova in a research note on Monday. They issued a "sell" rating and a $470.00 price objective for the company. Finally, The Goldman Sachs Group raised shares of GE Vernova from a "buy" rating to a "market outperform" rating in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, twenty have given a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, GE Vernova has a consensus rating of "Moderate Buy" and a consensus target price of $1,145.83.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova and Thailand’s B.Grimm Power signed two agreements covering gas-turbine supply and broader power-generation and energy-infrastructure cooperation in Southeast Asia. The deals support GEV’s international growth and gas-power backlog. Reuters article
• Positive Sentiment: Reports highlight a surge in free cash flow during the first half of 2026, which helped support higher guidance while allowing the company to fund growth investments and return capital to shareholders. Zacks article
• Positive Sentiment: Sanford C. Bernstein reaffirmed its “Outperform” rating and assigned a $1,298 price target, signaling confidence in GEV’s long-term demand outlook.
• Neutral Sentiment: Investors are reassessing whether the stock’s roughly 40% one-year gain is justified by projected cash flows. The debate centers on elevated expectations for electricity demand, grid investment and power equipment. Yahoo Finance article
• Negative Sentiment: GLJ Research initiated coverage with a “Sell” rating and a $470 price target, citing a 2027 EBITDA estimate of $7.42 billion—22% below consensus. The target implies substantial downside from recent trading levels and was the main catalyst for the stock’s decline. Stocktwits article
• Negative Sentiment: Additional coverage points to broader AI-market weakness and valuation fears, raising concern that GEV’s power-demand growth expectations may be overly optimistic. The selloff also pressured other grid-infrastructure stocks.

GE Vernova Profile

GE Vernova Inc NYSE: GEV is an energy technology company that provides equipment, software and services for electricity generation, transmission and distribution. Its portfolio is designed to support power systems across a range of energy sources, including natural gas, nuclear, hydroelectric, wind and solar power, as well as battery storage.

The company operates through three primary businesses: Power, Wind and Electrification. Power supplies gas and steam turbines, generators, nuclear power technologies, hydroelectric equipment and related maintenance services.

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