Curated Wealth Partners LLC Sells 205,607 Shares of GE Vernova Inc. $GEV

Key Points

• Curated Wealth Partners cut its GE Vernova position by 99% in the third quarter, selling 205,607 shares and retaining 2,180 shares valued at approximately $2.07 million.
• Analyst sentiment remains broadly positive, with a consensus rating of “Moderate Buy” and an average price target of $1,164.87, despite several recent target reductions.
• GE Vernova shares recently traded at $914, below their 50-day and 200-day moving averages. The company also reported strong revenue growth but missed quarterly EPS estimates and announced a $0.50-per-share quarterly dividend.

Curated Wealth Partners LLC lessened its position in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 99.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,180 shares of the company's stock after selling 205,607 shares during the quarter. Curated Wealth Partners LLC's holdings in GE Vernova were worth $2,072,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. B. Metzler seel. Sohn & Co. AG raised its stake in shares of GE Vernova by 37.7% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company's stock valued at $27,116,000 after acquiring an additional 6,313 shares during the period. Citizens Financial Group Inc. RI purchased a new stake in shares of GE Vernova in the 2nd quarter valued at $8,337,000. Sapient Capital LLC lifted its position in shares of GE Vernova by 31.4% during the second quarter. Sapient Capital LLC now owns 76,038 shares of the company's stock worth $89,372,000 after purchasing an additional 18,188 shares in the last quarter. Processus Wealth & Capital Management LLC purchased a new position in shares of GE Vernova in the second quarter valued at approximately $2,699,000. Finally, Field & Main Bank purchased a new position in shares of GE Vernova in the second quarter valued at approximately $3,018,000.

Analysts Set New Price Targets

GEV has been the topic of several recent research reports. BMO Capital Markets restated an "outperform" rating and set a $1,250.00 price target (up from $1,110.00) on shares of GE Vernova in a report on Friday, August 7th. BNP Paribas Exane lowered their price objective on GE Vernova from $1,190.00 to $1,090.00 and set a "neutral" rating for the company in a research report on Thursday, August 20th. Mizuho raised their price objective on shares of 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 downgraded shares of GE Vernova from a "buy" rating to a "hold" rating in a research report on Saturday, July 25th. Finally, JPMorgan Chase & Co. reduced their price target on shares of GE Vernova from $1,330.00 to $1,150.00 and set an "overweight" rating for the company in a research report on Friday, October 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $1,164.87.

Trending Headlines about 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 Price Performance

GEV stock traded down $27.78 during trading on Thursday, reaching $914.00. 2,454,296 shares of the company were exchanged, compared to its average volume of 2,631,749. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. The stock's 50 day moving average price is $965.61 and its 200 day moving average price is $1,001.12. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a market cap of $243.43 billion, a P/E ratio of 26.24, a PEG ratio of 3.48 and a beta of 1.14.

GE Vernova (NYSE:GEV - Get Free Report) last released its quarterly earnings results 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 net margin of 23.03% and a return on equity of 42.42%. The business had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. The firm's revenue for the quarter was up 21.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.86 earnings per share. As a group, analysts predict that GE Vernova Inc. will post 15.04 earnings per share for the current fiscal year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Investors of record on Tuesday, October 27th will be given 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 of this dividend is Tuesday, October 27th. GE Vernova's dividend payout ratio is 5.72%.

GE Vernova Company 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.

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