GE Vernova Inc. $GEV Shares Newly Acquired by BG Investment Services LLC

Key Points

• BG Investment Services LLC initiated a GE Vernova position in the third quarter, purchasing 3,522 shares valued at approximately $3.35 million. Several other institutional investors also increased their holdings.
• GE Vernova secured multiyear agreements with Venture Global and Baker Hughes for power-generation and transformer equipment, supporting its backlog and exposure to rising electricity demand from LNG facilities and AI data centers.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and average price target of $1,164.87, although the stock faces risks from AI infrastructure financing concerns and a recent quarterly EPS miss.

BG Investment Services LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 3,522 shares of the company's stock, valued at approximately $3,348,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Evanson Financial LLC lifted its position in shares of GE Vernova by 5.6% during the 3rd quarter. Evanson Financial LLC now owns 247 shares of the company's stock valued at $235,000 after acquiring an additional 13 shares during the period. Citizens Financial Group Inc. RI boosted its position in GE Vernova by 138.3% in the third quarter. Citizens Financial Group Inc. RI now owns 16,912 shares of the company's stock worth $16,074,000 after purchasing an additional 9,816 shares during the last quarter. Simplicity Wealth LLC grew its position in GE Vernova by 7.3% during the third quarter. Simplicity Wealth LLC now owns 2,080 shares of the company's stock valued at $1,977,000 after buying an additional 141 shares during the period. Mountain Hill Investment Partners Corp. increased its stake in shares of GE Vernova by 45.5% during the 3rd quarter. Mountain Hill Investment Partners Corp. now owns 80 shares of the company's stock worth $76,000 after purchasing an additional 25 shares during the last quarter. Finally, Gibbs Wealth Management raised its stake in GE Vernova by 34.6% in the 3rd quarter. Gibbs Wealth Management now owns 1,116 shares of the company's stock valued at $1,061,000 after acquiring an additional 287 shares during the period.

Key GE Vernova News

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

Analyst Ratings Changes

A number of research firms have recently commented on GEV. Mizuho raised their price objective on shares of GE Vernova from $913.00 to $949.00 and gave the company a "neutral" rating in a research report on Friday, July 24th. The Goldman Sachs Group raised GE Vernova from a "buy" rating to a "market outperform" rating in a research note on Monday, September 14th. President Capital upped their target price on GE Vernova from $1,368.00 to $1,398.00 and gave the stock a "buy" rating in a report on Wednesday, July 29th. Evercore reissued an "outperform" rating and issued a $1,350.00 target price on shares of GE Vernova in a report on Thursday, October 1st. Finally, BNP Paribas Exane dropped their price target on shares of GE Vernova from $1,190.00 to $1,090.00 and set a "neutral" rating on the stock in a report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $1,164.87.

GE Vernova Price Performance

GEV stock opened at $814.37 on Friday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. GE Vernova Inc. has a one year low of $530.16 and a one year high of $1,195.94. The company's fifty day moving average price is $947.07 and its 200-day moving average price is $1,000.96. The company has a market capitalization of $216.89 billion, a PE ratio of 23.31, a price-to-earnings-growth ratio of 2.82 and a beta of 1.14.

GE Vernova (NYSE:GEV - Get Free Report) last posted its earnings results 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). The business had revenue of $11.10 billion during the quarter, compared to analysts' expectations of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The company's revenue for the quarter was up 21.9% compared to the same quarter last year. During the same period last year, the business posted $1.86 earnings per share. On average, equities analysts anticipate that GE Vernova Inc. will post 15.04 EPS for the current fiscal 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 issued 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%.

About GE Vernova

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.

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