Hardy Reed LLC Purchases Shares of 5,305 GE Vernova Inc. $GEV

Hardy Reed LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV) during the second quarter, HoldingsChannel reports. The institutional investor purchased 5,305 shares of the company’s stock, valued at approximately $6,233,000. GE Vernova accounts for approximately 0.4% of Hardy Reed LLC’s holdings, making the stock its 21st biggest position.

Several other institutional investors and hedge funds also recently modified their holdings of GEV. Brighton Jones LLC grew its holdings in shares of GE Vernova by 29.4% during the fourth quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after buying an additional 753 shares in the last quarter. Schnieders Capital Management LLC. lifted its stake in GE Vernova by 1.7% in the 2nd quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares in the last quarter. Jump Financial LLC bought a new stake in GE Vernova in the 2nd quarter valued at approximately $258,000. Ossiam acquired a new position in GE Vernova during the 2nd quarter worth approximately $42,000. Finally, Nebula Research & Development LLC boosted its position in GE Vernova by 23.9% during the 2nd quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock worth $886,000 after acquiring an additional 323 shares during the last quarter.

Key GE Vernova News

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

• Positive Sentiment: GE Vernova’s backlog reportedly reached $176 billion, while a nuclear-related AI power agreement strengthened the investment case for its positioning in the rapidly expanding electricity and data-center infrastructure markets. GE Vernova Is Up 8.9% After Backlog Surges To $176 Billion And Nuclear AI Deal
• Positive Sentiment: GE Vernova is leading an ARPA-E project with SHINE to modernize tracking of spent nuclear fuel during recycling. Although the project is unlikely to materially affect near-term earnings, it supports GEV’s longer-term exposure to nuclear-energy development and fuel-cycle technology. SHINE Joins GE Vernova-Led ARPA-E Project
• Neutral Sentiment: A comparison of industrial machinery stocks frames 2026 as a competition to control the electrification stack. This reinforces GEV’s favorable industry exposure, but the article is primarily comparative and does not identify a new company-specific catalyst. Which Industrial Machinery Stock Has Dominated in 2026
• Negative Sentiment: GE Vernova and other behind-the-meter power stocks sold off amid concerns about hidden hyperscaler debt and a 19-year Treasury yield high. Higher rates can pressure richly valued growth and infrastructure shares, while questions about how AI data-center projects are financed raised doubts despite record backlogs. Behind-the-Meter Energy Stocks Fall Tuesday
• Negative Sentiment: Weakness across Bloom Energy, Fluence Energy and other AI-power names indicates sector-wide profit-taking and risk reduction. Bloom’s strong results and AI deals were tempered by valuation and supply-chain concerns, creating potential spillover pressure for GEV even without a direct negative announcement. Bloom Energy’s AI Surge Meets a Valuation Reality Check

Insider Buying and Selling at GE Vernova

In related news, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at approximately $1,739,726.80. This trade represents a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Barclays raised their price target on shares of GE Vernova from $993.00 to $1,250.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. Jefferies Financial Group restated a “buy” rating on shares of GE Vernova in a report on Monday, July 27th. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. Robert W. Baird raised their target price on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of GE Vernova in a research note on Friday, August 7th. Two 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 assigned a Sell rating to the stock. According to MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova Stock Down 1.7%

GEV stock opened at $987.05 on Thursday. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The business has a 50 day moving average price of $1,041.16 and a two-hundred day moving average price of $966.52. The company has a market cap of $262.88 billion, a price-to-earnings ratio of 28.25, a P/E/G ratio of 3.58 and a beta of 1.21. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94.

GE Vernova (NYSE:GEV) last posted its quarterly earnings results 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 return on equity of 42.42% and a net margin of 23.03%.The company had revenue of $11.10 billion for the quarter, compared to analyst estimates of $10.79 billion. During the same period last year, the firm earned $1.86 EPS. The firm’s revenue for the quarter was up 21.9% compared to the same quarter last year. Analysts anticipate that GE Vernova Inc. will post 15.57 EPS for the current fiscal 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.