TD Waterhouse Canada Inc. Has $187.24 Million Position in GE Vernova Inc. $GEV

TD Waterhouse Canada Inc. increased its position in GE Vernova Inc. (NYSE:GEV) by 3.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 165,072 shares of the company’s stock after buying an additional 5,008 shares during the quarter. TD Waterhouse Canada Inc. owned 0.06% of GE Vernova worth $187,238,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the stock. B. Metzler seel. Sohn & Co. AG lifted 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 purchasing an additional 6,313 shares during the period. World Investment Advisors increased its holdings in GE Vernova by 19.9% in the fourth quarter. World Investment Advisors now owns 13,497 shares of the company’s stock worth $8,821,000 after purchasing an additional 2,241 shares in the last quarter. RiverFront Investment Group LLC lifted its stake in GE Vernova by 239.2% in the fourth quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock valued at $1,432,000 after buying an additional 1,545 shares during the period. Citizens Financial Group Inc. RI bought a new position in shares of GE Vernova during the 2nd quarter worth approximately $8,337,000. Finally, Sapient Capital LLC grew its position in shares of GE Vernova by 31.4% during the 2nd quarter. Sapient Capital LLC now owns 76,038 shares of the company’s stock worth $89,372,000 after buying an additional 18,188 shares during the period.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Venezuela grid-repair agreement: GE Vernova reportedly reached a deal to help restore Venezuela’s deteriorating power grid. The agreement could create additional equipment and services revenue while expanding the company’s presence in a potentially significant infrastructure market. GE Vernova jumps on deal to help repair Venezuela’s dilapidated grid
• Positive Sentiment: Swedish nuclear opportunity: GE Vernova Hitachi, Studsvik and Samsung C&T are working to advance a Swedish nuclear power project. Progress on the project supports the company’s nuclear-growth strategy and reinforces its role in the expanding nuclear supply chain. Studsvik, GE Vernova Hitachi, Samsung C&T to advance Swedish nuclear power project
• Positive Sentiment: AI-driven power demand: Analysts and industry coverage continue to identify GE Vernova as a beneficiary of surging electricity needs from hyperscale data centers. Rising demand for gas turbines and other power-generation equipment could support backlog growth, pricing and long-term revenue expansion. Gas Turbine Prices Are on Track to Nearly Triple
• Positive Sentiment: Strong strategic outlook: Recent commentary highlights GE Vernova’s expanding orders and potential to become substantially larger and more profitable over the next decade, helping sustain investor enthusiasm. Where Will GE Vernova Be in 10 Years?
• Neutral Sentiment: Market-performance coverage: GE Vernova has significantly outperformed the broader market year to date as grid investment and electricity demand strengthen its backlog. However, the shares trade at a premium valuation, increasing sensitivity to execution and earnings updates. GE Vernova Laps the Stock Market
• Negative Sentiment: Lower earnings expectations: Erste Group Bank reduced its fiscal 2027 EPS forecast, signaling that analysts see potential pressure on future profitability. GE Vernova FY2027 EPS Forecast Decreased by Erste Group Bank
• Negative Sentiment: Margin and execution risks: Despite a large order book, investors remain focused on whether GE Vernova can convert demand into sustainable margins. Tariffs, supply-chain constraints and the premium share price could limit further gains if profitability disappoints. GE Vernova Has The Orders But Can It Deliver The Margins

Analysts Set New Price Targets

Several analysts have recently weighed in on GEV shares. Mizuho lifted their price objective on shares of GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research note on Friday, July 24th. Sanford C. Bernstein lifted their price target on shares of GE Vernova from $1,206.00 to $1,298.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Jefferies Financial Group reissued a “buy” rating on shares of GE Vernova in a research report on Monday, July 27th. Guggenheim boosted 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. Finally, Wall Street Zen downgraded GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, GE Vernova presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,133.15.

GE Vernova Stock Up 2.0%

Shares of NYSE:GEV opened at $940.58 on Friday. The stock has a market cap of $250.50 billion, a price-to-earnings ratio of 26.92, a PEG ratio of 4.26 and a beta of 1.15. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 12-month low of $530.16 and a 12-month high of $1,195.94. The business’s 50 day moving average is $1,018.96 and its 200 day moving average is $978.58.

GE Vernova (NYSE:GEV) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) 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 the consensus estimate of $10.79 billion. During the same quarter last year, the company posted $1.86 EPS. The company’s quarterly revenue was up 21.9% compared to the same quarter last year. On average, sell-side analysts forecast that GE Vernova Inc. will post 15.46 earnings per share 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.