GE Vernova Inc. $GEV Stock Sold by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP lowered its position in shares of GE Vernova Inc. (NYSE:GEV) by 31.1% in the third quarter, Holdings Channel reports. The institutional investor owned 5,939 shares of the company’s stock after selling 2,685 shares during the quarter. Fulcrum Asset Management LLP’s holdings in GE Vernova were worth $5,716,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Accuvest Global Advisors increased its stake in GE Vernova by 25.5% during the third quarter. Accuvest Global Advisors now owns 1,054 shares of the company’s stock worth $1,002,000 after acquiring an additional 214 shares during the last quarter. Burton Enright Welch lifted its stake in shares of GE Vernova by 5.4% in the 3rd quarter. Burton Enright Welch now owns 413 shares of the company’s stock valued at $393,000 after purchasing an additional 21 shares during the last quarter. Beverly Hills Private Wealth LLC lifted its stake in shares of GE Vernova by 66.2% in the 3rd quarter. Beverly Hills Private Wealth LLC now owns 527 shares of the company’s stock valued at $501,000 after purchasing an additional 210 shares during the last quarter. Bryn Mawr Trust Advisors LLC lifted its stake in shares of GE Vernova by 1.2% in the 3rd quarter. Bryn Mawr Trust Advisors LLC now owns 1,914 shares of the company’s stock valued at $1,820,000 after purchasing an additional 23 shares during the last quarter. Finally, Hohimer Wealth Management LLC lifted its stake in shares of GE Vernova by 2.9% in the 3rd quarter. Hohimer Wealth Management LLC now owns 597 shares of the company’s stock valued at $567,000 after purchasing an additional 17 shares during the last quarter.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova’s backlog and order growth, along with three increases to its 2026 guidance, support the longer-term earnings outlook. The article also points to gas turbines as a potential source of future high-margin service revenue. Article: GE Vernova Is Up 18% in 2026 After Three Guidance Raises
• Positive Sentiment: Some investors view the stock’s decline as a potential buying opportunity, arguing that GE Vernova supplies power equipment Nvidia and other technology companies need, while the company continues to add orders. Article: GE Vernova Has Something Nvidia Needs Under a Democratic Congress
• Neutral Sentiment: Analyst views are mixed: one report noted an Argus Research Buy rating, while other recent coverage highlighted a downgrade and a pessimistic price outlook. This leaves uncertainty about whether the selloff has made GEV an attractive value. Article: GE Vernova Receives a Buy from Argus Research
• Negative Sentiment: A reported analyst downgrade contributed to a sharp decline in the shares, adding pressure to a stock already hit by a broader selloff in data-center-related names. Article: GE Vernova Shares Down 9.4% on Analyst Downgrade
• Negative Sentiment: Newly elected Democratic officials in Texas have pledged to pause approvals for large AI data-center projects, and proposals elsewhere could bring tighter energy, zoning, and environmental reviews. If projects are delayed, demand for the power generation and grid equipment GE Vernova sells could be affected. Article: GE Vernova Sees New Risks From AI Data Center Permitting Pause

GE Vernova Stock Up 0.1%

Shares of NYSE GEV opened at $774.74 on Monday. The firm has a market cap of $205.06 billion, a price-to-earnings ratio of 20.33, a PEG ratio of 2.52 and a beta of 1.25. The company has a quick ratio of 0.62, a current ratio of 0.83 and a debt-to-equity ratio of 0.22. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The business’s 50 day moving average is $923.33 and its two-hundred day moving average is $944.61.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, October 28th. The company reported $4.81 EPS for the quarter, topping analysts’ consensus estimates of $4.03 by $0.78. GE Vernova had a return on equity of 46.50% and a net margin of 23.54%. The company had revenue of $12.64 billion for the quarter, compared to analysts’ expectations of $11.99 billion. During the same period in the prior year, the firm earned $1.64 earnings per share. The firm’s revenue was up 26.8% compared to the same quarter last year. Research analysts predict that GE Vernova Inc. will post 16.13 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, November 24th. Investors 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 0.3%. The ex-dividend date is Tuesday, October 27th. GE Vernova’s payout ratio is currently 5.25%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on GEV shares. BNP Paribas Exane cut 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. TD Cowen reduced their price objective on shares of GE Vernova from $1,235.00 to $1,125.00 and set a “buy” rating on the stock in a report on Thursday, October 29th. Oppenheimer reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Wednesday, October 28th. Mizuho increased their target price on shares of GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a research note on Friday, July 24th. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $1,298.00 price target on shares of GE Vernova in a research report on Wednesday, October 28th. Two analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,144.20.

GE Vernova Profile

GE Vernova is an energy technology company that designs, manufactures and services equipment used to generate, transmit and distribute electricity. It became an independent public company in April 2024 after separating from General Electric, which had built its energy businesses over more than a century.

The company operates through three main businesses: Power, Wind and Electrification. Its offerings include gas and steam turbines, hydropower technologies and related services; onshore and offshore wind turbines; and grid equipment, power-conversion systems and software used to support electricity networks.

GE Vernova serves utilities, power producers, grid operators and other customers around the world.