SageGuard Financial Group LLC Grows Stake in GE Vernova Inc. $GEV

SageGuard Financial Group LLC raised its holdings in GE Vernova Inc. (NYSE:GEV) by 10.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,933 shares of the company’s stock after buying an additional 479 shares during the quarter. SageGuard Financial Group LLC’s holdings in GE Vernova were worth $5,795,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the business. Onyx Bridge Wealth Group LLC lifted its stake in GE Vernova by 1.3% in the first quarter. Onyx Bridge Wealth Group LLC now owns 727 shares of the company’s stock worth $635,000 after acquiring an additional 9 shares during the period. Red Door Wealth Management LLC raised its holdings in GE Vernova by 0.6% in the 1st quarter. Red Door Wealth Management LLC now owns 1,774 shares of the company’s stock worth $1,548,000 after purchasing an additional 10 shares in the last quarter. Advance Capital Management Inc. raised its holdings in GE Vernova by 2.2% in the 1st quarter. Advance Capital Management Inc. now owns 461 shares of the company’s stock worth $402,000 after purchasing an additional 10 shares in the last quarter. Alpha Financial Partners LLC lifted its position in shares of GE Vernova by 2.0% in the 1st quarter. Alpha Financial Partners LLC now owns 514 shares of the company’s stock worth $449,000 after purchasing an additional 10 shares during the period. Finally, Sandy Cove Advisors LLC lifted its position in shares of GE Vernova by 2.6% in the 2nd quarter. Sandy Cove Advisors LLC now owns 389 shares of the company’s stock worth $457,000 after purchasing an additional 10 shares during the period.

Insider Activity at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction on Monday, June 1st. The stock was sold at an average price of $948.08, for a total value of $4,568,797.52. Following the completion of the sale, the chief executive officer 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.21% of the company’s stock.

Key Stories Impacting GE Vernova

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

• Positive Sentiment: Strong Q2 growth and higher guidance: GE Vernova reported approximately 22% year-over-year revenue growth, stronger margins and cash flow, robust orders, and a record $176 billion backlog. Management also raised its 2026 revenue and free-cash-flow outlook, supporting expectations for continued earnings growth. Can GE Vernova’s Strong Q2 Results Fuel Further Earnings Growth?
• Positive Sentiment: AI and data-center power demand remain major catalysts: Analysts view GE Vernova’s Power and Electrification businesses, backlog and high-margin services as key beneficiaries of surging electricity demand and grid investment. One bullish analysis projects $46 billion of 2026 revenue and sees significant backlog conversion ahead. GE Vernova: I Can’t Stop Buying This AI Power Stock
• Positive Sentiment: New Texas power project expands potential growth: GE Vernova Hitachi Nuclear Energy and Blue Energy agreed to advance a proposed 2.5-gigawatt gas-and-nuclear facility in Texas into engineering, licensing and safety work, reinforcing the company’s nuclear opportunity. GE Vernova and Blue Energy Move Forward With 2.5 GW Texas Gas-Nuclear Power Project
• Neutral Sentiment: Industry funding highlights storage competition and opportunity: Form Energy raised $750 million to expand iron-air battery production, signaling accelerating investment in large-scale power-storage technologies. The development is not directly tied to GEV but could influence future grid-equipment demand and competitive dynamics. Form Energy raises $750m to expand iron-air battery production
• Negative Sentiment: Valuation and execution risks temper the bullish outlook: GE Vernova’s shares have already delivered strong returns, and analysts warn that expectations are high. The company’s latest adjusted EPS of $2.47 missed the $3.17 consensus estimate, with wind-segment losses and tariff costs weighing on profitability. GE Vernova’s AI Power Boom Faces a Profit Test

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on GEV shares. Oppenheimer lifted their target price on shares of GE Vernova from $1,303.00 to $1,338.00 and gave the company an “outperform” rating in a research note on Thursday, July 23rd. Wall Street Zen lowered shares of GE Vernova from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. William Blair reaffirmed an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. Jefferies Financial Group reiterated a “buy” rating on shares of GE Vernova in a report on Monday, July 27th. Finally, TD Cowen raised their target price on GE Vernova from $1,220.00 to $1,235.00 and gave the company a “buy” rating in a research note on Thursday, July 23rd. Two investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,133.15.

GE Vernova Stock Up 0.8%

Shares of GE Vernova stock opened at $1,048.52 on Friday. The company has a 50-day simple moving average of $1,031.48 and a two-hundred day simple moving average of $957.01. The stock has a market capitalization of $279.25 billion, a PE ratio of 30.01, a price-to-earnings-growth ratio of 3.71 and a beta of 1.21. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. 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 (NYSE:GEV) last announced 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 net margin of 23.03% and a return on equity of 42.42%. The firm had revenue of $11.10 billion for the quarter, compared to the consensus estimate of $10.79 billion. During the same period last year, the business earned $1.86 EPS. GE Vernova’s revenue was up 21.9% on a year-over-year basis. On average, analysts anticipate that GE Vernova Inc. will post 15.57 EPS for the current fiscal year.

GE Vernova Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 16th were paid a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, June 16th. GE Vernova’s dividend payout ratio (DPR) is currently 5.72%.

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.