Schuylkill Financial LLC Makes New Investment in GE Vernova Inc. $GEV

Schuylkill Financial LLC acquired a new position in GE Vernova Inc. (NYSE:GEV) in the 2nd quarter, Holdings Channel reports. The firm acquired 1,029 shares of the company’s stock, valued at approximately $1,209,000. GE Vernova comprises approximately 1.1% of Schuylkill Financial LLC’s holdings, making the stock its 23rd biggest holding.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings 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 purchasing an additional 26 shares in the last quarter. Jump Financial LLC acquired a new stake in GE Vernova in the 2nd quarter valued at $258,000. Ossiam purchased a new position in GE Vernova in the second quarter valued at about $42,000. Finally, Nebula Research & Development LLC raised its position in GE Vernova by 23.9% in the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after purchasing an additional 323 shares during the period.

GE Vernova Trading Up 0.2%

NYSE:GEV opened at $943.58 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 business’s 50-day simple moving average is $1,016.92 and its 200 day simple moving average is $978.34. The stock has a market cap of $251.30 billion, a price-to-earnings ratio of 27.01, a price-to-earnings-growth ratio of 4.38 and a beta of 1.15.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data 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). GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The business had revenue of $11.10 billion for the quarter, compared to analyst estimates of $10.79 billion. During the same quarter last year, the business earned $1.86 EPS. GE Vernova’s revenue for the quarter was up 21.9% compared to the same quarter last year. As a group, sell-side analysts predict that GE Vernova Inc. will post 15.36 earnings per share for the current fiscal year.

GE Vernova News Roundup

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

• Positive Sentiment: GE Vernova signed an agreement to supply wind turbines for ESB’s Chleansaid wind farm in Scotland, adding to its renewable-energy order pipeline and reinforcing demand for its equipment. GE Vernova signs agreement to supply turbines for ESB wind farm in Scotland
• Positive Sentiment: A deal with Venezuela is expected to help stabilize the country’s deteriorating power grid within six to 12 months. The project could create equipment, services and maintenance opportunities while expanding GE Vernova’s international presence. Market Chatter: GE Vernova Deal Aims to Stabilize Venezuela Power Grid
• Positive Sentiment: GE Vernova is participating with Studsvik, GE Vernova Hitachi and Samsung C&T in advancing a Swedish nuclear-power project. Nuclear demand is attracting investor attention as data centers and AI require reliable, low-carbon electricity. Companies advance Swedish nuclear power project
• Positive Sentiment: An investor analysis highlighted GE Vernova’s 116 gigawatts of gas-turbine equipment in backlog and slot reservations, with at least 125 gigawatts expected under contract by year-end. Capacity expansion and recurring service revenue support the long-term growth case. GE Vernova company overview
• Neutral Sentiment: GE Vernova recently outperformed the broader market in a session, reflecting enthusiasm over Venezuela grid-repair plans and the company’s exposure to AI-related power demand. However, the move followed volatility since June as investors reassessed the sustainability of the AI infrastructure boom. GE Vernova outperforms the stock market
• Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS forecast, while analysts continue to question whether GE Vernova can convert its substantial orders into higher margins. Those concerns may limit upside after the stock’s strong longer-term rally. GE Vernova FY2027 EPS forecast decreased

Analyst Ratings Changes

A number of research analysts have commented on the company. William Blair restated an “outperform” rating on shares of GE Vernova in a research note on Monday, August 3rd. Mizuho increased their target price on GE Vernova from $913.00 to $949.00 and gave the company a “neutral” rating in a research note on Friday, July 24th. Royal Bank Of Canada raised their target price on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of GE Vernova in a research report on Tuesday, July 21st. Finally, Morgan Stanley cut GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,155.28.

About GE Vernova

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.