Liontrust Investment Partners LLP Sells 20,218 Shares of GE Vernova Inc. $GEV

Liontrust Investment Partners LLP reduced its position in GE Vernova Inc. (NYSE:GEV) by 40.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 29,271 shares of the company’s stock after selling 20,218 shares during the period. Liontrust Investment Partners LLP’s holdings in GE Vernova were worth $25,551,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC increased its position in 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 during the last quarter. Schnieders Capital Management LLC. lifted its position in shares of GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after buying an additional 26 shares during the last quarter. Jump Financial LLC acquired a new stake in shares of GE Vernova in the second quarter valued at approximately $258,000. Ossiam bought a new position in shares of GE Vernova during the 2nd quarter worth approximately $42,000. Finally, Nebula Research & Development LLC boosted its stake in shares of 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 period.

Insider Activity

In related news, CAO Matthew Joseph Potvin sold 2,333 shares of the firm’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the transaction, the chief accounting officer directly owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Victor Abate sold 4,819 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.21% of the company’s stock.

GE Vernova News Summary

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

• Positive Sentiment: A comparison with NuScale Power portrays GE Vernova as the more established and financially attractive industrial investment, citing approximately $3.7 billion in free cash flow and a 12% net margin versus NuScale’s cash burn and much higher price-to-sales valuation. GE Vernova vs. NuScale Power: Which Industrials Stock Is a Better Buy in 2026?
• Positive Sentiment: The aging U.S. power grid and expected growth in electricity consumption are fueling investor interest in grid and power-equipment companies. This reinforces the long-term demand outlook for GE Vernova’s gas turbines, electrification equipment, and related infrastructure. Why an Aging Power Grid Is Fueling a New ETF Bet
• Positive Sentiment: GE Vernova is increasingly being viewed as an indirect AI-infrastructure play because hyperscale data centers need reliable, rapidly deployable power. Rising demand for its gas turbines is supporting the company’s strategic importance and valuation. GE Is Finding a New Role Powering the AI Data Center Boom
• Neutral Sentiment: GE Vernova remains a heavily watched and trending stock, increasing visibility among investors but not providing a specific new fundamental catalyst. GE Vernova Is a Trending Stock
• Negative Sentiment: Erste Group Bank trimmed its fiscal 2027 EPS estimate slightly, a modest negative signal suggesting analysts see limited near-term upside to earnings expectations.
• Negative Sentiment: Reports that some turbines supporting AI data centers are experiencing early failures highlight execution, reliability, and maintenance risks. Weak results from data-center supplier Vertiv also underscore the possibility of volatility across the AI-infrastructure theme.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on GEV. Argus set a $1,300.00 price target on GE Vernova in a research note on Monday, April 27th. BMO Capital Markets lifted their price objective on shares of GE Vernova from $1,110.00 to $1,250.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. upped their price objective on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of GE Vernova in a report on Tuesday, July 21st. Finally, Wall Street Zen lowered shares of GE Vernova from a “buy” rating to a “hold” rating in a research report on Saturday, July 25th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, GE Vernova has a consensus rating of “Moderate Buy” and an average price target of $1,133.15.

GE Vernova Stock Performance

NYSE:GEV opened at $983.95 on Friday. The stock has a 50 day simple moving average of $1,029.03 and a 200 day simple moving average of $932.36. The stock has a market cap of $262.06 billion, a P/E ratio of 28.16, a PEG ratio of 3.24 and a beta of 1.09. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21.

GE Vernova (NYSE:GEV) last issued its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing analysts’ consensus estimates of $3.17 by ($0.70). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The business’s quarterly revenue was up 21.9% compared to the same quarter last year. During the same period in the prior year, the company earned $1.86 earnings per share. Research analysts anticipate that GE Vernova Inc. will post 15.46 earnings per share for the current year.

GE Vernova Dividend Announcement

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

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.