GE Vernova Inc. $GEV Holdings Boosted by Silvant Capital Management LLC

Silvant Capital Management LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 1.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,085 shares of the company’s stock after acquiring an additional 1,283 shares during the period. GE Vernova comprises approximately 3.1% of Silvant Capital Management LLC’s holdings, making the stock its 7th largest position. Silvant Capital Management LLC’s holdings in GE Vernova were worth $108,188,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of GEV. Auto Owners Insurance Co grew its holdings in GE Vernova by 110,973.4% during the fourth quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after purchasing an additional 34,826,773 shares during the period. BlackRock Inc. purchased a new position in shares of GE Vernova during the 2nd quarter valued at about $25,569,630,000. State Street Corp lifted its position in shares of GE Vernova by 2.1% during the 4th quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after buying an additional 231,392 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of GE Vernova by 1.1% during the 4th quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after acquiring an additional 68,894 shares during the period. Finally, Morgan Stanley increased its holdings in GE Vernova by 12.8% in the 4th quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock worth $3,957,024,000 after acquiring an additional 685,466 shares in the last quarter.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on GEV shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of GE Vernova in a report on Tuesday, July 21st. BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a research report on Friday, August 7th. JPMorgan Chase & Co. lifted their target price on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a research note on Thursday, July 23rd. Morgan Stanley downgraded shares of GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Finally, Mizuho increased their target price on GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a research report on Friday, July 24th. Two 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 assigned a Sell rating to the stock. According to MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova Price Performance

GE Vernova stock opened at $925.74 on Wednesday. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The firm’s fifty day moving average is $1,040.83 and its 200 day moving average is $972.03. The company has a market cap of $246.55 billion, a price-to-earnings ratio of 26.50, a PEG ratio of 3.39 and a beta of 1.21.

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). GE Vernova had a return on equity of 42.42% and a net margin of 23.03%.The business had revenue of $11.10 billion during the quarter, compared to analysts’ expectations of $10.79 billion. During the same period in the previous year, the business earned $1.86 earnings per share. The business’s quarterly revenue was up 21.9% on a year-over-year basis. Sell-side analysts forecast that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova introduced a medium-voltage uninterruptible power supply designed for AI data centers and other power-intensive facilities. The product addresses the need for reliable power amid rapidly rising and uneven AI workloads, potentially expanding GEV’s Electrification opportunity. GE Vernova Introduces Medium-Voltage UPS for AI Data Centers
• Positive Sentiment: GE Vernova may offer a faster solution to the AI power bottleneck as gas-turbine orders are reportedly backed up through 2031. Its equipment could help data centers manage steeply fluctuating electricity demand, supporting demand visibility for the Power and Electrification businesses. GE Vernova Offers Quick Solution To AI’s Power Turbine Quandary
• Positive Sentiment: GE Vernova was selected as a technology partner for stage three of Australia’s Queensland Supernode battery-storage project. The award strengthens its utility-scale battery and grid-connectivity credentials, while the project’s regulatory approval reduces development uncertainty. GE Vernova to supply technology for stage three of Supernode BESS project
• Positive Sentiment: Analyst commentary highlighted GEV’s backlog, customer-funded capacity expansion and exposure to both grid infrastructure and gas power. Data-center orders and expected Electrification growth could support improving margins and earnings. GE Vernova: The Grid-And-Gas Bottleneck Is Becoming A Margin Flywheel
• Neutral Sentiment: GE Vernova and American Electric Power were both identified as beneficiaries of AI-driven electricity demand and U.S. grid investment, but the comparison does not represent a new contract or financial forecast. GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?
• Negative Sentiment: Despite the favorable demand narrative, GEV trades at a demanding valuation. Its latest quarterly EPS fell short of consensus, leaving investors focused on whether strong revenue growth, backlog conversion and margin expansion can justify the premium.

Insider Buying and Selling

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.21% of the company’s stock.

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.