Oddo BHF Asset Management Sas Has $16.62 Million Stake in GE Vernova Inc. $GEV

Oddo BHF Asset Management Sas lifted its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 30.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 19,041 shares of the company’s stock after acquiring an additional 4,463 shares during the quarter. Oddo BHF Asset Management Sas’ holdings in GE Vernova were worth $16,619,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in GEV. Brighton Jones LLC lifted its holdings in 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 purchasing an additional 753 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings 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 purchasing an additional 26 shares during the last quarter. Jump Financial LLC bought a new position in shares of GE Vernova in the second quarter valued at about $258,000. Ossiam bought a new position in shares of GE Vernova in the second quarter valued at about $42,000. Finally, Nebula Research & Development LLC raised its position in shares of 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.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Royal Bank Of Canada lifted their target price on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the stock an “outperform” rating in a report on Thursday, July 23rd. JPMorgan Chase & Co. increased their price target 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. BNP Paribas Exane downgraded shares of GE Vernova from an “outperform” rating to a “neutral” rating and set a $1,190.00 price objective for the company. in a research report on Monday, April 27th. Susquehanna set a $1,300.00 price objective on GE Vernova in a report on Thursday, April 23rd. Finally, Zacks Research downgraded GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Two research 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,133.15.

Insider Activity at GE Vernova

In other news, CEO Victor Abate sold 4,819 shares of GE Vernova stock in a transaction that occurred on Monday, June 1st. The shares were 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 directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the completion of the sale, the chief accounting officer 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 disclosure for this sale is available in the SEC filing. 0.21% of the stock is currently owned by company insiders.

GE Vernova Trading Down 4.6%

GEV stock opened at $900.03 on Thursday. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.62 and a current ratio of 0.85. The company’s 50-day simple moving average is $1,030.27 and its 200 day simple moving average is $929.81. GE Vernova Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94. The company has a market capitalization of $239.70 billion, a PE ratio of 25.76, a price-to-earnings-growth ratio of 3.46 and a beta of 1.09.

GE Vernova (NYSE:GEV) last released its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $10.79 billion. During the same period in the prior year, the business posted $1.86 earnings per share. GE Vernova’s revenue was up 21.9% compared to the same quarter last year. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 15.16 earnings per share for the current year.

GE Vernova Dividend Announcement

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

Trending Headlines about GE Vernova

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

• Positive Sentiment: GE Vernova is increasingly viewed as a supplier to the AI data-center buildout, with hyperscalers seeking gas turbines and other reliable power sources for energy-intensive computing projects. This could support long-term orders and reinforce the company’s strategic value. GE Is Finding a New Role Powering the AI Data Center Boom
• Positive Sentiment: The company’s collaboration with AirJoule was expanded at GE Vernova’s Frontier Campus, showcasing atmospheric water technology for industrial and data-center applications. The project may create longer-term opportunities in water- and energy-efficiency solutions. GE Vernova Deploys AirJoule Water System
• Neutral Sentiment: GE Vernova is receiving heightened retail-investor and analyst attention, while broader electricity-grid demand and electrification trends remain supportive. However, the “trending stock” coverage offers limited new fundamental information. GE Vernova Is a Trending Stock
• Negative Sentiment: Recent quarterly results showed an earnings-per-share miss—$2.47 versus an expected $3.17—even though revenue exceeded estimates and rose 21.9% year over year. The profit shortfall likely remains a key reason investors are cautious.
• Negative Sentiment: Reports that turbines supporting AI data centers may experience early failures raise concerns about operating reliability, maintenance costs, customer confidence and potential execution risks as demand accelerates. AI Data Center Turbines Are Suffering Early Deaths
• Negative Sentiment: Vertiv’s earnings-related selloff is weighing on sentiment across AI-infrastructure stocks, highlighting concerns that demand expectations and execution may be difficult to sustain despite favorable long-term guidance. Vertiv Earnings Beat Estimates

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.