Janus Henderson Group PLC Boosts Holdings in GE Vernova Inc. $GEV

Janus Henderson Group PLC lifted its holdings in GE Vernova Inc. (NYSE:GEV) by 4,358.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,519,799 shares of the company’s stock after purchasing an additional 1,485,712 shares during the period. GE Vernova makes up 0.6% of Janus Henderson Group PLC’s holdings, making the stock its 24th biggest holding. Janus Henderson Group PLC’s holdings in GE Vernova were worth $1,316,076,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Auto Owners Insurance Co boosted its position in GE Vernova by 110,973.4% in the 4th quarter. Auto Owners Insurance Co now owns 34,858,156 shares of the company’s stock valued at $2,278,224,000 after buying an additional 34,826,773 shares during the period. Norges Bank purchased a new stake in shares of GE Vernova during the fourth quarter worth $2,283,114,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of GE Vernova by 5,171.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 2,452,858 shares of the company’s stock valued at $1,603,114,000 after acquiring an additional 2,406,326 shares in the last quarter. Corient Private Wealth LLC raised its stake in shares of GE Vernova by 2,802.8% in the fourth quarter. Corient Private Wealth LLC now owns 1,608,714 shares of the company’s stock valued at $1,051,407,000 after acquiring an additional 1,553,295 shares in the last quarter. Finally, Amundi boosted its holdings in GE Vernova by 256.6% in the first quarter. Amundi now owns 1,805,183 shares of the company’s stock valued at $1,575,744,000 after purchasing an additional 1,298,896 shares during the period.

Insider Activity at GE Vernova

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the 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 transaction, the chief executive officer directly owned 1,835 shares in the company, valued at $1,739,726.80. This represents a 72.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $1,059.09, for a total transaction of $2,470,856.97. Following the sale, the chief accounting officer owned 3,549 shares of the company’s stock, valued at $3,758,710.41. This represents a 39.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.21% of the company’s stock.

GE Vernova Stock Down 4.6%

GE Vernova stock opened at $900.03 on Thursday. The stock has a market cap of $239.70 billion, a PE ratio of 25.76, a P/E/G ratio of 3.46 and a beta of 1.09. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.85 and a quick ratio of 0.62. The stock’s fifty day moving average is $1,030.27 and its two-hundred day moving average is $929.81. GE Vernova Inc. has a 1-year low of $530.16 and a 1-year high of $1,195.94.

GE Vernova (NYSE:GEV) last released its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate 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 analyst estimates of $10.79 billion. During the same period in the prior year, the company posted $1.86 earnings per share. The company’s revenue was up 21.9% compared to the same quarter last year. On average, sell-side analysts expect that GE Vernova Inc. will post 15.16 EPS for the current fiscal 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 issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 16th. GE Vernova’s dividend payout ratio is 5.72%.

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Weiss Ratings reissued a “buy (b)” rating on shares of GE Vernova in a research note on Tuesday, July 21st. The Goldman Sachs Group reiterated a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a research note on Friday, April 24th. Guggenheim boosted their price objective on GE Vernova from $1,300.00 to $1,450.00 and gave the stock a “buy” rating in a research report on Thursday, July 23rd. Robert W. Baird upped their target price on shares of GE Vernova from $1,008.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Finally, Royal Bank Of Canada raised their target price on shares of GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,133.15.

Key Stories Impacting 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

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.