Mufg Securities Americas Inc. Has $9.51 Million Stock Holdings in GE Vernova Inc. $GEV

Mufg Securities Americas Inc. lifted its position in shares of GE Vernova Inc. (NYSE:GEV) by 8.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,094 shares of the company’s stock after purchasing an additional 638 shares during the quarter. Mufg Securities Americas Inc.’s holdings in GE Vernova were worth $9,509,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Cornerstone Financial Management LLC acquired a new stake in GE Vernova during the 4th quarter worth $25,000. Wealth Watch Advisors INC acquired a new position in GE Vernova in the third quarter valued at about $25,000. Manning & Napier Advisors LLC increased its holdings in shares of GE Vernova by 68.4% in the first quarter. Manning & Napier Advisors LLC now owns 32 shares of the company’s stock worth $26,000 after acquiring an additional 13 shares in the last quarter. Navalign LLC bought a new stake in shares of GE Vernova in the fourth quarter worth about $27,000. Finally, Commonwealth Retirement Investments LLC bought a new stake in shares of GE Vernova in the fourth quarter worth about $30,000.

Analyst Upgrades and Downgrades

GEV has been the topic of several recent analyst reports. JPMorgan Chase & Co. lifted their price objective on GE Vernova from $1,302.00 to $1,330.00 and gave the company an “overweight” rating in a report on Thursday, July 23rd. Sanford C. Bernstein increased their target price on GE Vernova from $1,206.00 to $1,298.00 and gave the stock an “outperform” rating in a research note on Thursday, July 23rd. Mizuho raised their target price on shares of GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a report on Friday, July 24th. Morgan Stanley lowered shares of GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of GE Vernova in a report on Monday, July 27th. Two analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, GE Vernova has a consensus rating of “Moderate Buy” and an average target price of $1,133.15.

GE Vernova News Roundup

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

• Positive Sentiment: HVDC joint venture expands growth prospects: GE Vernova announced a partnership with South Korea’s LS Electric to pursue voltage-source-converter HVDC projects. The venture could strengthen GEV’s position in a fast-growing market driven by grid modernization, renewable-power integration and rising electricity demand. GE Vernova’s New JV Could Unlock its Next Big Growth Engine
• Positive Sentiment: New U.K. grid contract adds backlog: GE Vernova was selected to supply a 400-kilovolt gas-insulated switchgear substation in Chesterfield, England, as part of National Grid’s Great Grid Upgrade. The award reinforces demand for GEV’s transmission equipment and exposure to long-term grid investment. GE Vernova secures 400 kV substation contract for UK grid upgrade
• Positive Sentiment: Demand outlook remains constructive: Recent coverage argues that GE Vernova’s businesses may be sold out through 2030, while AI-related data-center electricity demand and broader power shortages could support future orders. These themes bolster the long-term growth case, although they are largely forward-looking. GE Vernova: Sold Out Through 2030 Can AI Power Demand Drive Growth?
• Neutral Sentiment: Positive media commentary offers limited direct support: Jim Cramer continues to view GEV favorably because of its nuclear exposure and delivery visibility, but the commentary does not represent a change in earnings guidance or fundamentals. GE Vernova Isn’t A Great Short, Jim Cramer Said
• Negative Sentiment: CFO succession creates near-term uncertainty: GE Vernova’s announcement of a CFO transition may prompt investors to seek clarity on financial controls, capital allocation and execution. The move also coincided with Rivian’s CFO departing to join GEV, highlighting the leadership change but not necessarily signaling an operational problem. GE Vernova Announces CFO Transition and Leadership Succession

GE Vernova Stock Up 0.0%

NYSE:GEV opened at $912.32 on Monday. 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 has a market cap of $242.98 billion, a PE ratio of 26.11, a PEG ratio of 3.28 and a beta of 1.21. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The stock has a 50-day simple moving average of $1,031.82 and a 200 day simple moving average of $975.58.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, July 22nd. The company reported $2.47 EPS for the quarter, missing the consensus estimate of $3.17 by ($0.70). GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The firm had revenue of $11.10 billion during the quarter, compared to the consensus estimate of $10.79 billion. During the same quarter in the previous year, the firm posted $1.86 EPS. The company’s revenue was up 21.9% on a year-over-year basis. On average, sell-side analysts expect that GE Vernova Inc. will post 15.46 EPS for the current fiscal year.

GE Vernova 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.