GE Vernova Inc. $GEV Shares Sold by TD Waterhouse Canada Inc.

TD Waterhouse Canada Inc. trimmed its holdings in shares of GE Vernova Inc. (NYSE:GEV) by 14.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 140,799 shares of the company’s stock after selling 24,273 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in GE Vernova were worth $139,119,000 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. ARS Wealth Advisors Group LLC raised its position in shares of GE Vernova by 12.3% in the third quarter. ARS Wealth Advisors Group LLC now owns 713 shares of the company’s stock valued at $678,000 after buying an additional 78 shares in the last quarter. Banque Pictet & Cie SA grew its position in GE Vernova by 60.4% during the third quarter. Banque Pictet & Cie SA now owns 9,345 shares of the company’s stock worth $8,882,000 after buying an additional 3,520 shares in the last quarter. Cyndeo Wealth Partners LLC grew its position in GE Vernova by 5.7% during the third quarter. Cyndeo Wealth Partners LLC now owns 1,000 shares of the company’s stock worth $951,000 after buying an additional 54 shares in the last quarter. Eagle Bay Advisors LLC increased its stake in GE Vernova by 3.0% during the 3rd quarter. Eagle Bay Advisors LLC now owns 379 shares of the company’s stock worth $360,000 after acquiring an additional 11 shares during the period. Finally, Aspiriant LLC increased its stake in GE Vernova by 3.2% during the 3rd quarter. Aspiriant LLC now owns 1,118 shares of the company’s stock worth $1,063,000 after acquiring an additional 35 shares during the period.

GE Vernova Price Performance

Shares of NYSE GEV traded down $7.26 during trading hours on Friday, hitting $919.18. 2,647,855 shares of the stock were exchanged, compared to its average volume of 2,169,959. 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 $244.80 billion, a PE ratio of 26.31, a price-to-earnings-growth ratio of 3.21 and a beta of 1.14. The company’s fifty day simple moving average is $962.80 and its two-hundred day simple moving average is $1,001.08. 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 announced its quarterly earnings data on Wednesday, July 22nd. The company reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 period last year, the business earned $1.86 earnings per share. The business’s revenue was up 21.9% compared to the same quarter last year. On average, sell-side analysts predict that GE Vernova Inc. will post 15.04 EPS for the current year.

GE Vernova Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, November 24th. Shareholders of record on Tuesday, October 27th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, October 27th. GE Vernova’s dividend payout ratio (DPR) is currently 5.72%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on GEV shares. Royal Bank Of Canada lifted their price objective on GE Vernova from $1,195.00 to $1,225.00 and gave the company an “outperform” rating in a report on Thursday, July 23rd. BNP Paribas Exane reduced their target price on GE Vernova from $1,190.00 to $1,090.00 and set a “neutral” rating on the stock in a report on Thursday, August 20th. Evercore reissued an “outperform” rating and set a $1,350.00 target price on shares of GE Vernova in a report on Thursday, October 1st. Mizuho raised their price target on GE Vernova from $913.00 to $949.00 and gave the stock a “neutral” rating in a research report on Friday, July 24th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $1,298.00 price target (up from $1,206.00) on shares of GE Vernova in a research note on Tuesday, September 15th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, five have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,164.87.

Trending Headlines about GE Vernova

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

• Positive Sentiment: Large Venture Global power agreement: GE Vernova and Baker Hughes agreed to supply equipment for up to 16 gas-fired power units, each with 720 megawatts of capacity. The projects could support LNG facilities and future AI data centers, although the reported $17.2 billion value represents a maximum opportunity rather than a fully committed order. Venture Global inks deals with GE Vernova, Baker Hughes for power expansion
• Positive Sentiment: AI-related electricity demand supports the growth story: GE Vernova’s gas-turbine backlog reportedly reached 116 gigawatts, while data-center orders exceeded $5 billion earlier in 2026. Its ability to provide generation, grid equipment and data-center power infrastructure could create recurring revenue opportunities as electricity demand rises. GE Vernova: AI’s Next Bottleneck Is Electricity
• Positive Sentiment: Some analysts remain bullish: Guggenheim initiated or reiterated a Buy rating, while another analyst sees substantial upside ahead of third-quarter results. Recent coverage also points to higher revenue and free-cash-flow guidance and strong organic order growth. GE Vernova Earns Buy Rating from Guggenheim
• Neutral Sentiment: Wind-business leadership change: GE Vernova will begin 2027 with a new CEO for its Wind business. The change may be intended to support execution but introduces a leadership-transition factor for investors to monitor. GE Vernova to start 2027 with new Wind CEO
• Negative Sentiment: Susquehanna lowered its expectations for GEV’s stock price: The target reduction reinforced near-term valuation concerns and was followed by a sharp decline in the shares. Selling was also amplified by a broader pullback in AI-related infrastructure stocks. Susquehanna Has Lowered Expectations for GE Vernova Stock Price

About GE Vernova

GE Vernova Inc (NYSE: GEV) is an energy technology company formed through the separation of General Electric’s energy businesses in April 2024. The company is focused on helping generate, transmit, distribute and store electricity as power systems adapt to rising demand and the transition toward lower-carbon energy sources.

GE Vernova operates across three principal business areas: Power, Wind and Electrification. Its products and services include gas and steam power generation equipment, nuclear and hydropower technologies, onshore and offshore wind turbines, wind services, grid equipment, electrification systems, energy storage solutions and software used to monitor and manage energy infrastructure.

The company serves utilities, independent power producers, industrial customers and other energy-sector organizations in markets around the world.