Gamco Investors INC. ET AL Cuts Stake in GE Vernova Inc. $GEV

Posted by Geri Gentry on Aug 27th, 2026

Gamco Investors INC. ET AL cut its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 16.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,195 shares of the company’s stock after selling 2,427 shares during the period. Gamco Investors INC. ET AL’s holdings in GE Vernova were worth $14,327,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. B. Metzler seel. Sohn & Co. AG increased its stake in GE Vernova by 37.7% during the second quarter. B. Metzler seel. Sohn & Co. AG now owns 23,080 shares of the company’s stock worth $27,116,000 after acquiring an additional 6,313 shares during the last quarter. World Investment Advisors lifted its stake in shares of GE Vernova by 19.9% in the 4th quarter. World Investment Advisors now owns 13,497 shares of the company’s stock valued at $8,821,000 after purchasing an additional 2,241 shares in the last quarter. RiverFront Investment Group LLC grew its holdings in shares of GE Vernova by 239.2% during the 4th quarter. RiverFront Investment Group LLC now owns 2,191 shares of the company’s stock worth $1,432,000 after purchasing an additional 1,545 shares during the period. Citizens Financial Group Inc. RI acquired a new stake in GE Vernova during the 2nd quarter worth approximately $8,337,000. Finally, Danske Bank A S raised its holdings in GE Vernova by 5.5% in the fourth quarter. Danske Bank A S now owns 156,236 shares of the company’s stock valued at $102,111,000 after buying an additional 8,086 shares during the period.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on GEV. JPMorgan Chase & Co. boosted their price objective on shares of GE Vernova from $1,302.00 to $1,330.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Morgan Stanley lowered shares of GE Vernova from an “overweight” rating to an “underweight” rating in a report on Monday, August 3rd. Guggenheim increased their price target on GE Vernova from $1,300.00 to $1,450.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. William Blair reiterated an “outperform” rating on shares of GE Vernova in a report on Monday, August 3rd. Finally, Jefferies Financial Group reissued a “buy” rating on shares of GE Vernova in a research report on Monday, July 27th. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, GE Vernova currently has an average rating of “Moderate Buy” and a consensus target price of $1,133.15.

Get Our Latest Stock Report on GEV

Insiders Place Their Bets

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 1,835 shares of the company’s stock, valued at $1,739,726.80. This represents a 72.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.21% of the stock is currently owned by insiders.

GE Vernova Trading Up 3.1%

NYSE GEV opened at $955.61 on Thursday. The stock has a market cap of $254.51 billion, a P/E ratio of 27.35, a PEG ratio of 3.33 and a beta of 1.21. The company’s fifty day simple moving average is $1,038.97 and its 200-day simple moving average is $973.57. The company has a current ratio of 0.85, a quick ratio of 0.62 and a debt-to-equity ratio of 0.21. GE Vernova Inc. has a 52 week low of $530.16 and a 52 week high of $1,195.94.

GE Vernova (NYSE:GEV – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share 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 for the quarter, compared to analyst estimates of $10.79 billion. During the same period in the previous year, the business posted $1.86 earnings per share. GE Vernova’s revenue for the quarter was up 21.9% on a year-over-year basis. Equities research analysts predict 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 and South Korea’s LS Electric plan to launch a joint venture focused on the high-voltage direct current (HVDC) market. The partnership could expand GEV’s exposure to long-distance power transmission and grid infrastructure projects, which are expected to benefit from rising electricity demand. GE Vernova, Korea’s LS Electric to launch joint venture targeting HVDC market
Positive Sentiment: Analysts and market commentary continue to identify GE Vernova as a potential major beneficiary of the AI power boom. Its growing orders and backlog in gas turbines, grid equipment and electrification products position the company to supply power for data centers and broader grid upgrades. Is GE Vernova Emerging as a Key Beneficiary of the AI Power Boom?
Positive Sentiment: GE Vernova may offer near-term solutions to data centers facing long waits for gas turbines, with demand reportedly booked out through 2031. This reinforces the company’s strategic importance as data-center operators seek reliable power capacity. GE Vernova Offers Quick Solution To AI’s Power Turbine Quandary
Neutral Sentiment: GE Vernova and American Electric Power are both positioned to benefit from increased electricity demand, AI data centers and U.S. grid expansion, although the comparison does not establish a clear near-term advantage for GEV. GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?
Negative Sentiment: Jim Cramer warned that political and community backlash over data-center electricity consumption could slow hyperscaler projects and soften GE Vernova’s order book. Any reduction in new data-center commitments would pose a risk to the company’s growth outlook. Jim Cramer Says GE Vernova Order Book Might Have Gotten Soft

GE Vernova Company Profile

(Free Report)

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.