MASTERINVEST Kapitalanlage GmbH Acquires Shares of 2,173 GE Vernova Inc. $GEV

Posted by Stanley Muller on Aug 30th, 2026

MASTERINVEST Kapitalanlage GmbH acquired a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor acquired 2,173 shares of the company’s stock, valued at approximately $2,553,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Auto Owners Insurance Co raised its holdings in GE Vernova by 110,973.4% during 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. BlackRock Inc. purchased a new position in GE Vernova during the second quarter worth $25,569,630,000. State Street Corp increased its position in GE Vernova by 2.1% during the fourth quarter. State Street Corp now owns 11,469,670 shares of the company’s stock valued at $7,496,232,000 after acquiring an additional 231,392 shares during the last quarter. Geode Capital Management LLC increased its position in GE Vernova by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 6,249,193 shares of the company’s stock valued at $4,074,039,000 after acquiring an additional 68,894 shares during the last quarter. Finally, Morgan Stanley raised its stake in shares of GE Vernova by 12.8% in the fourth quarter. Morgan Stanley now owns 6,054,474 shares of the company’s stock valued at $3,957,024,000 after acquiring an additional 685,466 shares during the period.

Insider Buying and Selling at GE Vernova

In related 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 sale, 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.21% of the stock is owned by insiders.

GE Vernova Trading Down 4.4%

Shares of NYSE GEV opened at $912.32 on Friday. The company has a quick ratio of 0.62, a current ratio of 0.85 and a debt-to-equity ratio of 0.21. The business has a fifty day simple moving average of $1,031.82 and a two-hundred day simple moving average of $974.36. The firm has a market cap of $242.98 billion, a PE ratio of 26.11, a price-to-earnings-growth ratio of 3.28 and a beta of 1.21. GE Vernova Inc. has a twelve month low of $530.16 and a twelve month high of $1,195.94.

GE Vernova (NYSE:GEV – Get Free Report) last issued its earnings results on Wednesday, July 22nd. The company reported $2.47 earnings per share 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 firm had revenue of $11.10 billion during the quarter, compared to analysts’ expectations of $10.79 billion. During the same quarter in the prior year, the company posted $1.86 earnings per share. GE Vernova’s quarterly revenue was up 21.9% compared to the same quarter last year. Analysts expect that GE Vernova Inc. will post 15.46 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. 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. William Blair reissued an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. JPMorgan Chase & Co. raised 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. BMO Capital Markets restated an “outperform” rating on shares of GE Vernova in a research report on Friday, August 7th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of GE Vernova in a research note on Monday, July 27th. Two equities research 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 assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,133.15.

View Our Latest Report on GE Vernova

Key Headlines Impacting GE Vernova

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 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.