Oak Harvest Investment Services Purchases New Position in GE Vernova Inc. $GEV

Posted by Francis Steltz on Aug 14th, 2026

Oak Harvest Investment Services purchased a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund purchased 4,769 shares of the company’s stock, valued at approximately $5,603,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its stake in GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock worth $1,091,000 after acquiring an additional 753 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock valued at $828,000 after acquiring an additional 26 shares during the last quarter. Jump Financial LLC acquired a new position in GE Vernova in the second quarter valued at $258,000. Ossiam acquired a new position in GE Vernova in the second quarter valued at $42,000. Finally, Nebula Research & Development LLC grew its holdings in shares of GE Vernova by 23.9% during the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock worth $886,000 after purchasing an additional 323 shares during the last quarter.

Wall Street Analyst Weigh In

A number of analysts have recently commented on GEV shares. Oppenheimer lifted their target price on GE Vernova from $1,303.00 to $1,338.00 and gave the stock an “outperform” rating in a research report on Thursday, July 23rd. Sanford C. Bernstein upped their target price on GE Vernova from $1,206.00 to $1,298.00 and gave the company an “outperform” rating in a research report on Thursday, July 23rd. Jefferies Financial Group restated a “buy” rating on shares of GE Vernova in a research note on Monday, July 27th. Mizuho lifted 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, Susquehanna set a $1,300.00 price target on GE Vernova in a research report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,133.15.

Get Our Latest Research Report on GE Vernova

GE Vernova Trading Up 0.8%

Shares of GE Vernova stock opened at $1,048.52 on Friday. 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 capitalization of $279.25 billion, a P/E ratio of 30.01, a PEG ratio of 3.71 and a beta of 1.21. GE Vernova Inc. has a 1 year low of $530.16 and a 1 year high of $1,195.94. The company’s fifty day moving average is $1,031.48 and its two-hundred day moving average is $957.01.

GE Vernova (NYSE:GEV – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The company reported $2.47 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 business had revenue of $11.10 billion during the quarter, compared to analysts’ expectations of $10.79 billion. During the same period in the previous year, the company posted $1.86 earnings per share. GE Vernova’s quarterly revenue was up 21.9% on a year-over-year basis. Analysts forecast that GE Vernova Inc. will post 15.57 earnings per share for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 14th. Investors of record on Tuesday, June 16th were given a $0.50 dividend. This represents a $2.00 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, June 16th. GE Vernova’s payout ratio is 5.72%.

GE Vernova News Roundup

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

Positive Sentiment: Strong Q2 growth and higher guidance: GE Vernova reported approximately 22% year-over-year revenue growth, stronger margins and cash flow, robust orders, and a record $176 billion backlog. Management also raised its 2026 revenue and free-cash-flow outlook, supporting expectations for continued earnings growth. Can GE Vernova’s Strong Q2 Results Fuel Further Earnings Growth?
Positive Sentiment: AI and data-center power demand remain major catalysts: Analysts view GE Vernova’s Power and Electrification businesses, backlog and high-margin services as key beneficiaries of surging electricity demand and grid investment. One bullish analysis projects $46 billion of 2026 revenue and sees significant backlog conversion ahead. GE Vernova: I Can’t Stop Buying This AI Power Stock
Positive Sentiment: New Texas power project expands potential growth: GE Vernova Hitachi Nuclear Energy and Blue Energy agreed to advance a proposed 2.5-gigawatt gas-and-nuclear facility in Texas into engineering, licensing and safety work, reinforcing the company’s nuclear opportunity. GE Vernova and Blue Energy Move Forward With 2.5 GW Texas Gas-Nuclear Power Project
Neutral Sentiment: Industry funding highlights storage competition and opportunity: Form Energy raised $750 million to expand iron-air battery production, signaling accelerating investment in large-scale power-storage technologies. The development is not directly tied to GEV but could influence future grid-equipment demand and competitive dynamics. Form Energy raises $750m to expand iron-air battery production
Negative Sentiment: Valuation and execution risks temper the bullish outlook: GE Vernova’s shares have already delivered strong returns, and analysts warn that expectations are high. The company’s latest adjusted EPS of $2.47 missed the $3.17 consensus estimate, with wind-segment losses and tariff costs weighing on profitability. GE Vernova’s AI Power Boom Faces a Profit Test

Insider Buying and Selling

In other GE Vernova news, CEO Victor Abate sold 4,819 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction 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 position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is currently owned by corporate insiders.

GE Vernova 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.