Groupe la Francaise Sells 15,175 Shares of GE Vernova Inc. $GEV

Posted by Brian Himes on Sep 7th, 2026

Groupe la Francaise trimmed its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 20.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 57,855 shares of the company’s stock after selling 15,175 shares during the period. Groupe la Francaise’s holdings in GE Vernova were worth $67,982,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. California State Teachers Retirement System boosted its stake in shares of GE Vernova by 116,092.4% in the 2nd quarter. California State Teachers Retirement System now owns 483,330,355 shares of the company’s stock valued at $567,845,501,000 after purchasing an additional 482,914,381 shares in the last quarter. Auto Owners Insurance Co lifted 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 purchasing an additional 34,826,773 shares during the last quarter. BlackRock Inc. acquired a new position in GE Vernova in the second quarter valued at about $25,569,630,000. State Street Corp grew its stake in GE Vernova by 2.1% during the fourth quarter. State Street Corp now owns 11,469,670 shares of the company’s stock worth $7,496,232,000 after buying an additional 231,392 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake 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 worth $4,074,039,000 after buying an additional 68,894 shares during the last quarter.

GE Vernova Price Performance

Shares of GEV stock opened at $943.58 on Monday. GE Vernova Inc. has a 52-week low of $530.16 and a 52-week high of $1,195.94. The stock has a market cap of $251.30 billion, a PE ratio of 27.01, a PEG ratio of 4.38 and a beta of 1.15. 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 firm’s 50 day moving average price is $1,016.92 and its two-hundred day moving average price is $979.58.

GE Vernova (NYSE:GEV – Get Free Report) last announced 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). The firm had revenue of $11.10 billion during the quarter, compared to analyst estimates of $10.79 billion. GE Vernova had a net margin of 23.03% and a return on equity of 42.42%. The business’s revenue was up 21.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.86 earnings per share. As a group, analysts forecast that GE Vernova Inc. will post 15.36 EPS for the current year.

Key Headlines Impacting GE Vernova

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

Positive Sentiment: GE Vernova signed an agreement to supply wind turbines for ESB’s Chleansaid wind farm in Scotland, adding to its renewable-energy order pipeline and reinforcing demand for its equipment. GE Vernova signs agreement to supply turbines for ESB wind farm in Scotland
Positive Sentiment: A deal with Venezuela is expected to help stabilize the country’s deteriorating power grid within six to 12 months. The project could create equipment, services and maintenance opportunities while expanding GE Vernova’s international presence. Market Chatter: GE Vernova Deal Aims to Stabilize Venezuela Power Grid
Positive Sentiment: GE Vernova is participating with Studsvik, GE Vernova Hitachi and Samsung C&T in advancing a Swedish nuclear-power project. Nuclear demand is attracting investor attention as data centers and AI require reliable, low-carbon electricity. Companies advance Swedish nuclear power project
Positive Sentiment: An investor analysis highlighted GE Vernova’s 116 gigawatts of gas-turbine equipment in backlog and slot reservations, with at least 125 gigawatts expected under contract by year-end. Capacity expansion and recurring service revenue support the long-term growth case. GE Vernova company overview
Neutral Sentiment: GE Vernova recently outperformed the broader market in a session, reflecting enthusiasm over Venezuela grid-repair plans and the company’s exposure to AI-related power demand. However, the move followed volatility since June as investors reassessed the sustainability of the AI infrastructure boom. GE Vernova outperforms the stock market
Negative Sentiment: Erste Group Bank lowered its fiscal 2027 EPS forecast, while analysts continue to question whether GE Vernova can convert its substantial orders into higher margins. Those concerns may limit upside after the stock’s strong longer-term rally. GE Vernova FY2027 EPS forecast decreased

Analyst Upgrades and Downgrades

A number of research analysts have recently issued reports on the stock. Wall Street Zen cut shares of GE Vernova from a “buy” rating to a “hold” rating in a research note on Saturday, July 25th. William Blair restated an “outperform” rating on shares of GE Vernova in a research report on Monday, August 3rd. TD Cowen raised their price target on GE Vernova from $1,220.00 to $1,235.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. 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 research report on Thursday, July 23rd. Finally, Morgan Stanley lowered GE Vernova from an “overweight” rating to an “underweight” rating in a research note on Monday, August 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, GE Vernova presently has an average rating of “Moderate Buy” and a consensus target price of $1,155.28.

Check Out Our Latest Research Report on GE Vernova

About GE Vernova

(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.