South Dakota Investment Council Decreases Stock Holdings in GE Vernova Inc. $GEV

04 Nov 2025, 08:24 by Doug Wharley · The Cerbat Gem

South Dakota Investment Council decreased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,224 shares of the company’s stock after selling 205 shares during the period. South Dakota Investment Council’s holdings in GE Vernova were worth $1,706,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently made changes to their positions in GEV. AQR Capital Management LLC lifted its position in shares of GE Vernova by 252.9% during the 1st quarter. AQR Capital Management LLC now owns 1,245,420 shares of the company’s stock valued at $366,016,000 after buying an additional 892,549 shares in the last quarter. Amundi lifted its position in shares of GE Vernova by 109.0% during the 1st quarter. Amundi now owns 1,665,980 shares of the company’s stock valued at $496,013,000 after buying an additional 868,927 shares in the last quarter. Assenagon Asset Management S.A. lifted its position in shares of GE Vernova by 10,044.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 842,433 shares of the company’s stock valued at $445,773,000 after buying an additional 834,129 shares in the last quarter. TD Asset Management Inc lifted its position in shares of GE Vernova by 627.2% during the 1st quarter. TD Asset Management Inc now owns 926,842 shares of the company’s stock valued at $282,946,000 after buying an additional 799,388 shares in the last quarter. Finally, Nuveen LLC purchased a new position in GE Vernova in the 1st quarter valued at $223,556,000.

Analyst Upgrades and Downgrades

GEV has been the topic of a number of research reports. Rothschild Redb lowered GE Vernova from a “hold” rating to a “strong sell” rating in a report on Wednesday, October 15th. Redburn Partners set a $475.00 price objective on GE Vernova in a report on Wednesday, October 15th. JPMorgan Chase & Co. raised their price objective on GE Vernova from $715.00 to $740.00 and gave the company an “overweight” rating in a report on Thursday, October 23rd. Barclays raised their price objective on GE Vernova from $706.00 to $710.00 and gave the company an “overweight” rating in a report on Thursday, October 23rd. Finally, Weiss Ratings restated a “hold (c)” rating on shares of GE Vernova in a report on Wednesday, October 8th. Four equities research analysts have rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $607.81.

Get Our Latest Stock Report on GEV

Insider Activity at GE Vernova

In other news, CFO Kenneth Scott Parks sold 3,300 shares of GE Vernova stock in a transaction on Tuesday, August 26th. The stock was sold at an average price of $620.00, for a total transaction of $2,046,000.00. Following the transaction, the chief financial officer owned 7,590 shares in the company, valued at $4,705,800. The trade was a 30.30% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.15% of the stock is currently owned by corporate insiders.

GE Vernova Stock Down 0.3%

NYSE GEV opened at $583.13 on Tuesday. GE Vernova Inc. has a 52 week low of $252.25 and a 52 week high of $677.29. The business’s fifty day simple moving average is $607.92 and its 200-day simple moving average is $544.77. The firm has a market cap of $158.22 billion, a PE ratio of 94.97, a P/E/G ratio of 4.35 and a beta of 1.69.

GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings results on Wednesday, October 22nd. The company reported $1.64 EPS for the quarter, missing the consensus estimate of $1.72 by ($0.08). GE Vernova had a return on equity of 17.07% and a net margin of 4.52%.The company had revenue of $9.97 billion for the quarter, compared to analysts’ expectations of $9.15 billion. During the same quarter in the prior year, the firm earned ($0.35) EPS. The firm’s revenue was up 11.8% on a year-over-year basis. GE Vernova has set its FY 2025 guidance at EPS. Research analysts expect that GE Vernova Inc. will post 6.59 EPS for the current year.

GE Vernova Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, November 17th. Stockholders of record on Monday, October 20th will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Monday, October 20th. GE Vernova’s payout ratio is currently 16.29%.

GE Vernova Company Profile

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