GE Vernova Inc. (GEV) Institutional Holders & Insider Trades

GE Vernova Inc.

GEV · NYSE

Symbol: GEV
Type: Stock
Sector: Technology
Industry: Consumer Electronics/Appliances
Country: North America
Exchange: NYSE

GE Vernova Inc. (NYSE: GEV) is a purpose-built global energy company that includes Power, Electrification, and Wind segments and is supported by its accelerator businesses. Building on over 130 years of experience tackling the world's challenges, GE Vernova is uniquely positioned to help lead the energy transition by continuing to electrify the world while simultaneously working to decarbonize it. GE Vernova helps customers power economies and deliver electricity that is vital to health, safety, security, and improved quality of life. GE Vernova is headquartered in Cambridge, Massachusetts, U.S., with approximately 85,000 employees across approximately 100 countries around the world. Supported by the Company's purpose, The Energy to Change the World, GE Vernova technology helps deliver a more affordable, reliable, sustainable, and secure energy future.

Key Issues

Bullish view

GE Vernova’s reported $176 billion backlog provides substantial visibility, while FY2025 revenue rose to $38.1 billion and net income reached $4.9 billion. That combination supports the case that contracted demand can translate into continued growth.

Bearish view

A large backlog does not guarantee timely conversion, profitable execution, or acceleration in reported results. The supplied material gives no delivery schedule, margin detail, or evidence that the backlog will prevent further market concerns.

Analyst Consensus

See all

Buy

0 analysts

$1,029

Current

—

Low

$1,283

Average

—

High

Average target implies +24.64% versus the current price.

Earnings History

BeatMissNo estimate

Peers

Arm Holdings plc American Depositary SharesARM · NASDAQ-GS$277.68

100 filers$187.24B loaded

Manager	Filing date	Shares	Value	Change
Vanguard Group Inc	Dec 31, 2025	25.02M	$25.49B	+0.84%
Blackrock, Inc.	Mar 31, 2026	20.73M	$21.11B	-0.76%
Fmr Llc	Mar 31, 2026	18.34M	$18.68B	-14.68%
Vanguard Capital Management Llc	Mar 31, 2026	17.52M	$17.84B	0.00%
State Street Corp	Mar 31, 2026	11.39M	$11.61B	-0.66%
Jpmorgan Chase & Co	Mar 31, 2026	6.75M	$6.88B	+6.44%
Geode Capital Management, Llc	Mar 31, 2026	6.39M	$6.50B	+2.17%
Morgan Stanley	Mar 31, 2026	6.37M	$6.49B	+5.21%
Vanguard Portfolio Management Llc	Mar 31, 2026	4.80M	$4.89B	0.00%
Capital World Investors	Mar 31, 2026	4.26M	$4.34B	+95.38%
Fisher Asset Management, Llc	Jun 30, 2026	3.56M	$3.63B	+90036.21%
Norges Bank	Dec 31, 2025	3.49M	$3.56B	+2.17%
Northern Trust Corp	Mar 31, 2026	2.79M	$2.84B	-1.14%
Price T Rowe Associates Inc /Md/	Mar 31, 2026	2.76M	$2.81B	+17.30%
Bank Of America Corp /De/	Mar 31, 2026	2.60M	$2.65B	+20.13%
Coatue Management Llc	Mar 31, 2026	2.57M	$2.62B	-23.67%
Bank Of New York Mellon Corp	Mar 31, 2026	2.27M	$2.31B	-0.01%
Goldman Sachs Group Inc	Mar 31, 2026	2.07M	$2.11B	-15.58%
Invesco Ltd.	Mar 31, 2026	2.06M	$2.10B	-11.01%
Charles Schwab Investment Management Inc	Mar 31, 2026	1.96M	$2.00B	+1.75%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Ame	Mar 31, 2026	1.84M	$1.88B	+19.29%
Nuveen, Llc	Mar 31, 2026	1.81M	$1.84B	-10.48%
Amundi	Mar 31, 2026	1.81M	$1.84B	+256.55%
Legal & General Group Plc	Mar 31, 2026	1.76M	$1.80B	+1.28%
Capital International Investors	Mar 31, 2026	1.64M	$1.67B	-19.24%
Newport Trust Company, Llc	Mar 31, 2026	1.61M	$1.63B	-4.01%
Ubs Group Ag	Mar 31, 2026	1.58M	$1.61B	+5.87%
Vanguard Fiduciary Trust Co	Mar 31, 2026	1.56M	$1.58B	0.00%
Massachusetts Financial Services Co /Ma/	Jun 30, 2026	1.55M	$1.58B	-4.79%
Janus Henderson Group Ltd.	Mar 31, 2026	1.52M	$1.55B	+4358.59%
Aqr Capital Management Llc	Mar 31, 2026	1.48M	$1.51B	+34.11%
Baird Financial Group, Inc.	Mar 31, 2026	1.37M	$1.40B	-13.64%
Franklin Resources Inc	Mar 31, 2026	1.35M	$1.38B	+5.55%
Arrowstreet Capital, Limited Partnership	Mar 31, 2026	1.28M	$1.30B	-3.06%
Royal Bank Of Canada	Mar 31, 2026	1.24M	$1.27B	+5.78%
Citigroup Inc	Jun 30, 2026	1.21M	$1.24B	+9.36%
Wells Fargo & Company/Mn	Mar 31, 2026	998.02K	$1.02B	+11.66%
Tiger Global Management Llc	Mar 31, 2026	972.99K	$991.02M	0.00%
First Trust Advisors Lp	Mar 31, 2026	958.70K	$976.46M	+14.78%
Raymond James Financial Inc	Mar 31, 2026	926.90K	$944.08M	+7.58%
Alliancebernstein L.P.	Mar 31, 2026	923.46K	$940.57M	+4.71%
Jennison Associates Llc	Jun 30, 2026	843.12K	$858.74M	-6.81%
Swiss National Bank	Mar 31, 2026	796.25K	$811.00M	+6.74%
Federated Hermes, Inc.	Mar 31, 2026	785.56K	$800.12M	+21.79%
Deutsche Bank Ag\	Mar 31, 2026	758.88K	$772.95M	+34.87%
Barclays Plc	Mar 31, 2026	733.13K	$746.72M	+51.56%
Voya Investment Management Llc	Mar 31, 2026	725.33K	$738.77M	+22.28%
Wellington Management Group Llp	Mar 31, 2026	700.70K	$713.68M	-10.11%
Schroder Investment Management Group	Mar 31, 2026	697.71K	$710.64M	-19.32%
Artisan Partners Limited Partnership	Mar 31, 2026	694.41K	$707.28M	-9.58%