GE Vernova Inc.
boothcheck covers GE Vernova Inc. (GEV) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 24, 2026.
• Nearly half of what this company sells is service work on machines already installed, a stream that keeps paying long after the equipment sale closes, and the services half of the $176.3 billion backlog is now marginally the bigger of the two [Source: GE Vernova Q2 2026 Form 10-Q]. • Wind is still the loss-maker, at a $275 million segment EBITDA loss in the second quarter and roughly $400 million guided for the full year, sitting inside a price that already assumes the profitable segments com
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3,055 institutional managers reported holding GEV in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 37%. 436 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 10.5M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has for 1 year running; the current rate is $1.25 a share annually. Cash returned over the past three years: $412.00M in dividends and $4.64B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GEV over the trailing three years. Absence is a fact about the company, not a signal. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GEV's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-10-24 | +7.3% | +15.6% |
| 2025-02-07 | +5.2% | -15.0% |
| 2025-04-24 | +10.5% | +40.5% |
| 2025-07-24 | +13.4% | -2.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GEV's latest 8-K filings: 2026-08-27 (items 5.02); 2026-07-22 (items 2.02, 9.01); 2026-05-22 (items 5.07); 2026-04-22 (items 2.02, 9.01); 2026-02-04 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 24, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.