GE Vernova (GEV) reported third-quarter 2026 revenue of $12.6 billion, up 27% year over year, and net income of $1.3 billion. Diluted earnings per share were $4.81, compared with $1.64 a year earlier.
The company raised its 2026 revenue outlook to $46.5 billion to $47.5 billion and increased its share repurchase authorization to $20 billion from $10 billion.
- Third-quarter orders were $29.3 billion, up 96% organically.
- Total backlog reached $197 billion after $20 billion of sequential growth.
- Cash from operating activities was $6.1 billion; free cash flow was $5.4 billion.
- Power revenue rose 25% to $6.1 billion, while Electrification revenue increased 51% to $3.9 billion.
- GE Vernova repurchased about 1.7 million shares for $1.6 billion during the quarter.
- The company agreed to acquire Trench Group for a $9.0 billion USD equivalent, with closing expected in late 2027 subject to approvals.
$GEV Insider Trading Activity
$GEV insiders have traded $GEV stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $GEV stock by insiders over the last 6 months:
- VICTOR ABATE (Chief Executive Officer, Wind) sold 4,819 shares for an estimated $4,568,797
- MATTHEW JOSEPH POTVIN (Chief Accounting Officer) sold 2,333 shares for an estimated $2,470,856
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$GEV Hedge Fund Activity
We have seen 1,791 institutional investors add shares of $GEV stock to their portfolio, and 1,257 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 6,253,305 shares (+inf%) to their portfolio in Q2 2026, for an estimated $7,346,757,912
- FISHER ASSET MANAGEMENT, LLC added 3,555,530 shares (+90036.2%) to their portfolio in Q2 2026, for an estimated $4,177,249,975
- FMR LLC removed 2,186,436 shares (-11.9%) from their portfolio in Q2 2026, for an estimated $2,568,756,198
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,114,132 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,483,809,121
- BLACKROCK, INC. added 1,037,370 shares (+5.0%) to their portfolio in Q2 2026, for an estimated $1,218,764,518
- GOLDMAN SACHS GROUP INC added 868,562 shares (+41.9%) to their portfolio in Q2 2026, for an estimated $1,020,438,751
- CAPITAL WORLD INVESTORS added 744,545 shares (+17.5%) to their portfolio in Q2 2026, for an estimated $874,736,138
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$GEV Congressional Stock Trading
Members of Congress have traded $GEV stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $GEV stock by members of Congress over the last 6 months:
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
