Brookstone Capital Management lifted its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 11.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,081 shares of the company’s stock after purchasing an additional 948 shares during the quarter. Brookstone Capital Management’s holdings in GE Vernova were worth $7,926,000 at the end of the most recent quarter.
Several other institutional investors have also recently modified their holdings of the company. World Investment Advisors boosted its position in GE Vernova by 19.9% during the 4th quarter. World Investment Advisors now owns 13,497 shares of the company’s stock valued at $8,821,000 after buying an additional 2,241 shares during the period. US Bancorp DE increased its position in shares of GE Vernova by 2.2% in the third quarter. US Bancorp DE now owns 100,542 shares of the company’s stock valued at $61,824,000 after acquiring an additional 2,163 shares during the period. Varenne Capital Partners purchased a new position in shares of GE Vernova in the third quarter valued at about $4,872,000. Merit Financial Group LLC raised its stake in shares of GE Vernova by 17.4% during the fourth quarter. Merit Financial Group LLC now owns 15,080 shares of the company’s stock valued at $9,856,000 after acquiring an additional 2,230 shares during the last quarter. Finally, Vest Financial LLC boosted its holdings in shares of GE Vernova by 56.7% during the fourth quarter. Vest Financial LLC now owns 66,191 shares of the company’s stock worth $43,260,000 after purchasing an additional 23,956 shares during the period.
Key GE Vernova News
Here are the key news stories impacting GE Vernova this week:
- Positive Sentiment: GE Vernova was named among the “13 Best Electrical Infrastructure Stocks to Buy in 2026,” reinforcing bullish sentiment around its position in the power-generation and grid-equipment market. GE Vernova (GEV) – Among the 13 Best Electrical Infrastructure Stocks to Buy in 2026
- Positive Sentiment: Market commentary highlighted GE Vernova as one of the companies “solving the AI power crisis,” which supports the investment case for rising demand tied to AI data centers and grid expansion. 5 Stocks Solving the AI Power Crisis (GEV)
- Positive Sentiment: GE Vernova was also featured in hedge-fund and investing coverage as a high-conviction stock, adding to momentum and reinforcing institutional interest. Top 5 High Conviction Stocks to Buy According to Hedge Funds
- Neutral Sentiment: Several articles reviewed GE Vernova’s Q1 results and compared it with other electrical systems and utilities stocks, keeping the company in focus but not adding a clear new catalyst. Unpacking Q1 Earnings: GE Vernova (NYSE:GEV) In The Context Of Other Electrical Systems Stocks
- Neutral Sentiment: A comparison article pitted GE Vernova against American Electric Power as a 2026 utilities choice, which is more of a valuation and business-model discussion than a direct stock-moving event. American Electric Power vs. GE Vernova: Which Utilities Stock Is a Better Buy in 2026?
Insider Activity at GE Vernova
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently weighed in on GEV shares. Royal Bank Of Canada lifted their price objective on GE Vernova from $996.00 to $1,195.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Weiss Ratings raised shares of GE Vernova from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, April 24th. Jefferies Financial Group decreased their price objective on shares of GE Vernova from $1,350.00 to $1,210.00 and set a “buy” rating for the company in a report on Thursday, June 11th. Citigroup lifted their target price on shares of GE Vernova from $779.00 to $1,110.00 and gave the company a “neutral” rating in a research note on Monday, April 13th. Finally, Susquehanna set a $1,300.00 target price on GE Vernova in a report on Thursday, April 23rd. Three analysts have rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, GE Vernova presently has an average rating of “Moderate Buy” and an average price target of $1,089.88.
Get Our Latest Stock Report on GEV
GE Vernova Stock Up 1.4%
Shares of GE Vernova stock opened at $1,125.62 on Tuesday. The company has a 50-day moving average of $1,025.92 and a 200 day moving average of $853.45. GE Vernova Inc. has a 1 year low of $479.04 and a 1 year high of $1,181.95. The firm has a market cap of $302.48 billion, a price-to-earnings ratio of 32.79, a PEG ratio of 4.11 and a beta of 1.24. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.65.
GE Vernova (NYSE:GEV – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, topping the consensus estimate of $1.95 by $15.49. GE Vernova had a return on equity of 43.97% and a net margin of 23.81%.The company had revenue of $9.34 billion for the quarter, compared to the consensus estimate of $9.19 billion. During the same quarter in the prior year, the business posted $0.91 EPS. The firm’s quarterly revenue was up 17.0% compared to the same quarter last year. As a group, sell-side analysts anticipate that GE Vernova Inc. will post 14.99 earnings per share for the current fiscal year.
GE Vernova Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be paid a $0.50 dividend. This represents a $2.00 annualized dividend and a dividend yield of 0.2%. The ex-dividend date is Tuesday, June 16th. GE Vernova’s dividend payout ratio is currently 5.83%.
GE Vernova Profile
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.
Recommended Stories
- Five stocks we like better than GE Vernova
- Buy CrowdStrike Before the Stock Split? Here’s the Case
- Investors Are Buying Into Sweetgreen Again—Should They?
- Burlington Is Winning Over Shoppers But Investors Need Patience
- USA Today’s Digital Revival Is Gaining Steam, But With Plenty of Risk
Want to see what other hedge funds are holding GEV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Vernova Inc. (NYSE:GEV – Free Report).
Receive News & Ratings for GE Vernova Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Vernova and related companies with MarketBeat.com's FREE daily email newsletter.
