Cornerstone Enterprises LLC Invests $1.57 Million in GE Vernova Inc. $GEV

Cornerstone Enterprises LLC purchased a new position in GE Vernova Inc. (NYSE:GEV) in the fourth quarter, Holdings Channel reports. The fund purchased 2,402 shares of the company’s stock, valued at approximately $1,570,000. GE Vernova accounts for approximately 0.8% of Cornerstone Enterprises LLC’s portfolio, making the stock its 20th biggest position.

Other hedge funds have also made changes to their positions in the company. Synergy Asset Management LLC lifted its position in shares of GE Vernova by 300.0% in the third quarter. Synergy Asset Management LLC now owns 1,884 shares of the company’s stock worth $1,078,000 after purchasing an additional 1,413 shares in the last quarter. J.W. Cole Advisors Inc. lifted its position in shares of GE Vernova by 25.3% in the third quarter. J.W. Cole Advisors Inc. now owns 16,247 shares of the company’s stock worth $9,990,000 after purchasing an additional 3,278 shares in the last quarter. Kercheville Advisors LLC lifted its position in shares of GE Vernova by 238.3% in the third quarter. Kercheville Advisors LLC now owns 4,905 shares of the company’s stock worth $3,016,000 after purchasing an additional 3,455 shares in the last quarter. Rakuten Investment Management Inc. bought a new position in GE Vernova during the third quarter valued at approximately $18,601,000. Finally, US Bancorp DE raised its position in GE Vernova by 2.2% during 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 in the last quarter.

GE Vernova News Summary

Here are the key news stories impacting GE Vernova this week:

• Positive Sentiment: Q1 beat and guidance raise: GEV reported much stronger?than?expected Q1 results and lifted its annual revenue forecast, with management citing accelerating demand from data centers as a key driver. GE Vernova lifts annual revenue forecast on data center demand
• Positive Sentiment: Massive earnings beat and FCF/guide lift: The company reported a huge EPS beat and raised guidance, which analysts and outlets say is driven by surging data?center orders and record free cash flow. That surprise beat is the primary reason the stock is rising. GE Vernova Beats Earnings by 790% as Data Center Demand Explodes
• Positive Sentiment: AI/data?center tailwind: Multiple outlets highlight that Big Tech data?center buildouts for AI are materially lifting demand for GEV’s power equipment and electrification products, underpinning durable revenue upside. GE Vernova Stock Soars to New Highs. Its Sales Are Being Boosted by Big Tech’s Data Center Buildout
• Positive Sentiment: Backlog & bookings strength: Order growth and backlog expanded sharply (multiple reports cite significant GW bookings in Gas Power and large electrification/data?center orders), supporting margin expansion and medium?term revenue visibility. GE Vernova Q1: 75x Earnings And Still Not Expensive Enough
• Positive Sentiment: Analyst upgrades and higher targets: Several firms (TD Cowen, Robert W. Baird, Oppenheimer) raised price targets and reiterated buy/outperform views after the print, adding upward pressure to the share price. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Neutral Sentiment: Featured in long?term stock lists: Editorials and screeners have added GEV to “best long?term” and renewable/AI supply?chain lists — supportive for sentiment but not a direct fundamental catalyst. GE Vernova (GEV) – Among the Best US Stocks to Invest in for Long Term
• Negative Sentiment: Segment headwinds and risk disclosures: The company flagged challenges in its Wind segment on the call, and its recently filed 10?K added a new regulation?related risk; these are potential drags if persistent. GE Vernova Is Setting Records. This Might Be the Most Surprising One. Why Investors Should Scrutinize GE Vernova’s 2025 10-K Risk Factors

Wall Street Analyst Weigh In

Several brokerages recently weighed in on GEV. JPMorgan Chase & Co. raised their price objective on shares of GE Vernova from $1,000.00 to $1,150.00 and gave the company an “overweight” rating in a research report on Thursday, April 16th. Susquehanna set a $1,300.00 price objective on shares of GE Vernova in a research report on Thursday. The Goldman Sachs Group raised their price objective on shares of GE Vernova from $840.00 to $925.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $930.00 price objective on shares of GE Vernova in a research report on Thursday, January 29th. Finally, UBS Group reaffirmed a “buy” rating on shares of GE Vernova in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, twenty-two have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $1,041.57.

GE Vernova Trading Up 2.1%

NYSE:GEV opened at $1,151.01 on Friday. GE Vernova Inc. has a 12 month low of $337.31 and a 12 month high of $1,181.95. The firm has a market cap of $309.46 billion, a price-to-earnings ratio of 33.53, a P/E/G ratio of 4.36 and a beta of 1.43. The company has a quick ratio of 0.73, a current ratio of 0.89 and a debt-to-equity ratio of 0.19. The company’s 50 day moving average is $890.83 and its 200-day moving average is $727.35.

GE Vernova (NYSE:GEV) last released its quarterly earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, beating analysts’ consensus estimates of $1.95 by $15.49. GE Vernova had a net margin of 23.81% and a return on equity of 43.97%. The company had revenue of $9.34 billion for the quarter, compared to analyst estimates of $9.19 billion. During the same quarter last year, the firm posted $0.91 earnings per share. The company’s quarterly revenue was up 17.0% compared to the same quarter last year. Equities analysts anticipate that GE Vernova Inc. will post 14.37 EPS for the current year.

GE Vernova Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 17th were given a $0.50 dividend. The ex-dividend date of this dividend was Tuesday, March 17th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. GE Vernova’s dividend payout ratio (DPR) is currently 11.24%.

About GE Vernova

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.