Cornerstone Enterprises LLC Takes Position in GE Vernova Inc. $GEV

Key Points

• Cornerstone Enterprises LLC bought a new stake of 2,402 shares of GE Vernova (NYSE:GEV) in Q4 valued at about $1.57 million, representing roughly 0.8% of its portfolio and the firm’s 20th largest holding.
• GE Vernova reported a blockbuster Q1 with an earnings beat (EPS $17.44 vs. $1.95 est.), raised guidance and cited accelerating data‑center/AI demand that has driven sharp order, backlog and free‑cash‑flow strength.
• The strong print prompted analyst upgrades and higher price targets, the stock reached a one‑year high (~$1,181.95) with a market cap near $309 billion, and the company pays a quarterly dividend of $0.50 ($2.00 annual, ~0.2% yield).

Cornerstone Enterprises LLC acquired a new stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 2,402 shares of the company's stock, valued at approximately $1,570,000. GE Vernova makes up about 0.8% of Cornerstone Enterprises LLC's investment portfolio, making the stock its 20th largest position.

Other large investors also recently made changes to their positions in the company. Jackson Grant Investment Advisers Inc. boosted its position in shares of GE Vernova by 344.4% during the 3rd quarter. Jackson Grant Investment Advisers Inc. now owns 40 shares of the company's stock valued at $25,000 after purchasing an additional 31 shares in the last quarter. Wealth Watch Advisors INC bought a new position in shares of GE Vernova during the 3rd quarter valued at about $25,000. ORG Wealth Partners LLC boosted its position in shares of GE Vernova by 241.7% during the 4th quarter. ORG Wealth Partners LLC now owns 41 shares of the company's stock valued at $27,000 after purchasing an additional 29 shares in the last quarter. Monetary Management Group Inc. bought a new position in shares of GE Vernova during the 2nd quarter valued at about $32,000. Finally, Deseret Mutual Benefit Administrators boosted its position in shares of GE Vernova by 112.0% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 53 shares of the company's stock valued at $33,000 after purchasing an additional 28 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

GE Vernova Stock Performance

Shares of GEV opened at $1,151.01 on Friday. GE Vernova Inc. has a one year low of $337.31 and a one year high of $1,181.95. The company has a 50-day moving average of $890.83 and a two-hundred day moving average of $727.35. The stock has a market cap of $309.46 billion, a price-to-earnings ratio of 33.53, a PEG ratio of 4.36 and a beta of 1.43. The company has a debt-to-equity ratio of 0.19, a current ratio of 0.89 and a quick ratio of 0.73.

GE Vernova (NYSE:GEV - Get Free Report) last announced its earnings results on Wednesday, April 22nd. The company reported $17.44 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts' expectations of $9.19 billion. During the same period last year, the company posted $0.91 earnings per share. The business's revenue for the quarter was up 17.0% on a year-over-year basis. On average, equities research analysts expect that GE Vernova Inc. will post 14.37 earnings per share for the current year.

GE Vernova Announces Dividend

The business 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. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend was Tuesday, March 17th. GE Vernova's dividend payout ratio is 11.24%.

Analyst Ratings Changes

Several research firms have recently weighed in on GEV. Evercore raised their price objective on shares of GE Vernova from $860.00 to $905.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. UBS Group restated a "buy" rating on shares of GE Vernova in a research report on Thursday, January 29th. Guggenheim raised their price objective on shares of GE Vernova from $910.00 to $1,300.00 and gave the company a "buy" rating in a research report on Thursday. Wells Fargo & Company raised their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the company an "overweight" rating in a research report on Tuesday, March 31st. Finally, Royal Bank Of Canada raised their price objective on shares of GE Vernova from $996.00 to $1,195.00 and gave the company an "outperform" rating in a research report on Thursday. Three analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and a consensus price target of $1,041.57.

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.

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