Brookstone Capital Management Raises Stock Position in GE Vernova Inc. $GEV

Brookstone Capital Management boosted its stake in GE Vernova Inc. (NYSE:GEV) by 11.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,081 shares of the company’s stock after purchasing an additional 948 shares during the period. Brookstone Capital Management’s holdings in GE Vernova were worth $7,926,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings in shares of GE Vernova by 29.4% during the 4th quarter. Brighton Jones LLC now owns 3,315 shares of the company’s stock valued at $1,091,000 after buying an additional 753 shares during the period. Schnieders Capital Management LLC. grew its holdings in shares of GE Vernova by 1.7% in the second quarter. Schnieders Capital Management LLC. now owns 1,564 shares of the company’s stock worth $828,000 after acquiring an additional 26 shares during the period. Jump Financial LLC bought a new stake in shares of GE Vernova in the second quarter worth $258,000. Ossiam purchased a new stake in GE Vernova during the second quarter valued at $42,000. Finally, Nebula Research & Development LLC increased its position in GE Vernova by 23.9% during the second quarter. Nebula Research & Development LLC now owns 1,674 shares of the company’s stock valued at $886,000 after acquiring an additional 323 shares during the last quarter.

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?

GE Vernova Price Performance

Shares of GE Vernova stock opened at $1,125.62 on Tuesday. GE Vernova Inc. has a one year low of $479.04 and a one year high of $1,181.95. The stock’s fifty day moving average is $1,025.92 and its 200 day moving average is $853.45. The stock has a market cap of $302.48 billion, a P/E ratio of 32.79, a P/E/G ratio of 4.11 and a beta of 1.24. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.65 and a current ratio of 0.89.

GE Vernova (NYSE:GEV) last released its earnings results on Wednesday, April 22nd. The company reported $17.44 earnings per share for the quarter, beating 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 period in the previous year, the business earned $0.91 earnings per share. GE Vernova’s quarterly revenue was up 17.0% compared to the same quarter last year. Sell-side analysts anticipate that GE Vernova Inc. will post 14.99 earnings per share for the current year.

GE Vernova Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 14th. Stockholders of record on Tuesday, June 16th will be given a dividend of $0.50 per share. This represents a $2.00 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, June 16th. GE Vernova’s payout ratio is presently 5.83%.

Analyst Ratings Changes

GEV has been the topic of several research reports. Zacks Research cut GE Vernova from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 28th. Royal Bank Of Canada boosted their price target on GE Vernova from $996.00 to $1,195.00 and gave the company an “outperform” rating in a research note on Thursday, April 23rd. Susquehanna set a $1,300.00 price target on shares of GE Vernova in a research report on Thursday, April 23rd. Wells Fargo & Company increased their price objective on shares of GE Vernova from $831.00 to $896.00 and gave the stock an “overweight” rating in a research note on Tuesday, March 31st. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $1,328.00 price objective on shares of GE Vernova in a report on Friday, April 24th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,089.88.

Insider Transactions at GE Vernova

In related news, CEO Victor Abate sold 4,819 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $948.08, for a total transaction of $4,568,797.52. Following the completion of the transaction, the chief executive officer directly owned 1,835 shares in the company, valued at approximately $1,739,726.80. The trade was a 72.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Matthew Joseph Potvin sold 2,333 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $1,059.09, for a total value of $2,470,856.97. Following the transaction, the chief accounting officer owned 3,549 shares of the company’s stock, valued at approximately $3,758,710.41. This trade represents a 39.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.21% of the stock is owned by insiders.

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.