GE Aerospace $GE Shares Bought by Erste Asset Management GmbH

Erste Asset Management GmbH raised its position in GE Aerospace (NYSE:GE) by 149.7% in the 4th quarter, Holdings Channel reports. The fund owned 22,662 shares of the company’s stock after acquiring an additional 13,588 shares during the period. Erste Asset Management GmbH’s holdings in GE Aerospace were worth $7,060,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after acquiring an additional 699,364 shares during the period. State Street Corp lifted its holdings in GE Aerospace by 0.7% in the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after acquiring an additional 308,730 shares during the period. Geode Capital Management LLC lifted its holdings in GE Aerospace by 1.3% in the fourth quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock valued at $7,615,200,000 after acquiring an additional 312,880 shares during the period. Capital World Investors lifted its holdings in GE Aerospace by 16.2% in the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Finally, Norges Bank acquired a new stake in GE Aerospace in the fourth quarter valued at $4,444,736,000. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have commented on GE shares. Weiss Ratings downgraded GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. BNP Paribas Exane reduced their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Sanford C. Bernstein raised their target price on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a report on Tuesday, March 3rd. Morgan Stanley reduced their target price on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. Finally, President Capital reduced their target price on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and an average price target of $348.22.

GE Aerospace Trading Down 1.8%

NYSE:GE opened at $322.08 on Tuesday. The company has a market capitalization of $336.04 billion, a PE ratio of 39.67, a price-to-earnings-growth ratio of 2.91 and a beta of 1.37. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a 52-week low of $232.24 and a 52-week high of $348.48. The stock has a fifty day simple moving average of $299.57 and a 200-day simple moving average of $306.44.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. The business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The business’s revenue was up 24.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, equities research analysts expect that GE Aerospace will post 7.48 earnings per share for the current fiscal year.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace announced a memorandum of understanding with Wolfspeed to accelerate adoption of high-voltage silicon carbide power modules, a move that could strengthen GE’s position in next-generation aerospace and defense electrical systems. Article Title
• Positive Sentiment: The company also said it completed the first ground test of a megawatt-class hybrid-electric engine system, reinforcing its long-term growth story in advanced propulsion and decarbonization technologies. Article Title
• Positive Sentiment: Analyst and market commentary continues to frame GE Aerospace as a strong industrial/aerospace name, with bullish writeups citing durable services demand and constructive sentiment around the stock. Article Title
• Neutral Sentiment: Several media pieces today mostly reiterated the Wolfspeed partnership and GE’s strategic push into silicon carbide technology, which is supportive but not yet a near-term financial catalyst. Article Title
• Neutral Sentiment: Management commentary and profile coverage highlighted GE’s restructuring progress and exposure to high aviation demand, but these were largely reiterations of the company’s existing investment case. Article Title
• Negative Sentiment: The stock is trading lower despite the positive news, suggesting investors may be taking profits or reacting to broader market moves rather than a fresh operational setback at GE Aerospace. Article Title

GE Aerospace Profile

GE Aerospace (NYSE: GE) is the aerospace business of General Electric, focused on the design, manufacture and support of aircraft engines, integrated propulsion systems and related aftermarket services. The company serves commercial airlines, airframers, business and general aviation operators, and defense customers, providing propulsion solutions for a broad range of aircraft types from single‑aisle airliners to widebody and military platforms.

Its product portfolio includes a family of commercial and military jet engines as well as spare parts, components and systems engineering.