GE Aerospace $GE Shares Sold by Sharpepoint LLC

Sharpepoint LLC decreased its position in GE Aerospace (NYSE:GE) by 14.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,835 shares of the company’s stock after selling 2,527 shares during the period. GE Aerospace makes up about 2.7% of Sharpepoint LLC’s investment portfolio, making the stock its 10th largest position. Sharpepoint LLC’s holdings in GE Aerospace were worth $4,570,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of GE. Brighton Jones LLC lifted its holdings in shares of GE Aerospace by 25.3% in the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of GE Aerospace by 7.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of GE Aerospace by 4.6% in the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares during the period. Main Street Financial Solutions LLC lifted its holdings in shares of GE Aerospace by 348.6% in the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after buying an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC lifted its holdings in shares of GE Aerospace by 4.2% in the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after buying an additional 366 shares during the period. Institutional investors and hedge funds own 74.77% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GE. Zacks Research lowered GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Seaport Research Partners began coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 price objective for the company. Morgan Stanley cut their price objective on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a report on Wednesday, April 22nd. UBS Group cut their price objective on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Finally, TD Cowen cut their price objective on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. One equities research 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 issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.

GE Aerospace Trading Down 3.4%

Shares of NYSE GE opened at $319.24 on Thursday. GE Aerospace has a 12 month low of $232.24 and a 12 month high of $348.48. The company has a market cap of $333.07 billion, a price-to-earnings ratio of 39.31, a P/E/G ratio of 2.93 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. The business has a fifty day simple moving average of $301.45 and a 200-day simple moving average of $306.85.

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

Key GE Aerospace News

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

• Positive Sentiment: GE Aerospace’s Defense & Propulsion unit is showing strong order and revenue growth, supported by major defense contracts and a robust pipeline, which could help sustain momentum in the business. Strength in Defense & Propulsion Unit Drives GE: Will the Momentum Last?
• Positive Sentiment: GE Aerospace signaled a reopening of U.S. jet-engine sales in China as Boeing aircraft orders resume there, while also landing a new propulsion-power order from the U.S. Navy, both of which point to fresh commercial and defense demand. GE Aerospace Balances China Engine Reopening With New U.S. Navy Win
• Positive Sentiment: GE Aerospace and Wolfspeed announced a collaboration on high-voltage silicon carbide power electronics, which could strengthen GE’s position in next-generation aerospace and defense systems. GE Aerospace Wolfspeed Deal Reframes Long Term Power Electronics Story
• Neutral Sentiment: GE Aerospace remains a heavily watched aerospace name as broader sector investors assess defense spending trends, China demand, and the pace of commercial aviation recovery. Boeing & GE Aerospace Draw Focus As Recovery Takes Shape
• Negative Sentiment: Defense stocks were broadly weaker in midday trading despite renewed geopolitical tensions, suggesting that sector-wide sentiment may be limiting upside for GE Aerospace near term. Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes

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.