AustralianSuper Pty Ltd Makes New $36.62 Million Investment in GE Aerospace $GE

AustralianSuper Pty Ltd bought a new stake in shares of GE Aerospace (NYSE:GE) during the fourth quarter, Holdings Channel.com reports. The fund bought 118,897 shares of the company’s stock, valued at approximately $36,624,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in GE Aerospace by 0.8% during the 4th 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 in the last quarter. State Street Corp raised its position in shares of GE Aerospace by 0.7% in the 3rd quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after acquiring an additional 308,730 shares in the last quarter. Capital World Investors lifted its stake in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after purchasing an additional 2,995,054 shares during the period. Northern Trust Corp lifted its stake in shares of GE Aerospace by 1.8% in the 3rd quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after purchasing an additional 181,316 shares during the period. Finally, Jennison Associates LLC boosted its position in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after purchasing an additional 1,494,541 shares in the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have issued reports on GE. Sanford C. Bernstein increased their price objective on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. BNP Paribas Exane dropped their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a report on Thursday. Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Citigroup decreased their price target on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research note on Wednesday, April 1st. Finally, Susquehanna reissued a “positive” rating and set a $380.00 price target on shares of GE Aerospace in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, GE Aerospace presently has an average rating of “Moderate Buy” and an average target price of $348.22.

GE Aerospace Trading Down 1.1%

GE Aerospace stock opened at $291.42 on Friday. GE Aerospace has a 12 month low of $223.45 and a 12 month high of $348.48. The company has a market capitalization of $304.05 billion, a price-to-earnings ratio of 35.89, a price-to-earnings-growth ratio of 2.74 and a beta of 1.36. The business’s fifty day simple moving average is $298.49 and its two-hundred day simple moving average is $306.09. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The firm 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 company’s revenue was up 24.6% on a year-over-year basis. During the same period last year, the company earned $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: Emirates selected GE Aerospace to help advance piece-part repair capabilities for engine maintenance, which supports GE’s aftermarket services and could improve long-term engine support revenue. Emirates taps GE Aerospace for expertise to advance piece part repair capabilities for engine maintenance
• Positive Sentiment: American Airlines made a long-term commitment to GE-powered CFM LEAP engines, reinforcing demand for GE Aerospace’s commercial engine lineup and signaling continued airline confidence in the product. American Makes Long-Term Commitment to GE Engines
• Positive Sentiment: Multiple reports highlighted strong momentum in GE Aerospace’s commercial engines unit, with robust airline demand helping drive orders and supporting expectations for mid-teens revenue growth in 2026. GE Gains From Strength in Commercial Engines Unit: A Sign for More Upside?
• Neutral Sentiment: GE Aerospace remained a high-profile stock ahead of broader market attention on U.S.-China trade talks and defense/aviation themes, which may keep investor interest elevated but does not directly change fundamentals. Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
• Neutral Sentiment: GE Aerospace CEO Larry Culp’s planned trip to China with President Trump and reports on new adaptive-engine work for Boeing’s F-47 kept the company in the news, but these headlines are more about strategic positioning than immediate earnings impact. GE Aerospace CEO Larry Culp to join Trump on trip to China
• Negative Sentiment: BNP Paribas Exane cut its price target on GE Aerospace to $270 from $300 and kept an underperform rating, signaling concern that the stock may have limited upside near current levels. BNP Paribas adjusts price target on GE Aerospace to 270 from 300

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.