GE Aerospace $GE Stake Lifted by Entropy Technologies LP

Entropy Technologies LP raised its holdings in shares of GE Aerospace (NYSE:GE) by 151.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 47,112 shares of the company’s stock after purchasing an additional 28,374 shares during the quarter. GE Aerospace accounts for about 0.8% of Entropy Technologies LP’s portfolio, making the stock its 21st largest holding. Entropy Technologies LP’s holdings in GE Aerospace were worth $14,512,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in GE. Norges Bank bought a new stake in GE Aerospace during the fourth quarter worth approximately $4,444,736,000. Capital World Investors boosted its holdings in GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock worth $6,449,731,000 after buying an additional 2,995,054 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in GE Aerospace by 1,200.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock worth $568,935,000 after buying an additional 1,705,005 shares in the last quarter. CIBC Bancorp USA Inc. bought a new stake in GE Aerospace during the third quarter worth approximately $285,263,000. Finally, Vanguard Group Inc. boosted its holdings in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after buying an additional 699,364 shares in the last quarter. 74.77% of the stock is currently owned by institutional investors.

GE Aerospace Stock Up 0.6%

Shares of NYSE:GE opened at $334.89 on Friday. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01. The company has a market cap of $349.40 billion, a PE ratio of 41.24, a price-to-earnings-growth ratio of 2.97 and a beta of 1.37. GE Aerospace has a 52 week low of $232.24 and a 52 week high of $348.48. The firm has a 50 day simple moving average of $303.27 and a 200 day simple moving average of $307.36.

GE Aerospace (NYSE:GE) last issued its quarterly 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. The business had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The firm’s quarterly revenue was up 24.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, research analysts expect that GE Aerospace will post 7.48 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on GE. BNP Paribas Exane reduced their target price on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a report on Thursday, May 14th. Citigroup reduced 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 report on Wednesday, April 1st. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Royal Bank Of Canada restated an “outperform” rating and issued a $355.00 price target on shares of GE Aerospace in a research report on Wednesday, May 20th. Finally, Wells Fargo & Company began coverage on shares of GE Aerospace in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $348.22.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace announced plans to invest $1 billion in U.S. manufacturing, a move that signals confidence in long-term demand and could support capacity, jobs, and future engine production. GE Aerospace Plans $1B US Investments
• Positive Sentiment: Brokerage coverage remains supportive, with GE Aerospace receiving an average rating of “Moderate Buy”, reinforcing the market’s constructive view on earnings and execution. GE Aerospace (NYSE:GE) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: GE Aerospace added Microsoft AI executive Judson Althoff to its board, a governance and strategy-related move that could help strengthen its digital and AI capabilities over time. GE Aerospace adds Microsoft AI leader to board
• Neutral Sentiment: Several articles referenced GE Aerospace in the context of the SpaceX IPO and broader aerospace industry comparisons. These headlines highlight how GE remains a key benchmark in aerospace, but they do not directly change its fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Negative Sentiment: News that the Air India crash report is being delayed because GE engine analysis is still pending could keep some headline risk around the company’s engine business until more clarity is provided. GE engine review delays final Air India crash report ahead of first anniversary

About GE Aerospace

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.