Clough Capital Partners L P Raises Holdings in GE Aerospace $GE

Clough Capital Partners L P grew its holdings in GE Aerospace (NYSE:GE) by 37.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 70,535 shares of the company’s stock after buying an additional 19,105 shares during the quarter. GE Aerospace accounts for about 1.9% of Clough Capital Partners L P’s investment portfolio, making the stock its 22nd biggest holding. Clough Capital Partners L P’s holdings in GE Aerospace were worth $20,016,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its position in GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after acquiring an additional 699,364 shares in the last quarter. Auto Owners Insurance Co boosted its position in shares of GE Aerospace by 52,247.5% during the 4th quarter. Auto Owners Insurance Co now owns 65,721,281 shares of the company’s stock worth $2,024,413,000 after purchasing an additional 65,595,733 shares in the last quarter. State Street Corp boosted its position in shares of GE Aerospace by 1.5% during the 4th quarter. State Street Corp now owns 45,240,802 shares of the company’s stock worth $13,951,570,000 after purchasing an additional 663,160 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of GE Aerospace by 1.3% during the 4th quarter. Geode Capital Management LLC now owns 24,774,942 shares of the company’s stock worth $7,615,200,000 after purchasing an additional 312,880 shares during the period. Finally, Norges Bank acquired a new position in shares of GE Aerospace during the 4th quarter worth $4,444,736,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Trading Down 0.0%

Shares of GE stock opened at $353.71 on Monday. The stock has a market cap of $367.00 billion, a P/E ratio of 41.66, a P/E/G ratio of 2.70 and a beta of 1.35. The company has a quick ratio of 0.67, a current ratio of 0.98 and a debt-to-equity ratio of 0.96. GE Aerospace has a fifty-two week low of $261.71 and a fifty-two week high of $382.97. The business has a fifty day simple moving average of $341.50 and a 200-day simple moving average of $319.64.

GE Aerospace (NYSE:GE) last released its quarterly earnings data on Thursday, July 16th. The company reported $2.02 EPS for the quarter, topping the consensus estimate of $1.86 by $0.16. The business had revenue of $12.63 billion for the quarter, compared to analyst estimates of $11.87 billion. GE Aerospace had a net margin of 17.72% and a return on equity of 40.56%. The business’s revenue for the quarter was up 21.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.66 EPS. GE Aerospace has set its FY 2026 guidance at 7.650-7.850 EPS. On average, analysts forecast that GE Aerospace will post 7.91 earnings per share for the current fiscal year.

GE Aerospace Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Shareholders of record on Monday, July 6th will be issued a $0.47 dividend. This represents a $1.88 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s dividend payout ratio is 22.14%.

More GE Aerospace News

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

• Positive Sentiment: GE Aerospace and CFM announced commitments for about 1,800 engines, highlighted by IndiGo’s order for more than 1,000 LEAP-1A engines — the largest single LEAP order ever and a major backlog booster. GE Aerospace Wraps Historic Farnborough Airshow
• Positive Sentiment: The company also won additional widebody engine business, including GEnx-1B orders for Philippine Airlines and AerCap, reinforcing demand in the commercial services and engines franchise. GE Aerospace Wraps Historic Farnborough Airshow
• Positive Sentiment: GE Aerospace said FAA and EASA certified durability upgrades for the LEAP-1B engine, which should reduce maintenance burden and improve engine time on wing — a favorable sign for margins and aftermarket revenue. GE Aerospace Concludes Farnborough Airshow with Record Engine Orders, Durability Advances and Hybrid Electric Flight Milestones
• Positive Sentiment: Management also highlighted a milestone in hybrid-electric flight above 30,000 feet and new defense-related collaborations, signaling continued investment in future aerospace technologies and military demand. GE Aerospace Wraps Historic Farnborough Airshow
• Neutral Sentiment: Several analyst notes and stock-trend articles are also keeping GE in focus, but the main stock-moving catalyst today appears to be the company’s strong order announcements and product-certificate news. GE Aerospace (GE) Is a Trending Stock: Facts to Know Before Betting on It

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the stock. Susquehanna reiterated a “positive” rating and issued a $430.00 price target (up from $380.00) on shares of GE Aerospace in a report on Thursday, July 9th. Jefferies Financial Group upped their target price on shares of GE Aerospace from $365.00 to $455.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Daiwa Securities Group assumed coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 target price for the company. Royal Bank Of Canada reiterated an “outperform” rating and set a $400.00 price target (up from $355.00) on shares of GE Aerospace in a research report on Wednesday, July 15th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $390.00 price target on shares of GE Aerospace in a research note on Monday, July 20th. Sixteen investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $386.88.

GE Aerospace Company 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.