Allianz SE decreased its position in shares of GE Aerospace (NYSE:GE – Free Report) by 15.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,153 shares of the company’s stock after selling 7,487 shares during the period. Allianz SE’s holdings in GE Aerospace were worth $12,984,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also made changes to their positions in GE. Hardy Reed LLC boosted its position in GE Aerospace by 0.7% in the third quarter. Hardy Reed LLC now owns 4,999 shares of the company’s stock valued at $1,504,000 after buying an additional 33 shares in the last quarter. Wolff Wiese Magana LLC boosted its position in GE Aerospace by 1.0% in the fourth quarter. Wolff Wiese Magana LLC now owns 3,474 shares of the company’s stock valued at $1,070,000 after buying an additional 33 shares in the last quarter. Montz Harcus Wealth Management LLC boosted its position in GE Aerospace by 3.6% in the fourth quarter. Montz Harcus Wealth Management LLC now owns 947 shares of the company’s stock valued at $292,000 after buying an additional 33 shares in the last quarter. Darwin Wealth Management LLC boosted its position in GE Aerospace by 2.0% in the fourth quarter. Darwin Wealth Management LLC now owns 1,699 shares of the company’s stock valued at $523,000 after buying an additional 33 shares in the last quarter. Finally, LRI Investments LLC boosted its position in GE Aerospace by 1.4% in the fourth quarter. LRI Investments LLC now owns 2,390 shares of the company’s stock valued at $736,000 after buying an additional 33 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.
Trending Headlines about 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
GE Aerospace Stock Performance
GE Aerospace (NYSE:GE – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.26. The company had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.49 earnings per share. 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 earnings per share for the current year.
Analyst Ratings Changes
GE has been the topic of a number of research analyst reports. Morgan Stanley cut their target price on shares of GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 22nd. Sanford C. Bernstein raised their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a research note on Wednesday, May 20th. BNP Paribas Exane dropped their price target on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research note on Thursday, May 14th. Finally, Wall Street Zen downgraded shares of GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. One 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 company. According to MarketBeat, GE Aerospace currently has an average rating of “Moderate Buy” and a consensus target price of $348.22.
Read Our Latest Research Report on GE
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.
Recommended Stories
- Five stocks we like better than GE Aerospace
- SpaceX Rings the Bell and Shatters Every Record
- Adobe Stock Just Got Cheaper—Is Wall Street Missing the Story?
- 3 Dividend Stocks Under $50 That Pay You to Wait Out Inflation
- The 127-Gigawatt Problem: Why AI Needs Its Own Power
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
