IFM Investors Pty Ltd Purchases 3,763 Shares of GE Aerospace $GE

IFM Investors Pty Ltd lifted its stake in shares of GE Aerospace (NYSE:GE) by 1.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 209,393 shares of the company’s stock after buying an additional 3,763 shares during the quarter. GE Aerospace makes up approximately 0.5% of IFM Investors Pty Ltd’s investment portfolio, making the stock its 28th biggest holding. IFM Investors Pty Ltd’s holdings in GE Aerospace were worth $64,499,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Blueline Advisors LLC purchased a new position in shares of GE Aerospace during the fourth quarter worth approximately $25,000. Abich Financial Wealth Management LLC purchased a new position in shares of GE Aerospace during the third quarter worth approximately $32,000. Tucker Asset Management LLC purchased a new position in shares of GE Aerospace during the fourth quarter worth approximately $32,000. Redmont Wealth Advisors LLC purchased a new position in shares of GE Aerospace during the third quarter worth approximately $36,000. Finally, Beaird Harris Wealth Management LLC increased its position in shares of GE Aerospace by 72.0% during the third quarter. Beaird Harris Wealth Management LLC now owns 141 shares of the company’s stock worth $42,000 after acquiring an additional 59 shares during the period. 74.77% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace added Microsoft AI leader Judson Althoff to its board, a move that could strengthen its technology and digital strategy as the company expands use of AI across aviation and defense. GE Aerospace adds Microsoft AI leader to board
• Positive Sentiment: Analysts highlighted strong momentum in GE Aerospace’s Defense & Propulsion unit, citing solid order growth, rising revenue, major defense contracts, and a robust pipeline that could support future earnings. Strength in Defense & Propulsion Unit Drives GE: Will the Momentum Last?
• Positive Sentiment: GE Aerospace also announced a new propulsion power order from the U.S. Navy and progress in reopening jet-engine sales into China, both of which reinforce demand across its commercial and defense businesses. GE Aerospace Balances China Engine Reopening With New U.S. Navy Win
• Neutral Sentiment: News that SpaceX’s planned IPO could be valued above Boeing, RTX, GE Aerospace, and the rest of the S&P 500 aerospace group combined mainly highlights investor enthusiasm for private-space valuations rather than a direct change in GE’s fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Neutral Sentiment: Reports that the Air India crash final report is delayed while GE engine analysis remains pending could create headline risk, but it does not yet indicate a final finding against GE Aerospace. AI-171 crash final report delayed as GE engine analysis remains pending; AAIB set for interim update
• Negative Sentiment: Broader market weakness in defense stocks and rising inflation/rate worries weighed on the sector, which can pressure GE Aerospace even when company-specific news is positive. Old Dominion Freight Line, GE Vernova, and Caterpillar Stocks Trade Down, What You Need To Know Defense Stocks Fall Despite Trump’s Promise of More Iran Strikes

GE Aerospace Stock Performance

Shares of GE stock opened at $332.49 on Friday. The company’s 50 day moving average is $302.44 and its 200 day moving average is $307.17. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. GE Aerospace has a 52-week low of $232.24 and a 52-week high of $348.48. The firm has a market cap of $346.90 billion, a price-to-earnings ratio of 40.95, a PEG ratio of 2.82 and a beta of 1.37.

GE Aerospace (NYSE:GE) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The business had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. During the same period in the previous year, the company earned $1.49 earnings per share. The business’s revenue for the quarter was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, sell-side analysts anticipate that GE Aerospace will post 7.48 EPS for the current fiscal year.

Analyst Ratings Changes

GE has been the topic of a number of research reports. Sanford C. Bernstein raised their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 3rd. Wall Street Zen lowered shares of GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Jefferies Financial Group reaffirmed a “buy” rating on shares of GE Aerospace in a research report on Wednesday, May 27th. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Finally, Morgan Stanley reduced 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. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.

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.