Kepler Cheuvreux Suisse SA Grows Stake in GE Aerospace $GE

Kepler Cheuvreux Suisse SA grew its holdings in GE Aerospace (NYSE:GE) by 855.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 64,262 shares of the company’s stock after acquiring an additional 57,533 shares during the period. GE Aerospace accounts for approximately 1.1% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 29th biggest holding. Kepler Cheuvreux Suisse SA’s holdings in GE Aerospace were worth $19,795,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. REAP Financial Group LLC purchased a new stake in GE Aerospace in the 3rd quarter worth approximately $25,000. Marquette Asset Management LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter worth about $26,000. Abich Financial Wealth Management LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter worth about $32,000. CGC Financial Services LLC lifted its position in shares of GE Aerospace by 202.7% in the 3rd quarter. CGC Financial Services LLC now owns 112 shares of the company’s stock worth $34,000 after purchasing an additional 75 shares during the period. Finally, Redmont Wealth Advisors LLC purchased a new stake in shares of GE Aerospace in the 3rd quarter worth about $36,000. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace won a new contract to supply F404 engines to Turkish Aerospace Industries, strengthening its defense exposure and international presence. GE Aerospace Deal With Turkey Adds New Layer To GE Valuation Story
• Positive Sentiment: Analyst commentary remains broadly bullish, with recent articles saying GE Aerospace has been unfairly punished and may be a buying opportunity given its strong core business and backlog. GE Aerospace Stock Has Been Unfairly Punished
• Positive Sentiment: Wall Street coverage continues to describe GE Aerospace as a favored industrial name, with analysts maintaining a bullish outlook despite recent volatility. Do Wall Street Analysts Like GE Aerospace Stock?
• Neutral Sentiment: Shareholders approved board and compensation-related matters at the annual meeting, which is routine governance news and unlikely to move the stock on its own. GE Aerospace Shareholders Back Board, Pay and Incentive Plans
• Neutral Sentiment: Broader manufacturing and labor productivity data may be supportive for industrial names like GE Aerospace, but the market impact is indirect and limited. U.S. Labor Productivity Rises 0.8% in Q1 as Jobless Claims Fall to 200,000
• Negative Sentiment: Recent commentary notes the stock has been pressured by concerns around Middle East tensions and earlier demand-growth worries, which help explain why investors have been cautious despite the company’s solid fundamentals. GE Aerospace stock outperforms competitors on strong trading day

Analyst Upgrades and Downgrades

Several research firms have recently commented on GE. 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. BNP Paribas Exane raised their target price on GE Aerospace from $290.00 to $300.00 and gave the company an “underperform” rating in a research note on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft raised their target price on GE Aerospace from $375.00 to $387.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Jefferies Financial Group set a $365.00 target price on GE Aerospace in a research note on Sunday, April 26th. Finally, UBS Group lowered their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research note on Wednesday, April 22nd. One investment 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 company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $349.89.

GE Aerospace Trading Down 0.1%

Shares of NYSE GE opened at $296.91 on Monday. GE Aerospace has a 1 year low of $211.15 and a 1 year high of $348.48. The stock has a market cap of $309.78 billion, a P/E ratio of 36.57, a price-to-earnings-growth ratio of 2.76 and a beta of 1.36. The firm has a 50-day moving average of $302.98 and a 200 day moving average of $306.34. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70.

GE Aerospace (NYSE:GE) last issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.60 by $0.26. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The company had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same period last year, the company posted $1.49 EPS. GE Aerospace’s revenue was up 24.6% on a year-over-year basis. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, sell-side analysts expect that GE Aerospace will post 7.46 EPS for the current fiscal year.

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.