Baader Bank Aktiengesellschaft cut its holdings in GE Aerospace (NYSE:GE – Free Report) by 40.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,421 shares of the company’s stock after selling 5,036 shares during the period. Baader Bank Aktiengesellschaft’s holdings in GE Aerospace were worth $2,285,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of GE. Vanguard Group Inc. raised its stake in GE Aerospace by 0.8% in the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after purchasing an additional 699,364 shares in the last quarter. State Street Corp increased its holdings in shares of GE Aerospace by 0.7% in the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock worth $13,425,562,000 after buying an additional 308,730 shares during the period. Capital World Investors increased its holdings in shares of GE Aerospace by 16.2% in 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 during the period. Northern Trust Corp increased its holdings in shares of GE Aerospace by 1.8% in the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock worth $3,097,527,000 after buying an additional 181,316 shares during the period. Finally, Jennison Associates LLC grew its stake in shares of GE Aerospace by 21.5% in the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock worth $2,536,177,000 after purchasing an additional 1,494,541 shares during the last quarter. 74.77% of the stock is owned by institutional investors.
Key Stories Impacting GE Aerospace
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace’s Commercial Engines unit is seeing strong airline demand, which is boosting orders and supporting mid-teens revenue expectations for 2026. GE Gains From Strength in Commercial Engines Unit: A Sign for More Upside?
- Positive Sentiment: GE Aerospace and Pratt & Whitney are advancing next-generation adaptive cycle engine prototypes for Boeing’s F-47 program, reinforcing GE’s position in advanced defense propulsion. GE Aerospace and Pratt & Whitney advance NGAP engine prototypes for Boeing F-47
- Positive Sentiment: GE Aerospace also signed an agreement and memorandum of understanding with Saudi Arabia’s GAMI, adding to its international defense and aerospace opportunities. GAMI Signs Agreement and MoU with GE Aerospace at World Defense Show
- Neutral Sentiment: Analyst opinions on GE remain split, with some firms raising price targets sharply while others cut them, reflecting a debate over how much upside is already priced in. How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
- Neutral Sentiment: GE Aerospace CEO Larry Culp joining Trump’s trip to China could matter for investor sentiment, but the market impact is still unclear until trade discussions produce concrete outcomes. GE Aerospace CEO Larry Culp to join Trump on trip to China
- Neutral Sentiment: Industry headlines around China trade and Boeing-related travel add background context for GE Aerospace, but they do not yet show a direct impact on earnings or guidance. Nvidia Chips, Boeing Jets: Stock Traders Eye Trump in China
- Positive Sentiment: GE’s XA102 engine review cleared another hurdle for NGAP development, supporting the company’s defense-engine growth narrative. GE XA102 Review Clears Engine For NGAP Build
GE Aerospace Trading Down 0.9%
GE Aerospace (NYSE:GE – Get Free Report) last issued its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.26. The company 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%. GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.49 EPS. 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 7.46 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
Several analysts recently issued reports on GE shares. BNP Paribas Exane raised their target price on GE Aerospace from $290.00 to $300.00 and gave the stock an “underperform” rating in a research note on Wednesday, April 22nd. President Capital lowered their target price on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a report on Wednesday, April 22nd. Daiwa Securities Group began coverage on shares of GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price objective for the company. Susquehanna restated a “positive” rating and issued a $380.00 price objective on shares of GE Aerospace in a report on Thursday, January 15th. Finally, Jefferies Financial Group set a $365.00 target price on shares of GE Aerospace in a research report on Sunday, April 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $349.89.
Get Our Latest Stock Analysis on GE Aerospace
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.
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