Plancorp LLC Reduces Stock Holdings in GE Aerospace $GE

Plancorp LLC lowered its position in shares of GE Aerospace (NYSE:GE) by 28.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,005 shares of the company’s stock after selling 3,184 shares during the quarter. Plancorp LLC’s holdings in GE Aerospace were worth $2,466,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after buying an additional 699,364 shares during the period. State Street Corp lifted its position in GE Aerospace by 0.7% during the third quarter. State Street Corp now owns 44,577,642 shares of the company’s stock valued at $13,425,562,000 after buying an additional 308,730 shares during the period. Capital World Investors lifted its position in GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after buying an additional 2,995,054 shares during the period. Northern Trust Corp lifted its position in GE Aerospace by 1.8% during the third quarter. Northern Trust Corp now owns 10,296,945 shares of the company’s stock valued at $3,097,527,000 after buying an additional 181,316 shares during the period. Finally, Jennison Associates LLC lifted its position in GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Key GE Aerospace News

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

Analyst Ratings Changes

GE has been the subject of several recent research reports. Sanford C. Bernstein raised their price objective on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. Morgan Stanley lowered their price objective on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. JPMorgan Chase & Co. lifted their price target on GE Aerospace from $325.00 to $335.00 and gave the stock an “overweight” rating in a research report on Monday, January 26th. Finally, President Capital lowered their price target on GE Aerospace from $355.00 to $342.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $349.89.

GE Aerospace Price Performance

GE opened at $294.89 on Thursday. The stock has a 50-day moving average price of $299.34 and a 200-day moving average price of $306.18. The company has a debt-to-equity ratio of 0.99, a current ratio of 1.01 and a quick ratio of 0.70. The firm has a market cap of $307.67 billion, a PE ratio of 36.32, a P/E/G ratio of 2.76 and a beta of 1.36. GE Aerospace has a 1 year low of $220.45 and a 1 year high of $348.48.

GE Aerospace (NYSE:GE) last posted 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. The firm had revenue of $11.61 billion during the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Sell-side analysts predict that GE Aerospace will post 7.46 earnings per share 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.