Los Angeles Capital Management LLC Decreases Holdings in GE Aerospace $GE

Los Angeles Capital Management LLC trimmed its holdings in shares of GE Aerospace (NYSE:GE) by 15.7% in the fourth quarter, Holdings Channel reports. The firm owned 1,111,339 shares of the company’s stock after selling 207,407 shares during the period. GE Aerospace makes up 1.2% of Los Angeles Capital Management LLC’s portfolio, making the stock its 14th biggest position. Los Angeles Capital Management LLC’s holdings in GE Aerospace were worth $345,349,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in GE. Brighton Jones LLC lifted its holdings in GE Aerospace by 25.3% in the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in GE Aerospace by 7.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after buying an additional 150 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in GE Aerospace by 4.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after buying an additional 191 shares in the last quarter. Main Street Financial Solutions LLC lifted its holdings in GE Aerospace by 348.6% in the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after buying an additional 4,584 shares in the last quarter. Finally, HUB Investment Partners LLC lifted its holdings in GE Aerospace by 4.2% in the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after buying an additional 366 shares in the last quarter. Institutional investors and hedge funds 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 saw orders surge 93% to $17.3 billion, underscoring strong demand and supporting expectations for continued growth. Strength in Commercial Engines Unit Drives GE Aerospace: A Sign for More Upside?
• Positive Sentiment: The U.S. Air Force awarded GE and Rolls-Royce work on “medium thrust” drone engines, adding another defense-related opportunity for GE Aerospace’s propulsion business. Air Force awards GE, Rolls-Royce for ‘medium thrust’ drone engines
• Positive Sentiment: GE Aerospace qualified 600-volt power systems for next-generation U.S. Army vehicles, highlighting progress in military electrification and creating a potential new revenue stream. GE Aerospace qualifies 600-volt power systems for next-generation US Army vehicles
• Positive Sentiment: British Airways and Air New Zealand chose GE’s GEnx engines for Boeing 787 fleets, which reinforces GE’s position in widebody aircraft engines and suggests airlines are favoring GE over rival Rolls-Royce. Airline Shift To GEnx Engines Puts GE Valuation In Sharper Focus
• Positive Sentiment: GE Aerospace is also drawing bullish commentary from analysts and market watchers who cite its long-term exposure to airlines, transport, and engines as an attractive growth story. Market expert sees opportunity in Toast, GE Aerospace
• Neutral Sentiment: Several broader sector and earnings recap articles continued to highlight GE Aerospace as a strong industrial performer, reinforcing momentum but not adding a specific new catalyst. Q1 Earnings Outperformers: GE Aerospace (NYSE:GE) And The Rest Of The General Industrial Machinery Stocks

GE Aerospace Price Performance

Shares of NYSE:GE opened at $328.69 on Friday. 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 fifty-two week low of $232.24 and a fifty-two week high of $348.48. The firm has a 50-day simple moving average of $298.84 and a 200 day simple moving average of $306.22. The company has a market cap of $342.93 billion, a PE ratio of 40.48, a P/E/G ratio of 2.91 and a beta of 1.37.

GE Aerospace (NYSE:GE) last posted its earnings results on Tuesday, April 21st. The company reported $1.86 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 firm had revenue of $11.61 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the prior year, the firm earned $1.49 EPS. GE Aerospace’s quarterly 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. On average, sell-side analysts anticipate that GE Aerospace will post 7.48 EPS for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on GE shares. Citigroup cut their target price on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. Sanford C. Bernstein upped their target price on shares of GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Seaport Research Partners started coverage on shares of GE Aerospace in a research note on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. Wells Fargo & Company started coverage on shares of GE Aerospace in a research note on Wednesday, April 1st. They issued an “overweight” rating and a $325.00 target price on the stock. Finally, UBS Group cut their target price on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. 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 data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target 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.