LPL Financial LLC Grows Stake in GE Aerospace $GE

LPL Financial LLC lifted its position in GE Aerospace (NYSE:GE) by 13.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,466,457 shares of the company’s stock after purchasing an additional 170,755 shares during the period. LPL Financial LLC’s holdings in GE Aerospace were worth $451,713,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Franklin Resources Inc. boosted its stake in shares of GE Aerospace by 5.3% in the 4th quarter. Franklin Resources Inc. now owns 2,170,282 shares of the company’s stock worth $668,512,000 after buying an additional 109,559 shares during the last quarter. Erste Asset Management GmbH boosted its stake in shares of GE Aerospace by 149.7% in the 4th quarter. Erste Asset Management GmbH now owns 22,662 shares of the company’s stock worth $7,060,000 after buying an additional 13,588 shares during the last quarter. O Shaughnessy Asset Management LLC boosted its stake in shares of GE Aerospace by 3.1% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 185,801 shares of the company’s stock worth $57,232,000 after buying an additional 5,571 shares during the last quarter. CenterBook Partners LP boosted its stake in shares of GE Aerospace by 892.6% in the 4th quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after buying an additional 44,772 shares during the last quarter. Finally, Hilton Head Capital Partners LLC purchased a new position in shares of GE Aerospace in the 4th quarter worth $1,591,000. 74.77% of the stock is currently owned by hedge funds and other institutional investors.

GE Aerospace Price Performance

NYSE:GE opened at $322.08 on Tuesday. The company has a quick ratio of 0.70, a current ratio of 1.01 and a debt-to-equity ratio of 0.99. The business’s 50-day simple moving average is $299.57 and its two-hundred day simple moving average is $306.44. The stock has a market cap of $336.04 billion, a PE ratio of 39.67, a P/E/G ratio of 2.91 and a beta of 1.37. GE Aerospace has a 52 week low of $232.24 and a 52 week high of $348.48.

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

GE Aerospace News Summary

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

• Positive Sentiment: GE Aerospace announced a memorandum of understanding with Wolfspeed to accelerate adoption of high-voltage silicon carbide power modules, a move that could strengthen GE’s position in next-generation aerospace and defense electrical systems. Article Title
• Positive Sentiment: The company also said it completed the first ground test of a megawatt-class hybrid-electric engine system, reinforcing its long-term growth story in advanced propulsion and decarbonization technologies. Article Title
• Positive Sentiment: Analyst and market commentary continues to frame GE Aerospace as a strong industrial/aerospace name, with bullish writeups citing durable services demand and constructive sentiment around the stock. Article Title
• Neutral Sentiment: Several media pieces today mostly reiterated the Wolfspeed partnership and GE’s strategic push into silicon carbide technology, which is supportive but not yet a near-term financial catalyst. Article Title
• Neutral Sentiment: Management commentary and profile coverage highlighted GE’s restructuring progress and exposure to high aviation demand, but these were largely reiterations of the company’s existing investment case. Article Title
• Negative Sentiment: The stock is trading lower despite the positive news, suggesting investors may be taking profits or reacting to broader market moves rather than a fresh operational setback at GE Aerospace. Article Title

Analyst Ratings Changes

A number of equities analysts recently commented on GE shares. Zacks Research cut GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Sanford C. Bernstein raised their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a report on Tuesday, March 3rd. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Seaport Research Partners started coverage on GE Aerospace in a report on Tuesday, May 26th. They issued a “buy” rating and a $375.00 target price on the stock. Finally, TD Cowen decreased their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $348.22.

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.