GE Aerospace $GE Shares Purchased by Ieq Capital LLC

Ieq Capital LLC increased its holdings in shares of GE Aerospace (NYSE:GE) by 6.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 262,547 shares of the company’s stock after buying an additional 15,869 shares during the period. Ieq Capital LLC’s holdings in GE Aerospace were worth $80,872,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the business. First National Bank of Omaha grew its position in shares of GE Aerospace by 72.4% during the 4th quarter. First National Bank of Omaha now owns 6,853 shares of the company’s stock valued at $2,122,000 after acquiring an additional 2,878 shares during the period. Alchemi Wealth LLC acquired a new stake in shares of GE Aerospace during the 4th quarter valued at about $360,000. Uniting Wealth Partners LLC grew its position in shares of GE Aerospace by 35.8% during the 4th quarter. Uniting Wealth Partners LLC now owns 3,258 shares of the company’s stock valued at $1,005,000 after acquiring an additional 859 shares during the period. Martingale Asset Management L P grew its position in shares of GE Aerospace by 4.9% during the 4th quarter. Martingale Asset Management L P now owns 96,124 shares of the company’s stock valued at $29,609,000 after acquiring an additional 4,470 shares during the period. Finally, Van Lanschot Kempen Investment Management N.V. grew its position in shares of GE Aerospace by 7.4% during the 4th quarter. Van Lanschot Kempen Investment Management N.V. now owns 73,193 shares of the company’s stock valued at $22,546,000 after acquiring an additional 5,065 shares during the period. 74.77% of the stock is currently owned by institutional investors and hedge funds.

GE Aerospace Trading Up 0.6%

GE opened at $334.89 on Friday. 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 company’s 50 day simple moving average is $303.27 and its two-hundred day simple moving average is $307.36. GE Aerospace has a 1-year low of $232.24 and a 1-year high of $348.48. The firm has a market capitalization of $349.40 billion, a price-to-earnings ratio of 41.24, a price-to-earnings-growth ratio of 2.95 and a beta of 1.37.

GE Aerospace (NYSE:GE) last released its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping 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 business had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. During the same period last year, the company posted $1.49 EPS. The business’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. Analysts expect that GE Aerospace will post 7.48 EPS for the current fiscal year.

Key Headlines Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace announced plans to invest $1 billion in U.S. manufacturing, a move that signals confidence in long-term demand and could support capacity, jobs, and future engine production. GE Aerospace Plans $1B US Investments
• Positive Sentiment: Brokerage coverage remains supportive, with GE Aerospace receiving an average rating of “Moderate Buy”, reinforcing the market’s constructive view on earnings and execution. GE Aerospace (NYSE:GE) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: GE Aerospace added Microsoft AI executive Judson Althoff to its board, a governance and strategy-related move that could help strengthen its digital and AI capabilities over time. GE Aerospace adds Microsoft AI leader to board
• Neutral Sentiment: Several articles referenced GE Aerospace in the context of the SpaceX IPO and broader aerospace industry comparisons. These headlines highlight how GE remains a key benchmark in aerospace, but they do not directly change its fundamentals. SpaceX IPO Valuation Is Worth More Than Boeing, RTX, GE Aerospace And Every Other S&P 500 Aerospace Firm Combined: Report
• Negative Sentiment: News that the Air India crash report is being delayed because GE engine analysis is still pending could keep some headline risk around the company’s engine business until more clarity is provided. GE engine review delays final Air India crash report ahead of first anniversary

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Jefferies Financial Group restated a “buy” rating on shares of GE Aerospace in a research report on Wednesday, May 27th. BNP Paribas Exane decreased their price target on shares of GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday, May 14th. Daiwa Securities Group started coverage on shares of GE Aerospace in a research note on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 price target on the stock. Zacks Research lowered shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, March 24th. Finally, President Capital decreased their price target on shares of GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, GE Aerospace currently has a consensus rating of “Moderate Buy” and an average target price of $348.22.

About GE Aerospace

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.