IFM Investors Pty Ltd Acquires 10,785 Shares of GE Aerospace $GE

IFM Investors Pty Ltd increased its holdings in shares of GE Aerospace (NYSE:GE) by 5.2% during the 1st quarter, Holdings Channel reports. The institutional investor owned 220,178 shares of the company’s stock after acquiring an additional 10,785 shares during the quarter. IFM Investors Pty Ltd’s holdings in GE Aerospace were worth $62,480,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in GE. Allworth Financial LP lifted its holdings in GE Aerospace by 7.6% during the 4th quarter. Allworth Financial LP now owns 76,867 shares of the company’s stock worth $23,677,000 after buying an additional 5,434 shares during the period. Dara Capital US Inc. acquired a new stake in shares of GE Aerospace in the fourth quarter valued at about $2,527,000. NewEdge Wealth LLC increased its stake in shares of GE Aerospace by 92.2% in the fourth quarter. NewEdge Wealth LLC now owns 20,142 shares of the company’s stock valued at $6,204,000 after buying an additional 9,663 shares during the period. Orion Porfolio Solutions LLC raised its position in shares of GE Aerospace by 11.0% during the third quarter. Orion Porfolio Solutions LLC now owns 68,266 shares of the company’s stock worth $20,536,000 after acquiring an additional 6,747 shares during the last quarter. Finally, CenterBook Partners LP raised its position in shares of GE Aerospace by 892.6% during the fourth quarter. CenterBook Partners LP now owns 49,788 shares of the company’s stock worth $15,336,000 after acquiring an additional 44,772 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 was highlighted as a strong aerospace and defense name, with articles pointing to ongoing commercial and defense momentum, continued investment, and shareholder returns as reasons investors may still see upside. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Positive Sentiment: Another note framed GE Aerospace as a partner in next-generation silicon carbide power technology, reinforcing the company’s role in advanced aerospace and defense electrification and supporting its innovation narrative. Wolfspeed Jumps as Investors Revisit GE Partnership and Look Past Resale Overhang
• Positive Sentiment: Investor sentiment around aerospace stocks remains constructive, helped by broader market risk appetite and strength in growth/technology names, which can spill over into GE Aerospace as a leading industrial aerospace beneficiary.
• Neutral Sentiment: One article compared GE Aerospace with Textron, presenting GE as a quality growth-and-return story versus TXT’s valuation angle; this is more of a relative-stock discussion than a new catalyst. GE Aerospace vs. Textron: Which Aerospace & Defense Stock Has Greater Upside?
• Negative Sentiment: A Seeking Alpha piece argued that GE Aerospace’s defense fundamentals may not justify its elevated share price near recent highs, raising valuation concerns that could weigh on the stock if investors focus on stretched expectations. The Great Disconnect: Why GE Aerospace’s Defense Fundamentals Don’t Justify A $369 Price Tag

GE Aerospace Trading Down 0.2%

NYSE:GE opened at $372.94 on Wednesday. GE Aerospace has a 12 month low of $243.34 and a 12 month high of $379.67. The company has a current ratio of 1.01, a quick ratio of 0.70 and a debt-to-equity ratio of 0.99. The stock has a market capitalization of $389.10 billion, a price-to-earnings ratio of 45.93, a PEG ratio of 3.31 and a beta of 1.37. The firm has a fifty day simple moving average of $317.60 and a two-hundred day simple moving average of $313.43.

GE Aerospace (NYSE:GE) last announced its quarterly earnings data on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a net margin of 17.86% and a return on equity of 37.99%. The business’s quarterly revenue was up 24.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.49 earnings per share. 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.

GE Aerospace Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, July 27th. Investors of record on Monday, July 6th will be paid a dividend of $0.47 per share. This represents a $1.88 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Monday, July 6th. GE Aerospace’s dividend payout ratio is 23.15%.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Daiwa Securities Group assumed coverage on GE Aerospace in a report on Tuesday, March 31st. They issued a “neutral” rating and a $301.00 target price on the stock. TD Cowen lowered their price target on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. UBS Group dropped their price target on shares of GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research report on Wednesday, April 22nd. President Capital reduced their price objective 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. Finally, Citigroup decreased their price objective on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating for the company in a research report on Wednesday, April 1st. One investment 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 issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.