Twin Capital Management Inc. lessened its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 10.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 15,498 shares of the company’s stock after selling 1,899 shares during the period. Twin Capital Management Inc.’s holdings in GE Aerospace were worth $4,774,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in GE. Brighton Jones LLC increased its position in GE Aerospace by 25.3% during the 4th quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock valued at $2,003,000 after buying an additional 2,421 shares in the last quarter. Revolve Wealth Partners LLC increased its position in GE Aerospace by 7.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock valued at $375,000 after buying an additional 150 shares in the last quarter. Sivia Capital Partners LLC increased its position in GE Aerospace by 4.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock valued at $1,116,000 after buying an additional 191 shares in the last quarter. Main Street Financial Solutions LLC boosted its stake in GE Aerospace by 348.6% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock valued at $1,518,000 after purchasing an additional 4,584 shares during the last quarter. Finally, HUB Investment Partners LLC boosted its stake in GE Aerospace by 4.2% during the 2nd quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock valued at $2,326,000 after purchasing an additional 366 shares during the last quarter. Institutional investors own 74.77% of the company’s stock.
Analysts Set New Price Targets
Several brokerages have commented on GE. Jefferies Financial Group set a $365.00 target price on GE Aerospace in a research note on Sunday, April 26th. UBS Group cut their target price on GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, April 22nd. The Goldman Sachs Group increased their target price on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. President Capital cut their target price on 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 cut their target price on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research note on Wednesday, April 1st. One research 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $348.22.
GE Aerospace Stock Performance
Shares of GE opened at $300.11 on Thursday. The company has a market cap of $313.11 billion, a price-to-earnings ratio of 36.96, a P/E/G ratio of 2.65 and a beta of 1.36. GE Aerospace has a 12 month low of $228.01 and a 12 month high of $348.48. 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 business’s fifty day simple moving average is $295.31 and its two-hundred day simple moving average is $305.42.
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.60 by $0.26. The firm had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company’s revenue for the quarter was up 24.6% on a year-over-year basis. During the same period last year, the business posted $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Research analysts anticipate that GE Aerospace will post 7.46 earnings per share for the current fiscal year.
Key GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace said its researchers used a generative AI tool to design a preliminary hypersonic ramjet engine in seconds, highlighting a major improvement in engineering speed and potentially boosting its competitive edge in advanced defense programs. GE Aerospace uses generative AI to design hypersonic ramjet in seconds
- Positive Sentiment: The company also completed design studies on the hypersonic ramjet, reinforcing progress in high-performance propulsion technology that could support future government and defense contracts. Press Release: GE completes design studies of hypersonic ramjet
- Positive Sentiment: GE Aerospace was awarded a U.S. Air Force contract for preliminary design review of its GE426 engine for autonomous collaborative platforms, expanding its defense pipeline and validating demand for its small-engine technology. GE Aerospace Awarded U.S. Air Force Contract to Advance GE426 Engine for Autonomous Collaborative Platform
- Positive Sentiment: Analysts and market commentary pointed to strength in GE Aerospace’s Defense & Propulsion unit, with military contract wins and rising defense demand seen as key reasons the stock is moving higher. GE Gains From Strength in Defense & Propulsion Unit: Can It Sustain?
- Positive Sentiment: GE Aerospace also disclosed a long-term Boeing 787 maintenance deal with Japan Airlines, which supports recurring services revenue and adds to the upbeat tone around the business. Japan Airlines Signs 10-Year Boeing 787 Maintenance Deal With GE Aerospace
- Neutral Sentiment: GE Aerospace is investing in manufacturing capacity in India and Mexico, which may improve its supply chain and future output, but these are longer-term operational moves rather than immediate earnings catalysts. GE Aerospace Accelerates India Manufacturing Growth with 100 Crore Pune Investment GE Aerospace invests $41.4 million USD in Mexico to safeguard global engine supply chain
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.
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