Quadrant Capital Group LLC grew its stake in GE Aerospace (NYSE:GE – Free Report) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 31,348 shares of the company’s stock after acquiring an additional 2,288 shares during the quarter. Quadrant Capital Group LLC’s holdings in GE Aerospace were worth $9,656,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in GE. Norges Bank purchased a new position in shares of GE Aerospace in the 4th quarter valued at $4,444,736,000. Capital World Investors increased its holdings in shares of GE Aerospace by 16.2% in the 3rd quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after acquiring an additional 2,995,054 shares during the period. Northwestern Mutual Wealth Management Co. increased its holdings in shares of GE Aerospace by 1,200.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after acquiring an additional 1,705,005 shares during the period. CIBC Bancorp USA Inc. purchased a new position in shares of GE Aerospace in the 3rd quarter valued at $285,263,000. Finally, Vanguard Group Inc. increased its holdings in shares of GE Aerospace by 0.8% in the 4th quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after acquiring an additional 699,364 shares during the period. 74.77% of the stock is currently owned by hedge funds and other institutional investors.
Key GE Aerospace News
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
GE Aerospace Stock Up 0.6%
GE Aerospace (NYSE:GE – Get Free Report) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share for the quarter, topping the consensus estimate of $1.60 by $0.26. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The firm had revenue of $11.61 billion for the quarter, compared to the consensus estimate of $11.61 billion. During the same period in the previous year, the business earned $1.49 EPS. The firm’s revenue for the quarter 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, research analysts expect that GE Aerospace will post 7.48 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
GE has been the topic of a number of analyst reports. Zacks Research downgraded GE Aerospace from a “strong-buy” rating to a “hold” rating in a report on Tuesday, March 24th. Citigroup cut their price target on GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a report on Wednesday, April 1st. Weiss Ratings downgraded GE Aerospace from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, June 1st. Morgan Stanley cut their price target on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating on the stock in a report on Wednesday, April 22nd. Finally, TD Cowen cut their price target 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 research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, GE Aerospace has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.
Get Our Latest Report on GE Aerospace
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.
Featured Stories
- Five stocks we like better than GE Aerospace
- SpaceX Rings the Bell and Shatters Every Record
- Adobe Stock Just Got Cheaper—Is Wall Street Missing the Story?
- 3 Dividend Stocks Under $50 That Pay You to Wait Out Inflation
- The 127-Gigawatt Problem: Why AI Needs Its Own Power
Want to see what other hedge funds are holding GE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for GE Aerospace (NYSE:GE – Free Report).
Receive News & Ratings for GE Aerospace Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for GE Aerospace and related companies with MarketBeat.com's FREE daily email newsletter.
