Stephens Inc. AR Increases Stake in GE Aerospace $GE

Posted by Brenda Bartman on May 16th, 2026

Stephens Inc. AR boosted its stake in GE Aerospace (NYSE:GE – Free Report) by 15.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 55,449 shares of the company’s stock after buying an additional 7,590 shares during the period. Stephens Inc. AR’s holdings in GE Aerospace were worth $17,080,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Capital World Investors increased its stake in shares of GE Aerospace by 16.2% during the third quarter. Capital World Investors now owns 21,442,810 shares of the company’s stock valued at $6,449,731,000 after buying an additional 2,995,054 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in shares of GE Aerospace by 1,200.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,847,011 shares of the company’s stock valued at $568,935,000 after buying an additional 1,705,005 shares during the period. Jennison Associates LLC increased its stake in shares of GE Aerospace by 21.5% during the third quarter. Jennison Associates LLC now owns 8,430,878 shares of the company’s stock valued at $2,536,177,000 after buying an additional 1,494,541 shares during the period. CIBC Bancorp USA Inc. purchased a new position in shares of GE Aerospace during the third quarter valued at approximately $285,263,000. Finally, Vanguard Group Inc. increased its stake in shares of GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock valued at $28,564,097,000 after buying an additional 699,364 shares during the period. Hedge funds and other institutional investors own 74.77% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on GE shares. Citigroup reduced 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. BNP Paribas Exane reduced their target price on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating on the stock in a research note on Thursday. Weiss Ratings reissued a “buy (b)” rating on shares of GE Aerospace in a research note on Thursday, January 22nd. Wall Street Zen cut GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Royal Bank Of Canada restated an “outperform” rating and set a $355.00 price target on shares of GE Aerospace in a research report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $348.22.

View Our Latest Stock Analysis on GE Aerospace

GE Aerospace Trading Down 3.3%

GE Aerospace stock opened at $281.91 on Friday. 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 $297.32 and its two-hundred day simple moving average is $305.92. GE Aerospace has a 12 month low of $227.59 and a 12 month high of $348.48. The company has a market capitalization of $294.13 billion, a price-to-earnings ratio of 34.72, a price-to-earnings-growth ratio of 2.71 and a beta of 1.36.

GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating 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 quarterly revenue was up 24.6% on a year-over-year basis. During the same period in the prior year, the company posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities analysts predict that GE Aerospace will post 7.46 earnings per share for the current fiscal year.

Trending Headlines about GE Aerospace

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

Positive Sentiment: GE Aerospace’s CEO reportedly met with China’s National Development and Reform Commission, raising hopes for new engine orders and improved China access for the company. Reuters article
Positive Sentiment: Reuters and other reports suggest GE Aerospace could sell hundreds of engines to China if aircraft deals expand, which would be a meaningful long-term revenue tailwind. Bizjournals article
Positive Sentiment: GE Aerospace and Emirates announced a plan to develop piece-part repair capabilities for GE90 and GP7200 engines, supporting the company’s higher-margin maintenance and aftermarket business. Aviation Week article
Neutral Sentiment: GE Aerospace Weekend promotion is a branding and marketing item, but it is unlikely to materially affect the stock. MLB article
Negative Sentiment: BNP Paribas Exane cut its price target on GE Aerospace to $270 and kept an underperform rating, reinforcing concerns that the stock may have limited upside near current levels. American Banking News article

About GE Aerospace

(Free Report)

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.