Healthcare of Ontario Pension Plan Trust Fund lifted its position in shares of GE Aerospace (NYSE:GE – Free Report) by 170.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 167,699 shares of the company’s stock after purchasing an additional 105,719 shares during the quarter. Healthcare of Ontario Pension Plan Trust Fund’s holdings in GE Aerospace were worth $51,656,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors also recently modified their holdings of the company. Icon Wealth Advisors LLC grew its holdings in shares of GE Aerospace by 5.9% during the 4th quarter. Icon Wealth Advisors LLC now owns 4,101 shares of the company’s stock worth $1,263,000 after purchasing an additional 228 shares in the last quarter. KCM Investment Advisors LLC grew its holdings in shares of GE Aerospace by 0.7% during the 4th quarter. KCM Investment Advisors LLC now owns 5,556 shares of the company’s stock worth $1,711,000 after purchasing an additional 38 shares in the last quarter. Landscape Capital Management L.L.C. grew its holdings in shares of GE Aerospace by 1.7% during the 4th quarter. Landscape Capital Management L.L.C. now owns 22,205 shares of the company’s stock worth $6,840,000 after purchasing an additional 378 shares in the last quarter. Cornerstone Financial Management LLC acquired a new stake in shares of GE Aerospace during the 4th quarter worth approximately $48,000. Finally, Destination Wealth Management grew its holdings in shares of GE Aerospace by 53.8% during the 4th quarter. Destination Wealth Management now owns 1,640 shares of the company’s stock worth $505,000 after purchasing an additional 574 shares in the last quarter. Institutional investors and hedge funds own 74.77% of the company’s stock.
Key Stories 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
GE Aerospace Price Performance
GE Aerospace (NYSE:GE – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 EPS for the quarter, beating the consensus estimate of $1.60 by $0.26. The business had revenue of $11.61 billion for the quarter, compared to analyst estimates of $11.61 billion. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.GE Aerospace’s quarterly revenue was up 24.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.49 EPS. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. On average, analysts expect that GE Aerospace will post 7.48 earnings per share for the current fiscal year.
Analysts Set New Price Targets
Several analysts have recently weighed in on the company. UBS Group decreased their price objective on GE Aerospace from $357.00 to $350.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. President Capital decreased their price objective on GE Aerospace from $355.00 to $342.00 and set a “buy” rating on the stock in a report on Wednesday, April 22nd. Sanford C. Bernstein boosted their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research note on Tuesday, March 3rd. Wall Street Zen lowered GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Finally, Citigroup decreased their price target 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 investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $348.22.
Read Our Latest Stock Report on GE Aerospace
GE Aerospace Company 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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