Twin Capital Management Inc. Sells 1,899 Shares of GE Aerospace $GE

Twin Capital Management Inc. lessened its stake in GE Aerospace (NYSE:GE) by 10.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund 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.

Other hedge funds and other institutional investors also recently modified their holdings of the company. REAP Financial Group LLC bought a new position in GE Aerospace during the 3rd quarter valued at approximately $25,000. Abich Financial Wealth Management LLC bought a new position in GE Aerospace during the 3rd quarter valued at approximately $32,000. Tucker Asset Management LLC bought a new position in GE Aerospace during the 4th quarter valued at approximately $32,000. Redmont Wealth Advisors LLC bought a new position in GE Aerospace during the 3rd quarter valued at approximately $36,000. Finally, Strengthening Families & Communities LLC bought a new position in GE Aerospace during the 3rd quarter valued at approximately $38,000. Institutional investors own 74.77% of the company’s stock.

Wall Street Analysts Forecast Growth

GE has been the subject of a number of recent analyst reports. BNP Paribas Exane lowered their price target on GE Aerospace from $300.00 to $270.00 and set an “underperform” rating for the company in a research report on Thursday, May 14th. UBS Group lowered their price target on GE Aerospace from $357.00 to $350.00 and set a “buy” rating for the company in a research report on Wednesday, April 22nd. Morgan Stanley lowered their price target on GE Aerospace from $425.00 to $400.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. The Goldman Sachs Group upped their price target on GE Aerospace from $338.00 to $350.00 and gave the company a “buy” rating in a research report on Friday, January 23rd. Finally, Sanford C. Bernstein upped their price target on GE Aerospace from $374.00 to $405.00 and gave the company an “outperform” rating in a research report on Tuesday, March 3rd. One equities 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 issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $348.22.

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 Stock Up 5.2%

Shares of NYSE:GE opened at $300.11 on Thursday. GE Aerospace has a 52-week low of $228.01 and a 52-week high of $348.48. The firm has a market capitalization of $313.11 billion, a P/E ratio of 36.96, a P/E/G ratio of 2.65 and a beta of 1.36. The stock has a 50 day moving average price of $295.31 and a 200-day moving average price of $305.42. The company has a debt-to-equity ratio of 0.99, a quick ratio of 0.70 and a current ratio of 1.01.

GE Aerospace (NYSE:GE) last announced its earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the prior year, the company earned $1.49 EPS. The business’s revenue was up 24.6% compared to the same quarter last year. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. As a group, equities research analysts anticipate that GE Aerospace will post 7.46 EPS for the current fiscal year.

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.