GE Aerospace $GE is Pelham Capital Ltd.’s 8th Largest Position

Pelham Capital Ltd. lowered its holdings in GE Aerospace (NYSE:GE) by 19.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,175 shares of the company’s stock after selling 10,656 shares during the period. GE Aerospace makes up 7.4% of Pelham Capital Ltd.’s portfolio, making the stock its 8th biggest position. Pelham Capital Ltd.’s holdings in GE Aerospace were worth $13,915,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Norges Bank acquired a new stake in GE Aerospace during the fourth quarter valued at $4,444,736,000. Capital World Investors boosted its position in 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 purchasing an additional 2,995,054 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its position in 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 purchasing an additional 1,705,005 shares during the last quarter. CIBC Bancorp USA Inc. acquired a new stake in GE Aerospace during the third quarter valued at $285,263,000. Finally, Vanguard Group Inc. increased its position in GE Aerospace by 0.8% during the fourth quarter. Vanguard Group Inc. now owns 92,731,541 shares of the company’s stock worth $28,564,097,000 after buying an additional 699,364 shares during the last quarter. Hedge funds and other institutional investors own 74.77% of the company’s stock.

GE Aerospace Trading Up 4.4%

Shares of NYSE:GE opened at $328.53 on Friday. The company has a market cap of $342.77 billion, a P/E ratio of 40.46, a P/E/G ratio of 2.92 and a beta of 1.37. The stock’s 50-day moving average is $298.20 and its 200-day moving average is $306.06. GE Aerospace has a 52-week low of $232.24 and a 52-week high of $348.48. 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 issued its quarterly earnings results on Tuesday, April 21st. The company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.60 by $0.26. The company 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 firm’s revenue was up 24.6% compared to the same quarter last year. During the same period last year, the business posted $1.49 earnings per share. GE Aerospace has set its FY 2026 guidance at 7.100-7.400 EPS. Equities research analysts predict that GE Aerospace will post 7.48 earnings per share for the current year.

Key Stories Impacting GE Aerospace

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

• Positive Sentiment: GE Aerospace’s Commercial Engines unit saw orders surge 93% to $17.3 billion, reflecting robust engine demand and supporting the case for more upside ahead. Strength in Commercial Engines Unit Drives GE Aerospace: A Sign for More Upside?
• Positive Sentiment: Analysts and market commentators continue to point to GE Aerospace as a beneficiary of airline, transport, and engine demand, reinforcing optimism around the company’s long-term growth story. Market expert sees opportunity in Toast, GE Aerospace
• Positive Sentiment: GE Aerospace also continues to draw attention as a top performer in the industrial machinery space after its strong first-quarter results, helping keep sentiment constructive. Q1 Earnings Outperformers: GE Aerospace (NYSE:GE) And The Rest Of The General Industrial Machinery Stocks
• Neutral Sentiment: GE Aerospace is also benefiting from broader aerospace strength across the sector, including strong defense and engine-spares demand at peers like Howmet, which may support sentiment for the group overall. Howmet Gains From Defense Aerospace Strength: Can the Momentum Last?
• Neutral Sentiment: GE Aerospace is making strategic investments, including in future engine and aviation technologies such as hybrid-electric propulsion, which supports long-term growth but is less likely to move the stock immediately. GE Aerospace advances hybrid-electric aviation with megawatt-class engine test

Analyst Upgrades and Downgrades

Several equities analysts have commented on GE shares. TD Cowen lowered their target price on shares of GE Aerospace from $350.00 to $330.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Zacks Research downgraded shares of GE Aerospace from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 24th. Citigroup lowered their target price on shares of GE Aerospace from $380.00 to $353.00 and set a “buy” rating on the stock in a research report on Wednesday, April 1st. Jefferies Financial Group reissued a “buy” rating on shares of GE Aerospace in a research report on Wednesday, May 27th. Finally, Daiwa Securities Group started coverage on shares of GE Aerospace in a research report on Tuesday, March 31st. They set a “neutral” rating and a $301.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $348.22.

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.