Focus Partners Advisor Solutions LLC decreased its position in shares of GE Aerospace (NYSE:GE – Free Report) by 6.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 31,252 shares of the company’s stock after selling 2,244 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in GE Aerospace were worth $9,627,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also bought and sold shares of GE. Brighton Jones LLC lifted its position in GE Aerospace by 25.3% during the fourth quarter. Brighton Jones LLC now owns 12,008 shares of the company’s stock worth $2,003,000 after purchasing an additional 2,421 shares during the period. Revolve Wealth Partners LLC lifted its position in GE Aerospace by 7.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,251 shares of the company’s stock worth $375,000 after purchasing an additional 150 shares during the period. Sivia Capital Partners LLC lifted its position in GE Aerospace by 4.6% during the second quarter. Sivia Capital Partners LLC now owns 4,337 shares of the company’s stock worth $1,116,000 after purchasing an additional 191 shares during the period. Main Street Financial Solutions LLC lifted its position in GE Aerospace by 348.6% during the second quarter. Main Street Financial Solutions LLC now owns 5,899 shares of the company’s stock worth $1,518,000 after purchasing an additional 4,584 shares during the period. Finally, HUB Investment Partners LLC lifted its position in GE Aerospace by 4.2% during the second quarter. HUB Investment Partners LLC now owns 9,035 shares of the company’s stock worth $2,326,000 after purchasing an additional 366 shares during the period. Institutional investors own 74.77% of the company’s stock.
More GE Aerospace News
Here are the key news stories impacting GE Aerospace this week:
- Positive Sentiment: GE Aerospace announced a memorandum of understanding with Wolfspeed to accelerate adoption of high-voltage silicon carbide power modules, a move that could strengthen GE’s position in next-generation aerospace and defense electrical systems. Article Title
- Positive Sentiment: The company also said it completed the first ground test of a megawatt-class hybrid-electric engine system, reinforcing its long-term growth story in advanced propulsion and decarbonization technologies. Article Title
- Positive Sentiment: Analyst and market commentary continues to frame GE Aerospace as a strong industrial/aerospace name, with bullish writeups citing durable services demand and constructive sentiment around the stock. Article Title
- Neutral Sentiment: Several media pieces today mostly reiterated the Wolfspeed partnership and GE’s strategic push into silicon carbide technology, which is supportive but not yet a near-term financial catalyst. Article Title
- Neutral Sentiment: Management commentary and profile coverage highlighted GE’s restructuring progress and exposure to high aviation demand, but these were largely reiterations of the company’s existing investment case. Article Title
- Negative Sentiment: The stock is trading lower despite the positive news, suggesting investors may be taking profits or reacting to broader market moves rather than a fresh operational setback at GE Aerospace. Article Title
GE Aerospace Stock Down 1.8%
GE Aerospace (NYSE:GE – Get Free Report) last released its quarterly earnings data 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. GE Aerospace had a return on equity of 37.99% and a net margin of 17.86%.The company had revenue of $11.61 billion during the quarter, compared to the consensus estimate of $11.61 billion. During the same quarter in the prior year, the firm posted $1.49 earnings per share. The firm’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, analysts forecast that GE Aerospace will post 7.48 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
GE has been the subject of several research analyst reports. Sanford C. Bernstein boosted their target price on GE Aerospace from $374.00 to $405.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Wall Street Zen downgraded GE Aerospace from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. TD Cowen lowered their target price on GE Aerospace from $350.00 to $330.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Royal Bank Of Canada reissued an “outperform” rating and set a $355.00 target price on shares of GE Aerospace in a research note on Wednesday, May 20th. Finally, Seaport Research Partners initiated coverage on GE Aerospace in a research note on Tuesday, May 26th. They set a “buy” rating and a $375.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $348.22.
Get 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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